vs
Side-by-side financial comparison of EPR PROPERTIES (EPR) and USA Compression Partners, LP (USAC). Click either name above to swap in a different company.
USA Compression Partners, LP is the larger business by last-quarter revenue ($252.5M vs $182.9M, roughly 1.4× EPR PROPERTIES). EPR PROPERTIES runs the higher net margin — 36.6% vs 11.0%, a 25.6% gap on every dollar of revenue. On growth, EPR PROPERTIES posted the faster year-over-year revenue change (3.2% vs 2.7%). EPR PROPERTIES produced more free cash flow last quarter ($269.2M vs $87.7M). Over the past eight quarters, USA Compression Partners, LP's revenue compounded faster (4.9% CAGR vs 4.6%).
EPR Properties, formerly Entertainment Properties Trust, is a real estate investment trust based in Kansas City, Missouri, that invests in amusement parks, movie theaters, ski resorts, and other entertainment properties. It owns 353 properties as of 2022.
USA Compression Partners, LP is a US-based provider of natural gas compression services and related infrastructure solutions. It serves clients across the upstream, midstream, and downstream segments of the oil and gas industry, offering custom compression systems, maintenance, and operational support to facilitate efficient natural gas production, processing, and transportation.
EPR vs USAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.9M | $252.5M |
| Net Profit | $66.9M | $27.8M |
| Gross Margin | — | — |
| Operating Margin | 56.8% | 30.3% |
| Net Margin | 36.6% | 11.0% |
| Revenue YoY | 3.2% | 2.7% |
| Net Profit YoY | 897.0% | 9.1% |
| EPS (diluted) | $0.80 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $182.9M | $252.5M | ||
| Q3 25 | $182.3M | $250.3M | ||
| Q2 25 | $178.1M | $250.1M | ||
| Q1 25 | $175.0M | $245.2M | ||
| Q4 24 | $177.2M | $245.9M | ||
| Q3 24 | $180.5M | $240.0M | ||
| Q2 24 | $173.1M | $235.3M | ||
| Q1 24 | $167.2M | $229.3M |
| Q4 25 | $66.9M | $27.8M | ||
| Q3 25 | $66.6M | $34.5M | ||
| Q2 25 | $75.6M | $28.6M | ||
| Q1 25 | $65.8M | $20.5M | ||
| Q4 24 | $-8.4M | $25.4M | ||
| Q3 24 | $46.6M | $19.3M | ||
| Q2 24 | $45.1M | $31.2M | ||
| Q1 24 | $62.7M | $23.6M |
| Q4 25 | 56.8% | 30.3% | ||
| Q3 25 | 53.5% | 33.5% | ||
| Q2 25 | 62.5% | 30.6% | ||
| Q1 25 | 58.1% | 28.3% | ||
| Q4 24 | 25.5% | 30.3% | ||
| Q3 24 | 51.4% | 31.5% | ||
| Q2 24 | 45.9% | 32.9% | ||
| Q1 24 | 58.8% | 29.2% |
| Q4 25 | 36.6% | 11.0% | ||
| Q3 25 | 36.5% | 13.8% | ||
| Q2 25 | 42.5% | 11.4% | ||
| Q1 25 | 37.6% | 8.4% | ||
| Q4 24 | -4.7% | 10.3% | ||
| Q3 24 | 25.8% | 8.1% | ||
| Q2 24 | 26.1% | 13.3% | ||
| Q1 24 | 37.5% | 10.3% |
| Q4 25 | $0.80 | — | ||
| Q3 25 | $0.79 | — | ||
| Q2 25 | $0.91 | — | ||
| Q1 25 | $0.78 | — | ||
| Q4 24 | $-0.19 | — | ||
| Q3 24 | $0.53 | — | ||
| Q2 24 | $0.51 | — | ||
| Q1 24 | $0.75 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $90.6M | $8.6M |
