Stock comparison
Essential Properties Realty
Simon Property Group
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
EPRT
Essential Properties Realty
Market cap
$6.77B
Sector
Real Estate
SPG
Simon Property Group
Market cap
$66.4B
Sector
Real Estate
Overall winner
Essential Properties Realty EPRT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EPRT | SPG | Winner |
|---|---|---|---|
| Warren Buffett | 71C | 64C | EPRT |
| Benjamin Graham | 56C | 73B | SPG |
| Philip Fisher | 72C | 67C | EPRT |
| Peter Lynch | 67C | 54C | EPRT |
| Joel Greenblatt | 83A | 60D | EPRT |
| Charlie Munger | 78C | 64D | EPRT |
| Terry Smith | 80C | 59D | EPRT |
Side-by-side metrics
| Metric | EPRT | SPG |
|---|---|---|
| Market cap | $6.77B | $66.4B |
| P/E (TTM) | 24.7x | 13.8x |
| EV/EBIT | 25.3x | 29.4x |
| ROIC (TTM) | 48.78% | 8.42% |
| Gross margin | 70.33% | 85.24% |
| Net margin | 43.28% | 70.4% |
| Revenue CAGR 5y | 24.99% | 5.61% |
| EPS CAGR 5y | 11.99% | 19.91% |
| Debt / Equity | 0.6x | 6.0x |
| Dividend yield | 4.04% | 4.32% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EPRT leads on
- Debt / Equity0.6xvs 6.0x+90%
- ROIC (TTM)48.78%vs 8.42%+83%
- Revenue CAGR 5y24.99%vs 5.61%+78%
- EV/EBIT25.3xvs 29.4x+14%
SPG leads on
- Market cap$66.4Bvs $6.77B+90%
- P/E (TTM)13.8xvs 24.7x+44%
- EPS CAGR 5y19.91%vs 11.99%+40%
- Net margin70.4%vs 43.28%+39%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.