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CDP vs EPR

CDP
COPT Defense Properties
NEUTRAL
Price
$32.11
Market Cap
$3.71B
Sector
Real Estate
AI Confidence
85%
EPR
EPR Properties
NEUTRAL
Price
$55.55
Market Cap
$4.25B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
CDP
23.96
EPR
16.94
Forward P/E
CDP
22.61
EPR
17.89
P/B Ratio
CDP
2.39
EPR
1.82
P/S Ratio
CDP
4.84
EPR
5.95
EV/EBITDA
CDP
15.7
EPR
13.28

Profitability

Gross Margin
CDP
57.76%
EPR
91.71%
Operating Margin
CDP
29.64%
EPR
52.91%
Profit Margin
CDP
19.87%
EPR
38.51%
ROE
CDP
10.13%
EPR
11.79%
ROA
CDP
3.25%
EPR
4.21%

Growth

Revenue Growth
CDP
7.6%
EPR
3.9%
Earnings Growth
CDP
6.9%
EPR
--

Financial Health

Debt/Equity
CDP
1.77
EPR
1.34
Current Ratio
CDP
1.06
EPR
1.62
Quick Ratio
CDP
0.95
EPR
1.53

Dividends

Dividend Yield
CDP
3.85%
EPR
6.43%
Payout Ratio
CDP
91.04%
EPR
107.32%

AI Verdict

CDP NEUTRAL

CDP exhibits a stable financial profile with a Piotroski F-Score of 4/9, though it is currently trading at a significant premium to its Graham Number ($20.12) and Intrinsic Value ($23.25). While the company maintains strong operating margins and a healthier debt-to-equity ratio than its sector peers, the valuation is stretched. The combination of a very high dividend payout ratio (91.04%) and bearish insider sentiment offsets the positive analyst consensus and recent price momentum.

Strengths
Strong operating margins (29.64%) and gross margins (57.76%)
Debt/Equity ratio (1.77) is significantly lower than the sector average (2.82)
Consistent positive revenue and earnings growth (approx 7% YoY)
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
High dividend payout ratio (91.04%) leaves little room for earnings volatility
Bearish insider sentiment with recent selling activity
EPR NEUTRAL

EPR Properties presents a stable but overvalued profile, anchored by a Piotroski F-Score of 4/9. While the company demonstrates strong operational efficiency and a history of earnings beats, it is trading at a significant premium to both its Graham Number ($47.51) and Intrinsic Value ($22.96). The most critical concern is a dividend payout ratio of 107.32%, suggesting the current yield is unsustainable. Bearish insider activity and a 0/100 technical trend further temper the outlook despite strong 1-year price performance.

Strengths
Strong profitability margins (Gross Margin 91.71%, Operating Margin 52.91%)
Consistent earnings track record with 3 of the last 4 quarters beating estimates
Debt/Equity ratio (1.34) is significantly lower than the sector average (2.68)
Risks
Unsustainable dividend payout ratio of 107.32%
Significant valuation gap between current price ($55.55) and intrinsic value ($22.96)
Bearish insider sentiment with $2M in sales and zero buys over 6 months

Compare Another Pair

CDP vs EPR: Head-to-Head Comparison

This page compares COPT Defense Properties (CDP) and EPR Properties (EPR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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