WallStSmart

Essential Properties Realty Trust Inc (EPRT)vsRegency Centers Corporation (REG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Regency Centers Corporation generates 179% more annual revenue ($1.65B vs $590.66M). EPRT leads profitability with a 43.5% profit margin vs 33.1%. EPRT trades at a lower P/E of 24.3x. REG earns a higher WallStSmart Score of 63/100 (C+).

EPRT

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 3/9Altman Z: 1.28

REG

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.79
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EPRTUndervalued (+27.6%)

Margin of Safety

+27.6%

Fair Value

$43.61

Current Price

$30.27

$13.34 discount

UndervaluedFair: $43.61Overvalued
REGUndervalued (+44.1%)

Margin of Safety

+44.1%

Fair Value

$136.81

Current Price

$77.72

$59.09 discount

UndervaluedFair: $136.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EPRT4 strengths · Avg: 9.5/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
43.5%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
63.7%10/10

Strong operational efficiency at 63.7%

Revenue GrowthGrowth
22.8%8/10

Revenue surging 22.8% year-over-year

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

EPRT4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-4.3%2/10

Earnings declined 4.3%

Free Cash FlowQuality
$-211.20M2/10

Negative free cash flow — burning cash

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
27.6x4/10

Moderate valuation

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.792/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : EPRT

The strongest argument for EPRT centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 43.5% and operating margin at 63.7%. Revenue growth of 22.8% demonstrates continued momentum.

Bull Case : REG

The strongest argument for REG centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.1% and operating margin at 40.7%.

Bear Case : EPRT

The primary concerns for EPRT are Return on Equity, Piotroski F-Score, EPS Growth.

Bear Case : REG

The primary concerns for REG are P/E Ratio, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

EPRT profiles as a growth stock while REG is a mature play — different risk/reward profiles.

EPRT carries more volatility with a beta of 0.90 — expect wider price swings.

EPRT is growing revenue faster at 22.8% — sustainability is the question.

REG generates stronger free cash flow (48M), providing more financial flexibility.

Bottom Line

REG scores higher overall (63/100 vs 56/100), backed by strong 33.1% margins. EPRT offers better value entry with a 27.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Essential Properties Realty Trust Inc

REAL ESTATE · REIT - RETAIL · USA

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns and manages single-tenant properties in the United States. The company is headquartered in Princeton, New Jersey.

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Regency Centers Corporation

REAL ESTATE · REIT - RETAIL · USA

Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida and is one of the largest operators of shopping centers with grocery stores as anchor tenants.

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