Essential Stock Performance

EPRT
 Stock
  

USD 23.15  0.27  1.18%   

The firm shows a Beta (market volatility) of 0.9856, which means possible diversification benefits within a given portfolio. Let's try to break down what Essential's beta means in this case. Essential Properties returns are very sensitive to returns on the market. As the market goes up or down, Essential Properties is expected to follow. Although it is important to respect Essential Properties historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Essential Properties technical indicators, you can presently evaluate if the expected return of 0.0225% will be sustainable into the future. Essential Properties right now shows a risk of 2.01%. Please confirm Essential Properties potential upside, as well as the relationship between the accumulation distribution and price action indicator to decide if Essential Properties will be following its price patterns.
  
Essential Performance
0 of 100
Over the last 90 days Essential Properties Realty has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Essential Properties is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0472
Payout Ratio
1.06
Forward Annual Dividend Rate
1.08
Dividend Date
2022-10-14
Ex Dividend Date
2022-09-29

Essential Price Channel

Quick Ratio3.12
Fifty Two Week Low18.88
Target High Price36.00
Fifty Two Week High29.60
Payout Ratio108.33%
Trailing Annual Dividend Yield3.05%
Target Low Price21.00

Essential Properties Relative Risk vs. Return Landscape

If you would invest  2,311  in Essential Properties Realty on August 29, 2022 and sell it today you would earn a total of  4.00  from holding Essential Properties Realty or generate 0.17% return on investment over 90 days. Essential Properties Realty is currently generating 0.0225% in daily expected returns and assumes 2.0097% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Essential, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Essential Properties is expected to generate 5.12 times less return on investment than the market. In addition to that, the company is 1.46 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

Essential Properties Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Essential Properties' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Essential Properties Realty, and traders can use it to determine the average amount a Essential Properties' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0112

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Negative ReturnsEPRT
Estimated Market Risk
 2.01
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Essential Properties is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Essential Properties by adding it to a well-diversified portfolio.

About Essential Properties Performance

To evaluate Essential Properties Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Essential Properties generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Essential Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Essential Properties market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Essential's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Investment 4.47  4.02 
Return on Average Assets 3.31  3.57 
Return on Average Equity 5.30  4.55 
Return on Invested Capital 0.033  0.0332 
Return on Sales 0.56  0.59 

Things to note about Essential Properties

Checking the ongoing alerts about Essential Properties for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Essential Properties help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Essential Properties Alerts

Equity Alerts and Improvement Suggestions

Essential Properties has a strong financial position based on the latest SEC filings
On 14th of October 2022 Essential Properties paid $ 0.27 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Payment of 8204 shares by Mark Patten of Essential Properties subject to Rule 16b-3
Continue to Investing Opportunities. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Essential Properties price analysis, check to measure Essential Properties' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essential Properties is operating at the current time. Most of Essential Properties' value examination focuses on studying past and present price action to predict the probability of Essential Properties' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Essential Properties' price. Additionally, you may evaluate how the addition of Essential Properties to your portfolios can decrease your overall portfolio volatility.
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Is Essential Properties' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Essential Properties. If investors know Essential will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Essential Properties listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.14
Market Capitalization
3.3 B
Quarterly Revenue Growth YOY
0.18
Return On Assets
0.0291
Return On Equity
0.058
The market value of Essential Properties is measured differently than its book value, which is the value of Essential that is recorded on the company's balance sheet. Investors also form their own opinion of Essential Properties' value that differs from its market value or its book value, called intrinsic value, which is Essential Properties' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Essential Properties' market value can be influenced by many factors that don't directly affect Essential Properties' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Essential Properties' value and its price as these two are different measures arrived at by different means. Investors typically determine Essential Properties value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Essential Properties' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.