REIT - Retail
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IVT vs BRX vs KIM vs REG
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
REIT - Retail
REIT - Retail
IVT vs BRX vs KIM vs REG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Retail | REIT - Retail | REIT - Retail |
| Market Cap | $2.47B | $9.23B | $15.87B | $14.25B |
| Revenue (TTM) | $307M | $1.39B | $2.16B | $1.68B |
| Net Income (TTM) | $110M | $444M | $616M | $630M |
| Gross Margin | 49.5% | 78.5% | 54.7% | 60.5% |
| Operating Margin | 16.6% | 37.4% | 36.1% | 54.0% |
| Forward P/E | 164.4x | 29.7x | 30.5x | 32.1x |
| Total Debt | $826M | $5.87B | $8.64B | $5.94B |
| Cash & Equiv. | $41M | $362M | $213M | $121M |
IVT vs BRX vs KIM vs REG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| InvenTrust Properti… (IVT) | 100 | 26.4 | -73.6% |
| Brixmor Property Gr… (BRX) | 100 | 152.9 | +52.9% |
| Kimco Realty Corpor… (KIM) | 100 | 128.4 | +28.4% |
| Regency Centers Cor… (REG) | 100 | 142.1 | +42.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IVT vs BRX vs KIM vs REG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IVT is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- Dividend streak 8 yrs, beta 0.33, yield 2.9%
- Rev growth 9.2%, EPS growth 6.5%, 3Y rev CAGR 8.1%
- Lower volatility, beta 0.33, Low D/E 46.0%, current ratio 1.17x
- Beta 0.33, yield 2.9%, current ratio 1.17x
BRX carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 51.0% 10Y total return vs REG's 28.9%
- Lower P/E (29.7x vs 32.1x)
- +23.8% vs REG's +12.2%
- 5.0% ROA vs KIM's 3.1%, ROIC 4.6% vs 3.0%
KIM is the clearest fit if your priority is dividends.
- 4.5% yield, 1-year raise streak, vs IVT's 2.9%
REG is the clearest fit if your priority is quality.
- 37.4% margin vs KIM's 28.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.2% FFO/revenue growth vs REG's 3.4% | |
| Value | Lower P/E (29.7x vs 32.1x) | |
| Quality / Margins | 37.4% margin vs KIM's 28.5% | |
| Stability / Safety | Beta 0.33 vs KIM's 0.54, lower leverage | |
| Dividends | 4.5% yield, 1-year raise streak, vs IVT's 2.9% | |
| Momentum (1Y) | +23.8% vs REG's +12.2% | |
| Efficiency (ROA) | 5.0% ROA vs KIM's 3.1%, ROIC 4.6% vs 3.0% |
IVT vs BRX vs KIM vs REG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
IVT vs BRX vs KIM vs REG — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
BRX leads in 3 of 6 categories
REG leads 1 • IVT leads 0 • KIM leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
REG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KIM is the larger business by revenue, generating $2.2B annually — 7.0x IVT's $307M. REG is the more profitable business, keeping 37.4% of every revenue dollar as net income compared to KIM's 28.5%. On growth, REG holds the edge at +31.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $307M | $1.4B | $2.2B | $1.7B |
| EBITDAEarnings before interest/tax | $185M | $937M | $1.4B | $1.3B |
| Net IncomeAfter-tax profit | $110M | $444M | $616M | $630M |
| Free Cash FlowCash after capex | $118M | $663M | $844M | $700M |
| Gross MarginGross profit ÷ Revenue | +49.5% | +78.5% | +54.7% | +60.5% |
| Operating MarginEBIT ÷ Revenue | +16.6% | +37.4% | +36.1% | +54.0% |
| Net MarginNet income ÷ Revenue | +35.8% | +32.0% | +28.5% | +37.4% |
| FCF MarginFCF ÷ Revenue | +38.5% | +47.7% | +39.0% | +41.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.3% | +5.1% | +4.0% | +31.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -23.9% | +78.3% | +27.8% | +2.6% |
Valuation Metrics
BRX leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 22.3x trailing earnings, IVT trades at a 21% valuation discount to KIM's 28.3x P/E. On an enterprise value basis, BRX's 16.1x EV/EBITDA is more attractive than REG's 20.5x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.5B | $9.2B | $15.9B | $14.3B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $14.7B | $24.3B | $20.1B |
