FRT:NYE-Federal Realty Investment Trust (USD)

EQUITY | REIT - Retail | New York Stock Exchange

Last Closing

USD 98.53

Change

+1.49 (+1.54)%

Market Cap

USD 10.04B

Volume

0.45M

Analyst Target

USD 91.60
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Federal Realty Investment Trust is an equity real estate investment trust specializing in the ownership, management, development and redevelopment of retail and mixed-use properties.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-18 )

Largest Industry Peers for REIT - Retail

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

-0.35 (-0.25%)

USD 54.25B
SPG-PJ Simon Property Group Inc

N/A

USD 48.02B
O Realty Income Corp

+0.38 (+0.71%)

USD 45.65B
KIM Kimco Realty Corporation

-0.13 (-0.70%)

USD 12.48B
FRT-PC Federal Realty Investment Trus..

+0.30 (+1.45%)

USD 8.46B
NNN National Retail Properties Inc

+0.16 (+0.39%)

USD 7.46B
KIM-PM Kimco Realty Corporation

+0.03 (+0.13%)

USD 7.38B
KIM-PL Kimco Realty Corporation

+0.16 (+0.74%)

USD 7.12B
BRX Brixmor Property

+0.09 (+0.41%)

USD 6.66B
ADC Agree Realty Corporation

+0.30 (+0.52%)

USD 5.78B

ETFs Containing FRT

CSUSS:SW iShares VII PLC - iShares.. 0.88 % 0.00 %

N/A

USD 1.69B
CBUG:XETRA iShares MSCI World Small .. 0.51 % 0.00 %

N/A

USD 0.13B
PRME Prime Medicine Inc. Commo.. 0.00 % 0.95 %

+0.35 (+0.00%)

USD 0.54B
RTL 0.00 % 0.60 %

N/A

N/A
CUS1:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-256.00 (0.00%)

USD 1.61B
CUSS:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-4.88 (0.00%)

USD 1.61B
XUKS:LSE db x-trackers FTSE 100 Sh.. 0.00 % 0.00 %

+0.85 (+0.00%)

USD 8.61M
SXRG:F iShares MSCI USA Small Ca.. 0.00 % 0.00 %

N/A

USD 1.61B
SXRG:XETRA iShares MSCI USA Small Ca.. 0.00 % 0.00 %

N/A

USD 1.70B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Retail) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.39% 68% D+ 29% F
Dividend Return 1.06% 15% F 52% F
Total Return -3.33% 68% D+ 30% F
Trailing 12 Months  
Capital Gain 1.54% 62% D 47% F
Dividend Return 4.48% 12% F 64% D
Total Return 6.02% 59% D- 48% F
Trailing 5 Years  
Capital Gain -25.47% 33% F 23% F
Dividend Return 16.13% 20% F 62% D
Total Return -9.33% 33% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -1.61% 43% F 34% F
Dividend Return 2.40% 34% F 40% F
Total Return 4.01% 26% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 31.67% 51% F 35% F
Risk Adjusted Return 7.57% 23% F 33% F
Market Capitalization 10.04B 85% B 82% B

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Retail) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 37.70 31% 19%
Price/Book Ratio 2.95 21% 29%
Price / Cash Flow Ratio 14.99 21% 24%
Price/Free Cash Flow Ratio 17.46 29% 19%
Management Effectiveness  
Return on Equity 7.68% 59% 48%
Return on Invested Capital 4.14% 63% 40%
Return on Assets 3.00% 65% 56%
Debt to Equity Ratio 155.19% 34% 21%

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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 dividend returns

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.

Below median total returns

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

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.