BRX vs. STAG
BRX (Brixmor Property Group Inc.) and STAG (STAG Industrial, Inc.) are both stocks. Both are in the Real Estate sector — BRX in REIT - Retail, STAG in REIT - Industrial. Over the past 10 years, BRX returned 6.58%/yr vs 9.82%/yr for STAG. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
BRX vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, BRX achieves a 22.26% return, which is significantly higher than STAG's 8.26% return. Over the past 10 years, BRX has underperformed STAG with an annualized return of 6.58%, while STAG has yielded a comparatively higher 9.82% annualized return.
BRX
- 1D
- 0.29%
- 1M
- -3.81%
- 6M
- 23.35%
- YTD
- 22.26%
- 1Y
- 25.32%
- 3Y*
- 16.55%
- 5Y*
- 10.82%
- 10Y*
- 6.58%
STAG
- 1D
- 0.15%
- 1M
- 1.52%
- 6M
- 5.03%
- YTD
- 8.26%
- 1Y
- 12.43%
- 3Y*
- 6.10%
- 5Y*
- 4.14%
- 10Y*
- 9.82%
BRX vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 22.26% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -15.93% | -19.54% |
STAG STAG Industrial, Inc. | 8.26% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between BRX and STAG is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2013 | 0.57 |
The correlation between BRX and STAG has been stable across timeframes, ranging from 0.57 to 0.65 - a consistent structural relationship.
Fundamentals
BRX:
$9.52B
STAG:
$7.45B
BRX:
$1.44
STAG:
$1.29
BRX:
21.51
STAG:
30.15
BRX:
0.38
STAG:
3.82
BRX:
6.88
STAG:
8.52
BRX:
3.14
STAG:
2.08
BRX:
$1.39B
STAG:
$863.82M
BRX:
$1.09B
STAG:
$356.54M
BRX:
$1.04B
STAG:
$598.36M
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Return for Risk
BRX vs. STAG — Risk / Return Rank
BRX
STAG
BRX vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brixmor Property Group Inc. (BRX) and STAG Industrial, Inc. (STAG). 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 | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.38 | +0.77 |
| Martin ratioReturn relative to average drawdown | 6.13 | 3.43 | +2.70 |
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Drawdowns
BRX vs. STAG - Drawdown Comparison
The maximum BRX drawdown since its inception was -66.54%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for BRX and STAG.
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Drawdown Indicators
| BRX | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.54% | -45.08% | -21.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -9.44% | -2.92% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -24.59% | +2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -42.22% | +10.63% |
Max Drawdown (10Y)Largest decline over 10 years | -66.54% | -45.08% | -21.46% |
Current DrawdownCurrent decline from peak | -3.81% | -1.96% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -10.46% | -5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.80% | +0.55% |
Volatility
BRX vs. STAG - Volatility Comparison
The current volatility for Brixmor Property Group Inc. (BRX) is 5.56%, while STAG Industrial, Inc. (STAG) has a volatility of 5.88%. This indicates that BRX experiences smaller price fluctuations and is considered to be less risky than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRX | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.88% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 14.61% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 19.71% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 23.44% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.13% | 26.15% | +7.98% |
Dividends
BRX vs. STAG - Dividend Comparison
BRX's dividend yield for the trailing twelve months is around 3.90%, which matches STAG's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 3.90% | 4.39% | 3.92% | 4.47% | 4.23% | 3.38% | 3.44% | 5.18% | 7.49% | 5.57% | 4.01% | 3.49% |
STAG STAG Industrial, Inc. | 3.90% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
BRX vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Brixmor Property Group Inc. and STAG Industrial, 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. STAG - Profitability Comparison
BRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
BRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
BRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
Frequently Asked Questions
BRX and STAG have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (5.88%) compared to BRX (5.56%). In terms of maximum drawdown, BRX dropped -66.54% vs STAG's -45.08%.
BRX currently has the higher Sharpe Ratio (1.45 vs 0.66), 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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