WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Regency Centers Corporation generates 174% more annual revenue ($1.69B vs $615.49M). EPRT leads profitability with a 43.5% profit margin vs 33.0%. EPRT trades at a lower P/E of 22.9x. REG earns a higher WallStSmart Score of 59/100 (C).

EPRT

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 3/9Altman Z: 1.28

REG

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EPRTUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$44.25

Current Price

$28.79

$15.46 discount

UndervaluedFair: $44.25Overvalued
REGUndervalued (+44.3%)

Margin of Safety

+44.3%

Fair Value

$137.30

Current Price

$74.62

$62.68 discount

UndervaluedFair: $137.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EPRT4 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
43.5%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
62.5%10/10

Strong operational efficiency at 62.5%

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.6%10/10

Strong operational efficiency at 39.6%

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

Free Cash FlowQuality
$-200.80M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.282/10

Distress zone — elevated risk

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
25.4x4/10

Moderate valuation

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.832/10

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 62.5%. Revenue growth of 18.1% 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 33.0% and operating margin at 39.6%.

Bear Case : EPRT

The primary concerns for EPRT are Return on Equity, Piotroski F-Score, Free Cash Flow.

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 0.87 — expect wider price swings.

EPRT is growing revenue faster at 18.1% — sustainability is the question.

REG generates stronger free cash flow (174M), providing more financial flexibility.

Bottom Line

REG scores higher overall (59/100 vs 58/100), backed by strong 33.0% margins. EPRT offers better value entry with a 28.7% 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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