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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and STURM RUGER & CO INC (RGR). 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 $151.1M, roughly 1.1× STURM RUGER & CO INC). On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 3.6%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
EPRT vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $151.1M |
| Net Profit | $60.0M | — |
| Gross Margin | — | 17.8% |
| Operating Margin | 56.5% | 2.3% |
| Net Margin | 37.8% | — |
| Revenue YoY | 22.8% | 3.6% |
| Net Profit YoY | 6.5% | — |
| EPS (diluted) | $0.28 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $144.9M | $126.8M | ||
| Q2 25 | $137.1M | $132.5M | ||
| Q1 25 | $129.4M | $135.7M | ||
| Q4 24 | $119.7M | $145.8M | ||
| Q3 24 | $117.1M | $122.3M | ||
| Q2 24 | $109.3M | $130.8M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | — | ||
| Q3 25 | $65.6M | $1.6M | ||
| Q2 25 | $63.2M | $-17.2M | ||
| Q1 25 | $56.1M | $7.8M | ||
| Q4 24 | $55.4M | — | ||
| Q3 24 | $49.1M | $4.7M | ||
| Q2 24 | $51.5M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 22.3% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 2.3% | ||
| Q3 25 | 64.7% | -2.7% | ||
| Q2 25 | 64.1% | -15.6% | ||
| Q1 25 | 61.6% | 6.2% | ||
| Q4 24 | 66.1% | 7.8% | ||
| Q3 24 | 59.7% | 3.1% | ||
| Q2 24 | 61.1% | 6.9% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | — | ||
| Q3 25 | 45.3% | 1.2% | ||
| Q2 25 | 46.1% | -13.0% | ||
| Q1 25 | 43.4% | 5.7% | ||
| Q4 24 | 46.3% | — | ||
| Q3 24 | 42.0% | 3.9% | ||
| Q2 24 | 47.1% | 6.3% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.22 | ||
| Q3 25 | $0.33 | $0.10 | ||
| Q2 25 | $0.32 | $-1.05 | ||
| Q1 25 | $0.29 | $0.46 | ||
| Q4 24 | $0.31 | $0.62 | ||
| Q3 24 | $0.27 | $0.28 | ||
| Q2 24 | $0.29 | $0.47 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $283.8M |
| Total Assets | $7.2B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $92.5M | ||
| Q3 25 | $23.8M | $80.8M | ||
| Q2 25 | $20.8M | $101.4M | ||
| Q1 25 | $47.0M | $108.3M | ||
| Q4 24 | $40.7M | $105.5M | ||
| Q3 24 | $32.7M | $96.0M | ||
| Q2 24 | $23.6M | $105.6M |
| 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 | $283.8M | ||
| Q3 25 | $3.8B | $279.6M | ||
| Q2 25 | $3.8B | $289.3M | ||
| Q1 25 | $3.8B | $321.5M | ||
| Q4 24 | $3.6B | $319.6M | ||
| Q3 24 | $3.2B | $314.9M | ||
| Q2 24 | $3.2B | $321.5M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $342.0M | ||
| Q3 25 | $6.6B | $342.3M | ||
| Q2 25 | $6.3B | $349.5M | ||
| Q1 25 | $6.1B | $379.0M | ||
| Q4 24 | $5.8B | $384.0M | ||
| Q3 24 | $5.5B | $373.5M | ||
| Q2 24 | $5.3B | $376.7M |
| 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 | — | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $15.5M | ||
| Q3 25 | $99.0M | $12.9M | ||
| Q2 25 | $99.8M | $14.7M | ||
| Q1 25 | $77.2M | $11.1M | ||
| Q4 24 | $308.5M | $20.0M | ||
| Q3 24 | $73.5M | $9.4M | ||
| Q2 24 | $81.1M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $10.0M | ||
| Q4 24 | — | $16.4M | ||
| Q3 24 | — | $2.6M | ||
| Q2 24 | — | $10.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | — | ||
| Q3 25 | 1.51× | 8.15× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | 1.43× | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | 1.98× | ||
| Q2 24 | 1.57× | 2.27× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
