WallStSmart

Four Corners Property Trust Inc (FCPT)vsKimco Realty Corporation (KIM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Kimco Realty Corporation generates 605% more annual revenue ($2.16B vs $306.40M). FCPT leads profitability with a 38.7% profit margin vs 28.5%. FCPT trades at a lower P/E of 23.3x. KIM earns a higher WallStSmart Score of 64/100 (C+).

FCPT

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 7.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.98

KIM

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 4.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FCPTUndervalued (+32.6%)

Margin of Safety

+32.6%

Fair Value

$37.46

Current Price

$25.27

$12.19 discount

UndervaluedFair: $37.46Overvalued
KIMUndervalued (+10.2%)

Margin of Safety

+10.2%

Fair Value

$24.49

Current Price

$24.87

$0.38 discount

UndervaluedFair: $24.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCPT3 strengths · Avg: 9.3/10
Profit MarginProfitability
38.7%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
62.6%10/10

Strong operational efficiency at 62.6%

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

KIM4 strengths · Avg: 8.8/10
Operating MarginProfitability
34.4%10/10

Strong operational efficiency at 34.4%

Profit MarginProfitability
28.5%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
29.4%8/10

Earnings expanding 29.4% YoY

Areas to Watch

FCPT3 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.6%4/10

0.6% earnings growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
29.3x4/10

Moderate valuation

Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : FCPT

The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.

Bull Case : KIM

The strongest argument for KIM centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.5% and operating margin at 34.4%.

Bear Case : FCPT

The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.

Bear Case : KIM

The primary concerns for KIM are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

FCPT profiles as a mature stock while KIM is a value play — different risk/reward profiles.

KIM carries more volatility with a beta of 0.97 — expect wider price swings.

FCPT is growing revenue faster at 6.9% — sustainability is the question.

KIM generates stronger free cash flow (180M), providing more financial flexibility.

Bottom Line

KIM scores higher overall (64/100 vs 54/100), backed by strong 28.5% margins. FCPT offers better value entry with a 32.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Four Corners Property Trust Inc

REAL ESTATE · REIT - RETAIL · USA

Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.

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Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

Kimco Realty Corporation is a real estate investment trust (REIT) that invests in shopping centers.

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