BRX vs. EPR
BRX (Brixmor Property Group Inc.) and EPR (EPR Properties) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, BRX returned 6.98%/yr vs 3.47%/yr for EPR. A 0.63 correlation means they provide meaningful diversification when combined.
Performance
BRX vs. EPR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRX achieves a 20.66% return, which is significantly higher than EPR's 18.74% return. Over the past 10 years, BRX has outperformed EPR with an annualized return of 6.98%, while EPR has yielded a comparatively lower 3.47% annualized return.
BRX
- 1D
- -0.16%
- 1M
- 3.65%
- YTD
- 20.66%
- 6M
- 28.24%
- 1Y
- 26.34%
- 3Y*
- 18.16%
- 5Y*
- 9.71%
- 10Y*
- 6.98%
EPR
- 1D
- 0.49%
- 1M
- -0.57%
- YTD
- 18.74%
- 6M
- 17.27%
- 1Y
- 8.77%
- 3Y*
- 16.38%
- 5Y*
- 8.88%
- 10Y*
- 3.47%
BRX vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 20.66% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -15.93% | -19.54% |
EPR EPR Properties | 18.74% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between BRX and EPR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2013 | 0.63 |
The correlation between BRX and EPR shifts across timeframes, from 0.49 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRX:
$9.52B
EPR:
$4.41B
BRX:
$1.44
EPR:
$3.55
BRX:
21.43
EPR:
16.24
BRX:
0.38
EPR:
0.35
BRX:
6.86
EPR:
6.30
BRX:
3.13
EPR:
1.91
BRX:
$1.39B
EPR:
$700.22M
BRX:
$1.09B
EPR:
$568.77M
BRX:
$1.04B
EPR:
$582.57M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRX vs. EPR — Risk / Return Rank
BRX
EPR
BRX vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brixmor Property Group Inc. (BRX) and EPR Properties (EPR). 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 | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.09 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | 0.45 | +1.69 |
| Martin ratioReturn relative to average drawdown | 6.19 | 0.90 | +5.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BRX | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.40 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.34 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.08 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.30 | -0.04 |
Drawdowns
BRX vs. EPR - Drawdown Comparison
The maximum BRX drawdown since its inception was -66.54%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for BRX and EPR.
Loading charts...
Drawdown Indicators
| BRX | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.54% | -82.02% | +15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -19.51% | +7.15% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -19.51% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -35.63% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -66.54% | -82.02% | +15.48% |
Current DrawdownCurrent decline from peak | -0.71% | -3.10% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -16.59% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 9.81% | -5.54% |
Volatility
BRX vs. EPR - Volatility Comparison
Brixmor Property Group Inc. (BRX) has a higher volatility of 5.40% compared to EPR Properties (EPR) at 4.60%. This indicates that BRX's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRX | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 4.60% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 16.41% | -4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 22.33% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.90% | 26.15% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.12% | 42.45% | -8.33% |
Dividends
BRX vs. EPR - Dividend Comparison
BRX's dividend yield for the trailing twelve months is around 3.85%, less than EPR's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 3.85% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
EPR EPR Properties | 6.22% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
Financials
BRX vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Brixmor Property Group Inc. and EPR Properties. 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. EPR - 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%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
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%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
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%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
Frequently Asked Questions
BRX and EPR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRX has higher volatility (5.40%) compared to EPR (4.60%). In terms of maximum drawdown, BRX dropped -66.54% vs EPR's -82.02%.
BRX currently has the higher Sharpe Ratio (1.48 vs 0.40), 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.
Find the right allocation for BRX and EPR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer