Value
5.0/10data confidence 67%| Component | Sub-score |
|---|---|
| P/S | 2.5 |
| EV/EBITDA | 1.6 |
| p ocf | 6.5 |
| Analyst target | 6.0 |
- ▸P/OCF: 16.6x (FFO proxy — REITs gated off P/E)
EPRT · Why this verdict
Why Essential Properties Realty Tru (EPRT) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score6.1/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
7.8/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 2.1 |
| ROA | 2.4 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 9.2 |
| FCF quality | 7.8 |
| Moat | 7.1 |
| Rule of 40 | 9.5 |
| Piotroski F | 10.0 |
- ▸Strong margins: 43%
- ▸Rule of 40: 73 (elite)
- ▸Strong Piotroski F-Score: 9/9
- ▸High-quality business
Growth
6.1/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 8.2 |
| EPS growth | 4.0 |
- ▸Strong growth: 23% YoY
Momentum
4.8/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 7.2 |
| OBV | 10.0 |
| MA position | 2.2 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA but MA still rising (+0.5%/30d) — pullback in uptrend, not confirmed weakness
Sentiment
7.6/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 9.0 |
| Price target | 7.9 |
| erm sentiment | 5.0 |
- ▸Analyst upside: 22%
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
6.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.6 |
| quality rank | 6.5 |
| growth rank | 8.7 |
- ▸Best-in-class margins
- ▸Industry growth leader
Technical
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 6.0 |
| support resistance | 5.6 |
| 52w position | 7.7 |
Risk (lower is worse)
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 5.1 |
| days to cover | 0.0 |
| volatility | 7.2 |
| put call | 9.3 |
| implied vol | 2.1 |
| beta | 7.6 |
| debt equity | 7.4 |
- ▸High IV: 68%
Catalyst
5.7/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 4.1 |
| dividend safety | 4.2 |
- ▸Strong earnings: 3B/0M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (7)
- MOMENTUM:4.8>=4.5
- ASYMMETRY:2.0>=1.5
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:37d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (2)
- MOMENTUM:4.8<5.5 (soft — BUY_NOW allowed but watch)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
1.96
Upside
+9.8%
Downside
5.0%
Sizing output
AVOID
SetupRANGE_BOUND — RSI 40 mid-range, Bollinger mid-band
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:4.8>=4.5. Top dim: Quality at 7.8; weakest: Momentum at 4.8. No conviction either direction.
The strongest dimensions are Quality at 7.8, Sentiment at 7.6, and Technical at 6.4; the weakest are Momentum at 4.8, Insider at 5.0, and Value at 5.0. The V9 engine cleared all gates with 2 warnings, producing an asymmetric reward-to-risk of 1.96 and an engine sizing output of AVOID.