EPR Properties (NYSE:EPR) & InvenTrust Properties (NYSE:IVT) Critical Survey

EPR Properties (NYSE:EPR) and InvenTrust Properties (NYSE:IVT) are both mid-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, institutional ownership, earnings, analyst recommendations, dividends and profitability.

Dividends

EPR Properties pays an annual dividend of $3.42 per share and has a dividend yield of 7.3%. InvenTrust Properties pays an annual dividend of $0.91 per share and has a dividend yield of 3.0%. EPR Properties pays out 148.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. InvenTrust Properties pays out 1,011.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. EPR Properties is clearly the better dividend stock, given its higher yield and lower payout ratio.

Earnings and Valuation

This table compares EPR Properties and InvenTrust Properties”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
EPR Properties	$705.67 million	5.05	$173.05 million	$2.31	20.36
InvenTrust Properties	$258.68 million	9.05	$5.27 million	$0.09	337.45

EPR Properties has higher revenue and earnings than InvenTrust Properties. EPR Properties is trading at a lower price-to-earnings ratio than InvenTrust Properties, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

EPR Properties has a beta of 1.75, suggesting that its share price is 75% more volatile than the S&P 500. Comparatively, InvenTrust Properties has a beta of 0.97, suggesting that its share price is 3% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and target prices for EPR Properties and InvenTrust Properties, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
EPR Properties	2	4	2	1	2.22
InvenTrust Properties	0	1	3	0	2.75

EPR Properties currently has a consensus price target of $47.94, suggesting a potential upside of 1.94%. InvenTrust Properties has a consensus price target of $32.00, suggesting a potential upside of 5.38%. Given InvenTrust Properties’ stronger consensus rating and higher possible upside, analysts plainly believe InvenTrust Properties is more favorable than EPR Properties.

Institutional & Insider Ownership

74.7% of EPR Properties shares are held by institutional investors. Comparatively, 61.7% of InvenTrust Properties shares are held by institutional investors. 2.1% of EPR Properties shares are held by company insiders. Comparatively, 0.4% of InvenTrust Properties shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares EPR Properties and InvenTrust Properties’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
EPR Properties	28.87%	8.22%	3.52%
InvenTrust Properties	2.52%	0.42%	0.27%

Summary

EPR Properties beats InvenTrust Properties on 12 of the 17 factors compared between the two stocks.

About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.

About InvenTrust Properties

InvenTrust Properties Corp. (the “Company,” “IVT,” or “InvenTrust”) is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company’s business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, maintaining a flexible capital structure, and enhancing environmental, social and governance (“ESG”) practices and standards. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio. IVT is committed to leadership in ESG practices and has been a Global Real Estate Sustainability Benchmark (“GRESB”) member since 2013.