EPR Properties

NYSE:EPR USA REIT - Specialty
Market Cap
$4.28 Billion
Market Cap Rank
#3156 Global
#2113 in USA
Share Price
$56.27
Change (1 day)
+0.04%
52-Week Range
$43.53 - $61.21
All Time High
$61.21
Categories
Companies in USA REIT - Specialty
About

EPR Properties is the leading diversified experiential net lease real estate investment trust, specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $… Read more

EPR Properties (EPR) - Net Assets

Latest net assets as of September 2025: $2.33 Billion USD

Based on the latest financial reports, EPR Properties (EPR) has net assets worth $2.33 Billion USD as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($5.54 Billion) and total liabilities ($3.22 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $2.33 Billion
% of Total Assets 42.01%
Annual Growth Rate 8.98%
5-Year Change -11.68%
10-Year Change 12.02%
Growth Volatility 14.15

EPR Properties - Net Assets Trend (1998–2024)

This chart illustrates how EPR Properties's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for EPR Properties (1998–2024)

The table below shows the annual net assets of EPR Properties from 1998 to 2024.

Year Net Assets Change
2024-12-31 $2.32 Billion -5.33%
2023-12-31 $2.45 Billion -3.22%
2022-12-31 $2.54 Billion -3.14%
2021-12-31 $2.62 Billion -0.48%
2020-12-31 $2.63 Billion -12.48%
2019-12-31 $3.01 Billion +4.91%
2018-12-31 $2.87 Billion -2.13%
2017-12-31 $2.93 Billion +33.92%
2016-12-31 $2.19 Billion +5.40%
2015-12-31 $2.07 Billion +7.65%
2014-12-31 $1.93 Billion +14.13%
2013-12-31 $1.69 Billion +15.63%
2012-12-31 $1.46 Billion -2.55%
2011-12-31 $1.50 Billion -8.16%
2010-12-31 $1.63 Billion +11.12%
2009-12-31 $1.47 Billion +13.56%
2008-12-31 $1.29 Billion +25.99%
2007-12-31 $1.03 Billion +19.70%
2006-12-31 $857.16 Million +27.62%
2005-12-31 $671.66 Million +13.19%
2004-12-31 $593.39 Million +33.52%
2003-12-31 $444.41 Million +20.58%
2002-12-31 $368.55 Million +42.78%
2001-12-31 $258.13 Million -0.96%
2000-12-31 $260.62 Million -2.17%
1999-12-31 $266.40 Million +7.16%
1998-12-31 $248.60 Million --

Equity Component Analysis

This analysis shows how different components contribute to EPR Properties's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 133799800000.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Common Stock $836.00K 0.04%
Other Comprehensive Income $-3.76 Million -0.16%
Other Components $3.67 Billion 157.76%
Total Equity $2.32 Billion 100.00%

EPR Properties Competitors by Market Cap

The table below lists competitors of EPR Properties ranked by their market capitalization.

Company Market Cap
Swire Pacific Ltd
PINK:SWRAY
 		$4.20 Billion
KYUSHU EL. PWR
F:2CJ
 		$4.20 Billion
Amentum Holdings Inc.
NYSE:AMTM
 		$4.20 Billion
Amundi SA
PINK:AMDUF
 		$4.20 Billion
Duolingo Inc
NASDAQ:DUOL
 		$4.20 Billion
Qube Holdings Limited
PINK:QUBHF
 		$4.20 Billion
Hubei Dinglong Chemical
SHE:300054
 		$4.19 Billion
China Avionics Systems Co Ltd
SHG:600372
 		$4.19 Billion

Equity Growth Attribution

This analysis shows how different factors contributed to changes in EPR Properties's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 2,454,155,000 to 2,323,245,000, a change of -130,910,000 (-5.3%).
  • Net income of 146,066,000 contributed positively to equity growth.
  • Dividend payments of 279,888,000 reduced retained earnings.
  • Share repurchases of 11,375,000 reduced equity.
  • New share issuances of 816,000 increased equity.
  • Other comprehensive income decreased equity by 7,052,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $146.07 Million +6.29%
Dividends Paid $279.89 Million -12.05%
Share Repurchases $11.38 Million -0.49%
Share Issuances $816.00K +0.04%
Other Comprehensive Income $-7.05 Million -0.3%
Other Changes $20.52 Million +0.88%
Total Change $- -5.33%

