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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and OPKO HEALTH, INC. (OPK). 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 $148.5M, roughly 1.1× OPKO HEALTH, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs -21.1%, a 58.8% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs -19.2%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs -7.5%).
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.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
EPRT vs OPK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $148.5M |
| Net Profit | $60.0M | $-31.3M |
| Gross Margin | — | 43.1% |
| Operating Margin | 56.5% | -25.8% |
| Net Margin | 37.8% | -21.1% |
| Revenue YoY | 22.8% | -19.2% |
| Net Profit YoY | 6.5% | -322.8% |
| EPS (diluted) | $0.28 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $144.9M | $151.7M | ||
| Q2 25 | $137.1M | $156.8M | ||
| Q1 25 | $129.4M | $150.0M | ||
| Q4 24 | $119.7M | $183.6M | ||
| Q3 24 | $117.1M | $173.6M | ||
| Q2 24 | $109.3M | $182.2M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $-31.3M | ||
| Q3 25 | $65.6M | $21.6M | ||
| Q2 25 | $63.2M | $-148.4M | ||
| Q1 25 | $56.1M | $-67.6M | ||
| Q4 24 | $55.4M | $14.0M | ||
| Q3 24 | $49.1M | $24.9M | ||
| Q2 24 | $51.5M | $-10.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 46.1% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 28.4% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | -25.8% | ||
| Q3 25 | 64.7% | 31.7% | ||
| Q2 25 | 64.1% | -38.3% | ||
| Q1 25 | 61.6% | -44.8% | ||
| Q4 24 | 66.1% | -18.0% | ||
| Q3 24 | 59.7% | 8.2% | ||
| Q2 24 | 61.1% | -33.9% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | -21.1% | ||
| Q3 25 | 45.3% | 14.3% | ||
| Q2 25 | 46.1% | -94.7% | ||
| Q1 25 | 43.4% | -45.1% | ||
| Q4 24 | 46.3% | 7.6% | ||
| Q3 24 | 42.0% | 14.3% | ||
| Q2 24 | 47.1% | -5.7% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $-0.04 | ||
| Q3 25 | $0.33 | $0.03 | ||
| Q2 25 | $0.32 | $-0.19 | ||
| Q1 25 | $0.29 | $-0.10 | ||
| Q4 24 | $0.31 | $0.02 | ||
| Q3 24 | $0.27 | $0.03 | ||
| 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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $4.4B | $1.3B |
| Total Assets | $7.2B | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $364.4M | ||
| Q3 25 | $23.8M | $412.0M | ||
| Q2 25 | $20.8M | $267.3M | ||
| Q1 25 | $47.0M | $428.8M | ||
| Q4 24 | $40.7M | $426.6M | ||
| Q3 24 | $32.7M | $400.1M | ||
| Q2 24 | $23.6M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $344.0M | ||
| Q3 25 | $2.6B | $344.2M | ||
| Q2 25 | $2.3B | $343.3M | ||
| Q1 25 | $2.1B | $439.2M | ||
| Q4 24 | $2.1B | $437.2M | ||
| Q3 24 | $2.2B | $441.0M | ||
| Q2 24 | $1.9B | $201.9M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $1.3B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $3.8B | $1.3B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.6B | $1.4B | ||
| Q3 24 | $3.2B | $1.4B | ||
| Q2 24 | $3.2B | $1.4B |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $1.9B | ||
| Q3 25 | $6.6B | $2.0B | ||
| Q2 25 | $6.3B | $2.0B | ||
| Q1 25 | $6.1B | $2.1B | ||
| Q4 24 | $5.8B | $2.2B | ||
| Q3 24 | $5.5B | $2.3B | ||
| Q2 24 | $5.3B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.27× | ||
| Q3 25 | 0.69× | 0.26× | ||
| Q2 25 | 0.61× | 0.26× | ||
| Q1 25 | 0.56× | 0.33× | ||
| Q4 24 | 0.60× | 0.32× | ||
| Q3 24 | 0.69× | 0.31× | ||
| Q2 24 | 0.59× | 0.14× |
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 | — | $-25.9M |
| Free Cash FlowOCF − Capex | — | $-28.6M |
| FCF MarginFCF / Revenue | — | -19.3% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $-25.9M | ||
| Q3 25 | $99.0M | $-34.6M | ||
| Q2 25 | $99.8M | $-83.4M | ||
| Q1 25 | $77.2M | $-34.6M | ||
| Q4 24 | $308.5M | $-44.4M | ||
| Q3 24 | $73.5M | $-77.1M | ||
| Q2 24 | $81.1M | $-26.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-28.6M | ||
| Q3 25 | — | $-37.8M | ||
| Q2 25 | — | $-86.7M | ||
| Q1 25 | — | $-37.7M | ||
| Q4 24 | — | $-49.8M | ||
| Q3 24 | — | $-85.0M | ||
| Q2 24 | — | $-33.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -24.9% | ||
| Q2 25 | — | -55.3% | ||
| Q1 25 | — | -25.2% | ||
| Q4 24 | — | -27.1% | ||
| Q3 24 | — | -49.0% | ||
| Q2 24 | — | -18.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | — | ||
| Q3 25 | 1.51× | -1.60× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | -3.17× | ||
| Q3 24 | 1.50× | -3.10× | ||
| Q2 24 | 1.57× | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
