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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) and Urban Edge Properties (UE). 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 $132.6M, roughly 1.2× Urban Edge Properties). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 17.1%, a 20.7% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 12.2%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 11.6%).
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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
EPRT vs UE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $132.6M |
| Net Profit | $60.0M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 56.5% | — |
| Net Margin | 37.8% | 17.1% |
| Revenue YoY | 22.8% | 12.2% |
| Net Profit YoY | 6.5% | -6.7% |
| EPS (diluted) | $0.28 | $0.18 |
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 | $132.6M | ||
| Q4 25 | $149.9M | $119.6M | ||
| Q3 25 | $144.9M | $120.1M | ||
| Q2 25 | $137.1M | $114.1M | ||
| Q1 25 | $129.4M | $118.2M | ||
| Q4 24 | $119.7M | $116.4M | ||
| Q3 24 | $117.1M | $112.4M | ||
| Q2 24 | $109.3M | $106.5M |
| Q1 26 | $60.0M | $22.6M | ||
| Q4 25 | $68.1M | $12.4M | ||
| Q3 25 | $65.6M | $14.9M | ||
| Q2 25 | $63.2M | $58.0M | ||
| Q1 25 | $56.1M | $8.2M | ||
| Q4 24 | $55.4M | $30.1M | ||
| Q3 24 | $49.1M | $9.1M | ||
| Q2 24 | $51.5M | $30.8M |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 11.3% | ||
| Q3 25 | 64.7% | 13.4% | ||
| Q2 25 | 64.1% | 53.9% | ||
| Q1 25 | 61.6% | 7.6% | ||
| Q4 24 | 66.1% | 27.6% | ||
| Q3 24 | 59.7% | 8.9% | ||
| Q2 24 | 61.1% | 30.6% |
| Q1 26 | 37.8% | 17.1% | ||
| Q4 25 | 45.4% | 10.4% | ||
| Q3 25 | 45.3% | 12.4% | ||
| Q2 25 | 46.1% | 50.8% | ||
| Q1 25 | 43.4% | 6.9% | ||
| Q4 24 | 46.3% | 25.9% | ||
| Q3 24 | 42.0% | 8.1% | ||
| Q2 24 | 47.1% | 28.9% |
| Q1 26 | $0.28 | $0.18 | ||
| Q4 25 | $0.34 | $0.09 | ||
| Q3 25 | $0.33 | $0.12 | ||
| Q2 25 | $0.32 | $0.46 | ||
| Q1 25 | $0.29 | $0.07 | ||
| Q4 24 | $0.31 | $0.25 | ||
| Q3 24 | $0.27 | $0.07 | ||
| Q2 24 | $0.29 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $1.4B |
| Total Assets | $7.2B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | $50.0M | ||
| Q4 25 | $60.2M | $48.9M | ||
| Q3 25 | $23.8M | $77.8M | ||
| Q2 25 | $20.8M | $53.0M | ||
| Q1 25 | $47.0M | $48.0M | ||
| Q4 24 | $40.7M | $41.4M | ||
| Q3 24 | $32.7M | $67.9M | ||
| Q2 24 | $23.6M | $78.6M |
| 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 | $1.4B | ||
| Q4 25 | $4.2B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $3.8B | $1.4B | ||
| Q1 25 | $3.8B | $1.4B | ||
| Q4 24 | $3.6B | $1.4B | ||
| Q3 24 | $3.2B | $1.3B | ||
| Q2 24 | $3.2B | $1.3B |
| Q1 26 | $7.2B | $3.4B | ||
| Q4 25 | $6.9B | $3.3B | ||
| Q3 25 | $6.6B | $3.3B | ||
| Q2 25 | $6.3B | $3.3B | ||
| Q1 25 | $6.1B | $3.3B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $5.5B | $3.2B | ||
| Q2 24 | $5.3B | $3.2B |
| 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 | — | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $381.1M | $182.7M | ||
| Q3 25 | $99.0M | $55.7M | ||
| Q2 25 | $99.8M | $43.5M | ||
| Q1 25 | $77.2M | $32.6M | ||
| Q4 24 | $308.5M | $153.2M | ||
| Q3 24 | $73.5M | $36.6M | ||
| Q2 24 | $81.1M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 5.60× | 14.71× | ||
| Q3 25 | 1.51× | 3.73× | ||
| Q2 25 | 1.58× | 0.75× | ||
| Q1 25 | 1.38× | 3.97× | ||
| Q4 24 | 5.57× | 5.09× | ||
| Q3 24 | 1.50× | 4.03× | ||
| Q2 24 | 1.57× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
