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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and OIL STATES INTERNATIONAL, INC (OIS). Click either name above to swap in a different company.
OIL STATES INTERNATIONAL, INC is the larger business by last-quarter revenue ($178.5M vs $158.8M, roughly 1.1× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs -65.7%, a 103.4% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 8.4%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 3.3%).
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.
Oil States International, Inc. is an American multinational corporation. It focuses on providing services to oil and gas companies. It is a public company listed on the New York Stock Exchange.
EPRT vs OIS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $178.5M |
| Net Profit | $60.0M | $-117.2M |
| Gross Margin | — | 10.9% |
| Operating Margin | 56.5% | -63.7% |
| Net Margin | 37.8% | -65.7% |
| Revenue YoY | 22.8% | 8.4% |
| Net Profit YoY | 6.5% | -873.2% |
| EPS (diluted) | $0.28 | $-1.99 |
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 | $178.5M | ||
| Q3 25 | $144.9M | $165.2M | ||
| Q2 25 | $137.1M | $165.4M | ||
| Q1 25 | $129.4M | $159.9M | ||
| Q4 24 | $119.7M | $164.6M | ||
| Q3 24 | $117.1M | $174.3M | ||
| Q2 24 | $109.3M | $186.4M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $-117.2M | ||
| Q3 25 | $65.6M | $1.9M | ||
| Q2 25 | $63.2M | $2.8M | ||
| Q1 25 | $56.1M | $3.2M | ||
| Q4 24 | $55.4M | $15.2M | ||
| Q3 24 | $49.1M | $-14.3M | ||
| Q2 24 | $51.5M | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 22.1% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 23.3% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 23.8% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | -63.7% | ||
| Q3 25 | 64.7% | 2.9% | ||
| Q2 25 | 64.1% | 3.2% | ||
| Q1 25 | 61.6% | 3.5% | ||
| Q4 24 | 66.1% | 11.2% | ||
| Q3 24 | 59.7% | -6.3% | ||
| Q2 24 | 61.1% | 1.1% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | -65.7% | ||
| Q3 25 | 45.3% | 1.2% | ||
| Q2 25 | 46.1% | 1.7% | ||
| Q1 25 | 43.4% | 2.0% | ||
| Q4 24 | 46.3% | 9.2% | ||
| Q3 24 | 42.0% | -8.2% | ||
| Q2 24 | 47.1% | 0.7% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $-1.99 | ||
| Q3 25 | $0.33 | $0.03 | ||
| Q2 25 | $0.32 | $0.05 | ||
| Q1 25 | $0.29 | $0.05 | ||
| Q4 24 | $0.31 | $0.24 | ||
| Q3 24 | $0.27 | $-0.23 | ||
| Q2 24 | $0.29 | $0.02 |
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 | $69.9M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $4.4B | $573.2M |
| Total Assets | $7.2B | $883.4M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $69.9M | ||
| Q3 25 | $23.8M | $67.1M | ||
| Q2 25 | $20.8M | $53.9M | ||
| Q1 25 | $47.0M | $66.8M | ||
| Q4 24 | $40.7M | $65.4M | ||
| Q3 24 | $32.7M | $46.0M | ||
| Q2 24 | $23.6M | $25.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.7M | ||
| Q3 25 | $2.6B | $1.9M | ||
| Q2 25 | $2.3B | $1.9M | ||
| Q1 25 | $2.1B | $124.7M | ||
| Q4 24 | $2.1B | $124.7M | ||
| Q3 24 | $2.2B | $124.6M | ||
| Q2 24 | $1.9B | $124.3M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $573.2M | ||
| Q3 25 | $3.8B | $689.0M | ||
| Q2 25 | $3.8B | $690.6M | ||
| Q1 25 | $3.8B | $683.4M | ||
| Q4 24 | $3.6B | $680.7M | ||
| Q3 24 | $3.2B | $684.8M | ||
| Q2 24 | $3.2B | $690.4M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $883.4M | ||
| Q3 25 | $6.6B | $1.0B | ||
| Q2 25 | $6.3B | $993.7M | ||
| Q1 25 | $6.1B | $990.7M | ||
| Q4 24 | $5.8B | $1.0B | ||
| Q3 24 | $5.5B | $994.1M | ||
| Q2 24 | $5.3B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.00× | ||
| Q3 25 | 0.69× | 0.00× | ||
| Q2 25 | 0.61× | 0.00× | ||
| Q1 25 | 0.56× | 0.18× | ||
| Q4 24 | 0.60× | 0.18× | ||
| Q3 24 | 0.69× | 0.18× | ||
| Q2 24 | 0.59× | 0.18× |
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 | — | $50.1M |
| Free Cash FlowOCF − Capex | — | $47.1M |
| FCF MarginFCF / Revenue | — | 26.4% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $73.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $50.1M | ||
| Q3 25 | $99.0M | $30.7M | ||
| Q2 25 | $99.8M | $15.0M | ||
| Q1 25 | $77.2M | $9.3M | ||
| Q4 24 | $308.5M | $18.2M | ||
| Q3 24 | $73.5M | $28.8M | ||
| Q2 24 | $81.1M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $47.1M | ||
| Q3 25 | — | $22.0M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $137.0K | ||
| Q4 24 | — | $4.0M | ||
| Q3 24 | — | $21.4M | ||
| Q2 24 | — | $4.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | — | ||
| Q3 25 | 1.51× | 16.15× | ||
| Q2 25 | 1.58× | 5.33× | ||
| Q1 25 | 1.38× | 2.94× | ||
| Q4 24 | 5.57× | 1.20× | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.57× | 7.87× |
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% |
OIS
| Project Driven | $112.6M | 63% |
| Downhole Technologies | $32.1M | 18% |
| Completion And Production Services | $23.1M | 13% |
| Military And Other Products | $10.7M | 6% |
