Essential Properties Realty Trust Inc (EPRT)vsSimon Property Group Inc (SPG)
EPRT
Essential Properties Realty Trust Inc
$30.69
-1.32%
REAL ESTATE · Cap: $6.54B
SPG
Simon Property Group Inc
$181.57
+1.85%
REAL ESTATE · Cap: $57.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 1034% more annual revenue ($6.36B vs $561.22M). SPG leads profitability with a 72.7% profit margin vs 45.1%. SPG trades at a lower P/E of 12.6x. SPG earns a higher WallStSmart Score of 67/100 (B-).
EPRT
Buy62
out of 100
Grade: C+
SPG
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.1%
Fair Value
$31.19
Current Price
$30.69
$0.50 premium
Margin of Safety
+70.6%
Fair Value
$663.16
Current Price
$181.57
$481.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 65.6%
Reasonable price relative to book value
Revenue surging 25.2% year-over-year
Every $100 of equity generates 104 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
ROE of 6.5% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Trading at 11.4x book value
3.6% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EPRT
The strongest argument for EPRT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 45.1% and operating margin at 65.6%. Revenue growth of 25.2% demonstrates continued momentum.
Bull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : EPRT
The primary concerns for EPRT are Return on Equity, Piotroski F-Score, Free Cash Flow.
Bear Case : SPG
The primary concerns for SPG are Price/Book, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
EPRT profiles as a growth stock while SPG is a mature play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.40 — expect wider price swings.
EPRT is growing revenue faster at 25.2% — sustainability is the question.
SPG generates stronger free cash flow (982M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (67/100 vs 62/100), backed by strong 72.7% margins and 13.2% revenue growth. Both earn "Strong 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.
Visit Website →Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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