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BRX vs EPRT

BRX
Brixmor Property Group Inc.
BEARISH
Price
$26.41
Market Cap
$8.08B
Sector
Real Estate
AI Confidence
68%
EPRT
Essential Properties Realty Trust, Inc.
NEUTRAL
Price
$31.42
Market Cap
$6.79B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
BRX
24.23
EPRT
24.74
Forward P/E
BRX
26.81
EPRT
23.12
P/B Ratio
BRX
2.73
EPRT
1.57
P/S Ratio
BRX
6.0
EPRT
11.5
EV/EBITDA
BRX
15.13
EPRT
17.42

Profitability

Gross Margin
BRX
74.91%
EPRT
98.73%
Operating Margin
BRX
37.11%
EPRT
63.71%
Profit Margin
BRX
24.7%
EPRT
43.46%
ROE
BRX
11.38%
EPRT
6.26%
ROA
BRX
3.38%
EPRT
3.59%

Growth

Revenue Growth
BRX
6.3%
EPRT
22.8%
Earnings Growth
BRX
-4.1%
EPRT
-4.3%

Financial Health

Debt/Equity
BRX
1.87
EPRT
0.6
Current Ratio
BRX
0.67
EPRT
2.72
Quick Ratio
BRX
0.62
EPRT
2.53

Dividends

Dividend Yield
BRX
4.69%
EPRT
3.95%
Payout Ratio
BRX
106.48%
EPRT
96.06%

AI Verdict

BRX BEARISH

BRX exhibits weak financial health with a Piotroski F-Score of 4/9, indicating marginal stability, and lacks an Altman Z-Score to confirm safety from distress. The stock trades significantly above its Graham Number of $15.41 and intrinsic value of $7.63, reflecting overvaluation concerns despite a high dividend yield. Earnings growth is negative year-over-year (-18.2%), and the payout ratio exceeds 100%, raising sustainability concerns. Insider selling and deteriorating earnings surprises further weaken the investment case.

Strengths
High dividend yield of 4.69% offers income appeal
Strong profitability margins: gross (74.91%), operating (37.11%), and net (24.70%)
Revenue growth of 6.30% YoY in a challenging retail REIT environment
Risks
Piotroski F-Score of 4 indicates weak financial health and operational instability
Payout ratio of 106.48% suggests dividend is not fully covered by earnings
Negative YoY earnings growth (-4.10%) and declining Q/Q EPS (-21.7%)
EPRT NEUTRAL

EPRT presents a dichotomy between strong operational performance and stretched deterministic valuations. While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is robust with low debt/equity (0.60), the stock trades at a significant premium to its Graham Number ($23.92) and Intrinsic Value ($8.89). Strong revenue growth (22.8%) is offset by a dangerously high dividend payout ratio (96.06%) and bearish insider activity from the CFO and CIO. Despite a 'Strong Buy' analyst consensus, the technical trend is currently bearish, suggesting a period of consolidation or correction.

Strengths
Strong top-line growth with 22.8% YoY revenue increase
Conservative leverage with a Debt/Equity ratio of 0.60
Excellent liquidity evidenced by a Current Ratio of 2.72
Risks
Unsustainable dividend payout ratio of 96.06% leaving little room for error
Bearish insider sentiment with sales from both the CFO and CIO
Significant valuation gap between current price ($31.42) and Graham Number ($23.92)

Compare Another Pair

BRX vs EPRT: Head-to-Head Comparison

This page compares Brixmor Property Group Inc. (BRX) and Essential Properties Realty Trust, Inc. (EPRT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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