| Trailing P/EPrice ÷ TTM EPS | 22.28x | 24.07x | 28.35x | 27.61x |
| Forward P/EPrice ÷ next-FY EPS est. | 164.36x | 29.75x | 30.48x | 32.06x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.45x |
| EV / EBITDAEnterprise value multiple | 18.07x | 16.05x | 17.70x | 20.47x |
| Price / SalesMarket cap ÷ Revenue | 8.24x | 6.73x | 7.41x | 9.17x |
| Price / BookPrice ÷ Book value/share | 1.38x | 3.08x | 1.50x | 1.98x |
| Price / FCFMarket cap ÷ FCF | 22.24x | 14.16x | 20.54x | 36.18x |
Profitability & Efficiency
BRX leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
BRX delivers a 14.9% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $6 for KIM. IVT carries lower financial leverage with a 0.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRX's 1.95x. On the Piotroski fundamental quality scale (0–9), BRX scores 6/9 vs KIM's 5/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.1% | +14.9% | +5.8% | +9.0% |
| ROA (TTM)Return on assets | +4.0% | +5.0% | +3.1% | +4.9% |
| ROICReturn on invested capital | +1.5% | +4.6% | +3.0% | +3.5% |
| ROCEReturn on capital employed | +1.9% | +6.2% | +3.9% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.46x | 1.95x | 0.82x | 0.83x |
| Net DebtTotal debt minus cash | $785M | $5.5B | $8.4B | $5.8B |
| Cash & Equiv.Liquid assets | $41M | $362M | $213M | $121M |
| Total DebtShort + long-term debt | $826M | $5.9B | $8.6B | $5.9B |
| Interest CoverageEBIT ÷ Interest expense | 4.23x | 2.72x | 2.46x | 2.72x |
Total Returns (Dividends Reinvested)
BRX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BRX five years ago would be worth $15,577 today (with dividends reinvested), compared to $2,814 for IVT. Over the past 12 months, BRX leads with a +23.8% total return vs REG's +12.2%. The 3-year compound annual growth rate (CAGR) favors BRX at 16.5% vs KIM's 12.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +14.4% | +18.3% | +18.6% | +15.7% |
| 1-Year ReturnPast 12 months | +15.9% | +23.8% | +18.9% | +12.2% |
| 3-Year ReturnCumulative with dividends | +52.4% | +58.0% | +43.6% | +44.4% |
| 5-Year ReturnCumulative with dividends | -71.9% | +55.8% | +31.1% | +39.5% |
| 10-Year ReturnCumulative with dividends | -68.5% | +51.0% | +11.1% | +28.9% |
| CAGR (3Y)Annualised 3-year return | +15.1% | +16.5% | +12.8% | +13.0% |
Risk & Volatility
Evenly matched — IVT and KIM each lead in 1 of 2 comparable metrics.
Risk & Volatility
IVT is the less volatile stock with a 0.33 beta — it tends to amplify market swings less than KIM's 0.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 0.46x | 0.54x | 0.36x |
| 52-Week HighHighest price in past year | $33.19 | $31.49 | $24.31 | $81.66 |
| 52-Week LowLowest price in past year | $26.52 | $24.38 | $19.76 | $66.86 |
| % of 52W HighCurrent price vs 52-week peak | +95.3% | +95.6% | +96.8% | +95.3% |
| RSI (14)Momentum oscillator 0–100 | 51.2 | 55.6 | 58.4 | 52.8 |
| Avg Volume (50D)Average daily shares traded | 435K | 2.5M | 5.0M | 1.3M |
Analyst Outlook
Evenly matched — IVT and KIM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: IVT as "Buy", BRX as "Buy", KIM as "Hold", REG as "Buy". Consensus price targets imply 4.3% upside for IVT (target: $33) vs 2.9% for REG (target: $80). For income investors, KIM offers the higher dividend yield at 4.50% vs IVT's 2.94%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $33.00 | $31.00 | $24.25 | $80.14 |
| # AnalystsCovering analysts | 4 | 30 | 36 | 32 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +3.8% | +4.5% | +3.6% |
| Dividend StreakConsecutive years of raises | 8 | 5 | 1 | 5 |
| Dividend / ShareAnnual DPS | $0.93 | $1.15 | $1.06 | $2.81 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | +0.8% | +0.1% |
BRX leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). REG leads in 1 (Income & Cash Flow). 2 tied.
