Financial Survey: EPR Properties (NYSE:EPR) versus Site Centers (NYSE:SITC)

EPR Properties (NYSE:EPR) and Site Centers (NYSE:SITC) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their earnings, risk, valuation, profitability, analyst recommendations, institutional ownership and dividends.

Institutional & Insider Ownership

74.7% of EPR Properties shares are owned by institutional investors. Comparatively, 88.7% of Site Centers shares are owned by institutional investors. 0.0% of EPR Properties shares are owned by company insiders. Comparatively, 0.2% of Site Centers shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
EPR Properties	37.50%	11.68%	4.83%
Site Centers	212.95%	47.95%	28.88%

Analyst Recommendations

This is a breakdown of current ratings and target prices for EPR Properties and Site Centers, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
EPR Properties	0	5	4	0	2.44
Site Centers	1	2	0	0	1.67

EPR Properties presently has a consensus target price of $60.64, suggesting a potential upside of 5.73%. Site Centers has a consensus target price of $8.00, suggesting a potential upside of 60.16%. Given Site Centers’ higher possible upside, analysts plainly believe Site Centers is more favorable than EPR Properties.

Valuation and Earnings

This table compares EPR Properties and Site Centers”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
EPR Properties	$718.36 million	6.11	$274.94 million	$3.23	17.76
Site Centers	$113.49 million	2.31	$177.86 million	$3.32	1.50

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

Volatility and Risk

EPR Properties has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500. Comparatively, Site Centers has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500.

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 Site Centers

SITE Centers is an owner and manager of open-air shopping centers located in suburban, high household income communities. The Company is a self-administered and self-managed REIT operating as a fully integrated real estate company, and is publicly traded on the New York Stock Exchange under the ticker symbol SITC.