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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and IMAX CORP (IMAX). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $125.2M, roughly 1.3× IMAX CORP). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 0.5%, a 37.2% gap on every dollar of revenue. On growth, IMAX CORP posted the faster year-over-year revenue change (35.1% vs 22.8%). Over the past eight quarters, IMAX CORP's revenue compounded faster (25.8% CAGR vs 20.6%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
IMAX Corporation is a Canadian production theatre company which designs and manufactures IMAX cameras and projection systems as well as performing film development, production, post-production and distribution to IMAX-affiliated theatres worldwide. Founded in Montreal in 1967, it has headquarters in the Toronto area, and operations in New York City and Los Angeles.
EPRT vs IMAX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $158.8M | $125.2M |
| Net Profit | $60.0M | $637.0K |
| Gross Margin | — | 57.6% |
| Operating Margin | 56.5% | 19.3% |
| Net Margin | 37.8% | 0.5% |
| Revenue YoY | 22.8% | 35.1% |
| Net Profit YoY | 6.5% | -88.0% |
| EPS (diluted) | $0.28 | $0.02 |
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.
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $125.2M | ||
| Q3 25 | $144.9M | $106.7M | ||
| Q2 25 | $137.1M | $91.7M | ||
| Q1 25 | $129.4M | $86.7M | ||
| Q4 24 | $119.7M | $92.7M | ||
| Q3 24 | $117.1M | $91.5M | ||
| Q2 24 | $109.3M | $89.0M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $637.0K | ||
| Q3 25 | $65.6M | $20.7M | ||
| Q2 25 | $63.2M | $11.3M | ||
| Q1 25 | $56.1M | $2.3M | ||
| Q4 24 | $55.4M | $5.3M | ||
| Q3 24 | $49.1M | $13.9M | ||
| Q2 24 | $51.5M | $3.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 57.6% | ||
| Q3 25 | — | 63.1% | ||
| Q2 25 | — | 58.5% | ||
| Q1 25 | — | 61.4% | ||
| Q4 24 | — | 52.2% | ||
| Q3 24 | — | 55.8% | ||
| Q2 24 | — | 49.4% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 19.3% | ||
| Q3 25 | 64.7% | 27.2% | ||
| Q2 25 | 64.1% | 15.6% | ||
| Q1 25 | 61.6% | 19.3% | ||
| Q4 24 | 66.1% | 10.3% | ||
| Q3 24 | 59.7% | 21.2% | ||
| Q2 24 | 61.1% | 3.2% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 0.5% | ||
| Q3 25 | 45.3% | 19.4% | ||
| Q2 25 | 46.1% | 12.3% | ||
| Q1 25 | 43.4% | 2.7% | ||
| Q4 24 | 46.3% | 5.7% | ||
| Q3 24 | 42.0% | 15.2% | ||
| Q2 24 | 47.1% | 4.0% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.02 | ||
| Q3 25 | $0.33 | $0.37 | ||
| Q2 25 | $0.32 | $0.20 | ||
| Q1 25 | $0.29 | $0.04 | ||
| Q4 24 | $0.31 | $0.09 | ||
| Q3 24 | $0.27 | $0.26 | ||
| Q2 24 | $0.29 | $0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.2M | $151.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $337.9M |
| Total Assets | $7.2B | $894.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $151.2M | ||
| Q3 25 | $23.8M | $143.1M | ||
| Q2 25 | $20.8M | $109.3M | ||
| Q1 25 | $47.0M | $97.1M | ||
| Q4 24 | $40.7M | $100.6M | ||
| Q3 24 | $32.7M | $104.5M | ||
| Q2 24 | $23.6M | $91.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $337.9M | ||
| Q3 25 | $3.8B | $349.5M | ||
| Q2 25 | $3.8B | $320.4M | ||
| Q1 25 | $3.8B | $299.5M | ||
| Q4 24 | $3.6B | $299.5M | ||
| Q3 24 | $3.2B | $289.4M | ||
| Q2 24 | $3.2B | $267.2M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $894.0M | ||
| Q3 25 | $6.6B | $889.6M | ||
| Q2 25 | $6.3B | $868.6M | ||
| Q1 25 | $6.1B | $848.3M | ||
| Q4 24 | $5.8B | $830.4M | ||
| Q3 24 | $5.5B | $847.6M | ||
| Q2 24 | $5.3B | $827.4M |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
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 | — | $29.4M |
| Free Cash FlowOCF − Capex | — | $28.0M |
| FCF MarginFCF / Revenue | — | 22.3% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | 46.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $118.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $29.4M | ||
| Q3 25 | $99.0M | $67.5M | ||
| Q2 25 | $99.8M | $23.2M | ||
| Q1 25 | $77.2M | $7.0M | ||
| Q4 24 | $308.5M | $11.5M | ||
| Q3 24 | $73.5M | $35.3M | ||
| Q2 24 | $81.1M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $28.0M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $20.9M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | — | $6.9M | ||
| Q3 24 | — | $34.2M | ||
| Q2 24 | — | $33.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 37.3% | ||
| Q2 24 | — | 37.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 46.11× | ||
| Q3 25 | 1.51× | 3.27× | ||
| Q2 25 | 1.58× | 2.06× | ||
| Q1 25 | 1.38× | 2.99× | ||
| Q4 24 | 5.57× | 2.16× | ||
| Q3 24 | 1.50× | 2.54× | ||
| Q2 24 | 1.57× | 9.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |