Analyzing EPR Properties (NYSE:EPR) & InvenTrust Properties (NYSE:IVT)

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

Profitability

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

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

Earnings and Valuation

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

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

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.

Risk and Volatility

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

Dividends

InvenTrust Properties pays an annual dividend of $0.91 per share and has a dividend yield of 3.0%. EPR Properties pays an annual dividend of $3.42 per share and has a dividend yield of 7.3%. 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 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. EPR Properties is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for InvenTrust Properties and EPR Properties, as provided by MarketBeat.com.

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

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

Institutional and Insider Ownership

61.7% of InvenTrust Properties shares are held by institutional investors. Comparatively, 74.7% of EPR Properties shares are held by institutional investors. 0.4% of InvenTrust Properties shares are held by insiders. Comparatively, 2.1% of EPR Properties shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

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

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.

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.