BRX vs. EPRT

Last updated Jun 3, 2026

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 9.72%/yr vs 6.59%/yr for EPRT. A 0.62 correlation means they provide meaningful diversification when combined.

Performance

BRX vs. EPRT - Performance Comparison

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

Returns By Period

In the year-to-date period, BRX achieves a 17.46% return, which is significantly higher than EPRT's 2.65% return.

BRX

• 1D: 0.13%
• 1M: 1.14%
• YTD: 17.46%
• 6M: 20.64%
• 1Y: 24.95%
• 3Y*: 18.54%
• 5Y*: 9.72%
• 10Y*: 6.68%

EPRT

• 1D: 0.77%
• 1M: -3.58%
• YTD: 2.65%
• 6M: -0.89%
• 1Y: -4.00%
• 3Y*: 11.67%
• 5Y*: 6.59%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRX vs. EPRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BRX Brixmor Property Group Inc.	17.46%	-1.67%	25.19%	7.71%	-6.79%	60.29%	-19.44%	56.89%	-13.87%
EPRT Essential Properties Realty Trust, Inc.	2.65%	-1.40%	27.32%	14.20%	-14.60%	41.19%	-9.72%	86.75%	3.10%

Correlation

The correlation between BRX and EPRT is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.52
Correlation (3Y) Calculated over the trailing 3-year period	0.63
Correlation (5Y) Calculated over the trailing 5-year period	0.67
Correlation (All Time) Calculated using the full available price history since Jun 22, 2018	0.62

The correlation between BRX and EPRT shifts across timeframes, from 0.52 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BRX : $9.26B EPRT : $6.39B
EPS BRX : $1.44 EPRT : $1.26
PE Ratio BRX : 20.86 EPRT : 23.87
PEG Ratio BRX : 0.37 EPRT : 1.87
PS Ratio BRX : 6.67 EPRT : 10.36
PB Ratio BRX : 3.05 EPRT : 1.46
Total Revenue (TTM) BRX : $1.39B EPRT : $591.33M
Gross Profit (TTM) BRX : $1.09B EPRT : $502.46M
EBITDA (TTM) BRX : $1.04B EPRT : $476.93M

Return for Risk

BRX vs. EPRT — Risk / Return Rank

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

BRX

BRX Risk / Return Rank: 75
BRX Sharpe Ratio Rank: 79
BRX Sortino Ratio Rank: 75
BRX Omega Ratio Rank: 73
BRX Calmar Ratio Rank: 73
BRX Martin Ratio Rank: 77

EPRT

EPRT Risk / Return Rank: 29
EPRT Sharpe Ratio Rank: 31
EPRT Sortino Ratio Rank: 25
EPRT Omega Ratio Rank: 25
EPRT Calmar Ratio Rank: 31
EPRT Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	BRX	EPRT	Difference
Sharpe ratio Return per unit of total volatility	1.40	-0.23	+1.63
Sortino ratio Return per unit of downside risk	2.02	-0.20	+2.22
Omega ratio Gain probability vs. loss probability	1.25	0.98	+0.27
Calmar ratio Return relative to maximum drawdown	1.93	-0.27	+2.20
Martin ratio Return relative to average drawdown	5.60	-0.53	+6.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRX vs. EPRT - Sharpe Ratio Comparison

The current BRX Sharpe Ratio is 1.40, which is higher than the EPRT Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of BRX and EPRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BRX	EPRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	-0.23	+1.63
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	0.29	+0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.20	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.40	-0.14

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.

Drawdown Indicators

	BRX	EPRT	Difference
Max Drawdown Largest peak-to-trough decline	-66.54%	-73.67%	+7.13%
Max Drawdown (1Y) Largest decline over 1 year	-12.36%	-12.65%	+0.29%
Max Drawdown (3Y) Largest decline over 3 years	-22.43%	-20.31%	-2.12%
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 Drawdown Current decline from peak	-3.34%	-11.98%	+8.64%
Average Drawdown Average peak-to-trough decline	-15.84%	-13.94%	-1.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.26%	6.52%	-2.26%

Volatility

BRX vs. EPRT - Volatility Comparison

Brixmor Property Group Inc. (BRX) has a higher volatility of 5.12% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.68%. This indicates that BRX's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRX	EPRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.12%	4.68%	+0.44%
Volatility (6M) Calculated over the trailing 6-month period	12.10%	12.70%	-0.60%
Volatility (1Y) Calculated over the trailing 1-year period	17.90%	17.69%	+0.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.91%	22.61%	+2.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.12%	38.57%	-4.45%

Dividends

BRX vs. EPRT - Dividend Comparison

BRX's dividend yield for the trailing twelve months is around 3.95%, less than EPRT's 4.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRX Brixmor Property Group Inc.	3.95%	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.	4.05%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between Brixmor Property Group Inc. and Essential Properties Realty Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

EPRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 157.30M and revenue of 158.80M. Therefore, the gross margin over that period was 99.1%.

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%.

EPRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported an operating income of 89.65M and revenue of 158.80M, resulting in an operating margin of 56.5%.

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%.

EPRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a net income of 59.79M and revenue of 158.80M, resulting in a net margin of 37.7%.

Frequently Asked Questions

Can I hold both BRX and EPRT in my portfolio?

BRX and EPRT have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BRX or EPRT?

BRX has higher volatility (5.12%) compared to EPRT (4.68%). In terms of maximum drawdown, BRX dropped -66.54% vs EPRT's -73.67%.

Which has better risk-adjusted returns?

BRX currently has the higher Sharpe Ratio (1.40 vs -0.23), 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.