EPRT vs. BRX
EPRT (Essential Properties Realty Trust, Inc.) and BRX (Brixmor Property Group Inc.) are both stocks. Both are in the Real Estate sector — EPRT in REIT - Diversified, BRX in REIT - Retail. Over the past 5 years, EPRT returned 6.08%/yr vs 10.14%/yr for BRX. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
EPRT vs. BRX - Performance Comparison
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Returns By Period
In the year-to-date period, EPRT achieves a 1.05% return, which is significantly lower than BRX's 18.40% return.
EPRT
- 1D
- -0.13%
- 1M
- -4.84%
- YTD
- 1.05%
- 6M
- -2.50%
- 1Y
- -4.00%
- 3Y*
- 11.36%
- 5Y*
- 6.08%
- 10Y*
- —
BRX
- 1D
- 0.53%
- 1M
- 0.76%
- YTD
- 18.40%
- 6M
- 22.90%
- 1Y
- 26.04%
- 3Y*
- 19.22%
- 5Y*
- 10.14%
- 10Y*
- 6.88%
EPRT vs. BRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 1.05% | -1.40% | 27.32% | 14.20% | -14.60% | 41.19% | -9.72% | 86.75% | 3.10% |
BRX Brixmor Property Group Inc. | 18.40% | -1.67% | 25.19% | 7.71% | -6.79% | 60.29% | -19.44% | 56.89% | -13.87% |
Correlation
The correlation between EPRT and BRX is 0.51, 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 | 0.51 |
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 EPRT and BRX shifts across timeframes, from 0.51 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPRT:
$6.29B
BRX:
$9.34B
EPRT:
$1.26
BRX:
$1.44
EPRT:
23.50
BRX:
21.03
EPRT:
1.84
BRX:
0.37
EPRT:
10.20
BRX:
6.73
EPRT:
1.43
BRX:
3.08
EPRT:
$591.33M
BRX:
$1.39B
EPRT:
$502.46M
BRX:
$1.09B
EPRT:
$476.93M
BRX:
$1.04B
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Return for Risk
EPRT vs. BRX — Risk / Return Rank
EPRT
BRX
EPRT vs. BRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Properties Realty Trust, Inc. (EPRT) and Brixmor Property Group Inc. (BRX). 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.
| EPRT | BRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.26 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.12 | -2.42 |
| Martin ratioReturn relative to average drawdown | -0.60 | 6.12 | -6.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPRT | BRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.23 | 1.46 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.41 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.26 | +0.13 |
Drawdowns
EPRT vs. BRX - Drawdown Comparison
The maximum EPRT drawdown since its inception was -73.67%, which is greater than BRX's maximum drawdown of -66.54%. Use the drawdown chart below to compare losses from any high point for EPRT and BRX.
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Drawdown Indicators
| EPRT | BRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.67% | -66.54% | -7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -12.36% | -0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -20.31% | -22.43% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -31.59% | -6.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.54% | — |
Current DrawdownCurrent decline from peak | -13.35% | -2.57% | -10.78% |
Average DrawdownAverage peak-to-trough decline | -13.94% | -15.83% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 4.27% | +2.35% |
Volatility
EPRT vs. BRX - Volatility Comparison
The current volatility for Essential Properties Realty Trust, Inc. (EPRT) is 4.75%, while Brixmor Property Group Inc. (BRX) has a volatility of 5.08%. This indicates that EPRT experiences smaller price fluctuations and is considered to be less risky than BRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPRT | BRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 5.08% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 11.96% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.72% | 17.88% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 24.90% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.55% | 34.10% | +4.45% |
Dividends
EPRT vs. BRX - Dividend Comparison
EPRT's dividend yield for the trailing twelve months is around 4.11%, more than BRX's 3.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRX Brixmor Property Group Inc. | 3.92% | 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. | 4.11% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
Financials
EPRT vs. BRX - Financials Comparison
This section allows you to compare key financial metrics between Essential Properties Realty Trust, Inc. and Brixmor Property Group 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
EPRT vs. BRX - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
EPRT and BRX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRX has higher volatility (5.08%) compared to EPRT (4.75%). In terms of maximum drawdown, EPRT dropped -73.67% vs BRX's -66.54%.
BRX currently has the higher Sharpe Ratio (1.46 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.
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