WallStSmart

Brixmor Property (BRX)vsRegency Centers Corporation (REG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Regency Centers Corporation generates 19% more annual revenue ($1.65B vs $1.39B). REG leads profitability with a 33.1% 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

REG

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 6.0Quality: 4.3
Piotroski: 4/9Altman Z: 0.80
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
REGUndervalued (+48.0%)

Margin of Safety

+48.0%

Fair Value

$147.14

Current Price

$79.08

$68.06 discount

UndervaluedFair: $147.14Overvalued

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

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

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

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
27.0x4/10

Moderate valuation

PEG RatioValuation
2.612/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.802/10

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 : REG

The strongest argument for REG centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.1% and operating margin at 40.7%.

Bear Case : BRX

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

Bear Case : REG

The primary concerns for REG are P/E Ratio, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

BRX carries more volatility with a beta of 0.98 — expect wider price swings.

REG is growing revenue faster at 10.0% — sustainability is the question.

REG generates stronger free cash flow (153M), providing more financial flexibility.

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

Bottom Line

BRX scores higher overall (68/100 vs 63/100), backed by strong 32.0% margins. REG offers better value entry with a 48.0% margin of safety. Both earn "Strong Buy" and "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.

Regency Centers Corporation

REAL ESTATE · REIT - RETAIL · USA

Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida and is one of the largest operators of shopping centers with grocery stores as anchor tenants.

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