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 619% more annual revenue ($2.16B vs $300.82M). FCPT leads profitability with a 38.7% profit margin vs 28.5%. FCPT trades at a lower P/E of 22.8x. KIM earns a higher WallStSmart Score of 62/100 (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

62

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 (+32.0%)

Margin of Safety

+32.0%

Fair Value

$37.14

Current Price

$24.70

$12.44 discount

UndervaluedFair: $37.14Overvalued
KIMUndervalued (+10.4%)

Margin of Safety

+10.4%

Fair Value

$24.54

Current Price

$24.23

$0.31 discount

UndervaluedFair: $24.54Overvalued

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
29.8x4/10

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 0.98 — 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 (62/100 vs 54/100), backed by strong 28.5% margins. FCPT offers better value entry with a 32.0% 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 distinguished real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. By focusing on single-tenant net lease agreements with well-established restaurant brands, FCPT aims to generate stable cash flows and promote sustainable growth. The company's commitment to proactive asset management and responsive leasing strategies enhances its adaptability to evolving market conditions, positioning FCPT to deliver consistent long-term value to its shareholders.

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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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