FORTY vs EPR-P-G

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

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

FORTY vs EPR-P-G - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

FORTY

$1.58B

Winner

EPR-P-G

$1.58B

Max Drawdown

FORTY

95.97%

Winner

EPR-P-G

63.87%

Sharpe Ratio

Winner

FORTY

0.16

EPR-P-G

0.13

5Y Beta

FORTY

0.34

Winner

EPR-P-G

0.32

Industry

FORTY

Information Technology Services

EPR-P-G

Other

P/E Ratio

FORTY

19.87

Winner

EPR-P-G

5.84

Forward P/E

FORTY

9.23

EPR-P-G

N/A

PEG Ratio

FORTY

0.81

Winner

EPR-P-G

0.21

Dividend Yield

FORTY

2.32%

EPR-P-G

N/A

5Y Dividends CAGR

Winner

FORTY

70.76%

EPR-P-G

4.56%

5Y EPS CAGR

FORTY

-10.90%

Winner

EPR-P-G

-3.34%

Debt to Equity

Winner

FORTY

12.91%

EPR-P-G

126.56%

Free Cash Flow Yield

FORTY

20.49%

Winner

EPR-P-G

27.44%

P/S Ratio

FORTY

0.60

EPR-P-G

N/A

P/B Ratio

FORTY

1.19

EPR-P-G

N/A

FORTY vs EPR-P-G - Historical Returns

Returns include dividend reinvestment.

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

FORTY

-11.11%

Winner

EPR-P-G

+4.52%

FORTY

-1.56%

Winner

EPR-P-G

+5.00%

FORTY

-26.65%

Winner

EPR-P-G

+7.72%

FORTY

-8.65%

Winner

EPR-P-G

+3.69%

5Y(CAGR)

Winner

FORTY

+8.11%

EPR-P-G

+2.74%

10Y(CAGR)

Winner

FORTY

+16.18%

EPR-P-G

+4.82%

Max(CAGR)

Winner

FORTY

+9.60%

EPR-P-G

+4.82%

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

Returns include dividend reinvestment.

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

FORTY vs EPR-P-G Drawdown Comparison

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

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

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

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

Correlation

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

0.73

-101

Dividend Comparison (2001 - 2026)

FORTY vs EPR-P-G dividend yield comparison.

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