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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and OLAPLEX HOLDINGS, INC. (OLPX). 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 $105.1M, roughly 1.5× OLAPLEX HOLDINGS, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs -12.5%, a 50.2% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 4.3%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 3.1%).
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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
EPRT vs OLPX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $105.1M |
| Net Profit | $60.0M | $-13.1M |
| Gross Margin | — | 68.0% |
| Operating Margin | 56.5% | -4.3% |
| Net Margin | 37.8% | -12.5% |
| Revenue YoY | 22.8% | 4.3% |
| Net Profit YoY | 6.5% | -48.9% |
| 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 | $105.1M | ||
| Q3 25 | $144.9M | $114.6M | ||
| Q2 25 | $137.1M | $106.3M | ||
| Q1 25 | $129.4M | $97.0M | ||
| Q4 24 | $119.7M | $100.7M | ||
| Q3 24 | $117.1M | $119.1M | ||
| Q2 24 | $109.3M | $103.9M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $-13.1M | ||
| Q3 25 | $65.6M | $11.1M | ||
| Q2 25 | $63.2M | $-7.7M | ||
| Q1 25 | $56.1M | $465.0K | ||
| Q4 24 | $55.4M | $-8.8M | ||
| Q3 24 | $49.1M | $14.8M | ||
| Q2 24 | $51.5M | $5.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.0% | ||
| Q3 25 | — | 69.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 69.5% | ||
| Q4 24 | — | 66.3% | ||
| Q3 24 | — | 68.6% | ||
| Q2 24 | — | 69.7% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | -4.3% | ||
| Q3 25 | 64.7% | 3.7% | ||
| Q2 25 | 64.1% | -1.1% | ||
| Q1 25 | 61.6% | 8.7% | ||
| Q4 24 | 66.1% | 3.0% | ||
| Q3 24 | 59.7% | 23.5% | ||
| Q2 24 | 61.1% | 15.7% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | -12.5% | ||
| Q3 25 | 45.3% | 9.7% | ||
| Q2 25 | 46.1% | -7.3% | ||
| Q1 25 | 43.4% | 0.5% | ||
| Q4 24 | 46.3% | -8.7% | ||
| Q3 24 | 42.0% | 12.4% | ||
| Q2 24 | 47.1% | 5.6% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $-0.02 | ||
| Q3 25 | $0.33 | $0.02 | ||
| Q2 25 | $0.32 | $-0.01 | ||
| Q1 25 | $0.29 | $0.00 | ||
| Q4 24 | $0.31 | $-0.01 | ||
| Q3 24 | $0.27 | $0.02 | ||
| Q2 24 | $0.29 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $4.4B | $879.4M |
| Total Assets | $7.2B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $318.7M | ||
| Q3 25 | $23.8M | $286.4M | ||
| Q2 25 | $20.8M | $289.3M | ||
| Q1 25 | $47.0M | $580.9M | ||
| Q4 24 | $40.7M | $586.0M | ||
| Q3 24 | $32.7M | $538.8M | ||
| Q2 24 | $23.6M | $507.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $352.3M | ||
| Q3 25 | $2.6B | $352.1M | ||
| Q2 25 | $2.3B | $351.9M | ||
| Q1 25 | $2.1B | $649.1M | ||
| Q4 24 | $2.1B | $650.5M | ||
| Q3 24 | $2.2B | $651.8M | ||
| Q2 24 | $1.9B | $653.1M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $879.4M | ||
| Q3 25 | $3.8B | $888.7M | ||
| Q2 25 | $3.8B | $874.2M | ||
| Q1 25 | $3.8B | $878.3M | ||
| Q4 24 | $3.6B | $874.4M | ||
| Q3 24 | $3.2B | $879.7M | ||
| Q2 24 | $3.2B | $863.3M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $1.5B | ||
| Q3 25 | $6.6B | $1.5B | ||
| Q2 25 | $6.3B | $1.5B | ||
| Q1 25 | $6.1B | $1.8B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $5.5B | $1.8B | ||
| Q2 24 | $5.3B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.40× | ||
| Q3 25 | 0.69× | 0.40× | ||
| Q2 25 | 0.61× | 0.40× | ||
| Q1 25 | 0.56× | 0.74× | ||
| Q4 24 | 0.60× | 0.74× | ||
| Q3 24 | 0.69× | 0.74× | ||
| Q2 24 | 0.59× | 0.76× |
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 | — | $32.7M |
| Free Cash FlowOCF − Capex | — | $32.6M |
| FCF MarginFCF / Revenue | — | 31.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $32.7M | ||
| Q3 25 | $99.0M | $8.0M | ||
| Q2 25 | $99.8M | $20.9M | ||
| Q1 25 | $77.2M | $-2.9M | ||
| Q4 24 | $308.5M | $49.7M | ||
| Q3 24 | $73.5M | $33.5M | ||
| Q2 24 | $81.1M | $16.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $32.6M | ||
| Q3 25 | — | $7.9M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | — | $-3.0M | ||
| Q4 24 | — | $49.2M | ||
| Q3 24 | — | $33.3M | ||
| Q2 24 | — | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 15.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | — | ||
| Q3 25 | 1.51× | 0.72× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | -6.27× | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | 2.26× | ||
| Q2 24 | 1.57× | 2.81× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
