FRT:NYE-Federal Realty Investment Trust (USD)

COMMON STOCK | REIT - Retail |

Last Closing

USD 114.07

Change

+0.42 (+0.37)%

Market Cap

USD 9.63B

Volume

0.60M

Analyst Target

USD 91.60
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as Northern and Southern California. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. These unique and vibrant environments that combine shopping, dining, living and working provide a destination experience valued by their respective communities. Federal Realty's 102 properties include approximately 3,400 tenants, in 27 million commercial square feet, and approximately 3,100 residential units.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap
SPG Simon Property Group Inc

+0.95 (+0.53%)

USD 67.22B
SPG-PJ Simon Property Group Inc

N/A

USD 53.29B
O Realty Income Corporation

-0.12 (-0.21%)

USD 51.28B
FRT-PC Federal Realty Investment Trus..

+0.03 (+0.13%)

USD 9.23B
BRX Brixmor Property

+0.09 (+0.31%)

USD 8.68B
ADC Agree Realty Corporation

+0.43 (+0.56%)

USD 8.28B
NNN National Retail Properties Inc

-0.22 (-0.52%)

USD 8.04B
KIM-PM Kimco Realty Corporation

-0.10 (-0.43%)

USD 7.80B
KIM-PL Kimco Realty Corporation

-0.11 (-0.48%)

USD 7.63B
AKR Acadia Realty Trust

+0.02 (+0.08%)

USD 3.25B

ETFs Containing FRT

KNGS Roundhill ETF Trust 4.68 % 0.00 %

-0.03 (-0.10%)

N/A
XUKS:LSE db x-trackers FTSE 100 Sh.. 4.22 % 0.00 %

-0.23 (-0.10%)

USD 7.43M
JRE Janus Henderson U.S. Real.. 3.88 % 0.00 %

+0.08 (+-0.10%)

USD 0.03B
ICAP InfraCap Equity Income Fu.. 2.97 % 0.00 %

-0.03 (-0.10%)

USD 0.06B
UGDV:LSE SPDR® S&P® U.S. Dividen.. 2.06 % 0.00 %

+0.01 (+-0.10%)

N/A
SNPD 2.05 % 0.00 %

N/A

N/A
UEDV:LSE SPDR® S&P® U.S. Dividen.. 2.04 % 0.00 %

-0.04 (-0.10%)

USD 0.03B
ZPD6:XETRA SPDR® S&P® U.S. Dividen.. 2.04 % 0.00 %

+0.04 (+-0.10%)

USD 0.03B
CSUSS:SW iShares VII PLC - iShares.. 0.50 % 0.00 %

+0.20 (+-0.10%)

N/A
PRME Prime Medicine, Inc. Comm.. 0.00 % 0.95 %

-0.36 (-0.10%)

N/A
RTL 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Retail) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.69% 59% D- 57% F
Dividend Return 3.18% 9% A- 52% F
Total Return 13.88% 50% F 56% F
Trailing 12 Months  
Capital Gain 20.98% 59% D- 62% D
Dividend Return 4.63% 19% F 58% F
Total Return 25.61% 56% F 63% D
Trailing 5 Years  
Capital Gain -13.49% 36% F 29% F
Dividend Return 16.27% 21% F 53% F
Total Return 2.78% 39% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 6.15% 59% D- 56% F
Dividend Return 10.21% 53% F 61% D-
Total Return 4.06% 34% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 27.41% 50% F 40% F
Risk Adjusted Return 37.25% 47% F 54% F
Market Capitalization 9.63B 86% B+ 85% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly 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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

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

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

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

Low Dividend Growth

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