Brixmor Property Group Inc vs Regency Centers Corp

Brixmor Property Group Inc (BRX) is overvalued and Regency Centers Corp (REG) is overvalued.

Both trade above our estimate of their intrinsic value. BRX is the closer of the two: -81%, against -100% for REG.

Values as of the 22 Sept 2026 close.

Brixmor Property Group Inc (BRX)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $15.49; the price of $27.96 is 81% above that value, and 79% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

Regency Centers Corp (REG)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $36.76; the price of $73.53 is 100% above that value, and 79% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricBRXREG
VerdictOvervaluedOvervalued
Price$27.96$73.53
Intrinsic value$15.49$36.76
Margin of safety-81%-100%
Leak Score14/100 (3/12)0/100 (2/12)
Market cap$8.6B$13.5B
Revenue growth, 5 years5.4%7.5%
Operating margin36.8%37.3%
Net margin30.7%33.5%
Return on equity14.5%8.2%
Debt to equity1.830.80
P/E19.9x24.8x
Forward P/E27.6x28.9x
P/B2.8x2.0x
Dividend yield4.5%4.1%

All stocks in REIT - Retail