Values as of: 2025-04-01
PREFERRED STOCK | REIT - Retail |
Last Closing
USD 20.29Change
-0.32 (-1.55)%Market Cap
USD 6.90BVolume
0.04MVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SPG | Simon Property Group Inc |
+3.94 (+2.37%) |
USD 60.78B |
| O | Realty Income Corporation |
-0.03 (-0.05%) |
USD 52.14B |
| SPG-PJ | Simon Property Group Inc |
-1.26 (-2.10%) |
USD 50.09B |
| FRT-PC | Federal Realty Investment Trus.. |
+0.07 (+0.36%) |
USD 8.66B |
| FRT | Federal Realty Investment Trus.. |
+2.09 (+2.15%) |
USD 8.40B |
| ADC | Agree Realty Corporation |
-0.35 (-0.46%) |
USD 8.18B |
| NNN | National Retail Properties Inc |
-0.09 (-0.21%) |
USD 7.94B |
| BRX | Brixmor Property |
+0.19 (+0.72%) |
USD 7.79B |
| KIM-PM | Kimco Realty Corporation |
N/A |
USD 7.02B |
| EPRT | Essential Properties Realty Tr.. |
+0.17 (+0.52%) |
USD 6.08B |
N/A
| 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 | -1.55% | 51% | F | 46% | F | ||
| Dividend Return | 1.55% | 56% | F | 70% | C- | ||
| Total Return | 0.00% | 51% | F | 54% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -10.50% | 6% | D- | 23% | F | ||
| Dividend Return | 4.24% | 31% | F | 66% | D+ | ||
| Total Return | -6.26% | 6% | D- | 24% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -0.64% | 17% | F | 26% | F | ||
| Dividend Return | 29.80% | 14% | F | 67% | D+ | ||
| Total Return | 29.17% | 17% | F | 29% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -3.03% | 12% | F | 20% | F | ||
| Dividend Return | 2.11% | 12% | F | 33% | F | ||
| Total Return | 5.14% | 71% | C- | 82% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 10.04% | 91% | A- | 78% | C+ | ||
| Risk Adjusted Return | 20.99% | 15% | F | 37% | F | ||
| Market Capitalization | 6.90B | 59% | D- | 82% | B | ||
| 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.
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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company had positive total cash flow in the most recent four quarters.
This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.
This stock has shown top quartile dividend growth in the previous 5 years compared to its sector
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.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
