BRG:NYE-Bluerock Residential Growth REIT, Inc (USD)

COMMON STOCK | REIT—Residential | NYE

Last Closing Price

USD 9.44

Change

-0.21 (-2.18)%

Market Cap

USD 0.23B

Volume

0.22M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) is a real estate investment trust that focuses on developing and acquiring a diversified portfolio of institutional-quality highly amenitized live/work/play apartment communities in demographically attractive knowledge economy growth markets to appeal to the renter by choice. The Company's objective is to generate value through off-market/relationship-based transactions and, at the asset level, through value-add improvements to properties and to operations. The Company is included in the Russell 2000 and Russell 3000 Indexes. BRG has elected to be taxed as a real estate investment trust (REIT) for U.S. federal income tax purposes.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-11-25 )

Largest Industry Peers for REIT—Residential

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
AVB AvalonBay Communities, Inc

-2.26 (-1.30%)

USD24.20B 36.71 20.05
EQR Equity Residential

-0.83 (-1.35%)

USD22.81B 23.75 14.21
ESS Essex Property Trust, Inc

-3.13 (-1.22%)

USD16.79B 27.83 16.57
INVH Invitation Homes Inc

+0.65 (+2.27%)

USD16.03B 91.16 22.54
SUI Sun Communities, Inc

+0.65 (+0.47%)

USD15.00B 87.73 27.71
MAA Mid-America Apartment Communit..

-0.85 (-0.68%)

USD14.40B 45.55 18.61
MAA-PI Mid-America Apartment Communit..

N/A

USD13.88B 19.39 N/A
UDR UDR, Inc

-0.38 (-0.95%)

USD11.82B 87.18 17.34
ELS Equity LifeStyle Properties, I..

+0.22 (+0.37%)

USD10.87B 49.46 26.80
CPT Camden Property Trust

-1.57 (-1.57%)

USD9.76B 52.20 19.15

ETFs Containing BRG

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (REIT—Residential)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -21.66% 21% F 19% F
Dividend Return 4.04% 83% B 79% C+
Total Return -17.62% 21% F 21% F
Trailing 12 Months  
Capital Gain -24.30% 21% F 16% F
Dividend Return 5.21% 93% A 83% B
Total Return -19.09% 21% F 18% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -6.97% N/A N/A 16% F
Dividend Return 1.00% N/A N/A 32% F
Total Return -5.97% N/A N/A 15% F
Risk Return Profile  
Volatility (Standard Deviation) 12.56% N/A N/A 61% D-
Risk Adjusted Return -47.52% N/A N/A 9% F
Market Capitalization 0.23B 3% F 31% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(REIT—Residential)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 270.33 11% F 2% F
Price/Book Ratio 5.62 14% F 15% F
Price / Cash Flow Ratio 3.63 93% A 66% D
EV/EBITDA 9.71 100% A+ 64% D
Management Effectiveness  
Return on Equity 3.31% 55% F 44% F
Return on Invested Capital 2.49% 62% D- 31% F
Return on Assets 1.12% 31% F 37% F
Debt to Equity Ratio 1,117.93% 3% F 2% F
Technical Ratios  
Short Ratio 3.70 29% F 30% F
Short Percent 2.30% 57% F 66% D
Beta 0.93 31% F 61% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector