Essential Properties Realty Trust, Inc.

The grade, in three tenses

Headline 5.8 out of ten, 9 of 9 metrics filed: past 5.2 out of ten, present 5.8 out of ten, future 6.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 3.6 out of ten. 2 warning events since 2018; the latest 2021-04-09. 36th percentile among 174 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 8.9 out of ten. +33.9% a year over 9 filed years; profitable in 9 of 9. 89th percentile among 156 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 3.0 out of ten. Share count grew 13.4% a year. 64% of cash flow returned. Insiders: 3 sales, 0 purchases. 30th percentile among 156 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 5.3 out of ten. ROE 6%: 6¢ of profit per shareholder dollar. Leverage 39%: owes 39¢ per asset dollar. 53rd percentile among 171 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 7.6 out of ten. top 24% of 157 in its family; net margin 45.1%. 76th percentile among 157 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 3.9 out of ten. bottom 39% of 161 in its family for leadership; chief executive since 2018. 39th percentile among 161 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 6.8 out of ten. top 32% of 146 in its family for room to expand. 68th percentile among 146 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 7.2 out of ten. top 28% of 153 in its family for growth drivers. 72nd percentile among 153 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 5.4 out of ten. top 46% of 150 in its family for expectations against reality. 54th percentile among 150 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-11 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-22 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-22 (on EDGAR). Newest filing: Form 4, 2026-09-16. Filings on record since 2018. Read from EDGAR 2026-10-12.

Who runs it

Mavoides, Peter M. (President and CEO); Jenkins, Robert M (President and COO); Salisbury, Robert Webb (Executive VP, CFO and CSO); Patten, Mark E (Executive VP, CFO & Treasurer); Vachris, Craig J (Executive VP and CIO); Earnshaw, Timothy J (SVP, CAO & Treasurer); Peil, A Joseph (Executive VP and CIO); Delucca, Joyce (director); Estes, Scott A (director); Minich, Lawrence J (director); and 4 more. 14 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.