AHR vs. EGP: American Healthcare REIT vs. EastGroup Properties Stock Comparison

Company Profile

American Healthcare REIT (AHR) and EastGroup Properties (EGP) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but AHR is classified in Diversified REITs while EGP is classified in Industrial REITs.

EastGroup Properties (EGP) carries decades of public-market history since February 21, 1973, while American Healthcare REIT (AHR) listed on February 7, 2024 — long-window comparisons have far more historical data on the EGP side.

Both American Healthcare REIT (AHR) and EastGroup Properties (EGP) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both American Healthcare REIT (AHR) at 2.33% and EastGroup Properties (EGP) at 8.93% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Neither American Healthcare REIT (AHR) in Equity Real Estate Investment Trusts (REITs) nor EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for American Healthcare REIT (AHR) in Equity Real Estate Investment Trusts (REITs) and EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

EastGroup Properties (EGP) at 12.67% sits in the top revenue growth quartile, while American Healthcare REIT (AHR) at 9.15% is closer to the peer norm — faster top-line expansion for EGP.

EPS growth isn't a meaningful figure for either American Healthcare REIT (AHR) in Equity Real Estate Investment Trusts (REITs) or EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Both American Healthcare REIT (AHR) at 1.31 and EastGroup Properties (EGP) at 0.62 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Both American Healthcare REIT (AHR) at 0.27 and EastGroup Properties (EGP) at 0.52 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

Financial Strength Metrics

Dividends

EastGroup Properties (EGP) at 3.30% pays a yield in its industry’s typical range, while American Healthcare REIT (AHR) at 1.78% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither American Healthcare REIT (AHR) in Equity Real Estate Investment Trusts (REITs) nor EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either American Healthcare REIT (AHR) in Equity Real Estate Investment Trusts (REITs) or EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

American Healthcare REIT (AHR) at 5.01 is priced about in line with its industry on P/S ratio, while EastGroup Properties (EGP) at 13.56 sits in the pricier quartile — EGP costs more per dollar of sales.

American Healthcare REIT (AHR) at 2.42 is valued about in line with its industry on P/B ratio, while EastGroup Properties (EGP) at 2.91 carries an above-peer premium to book — EGP is pricier on assets.

Valuation Metrics