BRX vs. EPRT
BRX (Brixmor Property Group Inc.) and EPRT (Essential Properties Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — BRX in REIT - Retail, EPRT in REIT - Diversified. Over the past 5 years, BRX returned 11.32%/yr vs 5.37%/yr for EPRT. Their 0.62 correlation means they have sometimes moved together and sometimes differently.
Performance
BRX vs. EPRT - Performance Comparison
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Returns By Period
In the year-to-date period, BRX achieves a 24.15% return, which is significantly higher than EPRT's 7.70% return.
BRX
- 1D
- 0.03%
- 1M
- 0.99%
- 6M
- 20.07%
- YTD
- 24.15%
- 1Y
- 29.16%
- 3Y*
- 16.68%
- 5Y*
- 11.32%
- 10Y*
- 6.29%
- ALL TIME*
- 8.32%
EPRT
- 1D
- 0.06%
- 1M
- 0.35%
- 6M
- 5.22%
- YTD
- 7.70%
- 1Y
- 6.77%
- 3Y*
- 13.37%
- 5Y*
- 5.37%
- 10Y*
- —
- ALL TIME*
- 15.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $80.71M | $71.44M | $76.94M | |
| $59.48M | $51.66M | $57.34M |
BRX vs. EPRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 24.15% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -13.18% |
EPRT Essential Properties Realty Trust, Inc. | 7.70% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 4.25% |
Correlation
The correlation between BRX and EPRT is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2018 | 0.62 |
The correlation between BRX and EPRT shifts across timeframes, from 0.54 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRX:
$9.67B
EPRT:
$6.77B
BRX:
$1.56
EPRT:
$0.94
BRX:
20.26
EPRT:
33.43
BRX:
0.21
EPRT:
2.62
BRX:
5.18
EPRT:
10.49
BRX:
$1.40B
EPRT:
$617.91M
BRX:
$888.64M
EPRT:
$442.38M
BRX:
$1.03B
EPRT:
$440.76M
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Return for Risk
BRX vs. EPRT — Risk / Return Rank
BRX
EPRT
BRX vs. EPRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brixmor Property Group Inc. (BRX) and Essential Properties Realty Trust, Inc. (EPRT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRX | EPRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 0.49 | +1.62 |
| Martin ratioReturn relative to average drawdown | 5.96 | 1.11 | +4.85 |
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Drawdowns
BRX vs. EPRT - Drawdown Comparison
The maximum BRX drawdown since its inception was -66.54%, smaller than the maximum EPRT drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for BRX and EPRT.
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Drawdown Indicators
| BRX | EPRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.54% | -73.67% | +7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -14.26% | +1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -15.52% | -6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -38.42% | +6.83% |
Max Drawdown (10Y)Largest decline over 10 years | -66.54% | — | — |
Current DrawdownCurrent decline from peak | -3.61% | -7.65% | +4.04% |
Average DrawdownAverage peak-to-trough decline | -15.66% | -13.83% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 6.25% | -1.89% |
Volatility
BRX vs. EPRT - Volatility Comparison
The current volatility for Brixmor Property Group Inc. (BRX) is 5.33%, while Essential Properties Realty Trust, Inc. (EPRT) has a volatility of 7.80%. This indicates that BRX experiences smaller price fluctuations and is considered to be less risky than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRX | EPRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 7.80% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.87% | 14.71% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 18.80% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.61% | 22.62% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.15% | 38.33% | -4.18% |
Dividends
BRX vs. EPRT - Dividend Comparison
BRX's dividend yield for the trailing twelve months is around 3.84%, less than EPRT's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 3.84% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
EPRT Essential Properties Realty Trust, Inc. | 3.96% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
Financials
BRX vs. EPRT - Financials Comparison
This section allows you to compare key financial metrics between Brixmor Property Group Inc. and Essential Properties Realty Trust, Inc.. 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. EPRT - Profitability Comparison
BRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Brixmor Property Group Inc. reported a gross profit of 309.92M and revenue of 354.20M. Therefore, the gross margin over that period was 87.5%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 160.81M and revenue of 161.89M. Therefore, the gross margin over that period was 99.3%.
BRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Brixmor Property Group Inc. reported an operating income of 73.66M and revenue of 354.20M, resulting in an operating margin of 20.8%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported an operating income of 104.42M and revenue of 161.89M, resulting in an operating margin of 64.5%.
BRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Brixmor Property Group Inc. reported a net income of -7.00K and revenue of 354.20M, resulting in a net margin of 0.0%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Essential Properties Realty Trust, Inc. reported a net income of 387.00K and revenue of 161.89M, resulting in a net margin of 0.2%.
Frequently Asked Questions
BRX and EPRT have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPRT has higher volatility (7.80%) compared to BRX (5.33%). In terms of maximum drawdown, BRX dropped -66.54% vs EPRT's -73.67%.
BRX currently has the higher Sharpe Ratio (1.42 vs 0.37), 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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