COMP <GO>
EPR vs APLE // 10Y YIELD & FRED MACRO BETA
EPR Properties (NYSE) VS. Apple Hospitality REIT Inc. (NYSE) • 15-METRIC TALLY: EPR 10
— APLE 1
■ METRIC PARITY
LAST: $58.34 (+5.10%) • MKT CAP: $4.47B
macro-sensitivity
1.13
LAST: $18.83 (+1.18%) • MKT CAP: $4.45B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EPR VS. APLE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EPR | APLE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.00% | 6.50% | +2.50 | EPR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | 17.2x | -4.10 | EPR | /valuation <GO> |
| Free Cash Flow Yield | 8.70% | 8.33% | +0.37 | EPR | /fcf-yield <GO> |
| Operating Margin | 57.70% | 18.30% | +39.40 | EPR | /operating-margins <GO> |
| Net Profit Margin | 38.30% | 12.40% | +25.90 | EPR | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | -1.30% | +4.20 | EPR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.50% | 5.41% | +1.09 | EPR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | EPR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 72.6 | -13.38 | APLE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.13 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 23.5x | -8.30 | EPR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.47B | $4.45B | $23.9M | EPR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EPR REV | APLE REV | EPR GROSS % | APLE GROSS % | EPR FCF | APLE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $718.4M | $1.41B | — | — | $388.6M | $370.2M |
| FY 2024 | $698.1M | $1.43B | — | — | $129.2M | $405.4M |
| FY 2023 | $705.7M | $1.34B | — | — | $415.3M | $399.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EPR // BETA 1.13
APLE // BETA —