Book Value vs Market Value Analysis

This analysis compares EPR Properties's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 1.85x
  • The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
  • The price-to-book ratio has decreased from 3.14x to 1.85x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1997-12-31 $17.94 $56.27 x
1998-12-31 $17.91 $56.27 x
1999-12-31 $18.31 $56.27 x
2000-12-31 $17.60 $56.27 x
2001-12-31 $17.46 $56.27 x
2002-12-31 $19.88 $56.27 x
2003-12-31 $22.19 $56.27 x
2004-12-31 $24.82 $56.27 x
2005-12-31 $26.10 $56.27 x
2006-12-31 $32.02 $56.27 x
2007-12-31 $37.09 $56.27 x
2008-12-31 $40.97 $56.27 x
2009-12-31 $40.65 $56.27 x
2010-12-31 $35.19 $56.27 x
2011-12-31 $31.34 $56.27 x
2012-12-31 $31.02 $56.27 x
2013-12-31 $35.00 $56.27 x
2014-12-31 $35.38 $56.27 x
2015-12-31 $35.56 $56.27 x
2016-12-31 $34.44 $56.27 x
2017-12-31 $41.08 $56.27 x
2018-12-31 $38.54 $56.27 x
2019-12-31 $39.15 $56.27 x
2020-12-31 $34.62 $56.27 x
2021-12-31 $35.02 $56.27 x
2022-12-31 $33.79 $56.27 x
2023-12-31 $32.41 $56.27 x
2024-12-31 $30.49 $56.27 x

Capital Efficiency Dashboard

This dashboard shows how efficiently EPR Properties utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 6.29%
  • The company has moderate efficiency in generating returns from equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 22.79%
  • • Asset Turnover: 0.11x
  • • Equity Multiplier: 2.42x
  • Recent ROE (6.29%) is below the historical average (7.46%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1997 0.56% 56.00% 0.01x 1.03x $-23.72 Million
1998 7.72% 67.37% 0.06x 1.87x $-5.66 Million
1999 8.71% 65.54% 0.07x 1.94x $-3.44 Million
2000 9.27% 66.26% 0.07x 1.97x $-1.89 Million
2001 9.14% 64.54% 0.06x 2.26x $-2.23 Million
2002 8.82% 63.91% 0.07x 2.07x $-4.16 Million
2003 8.89% 61.64% 0.06x 2.28x $-4.68 Million
2004 9.15% 61.33% 0.07x 2.07x $-5.02 Million
2005 10.36% 56.09% 0.09x 2.12x $2.42 Million
2006 9.65% 55.17% 0.09x 1.84x $-2.98 Million
2007 10.38% 59.16% 0.08x 2.15x $3.87 Million
2008 10.17% 36.20% 0.14x 2.06x $2.23 Million
2009 0.54% 4.04% 0.07x 1.82x $-139.28 Million
2010 7.17% 48.21% 0.08x 1.82x $-45.45 Million
2011 7.84% 50.10% 0.08x 1.86x $-31.78 Million
2012 8.33% 37.78% 0.11x 2.02x $-24.40 Million
2013 10.68% 52.53% 0.10x 1.94x $11.46 Million
2014 9.33% 46.65% 0.10x 1.92x $-12.98 Million
2015 9.38% 46.21% 0.10x 2.03x $-12.85 Million
2016 10.29% 45.61% 0.10x 2.23x $6.39 Million
2017 8.98% 45.65% 0.09x 2.12x $-29.76 Million
2018 9.32% 38.10% 0.11x 2.14x $-19.52 Million
2019 5.14% 23.71% 0.10x 2.19x $-146.02 Million
2020 -5.01% -32.48% 0.06x 2.55x $-394.79 Million
2021 3.77% 19.23% 0.09x 2.22x $-163.20 Million
2022 6.95% 28.86% 0.11x 2.27x $-77.34 Million
2023 7.05% 26.23% 0.12x 2.32x $-72.37 Million
2024 6.29% 22.79% 0.11x 2.42x $-86.26 Million

Industry Comparison

This section compares EPR Properties's net assets metrics with peer companies in the REIT - Specialty industry.

Industry Context

  • Industry: REIT - Specialty
  • Average net assets among peers: $2,575,023,041
  • Average return on equity (ROE) among peers: 27.92%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
EPR Properties (EPR) $2.33 Billion 0.56% 1.38x $4.20 Billion
American Tower Corp (AMT) $3.68 Billion 17.30% 2.82x $86.39 Billion
Automotive Properties Real Estate Investment Trust (APPTF) $663.40 Million 10.85% 0.79x $198.09 Million
Crown Castle (CCI) $11.57 Billion 5.38% 1.83x $36.18 Billion
DIGITAL CORE REIT (DGTCF) $1.28 Billion 16.05% 0.57x $460.68 Million
Digital Realty Trust Inc (DLR) $1.56 Billion 4.33% 1.10x $55.29 Billion
Equinix Inc (EQIX) $2.75 Billion 6.84% 2.77x $92.84 Billion
Charter Hall Social Infrastructure REIT (FKKEF) $1.43 Billion 4.96% 0.49x $693.51 Million
Farmland Partners Inc (FPI) $333.37K 175.89% 109.73x $467.58 Million
Gaming & Leisure Properties (GLPI) $236.33 Million 9.70% 0.13x $12.88 Billion