WallStSmart

Essential Properties Realty Trust Inc (EPRT)vsKimco Realty Corporation (KIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kimco Realty Corporation generates 281% more annual revenue ($2.14B vs $561.22M). EPRT leads profitability with a 45.1% profit margin vs 27.3%. EPRT trades at a lower P/E of 24.5x. EPRT earns a higher WallStSmart Score of 62/100 (C+).

EPRT

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 6.3Quality: 7.0
Piotroski: 3/9Altman Z: 1.28

KIM

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 4.7Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EPRTFair Value (-1.1%)

Margin of Safety

-1.1%

Fair Value

$31.19

Current Price

$30.69

$0.50 premium

UndervaluedFair: $31.19Overvalued
KIMSignificantly Overvalued (-294.1%)

Margin of Safety

-294.1%

Fair Value

$5.58

Current Price

$22.41

$16.83 premium

UndervaluedFair: $5.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EPRT4 strengths · Avg: 9.0/10
Profit MarginProfitability
45.1%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
65.6%10/10

Strong operational efficiency at 65.6%

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
25.2%8/10

Revenue surging 25.2% year-over-year

KIM3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

EPRT4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-165.37M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.282/10

Distress zone — elevated risk

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : EPRT

The strongest argument for EPRT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 45.1% and operating margin at 65.6%. Revenue growth of 25.2% demonstrates continued momentum.

Bull Case : KIM

The strongest argument for KIM centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 33.0%.

Bear Case : EPRT

The primary concerns for EPRT are Return on Equity, Piotroski F-Score, Free Cash Flow.

Bear Case : KIM

The primary concerns for KIM are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

EPRT profiles as a growth stock while KIM is a value play — different risk/reward profiles.

KIM carries more volatility with a beta of 1.06 — expect wider price swings.

EPRT is growing revenue faster at 25.2% — sustainability is the question.

KIM generates stronger free cash flow (143M), providing more financial flexibility.

Bottom Line

EPRT scores higher overall (62/100 vs 56/100), backed by strong 45.1% margins and 25.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Essential Properties Realty Trust Inc

REAL ESTATE · REIT - RETAIL · USA

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns and manages single-tenant properties in the United States. The company is headquartered in Princeton, New Jersey.

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Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Kimco Realty Corporation is a real estate investment trust (REIT) that invests in shopping centers.

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