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Federal Realty Investment Trust (FRT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Federal Realty Investment Trust

FRTMarket cap $9.13BPrice $105.1

Country🇺🇸United States

SectorReal Estate

IndustryRetail REITs

Owns and operates high-end shopping centers in America's wealthiest, densest coastal markets, betting on retail that survives Amazon. It's the only REIT with 55+ straight years of dividend hikes, a streak longer than almost any public company in any industry.

In Bastion Portfolios?

52W Return+9%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+25%8

EPS Growth Y+2-24%2

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin35%9

Net Income Margin33%9

Free Cash Flow Margin39%10

Debt

Net Debt/EBITDA5.32

Efficiency

ROE14%6

ROA5%6

Earnings Stability44

GEAR+AVERAGE60

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)342

P/E Ratio (Forward 3y)321

P/BV2.95

EV Multiples

EV/EBITDA Fwd163

EV/EBIT Fwd312

Yield

Free Cash Flow Yield5.6%7

Dividend Yield4.4%9

Momentum

Short term

1 month return-9%3

3 month return-12%3

YTD return+9%6

Mid term

Price vs 52wHigh83%6

1 year return+12%6

Long term

3 year return+37%5

5 year return+7%4

Risk Shield

Price Risk

Beta0.67

Volatility16%10

Free Cash Flow

Free Cash Flow Margin39%10

Free Cash Flow Yield5.6%7

Quality

ROCE6%4

Earnings Stability44

Net Debt/EBITDA5.32

02Growth

Is it actually growing, and how fast?

FRTFederal Realty Investment Trust

Revenue FY25$1.2B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E-24%2

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 5%/yr). One year dips: EPS falls 24% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Modest Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-12%3

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+12%6

3-year return+37%5

5-year return+7%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and +6.9% over five), roughly average for the market.

It's up 12% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-9%) and over three months (-12%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Federal Realty. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

FRTFederal Realty Investment Trust

Revenue FY25$1.2B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+25%8

EPS growth, FY27E-24%2

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 5%/yr). One year dips: EPS falls 24% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Modest Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-12%3

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high83%6

1-year return+12%6

3-year return+37%5

5-year return+7%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and +6.9% over five), roughly average for the market.

It's up 12% over the past year, but 17% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+9%).

WEAKNESSES

The stock is underperforming over the past month (-9%) and over three months (-12%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Federal Realty. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community