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EPRT Stock Analysis 2026 - ESSENTIAL PROPERTIES REALTY TRUST, INC. AI Rating

EPRT NYSE Real Estate Investment Trusts MD CIK: 0001728951
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 EPRT Key Takeaways

Revenue: $561.2M
Net Margin: 45.1%
Free Cash Flow: $379.8M
Current Ratio: N/A
Debt/Equity: 0.60x
EPS: $1.28
AI Rating: BUY with 78% confidence

Is EPRT a Good Investment? Thesis Analysis

Claude

Essential Properties demonstrates strong operational efficiency with a 64.1% operating margin and exceptional free cash flow generation (67.7% FCF margin), indicating a well-managed REIT with high-quality earnings. Revenue growth of 24.8% YoY combined with substantial operating cash flow of $381.1M and minimal capital intensity ($1.3M capex) supports sustainable distributions and potential value creation for shareholders.

Why Buy EPRT? Key Strengths

Claude
  • + Exceptional profitability with 64.1% operating margin and 45.1% net margin, indicating strong pricing power and operational efficiency
  • + Robust free cash flow generation of $379.8M with 67.7% FCF margin, providing substantial flexibility for distributions and debt reduction
  • + Strong revenue growth of 24.8% YoY demonstrates expanding tenant base and portfolio strength
  • + Conservative leverage with 0.60x debt-to-equity ratio and excellent interest coverage of 23.1x indicates manageable debt obligations
  • + Minimal capital intensity with capex of only $1.3M on $6.9B asset base, typical of mature net-lease REIT model

EPRT Investment Risks to Consider

Claude
  • ! Low cash position of $60.2M relative to $2.7B liabilities raises refinancing risk concerns, particularly in rising rate environment
  • ! Modest ROE of 6.0% and ROA of 3.7% suggest capital efficiency challenges despite strong margins, typical REIT constraint
  • ! High reliance on tenant base concentration and lease renewal risk inherent to retail/commercial real estate investment
  • ! Capital-light model with minimal reinvestment capability limits organic growth potential and portfolio quality improvements
  • ! Significant insider trading activity (20 Form 4 filings in 90 days) warrants monitoring for potential insider sentiment shifts

Key Metrics to Watch

Claude
  • * Tenant occupancy rates and lease renewal spreads to assess portfolio health
  • * Operating cash flow trends and FCF sustainability amid economic cycles
  • * Debt refinancing capacity and weighted average lease expiration to monitor liquidity risk
  • * Same-store NOI growth and tenant credit quality metrics
  • * Distribution payout ratios relative to operating cash flow

EPRT Financial Metrics

Revenue
$561.2M
Net Income
$253.0M
EPS (Diluted)
$1.28
Free Cash Flow
$379.8M
Total Assets
$6.9B
Cash Position
$60.2M

💡 AI Analyst Insight

The 67.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

EPRT Profitability Ratios

Gross Margin N/A
Operating Margin 64.1%
Net Margin 45.1%
ROE 6.0%
ROA 3.7%
FCF Margin 67.7%

EPRT vs Default Sector

How ESSENTIAL PROPERTIES REALTY TRUST, INC. compares to Default sector averages

Net Margin
EPRT 45.1%
vs
Sector Avg 12.0%
EPRT Sector
ROE
EPRT 6.0%
vs
Sector Avg 15.0%
EPRT Sector
Current Ratio
EPRT 0.0x
vs
Sector Avg 1.8x
EPRT Sector
Debt/Equity
EPRT 0.6x
vs
Sector Avg 0.7x
EPRT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is EPRT Overvalued or Undervalued?

