BRX vs. ADC
BRX (Brixmor Property Group Inc.) and ADC (Agree Realty Corporation) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, BRX returned 6.71%/yr vs 9.63%/yr for ADC. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
BRX vs. ADC - Performance Comparison
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Returns By Period
In the year-to-date period, BRX achieves a 17.78% return, which is significantly higher than ADC's 1.77% return. Over the past 10 years, BRX has underperformed ADC with an annualized return of 6.71%, while ADC has yielded a comparatively higher 9.63% annualized return.
BRX
- 1D
- 0.27%
- 1M
- 1.04%
- YTD
- 17.78%
- 6M
- 21.72%
- 1Y
- 24.98%
- 3Y*
- 18.65%
- 5Y*
- 10.03%
- 10Y*
- 6.71%
ADC
- 1D
- -0.89%
- 1M
- -4.88%
- YTD
- 1.77%
- 6M
- -1.21%
- 1Y
- 0.57%
- 3Y*
- 8.22%
- 5Y*
- 4.50%
- 10Y*
- 9.63%
BRX vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 17.78% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -15.93% | -19.54% |
ADC Agree Realty Corporation | 1.77% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
Correlation
The correlation between BRX and ADC is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2013 | 0.56 |
The correlation between BRX and ADC has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.
Fundamentals
BRX:
$9.29B
ADC:
$8.67B
BRX:
$1.44
ADC:
$1.91
BRX:
20.92
ADC:
37.62
BRX:
6.69
ADC:
10.91
BRX:
3.06
ADC:
1.43
BRX:
$1.39B
ADC:
$750.05M
BRX:
$1.09B
ADC:
$667.57M
BRX:
$1.04B
ADC:
$639.27M
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Return for Risk
BRX vs. ADC — Risk / Return Rank
BRX
ADC
BRX vs. ADC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brixmor Property Group Inc. (BRX) and Agree Realty Corporation (ADC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRX | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.37 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.02 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 0.05 | +1.98 |
| Martin ratioReturn relative to average drawdown | 5.87 | 0.13 | +5.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRX | ADC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.04 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.24 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.41 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.38 | -0.12 |
Drawdowns
BRX vs. ADC - Drawdown Comparison
The maximum BRX drawdown since its inception was -66.54%, smaller than the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for BRX and ADC.
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Drawdown Indicators
| BRX | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.54% | -70.25% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -11.14% | -1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -21.08% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -29.52% | -2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -66.54% | -39.00% | -27.54% |
Current DrawdownCurrent decline from peak | -3.08% | -11.14% | +8.06% |
Average DrawdownAverage peak-to-trough decline | -15.83% | -9.64% | -6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 4.37% | -0.11% |
Volatility
BRX vs. ADC - Volatility Comparison
Brixmor Property Group Inc. (BRX) has a higher volatility of 5.12% compared to Agree Realty Corporation (ADC) at 3.87%. This indicates that BRX's price experiences larger fluctuations and is considered to be riskier than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRX | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 3.87% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 12.04% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.87% | 15.92% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 18.79% | +6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.11% | 23.64% | +10.47% |
Dividends
BRX vs. ADC - Dividend Comparison
BRX's dividend yield for the trailing twelve months is around 3.94%, less than ADC's 4.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.35% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
BRX Brixmor Property Group Inc. | 3.94% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
Financials
BRX vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between Brixmor Property Group Inc. and Agree Realty Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BRX vs. ADC - Profitability Comparison
BRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a gross profit of 309.42M and revenue of 354.82M. Therefore, the gross margin over that period was 87.2%.
ADC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a gross profit of 186.09M and revenue of 200.81M. Therefore, the gross margin over that period was 92.7%.
BRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported an operating income of 134.11M and revenue of 354.82M, resulting in an operating margin of 37.8%.
ADC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported an operating income of 98.55M and revenue of 200.81M, resulting in an operating margin of 49.1%.
BRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brixmor Property Group Inc. reported a net income of 127.75M and revenue of 354.82M, resulting in a net margin of 36.0%.
ADC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a net income of 60.19M and revenue of 200.81M, resulting in a net margin of 30.0%.
Frequently Asked Questions
BRX and ADC have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRX has higher volatility (5.12%) compared to ADC (3.87%). In terms of maximum drawdown, BRX dropped -66.54% vs ADC's -70.25%.
BRX currently has the higher Sharpe Ratio (1.40 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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