WallStSmart

Brixmor Property (BRX)vsFederal Realty Investment Trust (FRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brixmor Property generates 6% more annual revenue ($1.39B vs $1.31B). FRT leads profitability with a 38.6% profit margin vs 32.0%. BRX appears more attractively valued with a PEG of 1.68. BRX earns a higher WallStSmart Score of 68/100 (B-).

BRX

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 4.7Quality: 3.3
Piotroski: 3/9Altman Z: 0.56

FRT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.0Quality: 4.3
Piotroski: 4/9Altman Z: 0.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BRXOvervalued (-5.2%)

Margin of Safety

-5.2%

Fair Value

$27.12

Current Price

$30.29

$3.17 premium

UndervaluedFair: $27.12Overvalued
FRTUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$182.57

Current Price

$116.77

$65.80 discount

UndervaluedFair: $182.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRX3 strengths · Avg: 10.0/10
Profit MarginProfitability
32.0%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

EPS GrowthGrowth
80.8%10/10

Earnings expanding 80.8% YoY

FRT3 strengths · Avg: 10.0/10
Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
152.5%10/10

Earnings expanding 152.5% YoY

Areas to Watch

BRX3 concerns · Avg: 3.0/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

FRT2 concerns · Avg: 2.0/10
PEG RatioValuation
3.592/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BRX

The strongest argument for BRX centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.0% and operating margin at 37.8%.

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 38.6% and operating margin at 34.1%. Revenue growth of 10.3% demonstrates continued momentum.

Bear Case : BRX

The primary concerns for BRX are PEG Ratio, Piotroski F-Score, Altman Z-Score.

Bear Case : FRT

The primary concerns for FRT are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

FRT carries more volatility with a beta of 0.99 — expect wider price swings.

FRT is growing revenue faster at 10.3% — sustainability is the question.

BRX generates stronger free cash flow (141M), providing more financial flexibility.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BRX scores higher overall (68/100 vs 67/100), backed by strong 32.0% margins. FRT offers better value entry with a 41.4% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brixmor Property

REAL ESTATE · REIT - RETAIL · USA

Brixmor (NYSE: BRX) is a real estate investment trust (REIT) that owns and operates a high-quality national portfolio of outdoor shopping centers.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

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