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Mirvac Group (ASX: MGR) Vs Stockland (ASX: SGP)

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Question asked 16/05/2026

Mirvac Group (ASX: MGR) Vs Stockland (ASX: SGP)

Thanks James for your insight. Both Mirvac and Stockland had gone down substantially. Which is a better buy in terms of risk and reward ? Do u buy now or after end of financial year ? Appreciate your input.

Answer

Hi John,

Directionally there’s not a great deal between the two as the chart illustrates, though through 2026 Mirvac (MGR) is down ~16% compared to Stockland (SGP), which has plunged ~30% – although SGP has yielded ~6.6% over the last 12 months versus MGR’s 5.3%, both unfranked.

We own Mirvac (MGR) in our Active Growth Portfolio and Active Income Portfolio, and not Stockland which by definition shows we prefer MGR.

Both Mirvac and Stockland should benefit from the budgets push for new home builds as is shown by both bouncing from their lows earlier in the week, Mirvac (~6%) and Stockland (~3%).

We like the risk/reward towards both at current levels but continue to prefer MGR.

chart

Mirvac Group (MGR) Vs Stockland (SGP)

LAST UPDATED 15/05/2026 12:39

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