WallStSmart

Federal Realty Investment Trust (FRT)vsKimco Realty Corporation (KIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kimco Realty Corporation generates 65% more annual revenue ($2.16B vs $1.31B). FRT leads profitability with a 38.6% profit margin vs 28.5%. KIM appears more attractively valued with a PEG of 3.37. FRT earns a higher WallStSmart Score of 67/100 (B-).

FRT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.0Quality: 4.3
Piotroski: 4/9Altman Z: 0.59

KIM

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 5.3Quality: 5.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$182.57

Current Price

$116.77

$65.80 discount

UndervaluedFair: $182.57Overvalued
KIMUndervalued (+21.2%)

Margin of Safety

+21.2%

Fair Value

$27.91

Current Price

$23.80

$4.11 discount

UndervaluedFair: $27.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT3 strengths · Avg: 10.0/10
Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
152.5%10/10

Earnings expanding 152.5% YoY

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
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
29.4%8/10

Earnings expanding 29.4% YoY

Areas to Watch

FRT2 concerns · Avg: 2.0/10
PEG RatioValuation
3.592/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
26.9x4/10

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 : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 38.6% and operating margin at 34.1%. Revenue growth of 10.3% demonstrates continued momentum.

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 : FRT

The primary concerns for FRT are PEG Ratio, Altman Z-Score.

Bear Case : KIM

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

Key Dynamics to Monitor

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

KIM carries more volatility with a beta of 1.05 — expect wider price swings.

FRT is growing revenue faster at 10.3% — sustainability is the question.

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

Bottom Line

FRT scores higher overall (67/100 vs 64/100), backed by strong 38.6% margins and 10.3% revenue growth. KIM offers better value entry with a 21.2% margin of safety. Both earn "Strong 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.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

Kimco Realty Corporation

REAL ESTATE · REIT - RETAIL · USA

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

Visit Website →

Want to dig deeper into these stocks?