Essential Properties Realty Trust Inc (EPRT)vsSimon Property Group Inc (SPG)
EPRT
Essential Properties Realty Trust Inc
$30.27
+2.02%
REAL ESTATE · Cap: $6.70B
SPG
Simon Property Group Inc
$210.31
+1.98%
REAL ESTATE · Cap: $77.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 1026% more annual revenue ($6.65B vs $590.66M). SPG leads profitability with a 70.6% profit margin vs 43.5%. SPG trades at a lower P/E of 14.1x. SPG earns a higher WallStSmart Score of 63/100 (C+).
EPRT
Buy56
out of 100
Grade: C
SPG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.6%
Fair Value
$43.61
Current Price
$30.27
$13.34 discount
Margin of Safety
-28.0%
Fair Value
$152.15
Current Price
$210.31
$58.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 63.7%
Revenue surging 22.8% year-over-year
Every $100 of equity generates 96 in profit
Keeps 71 of every $100 in revenue as profit
Strong operational efficiency at 43.4%
Large-cap with strong market position
Attractively priced relative to earnings
19.3% revenue growth
Areas to Watch
ROE of 5.8% — below average capital efficiency
Weak financial health signals
Earnings declined 4.3%
Negative free cash flow — burning cash
Trading at 13.2x book value
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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 : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 70.6% and operating margin at 43.4%. Revenue growth of 19.3% demonstrates continued momentum.
Bear Case : EPRT
The primary concerns for EPRT are Return on Equity, Piotroski F-Score, EPS Growth.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, Altman Z-Score. Debt-to-equity of 5.96 is elevated, increasing financial risk.
Key Dynamics to Monitor
SPG carries more volatility with a beta of 1.36 — expect wider price swings.
EPRT is growing revenue faster at 22.8% — sustainability is the question.
SPG generates stronger free cash flow (625M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPG scores higher overall (63/100 vs 56/100), backed by strong 70.6% margins and 19.3% revenue growth. 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.
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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