EPR-P-G vs FORTY

Comparison between EPR Properties (EPR-P-G, Company) and Formula Systems (1985) Ltd (FORTY, Company).

5-Year PerformanceFORTY has outperformed EPR-P-G, delivering a return of +8.1% compared to +2.7%

EPR-P-G vs FORTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPR-P-G(COMPANY)	FORTY(COMPANY)
Market Cap	$1.58B	$1.58B
Max Drawdown	63.87%	95.97%
Sharpe Ratio	0.13	0.16
5Y Beta	0.32	0.34
Industry	Other	Information Technology Services
P/E Ratio	5.84	19.87
Forward P/E	N/A	9.23
PEG Ratio	0.21	0.81
Dividend Yield	N/A	2.32%
5Y Dividends CAGR	4.56%	70.76%
5Y EPS CAGR	-3.34%	-10.90%
Debt to Equity	126.56%	12.91%
Free Cash Flow Yield	27.44%	20.49%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	1.19

Market Cap

Winner

EPR-P-G

$1.58B

FORTY

$1.58B

Max Drawdown

Winner

EPR-P-G

63.87%

FORTY

95.97%

Sharpe Ratio

EPR-P-G

0.13

Winner

FORTY

0.16

5Y Beta

Winner

EPR-P-G

0.32

FORTY

0.34

Industry

EPR-P-G

Other

FORTY

Information Technology Services

P/E Ratio

Winner

EPR-P-G

5.84

FORTY

19.87

Forward P/E

EPR-P-G

N/A

FORTY

9.23

PEG Ratio

Winner

EPR-P-G

0.21

FORTY

0.81

Dividend Yield

EPR-P-G

N/A

FORTY

2.32%

5Y Dividends CAGR

EPR-P-G

4.56%

Winner

FORTY

70.76%

5Y EPS CAGR

Winner

EPR-P-G

-3.34%

FORTY

-10.90%

Debt to Equity

EPR-P-G

126.56%

Winner

FORTY

12.91%

Free Cash Flow Yield

Winner

EPR-P-G

27.44%

FORTY

20.49%

P/S Ratio

EPR-P-G

N/A

FORTY

0.60

P/B Ratio

EPR-P-G

N/A

FORTY

1.19

EPR-P-G vs FORTY - Historical Returns

Returns include dividend reinvestment.

Period	EPR-P-G	FORTY
1 month	+4.52%	-11.11%
3 months	+5.00%	-1.56%
6 months	+7.72%	-26.65%
1 year	+3.69%	-8.65%
5 years(CAGR)	+2.74%	+8.11%
10 years(CAGR)	+4.82%	+16.18%
Max(CAGR)	+4.82%	+9.60%

Winner

EPR-P-G

+4.52%

FORTY

-11.11%

Winner

EPR-P-G

+5.00%

FORTY

-1.56%

Winner

EPR-P-G

+7.72%

FORTY

-26.65%

Winner

EPR-P-G

+3.69%

FORTY

-8.65%

5Y(CAGR)

EPR-P-G

+2.74%

Winner

FORTY

+8.11%

10Y(CAGR)

EPR-P-G

+4.82%

Winner

FORTY

+16.18%

Max(CAGR)

EPR-P-G

+4.82%

Winner

FORTY

+9.60%

EPR-P-G vs FORTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EPR-P-G	FORTY
2026	+8.15%	-26.65%
2025	+4.58%	+105.36%
2024	+1.45%	+39.05%
2023	+32.66%	-6.65%
2022	-28.81%	-40.77%
2021	+14.97%	+49.74%
2020	-3.44%	+25.85%
2019	+27.15%	+93.92%
2018	-10.62%	-15.35%
2017	+1.77%	+1.49%
2016	N/A	+54.79%
2015	N/A	+23.35%
2014	N/A	-12.96%
2013	N/A	+50.90%
2012	N/A	-0.90%
2011	N/A	-22.73%
2010	N/A	+68.67%
2009	N/A	+91.88%
2008	N/A	-46.94%
2007	N/A	-2.88%
2006	N/A	+19.68%
2005	N/A	-31.23%
2004	N/A	-0.06%
2003	N/A	+100.59%
2002	N/A	-51.77%
2001	N/A	-40.58%
2000	N/A	-32.43%
1999	N/A	+58.26%

EPR-P-G vs FORTY Drawdown Comparison

The maximum drawdown for EPR-P-G was -63.87%, occurring on Mar 18, 2020. Recovery took 275 trading sessions.

The maximum drawdown for FORTY was -92.58%, occurring on Mar 9, 2009. Recovery took 4147 trading sessions.

The current EPR-P-G drawdown is -1.79%. The current FORTY drawdown is -35.52%.

Rank	EPR-P-G	FORTY
#1	-63.87% Feb 7, 2020 - Mar 12, 2021	-92.58% Mar 1, 2000 - Aug 24, 2016
#2	-33.54% Aug 27, 2021 - Aug 20, 2024	-54.37% Nov 15, 2021 - Jun 30, 2025
#3	-17.81% Oct 15, 2024 - Sep 17, 2025	-49.16% Jan 13, 2020 - May 20, 2020
#4	-14.26% Sep 6, 2018 - Mar 20, 2019	-41.95% Dec 24, 2025 - Mar 31, 2026
#5	-11.94% Jan 9, 2018 - Sep 6, 2018	-27.54% Jan 22, 2018 - Apr 4, 2019
#6	-11.88% Sep 19, 2025 - Jun 11, 2026	-23.56% Aug 18, 2020 - Aug 30, 2021
#7	-4.61% Oct 18, 2019 - Jan 3, 2020	-20.24% Jul 7, 2025 - Sep 5, 2025
#8	-3.48% Jul 21, 2021 - Aug 26, 2021	-19.64% May 16, 2017 - Jan 8, 2018
#9	-3.40% Apr 13, 2021 - Jun 1, 2021	-18.13% Jan 20, 2000 - Feb 7, 2000
#10	-3.35% Jun 11, 2026 - Jun 30, 2026	-17.61% Dec 14, 1999 - Jan 14, 2000
#11	-2.74% Jun 2, 2021 - Jul 21, 2021	-13.99% Jun 18, 2020 - Aug 4, 2020
#12	-2.11% Sep 3, 2019 - Sep 27, 2019	-13.85% Dec 12, 2019 - Jan 13, 2020
#13	-1.96% Sep 24, 2024 - Oct 11, 2024	-13.33% Jan 6, 2017 - Feb 23, 2017
#14	-1.87% Aug 30, 2024 - Sep 24, 2024	-12.66% Apr 10, 2019 - Jul 10, 2019
#15	-1.51% Mar 26, 2021 - Mar 31, 2021	-11.98% Sep 12, 2025 - Oct 9, 2025

Correlation

Correlation between EPR-P-G and FORTY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2001 - 2026)

EPR-P-G vs FORTY dividend yield comparison.

Year	EPR-P-G	FORTY
2026	3.46%	11.65%
2025	7.32%	1.43%
2024	7.28%	1.42%
2023	6.91%	0.95%
2022	8.56%	2.00%
2021	5.69%	1.02%
2020	6.14%	0.61%
2019	5.57%	1.22%
2018	6.88%	1.61%
2017	0.73%	0.58%
2016	0.00%	2.04%
2015	0.00%	2.34%
2014	0.00%	2.50%
2013	0.00%	1.03%
2011	0.00%	3.71%
2010	0.00%	6.25%
2009	0.00%	16.19%
2008	0.00%	9.10%
2006	0.00%	9.18%
2005	0.00%	28.66%
2001	0.00%	3.64%