| Total DebtLower is stronger | $2.9B | $2.5B |
| Stockholders' EquityBook value | $2.3B | — |
| Total Assets | $5.7B | $2.6B |
| Debt / EquityLower = less leverage | 1.26× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $90.6M | $8.6M | ||
| Q3 25 | $13.7M | — | ||
| Q2 25 | $13.0M | $2.0K | ||
| Q1 25 | $20.6M | $2.0K | ||
| Q4 24 | $22.1M | $14.0K | ||
| Q3 24 | $35.3M | $79.0K | ||
| Q2 24 | $33.7M | $9.0K | ||
| Q1 24 | $59.5M | $8.0K |
| Q4 25 | $2.9B | $2.5B | ||
| Q3 25 | $2.8B | $2.5B | ||
| Q2 25 | $2.8B | $2.5B | ||
| Q1 25 | $2.8B | $2.5B | ||
| Q4 24 | $2.9B | $2.5B | ||
| Q3 24 | $2.9B | $2.5B | ||
| Q2 24 | $2.8B | $2.5B | ||
| Q1 24 | $2.8B | $2.5B |
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $5.7B | $2.6B | ||
| Q3 25 | $5.5B | $2.7B | ||
| Q2 25 | $5.6B | $2.7B | ||
| Q1 25 | $5.5B | $2.7B | ||
| Q4 24 | $5.6B | $2.7B | ||
| Q3 24 | $5.7B | $2.8B | ||
| Q2 24 | $5.6B | $2.8B | ||
| Q1 24 | $5.7B | $2.8B |
| Q4 25 | 1.26× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.20× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.16× | — | ||
| Q1 24 | 1.15× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $421.0M | $139.5M |
| Free Cash FlowOCF − Capex | $269.2M | $87.7M |
| FCF MarginFCF / Revenue | 147.1% | 34.8% |
| Capex IntensityCapex / Revenue | 82.9% | 20.5% |
| Cash ConversionOCF / Net Profit | 6.29× | 5.02× |
| TTM Free Cash FlowTrailing 4 quarters | $568.5M | $277.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $421.0M | $139.5M | ||
| Q3 25 | $136.5M | $75.9M | ||
| Q2 25 | $87.3M | $124.2M | ||
| Q1 25 | $99.4M | $54.7M | ||
| Q4 24 | $393.1M | $130.2M | ||
| Q3 24 | $122.0M | $48.5M | ||
| Q2 24 | $78.7M | $96.7M | ||
| Q1 24 | $99.5M | $65.9M |
| Q4 25 | $269.2M | $87.7M | ||
| Q3 25 | $132.1M | $51.9M | ||
| Q2 25 | $82.4M | $101.1M | ||
| Q1 25 | $84.7M | $36.3M | ||
| Q4 24 | $129.2M | $101.2M | ||
| Q3 24 | $121.5M | $19.8M | ||
| Q2 24 | $71.3M | $48.2M | ||
| Q1 24 | $65.0M | $-32.7M |
| Q4 25 | 147.1% | 34.8% | ||
| Q3 25 | 72.5% | 20.7% | ||
| Q2 25 | 46.3% | 40.4% | ||
| Q1 25 | 48.4% | 14.8% | ||
| Q4 24 | 72.9% | 41.1% | ||
| Q3 24 | 67.3% | 8.2% | ||
| Q2 24 | 41.2% | 20.5% | ||
| Q1 24 | 38.9% | -14.3% |
| Q4 25 | 82.9% | 20.5% | ||
| Q3 25 | 2.4% | 9.6% | ||
| Q2 25 | 2.7% | 9.3% | ||
| Q1 25 | 8.4% | 7.5% | ||
| Q4 24 | 148.9% | 11.8% | ||
| Q3 24 | 0.3% | 12.0% | ||
| Q2 24 | 4.2% | 20.6% | ||
| Q1 24 | 20.6% | 43.0% |
| Q4 25 | 6.29× | 5.02× | ||
| Q3 25 | 2.05× | 2.20× | ||
| Q2 25 | 1.15× | 4.35× | ||
| Q1 25 | 1.51× | 2.66× | ||
| Q4 24 | — | 5.12× | ||
| Q3 24 | 2.62× | 2.51× | ||
| Q2 24 | 1.74× | 3.10× | ||
| Q1 24 | 1.59× | 2.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPR
| Experiential Reportable Operating Segment | $173.3M | 95% |
| Education Reportable Operating Segment | $9.5M | 5% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
