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BRX vs. ADC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BRX and ADC is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

BRX vs. ADC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brixmor Property Group Inc. (BRX) and Agree Realty Corporation (ADC). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
8.71%
11.52%
BRX
ADC

Key characteristics

Sharpe Ratio

BRX:

1.18

ADC:

1.32

Sortino Ratio

BRX:

1.77

ADC:

1.91

Omega Ratio

BRX:

1.22

ADC:

1.23

Calmar Ratio

BRX:

1.66

ADC:

0.89

Martin Ratio

BRX:

5.42

ADC:

5.24

Ulcer Index

BRX:

4.28%

ADC:

4.51%

Daily Std Dev

BRX:

19.68%

ADC:

17.82%

Max Drawdown

BRX:

-66.54%

ADC:

-70.25%

Current Drawdown

BRX:

-12.45%

ADC:

-6.06%

Fundamentals

Market Cap

BRX:

$8.01B

ADC:

$7.89B

EPS

BRX:

$1.07

ADC:

$1.81

PE Ratio

BRX:

24.59

ADC:

40.02

PEG Ratio

BRX:

1.68

ADC:

-28.74

Total Revenue (TTM)

BRX:

$956.61M

ADC:

$456.36M

Gross Profit (TTM)

BRX:

$633.42M

ADC:

$299.92M

EBITDA (TTM)

BRX:

$673.00M

ADC:

$381.87M

Returns By Period

In the year-to-date period, BRX achieves a -4.50% return, which is significantly lower than ADC's 2.82% return. Over the past 10 years, BRX has underperformed ADC with an annualized return of 4.95%, while ADC has yielded a comparatively higher 12.12% annualized return.


BRX

YTD

-4.50%

1M

-2.96%

6M

8.71%

1Y

22.26%

5Y*

9.47%

10Y*

4.95%

ADC

YTD

2.82%

1M

3.61%

6M

11.52%

1Y

24.18%

5Y*

3.78%

10Y*

12.12%

*Annualized

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Risk-Adjusted Performance

BRX vs. ADC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRX
The Risk-Adjusted Performance Rank of BRX is 8080
Overall Rank
The Sharpe Ratio Rank of BRX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BRX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BRX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BRX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of BRX is 8282
Martin Ratio Rank

ADC
The Risk-Adjusted Performance Rank of ADC is 7979
Overall Rank
The Sharpe Ratio Rank of ADC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of ADC is 7979
Sortino Ratio Rank
The Omega Ratio Rank of ADC is 7676
Omega Ratio Rank
The Calmar Ratio Rank of ADC is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ADC is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRX vs. ADC - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for BRX, currently valued at 1.18, compared to the broader market-2.000.002.004.001.181.32
The chart of Sortino ratio for BRX, currently valued at 1.77, compared to the broader market-4.00-2.000.002.004.006.001.771.91
The chart of Omega ratio for BRX, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.23
The chart of Calmar ratio for BRX, currently valued at 1.66, compared to the broader market0.002.004.006.001.660.89
The chart of Martin ratio for BRX, currently valued at 5.42, compared to the broader market-10.000.0010.0020.0030.005.425.24
BRX
ADC

The current BRX Sharpe Ratio is 1.18, which is comparable to the ADC Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of BRX and ADC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.18
1.32
BRX
ADC

Dividends

BRX vs. ADC - Dividend Comparison

BRX's dividend yield for the trailing twelve months is around 4.21%, more than ADC's 4.14% yield.


TTM20242023202220212020201920182017201620152014
BRX
Brixmor Property Group Inc.
4.21%3.92%4.47%4.23%3.38%3.44%5.18%7.49%5.57%4.01%3.49%2.93%
ADC
Agree Realty Corporation
4.14%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%5.60%

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. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-12.45%
-6.06%
BRX
ADC

Volatility

BRX vs. ADC - Volatility Comparison

Brixmor Property Group Inc. (BRX) has a higher volatility of 6.66% compared to Agree Realty Corporation (ADC) at 6.27%. 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.66%
6.27%
BRX
ADC

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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