EPR · the NYSE · USD · Market cap $4.5B · 54 employees
EPR Properties is the leading diversified experiential net lease real estate investment trust, specializing in select enduring experiential properties in the real estate industry.
FAIL · Does not pass the screen
59.18 USD
At the last full screen 2026-09-11
Screened 2026-09-11 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
EPR Properties holds its Markdown at $59.18. The statistical read favours the sellers, held for 298 days.
As held on the ledger · 2026-09-11
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 298 days
Price at the screen
$59.18
Valuation
18.97 trailing · 18.61 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.01
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
54.99%
Below 33%
Interest-bearing debt is 55.0% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
3.31%
Below 49%
Money owed to the company is 3.3% of assets, under the 49% limit.
Pass
Revenue purity
0.20%
Below 5%
Only 0.2% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-11 screen. The gold marker is the market price at the same screen. The price runs 3.7% above the base estimate.
Third-party analyst targets: 11 covering, consensus Buy. The average target sits +10% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-11 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Experiential REIT trades well above its worth
Picture a packed cinema on a Friday night or a packed waterpark in summer. The ticket money eventually reaches landlords like EPR Properties that own the venues on long net leases. That steady flow has kept profit margins at 38 percent and ROE at 12 percent even as revenue edges up only 4 percent a year.
Yet the shares sit at 62 dollars while our fair value sits at 46 dollars, a 25 percent premium with no opportunity rating attached. Forward earnings trade at 20.6 times for modest growth and analysts cluster around a 61 dollar hold target. The ethical screen clears, but the price leaves no margin for the thin growth on offer.
Leisure spending can swing sharply with consumer confidence and travel trends, so any slowdown hits occupancy and renewals fast. A high multiple on low single digit expansion often signals peak earnings rather than a bargain, and that gap is the clearest warning here.
Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
EPR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 3.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (9 analysts) rates it hold, with a mean price target of $60.
2026-07-27Accumulation$62.21+3.9%Entry 4
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 3.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (9 analysts) rates it hold, with a mean price target of $60.
2026-07-18Accumulation$59.85+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 12%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (9 analysts) rates it hold, with a mean price target of $60.
2026-07-03Accumulation$59.85+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Accumulation$59.85Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
