Brixmor Property (BRX)vsStratus Properties Inc (STRS)
BRX
Brixmor Property
$31.66
-0.51%
REAL ESTATE · Cap: $9.99B
STRS
Stratus Properties Inc
$19.40
-0.92%
REAL ESTATE · Cap: $158.22M
Smart Verdict
WallStSmart Research — data-driven comparison
Brixmor Property generates 4746% more annual revenue ($1.39B vs $28.66M). STRS leads profitability with a 75.0% profit margin vs 32.0%. STRS appears more attractively valued with a PEG of 1.19. BRX earns a higher WallStSmart Score of 68/100 (B-).
BRX
Strong Buy68
out of 100
Grade: B-
STRS
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.8%
Fair Value
$21.83
Current Price
$31.66
$9.83 premium
Margin of Safety
-66.8%
Fair Value
$17.99
Current Price
$19.40
$1.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 37.8%
Earnings expanding 80.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Revenue declined 24.8%
Earnings declined 74.4%
Comparative Analysis Report
WallStSmart ResearchBull 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 : STRS
The strongest argument for STRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 75.0% and operating margin at -197.7%. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : BRX
The primary concerns for BRX are PEG Ratio, Altman Z-Score.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BRX profiles as a mature stock while STRS is a declining play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.14 — expect wider price swings.
BRX is growing revenue faster at 5.1% — sustainability is the question.
BRX generates stronger free cash flow (204M), providing more financial flexibility.
Bottom Line
BRX scores higher overall (68/100 vs 45/100), backed by strong 32.0% margins. Both earn "Strong Buy" and "Hold" 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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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