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EPR Properties

EPR Real Estate Unknown Updated July 31, 2026
$62.03
52W $48.11 – $64.97
56/100
20.4
1.02
AI Committee Verdict
Buy
Conviction: Contested · 43% agreement · 7 analysts
-13.1%
Contested

Is EPR Bullish or Bearish?

Bullish. Innellis AI committee rates EPR Properties (EPR) Buy with a composite score of 56/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +19.20 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -0.80 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 81.2% yoy. Risk Analyst remains cautious — current ratio of 0.68 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 5.8% pays you to wait — Value
  • EPS growing 81.2% YoY — Growth
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • RSI at 77 is in overbought territory — Technical
  • Current ratio of 0.68 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
56/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 21%
of 61 Real Estate peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 5.8% pays you to wait
Growth Analyst bullish
72 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 81.2% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 77 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.68 is tight -- limited short-term liquidity cushion
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score weakened from 63.1 to 55.8.

Analyst-level changes:
  • Growth Analyst: score 82->72 (-10); +1 bullish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst joined: bearish at 35.
  • Technical Analyst: +1 bearish signal(s).
  • Value Analyst joined: neutral at 58.

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
77.0
Overbought
MACD Histogram
0.238
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.86
Inside Bands
Price vs Moving Averages
EMA 9
$63.09 Below
EMA 21
$61.72 Above
EMA 50
$59.88 Above
EMA 200
$56.36 Above

Fundamental Analysis

Valuation
90
Growth
94
Profitability
1
Financial Health
62
Cash Flow
38
Valuation
P/E Ratio 20.4×
P/B Ratio 2.12×
PEG Ratio 0.38
Dividend Yield 0.06%
52W High $64.97
52W Low $48.11
Quality & Growth
ROE 11.8%
ROA 4.8%
Gross Margin 69.6%
Operating Margin 55.2%
Revenue Growth YoY
Debt / Equity 1.43
AI Fundamental Assessment
P/E ratio of 20.4 (inexpensive relative to a 15-40x range); Price-to-book of 2.1x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.4%; Gross margin of 0.7%; Current ratio of 1.66 (healthy short-term liquidity); Debt-to-equity of 1.43; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (3.06); Most recent quarter beat estimates by 88.0%; 3 consecutive earnings beats; EPS growth accelerating (-6.3% -> +91.9% QoQ); Average YoY EPS growth of 56.0%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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