Brixmor Property (BRX)vsFour Corners Property Trust Inc (FCPT)
BRX
Brixmor Property
$31.18
-0.83%
REAL ESTATE · Cap: $9.67B
FCPT
Four Corners Property Trust Inc
$25.27
+0.40%
REAL ESTATE · Cap: $2.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Brixmor Property generates 358% more annual revenue ($1.40B vs $306.40M). FCPT leads profitability with a 38.7% profit margin vs 30.8%. BRX trades at a lower P/E of 22.5x. BRX earns a higher WallStSmart Score of 56/100 (C).
BRX
Buy56
out of 100
Grade: C
FCPT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.8%
Fair Value
$22.06
Current Price
$31.18
$9.12 premium
Margin of Safety
+32.6%
Fair Value
$37.46
Current Price
$25.27
$12.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 36.0%
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
4.3% revenue growth
Earnings declined 14.1%
Distress zone — elevated risk
0.6% earnings growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BRX
The strongest argument for BRX centers on Profit Margin, Operating Margin. Profitability is solid with margins at 30.8% and operating margin at 36.0%.
Bull Case : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.
Bear Case : BRX
The primary concerns for BRX are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
BRX profiles as a value stock while FCPT is a mature play — different risk/reward profiles.
BRX carries more volatility with a beta of 0.96 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
BRX generates stronger free cash flow (204M), providing more financial flexibility.
Bottom Line
BRX scores higher overall (56/100 vs 54/100), backed by strong 30.8% margins. FCPT offers better value entry with a 32.6% margin of safety. Both earn "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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.
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