IVT vs BRX vs KIM vs REG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is IVT or BRX or KIM or REG a better buy right now?
For growth investors, InvenTrust Properties Corp.
(IVT) is the stronger pick with 9. 2% revenue growth year-over-year, versus 3. 4% for Regency Centers Corporation (REG). InvenTrust Properties Corp. (IVT) offers the better valuation at 22. 3x trailing P/E (164. 4x forward), making it the more compelling value choice. Analysts rate InvenTrust Properties Corp. (IVT) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — IVT or BRX or KIM or REG?
On trailing P/E, InvenTrust Properties Corp.
(IVT) is the cheapest at 22. 3x versus Kimco Realty Corporation at 28. 3x. On forward P/E, Brixmor Property Group Inc. is actually cheaper at 29. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — IVT or BRX or KIM or REG?
Over the past 5 years, Brixmor Property Group Inc.
(BRX) delivered a total return of +55. 8%, compared to -71. 9% for InvenTrust Properties Corp. (IVT). Over 10 years, the gap is even starker: BRX returned +51. 0% versus IVT's -68. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IVT or BRX or KIM or REG?
By beta (market sensitivity over 5 years), InvenTrust Properties Corp.
(IVT) is the lower-risk stock at 0. 33β versus Kimco Realty Corporation's 0. 54β — meaning KIM is approximately 62% more volatile than IVT relative to the S&P 500. On balance sheet safety, InvenTrust Properties Corp. (IVT) carries a lower debt/equity ratio of 46% versus 195% for Brixmor Property Group Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IVT or BRX or KIM or REG?
By revenue growth (latest reported year), InvenTrust Properties Corp.
(IVT) is pulling ahead at 9. 2% versus 3. 4% for Regency Centers Corporation (REG). On earnings-per-share growth, the picture is similar: InvenTrust Properties Corp. grew EPS 647. 4% year-over-year, compared to 12. 6% for Brixmor Property Group Inc.. Over a 3-year CAGR, IVT leads at 8. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — IVT or BRX or KIM or REG?
InvenTrust Properties Corp.
(IVT) is the more profitable company, earning 37. 2% net margin versus 27. 3% for Kimco Realty Corporation — meaning it keeps 37. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REG leads at 37. 0% versus 17. 2% for IVT. At the gross margin level — before operating expenses — BRX leads at 75. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is IVT or BRX or KIM or REG more undervalued right now?
On forward earnings alone, Brixmor Property Group Inc.
(BRX) trades at 29. 7x forward P/E versus 164. 4x for InvenTrust Properties Corp. — 134. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IVT: 4. 3% to $33. 00.
08Which pays a better dividend — IVT or BRX or KIM or REG?
All stocks in this comparison pay dividends.
Kimco Realty Corporation (KIM) offers the highest yield at 4. 5%, versus 2. 9% for InvenTrust Properties Corp. (IVT).
09Is IVT or BRX or KIM or REG better for a retirement portfolio?
For long-horizon retirement investors, Regency Centers Corporation (REG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
36), 3. 6% yield). Both have compounded well over 10 years (REG: +28. 9%, KIM: +11. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IVT and BRX and KIM and REG?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: IVT is a small-cap quality compounder stock; BRX is a small-cap income-oriented stock; KIM is a mid-cap income-oriented stock; REG is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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