Based on fundamental analysis, ESSENTIAL PROPERTIES REALTY TRUST, INC. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
6.0%
Sector avg: 15%
Net Profit Margin
45.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.60x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

EPRT Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.60x
Debt/Assets
38.7%
Interest Coverage
23.08x
Long-term Debt
$2.5B

EPRT 5-Year Financial Trend & Growth Analysis

EPRT 5-year financial data: Year 2021: Revenue $230.2M, Net Income $41.8M, EPS $0.63. Year 2022: Revenue $286.5M, Net Income $42.3M, EPS $0.44. Year 2023: Revenue $359.6M, Net Income $95.7M, EPS $0.82. Year 2024: Revenue $449.6M, Net Income $134.1M, EPS $0.99. Year 2025: Revenue $561.2M, Net Income $190.7M, EPS $1.24.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue has grown significantly by 144% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.24 reflects profitable operations.

EPRT Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
67.7%
Free cash flow / Revenue

EPRT Quarterly Performance

Quarterly financial performance data for ESSENTIAL PROPERTIES REALTY TRUST, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $117.1M $49.1M $0.27
Q2 2025 $109.3M $51.5M $0.29
Q1 2025 $103.5M $47.0M $0.28
Q3 2024 $91.7M $45.9M $0.27
Q2 2024 $86.5M $51.5M $0.29
Q1 2024 $83.7M $42.9M $0.28
Q3 2023 $70.7M $36.4M $0.26
Q2 2023 $71.4M $35.7M $0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

EPRT Capital Allocation

Operating Cash Flow
$381.1M
Cash generated from operations
Capital Expenditures
$1.3M
Investment in assets
Dividends Paid
$233.9M
Returned to shareholders

EPRT SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for ESSENTIAL PROPERTIES REALTY TRUST, INC. (CIK: 0001728951)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 4 xslF345X06/wk-form4_1774296895.xml View →
Mar 23, 2026 4 xslF345X06/wk-form4_1774296838.xml View →
Mar 9, 2026 8-K eprt-20260306.htm View →
Mar 2, 2026 8-K eprt-20260302.htm View →
Feb 23, 2026 4 xslF345X05/wk-form4_1771881657.xml View →

Frequently Asked Questions about EPRT

What is the AI rating for EPRT?

ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are EPRT's key strengths?

Claude: Exceptional profitability with 64.1% operating margin and 45.1% net margin, indicating strong pricing power and operational efficiency. Robust free cash flow generation of $379.8M with 67.7% FCF margin, providing substantial flexibility for distributions and debt reduction.

What are the risks of investing in EPRT?

Claude: Low cash position of $60.2M relative to $2.7B liabilities raises refinancing risk concerns, particularly in rising rate environment. Modest ROE of 6.0% and ROA of 3.7% suggest capital efficiency challenges despite strong margins, typical REIT constraint.

What is EPRT's revenue and growth?

ESSENTIAL PROPERTIES REALTY TRUST, INC. reported revenue of $561.2M.

Does EPRT pay dividends?

ESSENTIAL PROPERTIES REALTY TRUST, INC. pays dividends, with $233.9M distributed to shareholders in the trailing twelve months.

Where can I find EPRT SEC filings?

Official SEC filings for ESSENTIAL PROPERTIES REALTY TRUST, INC. (CIK: 0001728951) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EPRT's EPS?

ESSENTIAL PROPERTIES REALTY TRUST, INC. has a diluted EPS of $1.28.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EPRT a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, ESSENTIAL PROPERTIES REALTY TRUST, INC. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is EPRT stock overvalued or undervalued?

Valuation metrics for EPRT: ROE of 6.0% (sector avg: 15%), net margin of 45.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy EPRT stock in 2026?

Our dual AI analysis gives ESSENTIAL PROPERTIES REALTY TRUST, INC. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EPRT's free cash flow?

ESSENTIAL PROPERTIES REALTY TRUST, INC.'s operating cash flow is $381.1M, with capital expenditures of $1.3M. FCF margin is 67.7%.

How does EPRT compare to other Default stocks?

Vs Default sector averages: Net margin 45.1% (avg: 12%), ROE 6.0% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI