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EPRT vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
EPRT vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Diversified | Asset Management |
| Market Cap | $6.74B | $96.16B |
| Revenue (TTM) | $593M | $13.83B |
| Net Income (TTM) | $257M | $3.02B |
| Gross Margin | 84.7% | 86.0% |
| Operating Margin | 65.0% | 51.9% |
| Forward P/E | 23.9x | 20.6x |
| Total Debt | $2.52B | $13.31B |
| Cash & Equiv. | $60M | $2.63B |
EPRT vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Essential Propertie… (EPRT) | 100 | 228.6 | +128.6% |
| Blackstone Inc. (BX) | 100 | 216.1 | +116.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EPRT vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EPRT carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 7 yrs, beta 0.01, yield 3.7%
- Rev growth 25.0%, EPS growth 11.3%, 3Y rev CAGR 25.2%
- Lower volatility, beta 0.01, Low D/E 59.9%, current ratio 6.13x
BX is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 478.0% 10Y total return vs EPRT's 188.1%
- PEG 0.98 vs EPRT's 1.00
- Lower P/E (20.6x vs 23.9x), PEG 0.98 vs 1.00
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 25.0% FFO/revenue growth vs BX's 21.6% | |
| Value | Lower P/E (20.6x vs 23.9x), PEG 0.98 vs 1.00 | |
| Quality / Margins | 43.3% margin vs BX's 21.8% | |
| Stability / Safety | Beta 0.01 vs BX's 1.53, lower leverage | |
| Dividends | 6.3% yield, 2-year raise streak, vs EPRT's 3.7% | |
| Momentum (1Y) | +1.3% vs BX's -6.2% | |
| Efficiency (ROA) | 6.5% ROA vs EPRT's 3.8%, ROIC 16.1% vs 4.4% |
EPRT vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
EPRT vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BX leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 23.3x EPRT's $593M. EPRT is the more profitable business, keeping 43.3% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $593M | $13.8B |
| EBITDAEarnings before interest/tax | $548M | $7.2B |
| Net IncomeAfter-tax profit | $257M | $3.0B |
| Free Cash FlowCash after capex | -$151M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +84.7% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +65.0% | +51.9% |
| Net MarginNet income ÷ Revenue | +43.3% | +21.8% |
| FCF MarginFCF ÷ Revenue | -25.5% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +24.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -3.4% | +41.3% |
Valuation Metrics
EPRT leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 24.4x trailing earnings, EPRT trades at a 23% valuation discount to BX's 31.6x P/E. Adjusting for growth (PEG ratio), EPRT offers better value at 1.02x vs BX's 1.51x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.7B | $96.2B |
| Enterprise ValueMkt cap + debt − cash | $9.2B | $106.8B |
| Trailing P/EPrice ÷ TTM EPS | 24.36x | 31.63x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.91x | 20.56x |
| PEG RatioP/E ÷ EPS growth rate | 1.02x | 1.51x |
| EV / EBITDAEnterprise value multiple | 17.84x | 14.81x |
| Price / SalesMarket cap ÷ Revenue | 12.00x | 6.95x |
| Price / BookPrice ÷ Book value/share | 1.49x | 4.38x |
| Price / FCFMarket cap ÷ FCF | 17.69x | 55.11x |
Profitability & Efficiency
BX leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $6 for EPRT. EPRT carries lower financial leverage with a 0.60x debt-to-equity ratio, signaling a more conservative balance sheet compared to BX's 0.61x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +6.3% | +14.3% |
| ROA (TTM)Return on assets | +3.8% | +6.5% |
| ROICReturn on invested capital | +4.4% | +16.1% |
| ROCEReturn on capital employed | +5.8% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.60x | 0.61x |
| Net DebtTotal debt minus cash | $2.5B | $10.7B |
| Cash & Equiv.Liquid assets | $60M | $2.6B |
| Total DebtShort + long-term debt | $2.5B | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 3.17x | 14.12x |
Total Returns (Dividends Reinvested)
BX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $16,301 today (with dividends reinvested), compared to $14,607 for EPRT. Over the past 12 months, EPRT leads with a +1.3% total return vs BX's -6.2%. The 3-year compound annual growth rate (CAGR) favors BX at 18.0% vs EPRT's 11.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +4.8% | -21.1% |
| 1-Year ReturnPast 12 months | +1.3% | -6.2% |
| 3-Year ReturnCumulative with dividends | +37.6% | +64.4% |
| 5-Year ReturnCumulative with dividends | +46.1% | +63.0% |
| 10-Year ReturnCumulative with dividends | +188.1% | +478.0% |
| CAGR (3Y)Annualised 3-year return | +11.2% | +18.0% |
Risk & Volatility
EPRT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EPRT is the less volatile stock with a 0.01 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EPRT currently trades 89.8% from its 52-week high vs BX's 64.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 1.53x |
| 52-Week HighHighest price in past year | $34.73 | $190.09 |
| 52-Week LowLowest price in past year | $28.95 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +89.8% | +64.6% |
| RSI (14)Momentum oscillator 0–100 | 40.3 | 52.4 |
| Avg Volume (50D)Average daily shares traded | 2.0M | 7.3M |
Analyst Outlook
Evenly matched — EPRT and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates EPRT as "Buy" and BX as "Buy". Consensus price targets imply 27.4% upside for BX (target: $156) vs 17.1% for EPRT (target: $37). For income investors, BX offers the higher dividend yield at 6.27% vs EPRT's 3.72%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $36.50 | $156.29 |
| # AnalystsCovering analysts | 22 | 29 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +6.3% |
| Dividend StreakConsecutive years of raises | 7 | 2 |
| Dividend / ShareAnnual DPS | $1.16 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
BX leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). EPRT leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
EPRT vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EPRT or BX a better buy right now?
For growth investors, Essential Properties Realty Trust, Inc.
(EPRT) is the stronger pick with 25. 0% revenue growth year-over-year, versus 21. 6% for Blackstone Inc. (BX). Essential Properties Realty Trust, Inc. (EPRT) offers the better valuation at 24. 4x trailing P/E (23. 9x forward), making it the more compelling value choice. Analysts rate Essential Properties Realty Trust, Inc. (EPRT) a "Buy" — based on 22 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EPRT or BX?
On trailing P/E, Essential Properties Realty Trust, Inc.
(EPRT) is the cheapest at 24. 4x versus Blackstone Inc. at 31. 6x. On forward P/E, Blackstone Inc. is actually cheaper at 20. 6x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Blackstone Inc. wins at 0. 98x versus Essential Properties Realty Trust, Inc. 's 1. 00x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — EPRT or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +63. 0%, compared to +46. 1% for Essential Properties Realty Trust, Inc. (EPRT). Over 10 years, the gap is even starker: BX returned +478. 0% versus EPRT's +188. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EPRT or BX?
By beta (market sensitivity over 5 years), Essential Properties Realty Trust, Inc.
(EPRT) is the lower-risk stock at 0. 01β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 17302% more volatile than EPRT relative to the S&P 500. On balance sheet safety, Essential Properties Realty Trust, Inc. (EPRT) carries a lower debt/equity ratio of 60% versus 61% for Blackstone Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EPRT or BX?
By revenue growth (latest reported year), Essential Properties Realty Trust, Inc.
(EPRT) is pulling ahead at 25. 0% versus 21. 6% for Blackstone Inc. (BX). On earnings-per-share growth, the picture is similar: Essential Properties Realty Trust, Inc. grew EPS 11. 3% year-over-year, compared to 7. 2% for Blackstone Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — EPRT or BX?
Essential Properties Realty Trust, Inc.
(EPRT) is the more profitable company, earning 45. 0% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 45. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EPRT leads at 64. 5% versus 51. 9% for BX. At the gross margin level — before operating expenses — BX leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is EPRT or BX more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Blackstone Inc. (BX) is the more undervalued stock at a PEG of 0. 98x versus Essential Properties Realty Trust, Inc. 's 1. 00x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Blackstone Inc. (BX) trades at 20. 6x forward P/E versus 23. 9x for Essential Properties Realty Trust, Inc. — 3. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BX: 27. 4% to $156. 29.
08Which pays a better dividend — EPRT or BX?
All stocks in this comparison pay dividends.
Blackstone Inc. (BX) offers the highest yield at 6. 3%, versus 3. 7% for Essential Properties Realty Trust, Inc. (EPRT).
09Is EPRT or BX better for a retirement portfolio?
For long-horizon retirement investors, Essential Properties Realty Trust, Inc.
(EPRT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01), 3. 7% yield, +188. 1% 10Y return). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (EPRT: +188. 1%, BX: +478. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between EPRT and BX?
These companies operate in different sectors (EPRT (Real Estate) and BX (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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