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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#1084
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$8.6B
Donald C. Wood
Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. The company has increased its quarterly dividends to its shareholders for 54 consecutive years.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = FRT ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$FRT FEDERAL REALTY INVESTMENT TRUST | 57 | 58 | 52 | 46 | 26.1x | 16.1x | 10.7% | 3.9% | 100.0% | 42.3% | 28.5% | 8.8% | 4.4% | 150.0x | $8.6B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
FEDERAL REALTY INVESTMENT TRUST (FRT) receives a "Hold" rating with a composite score of 56.5/100. It ranks #1084 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Fair valuation relative to peers
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for FRT.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 58 | 84 | -26DRAG |
| MOMENTUM | 46 | 46 | 0NEUTRAL |
| VALUATION | 52 | 71 | -19DRAG |
| INVESTMENT | 36 | 67 | -31DRAG |
| STABILITY | 69 | 77 | -8DRAG |
| SHORT INT | 73 | 86 | -13DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 9.8% vs WACC 7.4% (spread +2.4%)
GM 100% vs sector 78%, OM 42% vs sector 18%
Capital turnover 0.26x
Rev growth 9%, 10yr history
Interest coverage 3.3x, Net debt/EBITDA 5.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate FEDERAL REALTY INVESTMENT TRUST (FRT) as a Hold with a composite score of 56.5/100 at a current price of $107.71. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
FEDERAL REALTY INVESTMENT TRUST holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 56.5/100 places it at rank #1084 in our full universe.
Narrow
Medium
Standard
Fair Value
Gross margins of 100% signal strong pricing power.
Stable competitive position in a defensive sector.
Leverage of 150% D/E amplifies downside risk.
Vulnerability to macroeconomic shocks and interest rate volatility.
FEDERAL REALTY INVESTMENT TRUST represents a hold based on multi-factor quantitative performance.
Our model assigns FEDERAL REALTY INVESTMENT TRUST a Hold rating, with a composite score of 56.5/100 and 3 out of 5 stars. Ranked #1084 of 7,333 stocks, FRT presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 58/100, FRT shows adequate but unremarkable business quality. The company reports a return on equity of 10.7% (sector avg: 9.0%), gross margins of 100.0% (sector avg: 77.7%), net margins of 28.5% (sector avg: 21.9%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
FRT's value score of 52/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include a P/E ratio of 26.15x, an EV/EBITDA of 16.09x, a P/B ratio of 2.79x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
FEDERAL REALTY INVESTMENT TRUST's investment score of 36/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 8.8% vs. a sector average of 10.7% and a return on assets of 3.9% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
FRT is currently showing below-average momentum at 46/100, which may indicate weakening institutional interest or negative sentiment shifts. Revenue growth stands at 8.8% year-over-year, while a beta of 0.72 reflects its sensitivity to broader market moves. Investors should note that declining momentum can precede further price weakness, though contrarian opportunities sometimes emerge at these levels.
FRT shows good financial stability with a score of 69/100. Key stability metrics include a beta of 0.72 and a debt-to-equity ratio of 150.00x (sector avg: 0.5x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
FRT carries a short interest score of 73/100, indicating moderate short selling activity. This is a neutral reading — not enough to signal systemic bearishness, but worth monitoring. Specific risk factors include elevated leverage (D/E: 150.00x). At $8.6B market cap (mid-cap), FEDERAL REALTY INVESTMENT TRUST offers reasonable institutional liquidity.
FEDERAL REALTY INVESTMENT TRUST offers an attractive dividend yield of 4.4%, placing it among the higher-yielding stocks in its peer group. This compares to a sector average dividend yield of 2.0%. A yield this high can provide meaningful income, but investors should verify the payout is sustainable by examining the payout ratio, free cash flow coverage, and any history of dividend cuts.
FEDERAL REALTY INVESTMENT TRUST is a mid-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #1084 of 7,333 overall (85th percentile). Key comparisons include ROE of 10.7% exceeding the 9.0% sector median and operating margins of 42.3% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While FRT currently exhibits a HOLD profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
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Investment (36) is the limiting factor — improvement here would lift the composite score most.
EV/EBITDA 107% ABOVE SECTOR MEDIAN
ROE 19% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 29% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
In February 2026, Federal Realty Investment Trust reported past fourth-quarter and full-year 2025 results showing higher revenue and net income year over year, issued 2026 net income guidance of US$3.90–US$4.00 per diluted share, and its Board declared regular quarterly common and preferred cash dividends payable on April 15, 2026. An interesting wrinkle is that, despite having an authorized buyback in place, Federal Realty did not repurchase any shares in the fourth quarter of 2025,...
AGNC Investment offers a high 12% dividend yield but comes with significant risks. While the stock has delivered strong total returns when dividends are reinvested, the dividend itself has been volatile and trending lower for over a decade. The article recommends AGNC only for long-term total return investors, not for those seeking reliable retirement income. Federal Realty is presented as a superior choice for income-focused investors due to its stable, growing dividend history.
AGNC Investment, a mortgage REIT with a 14% dividend yield, may not be a reliable long-term income investment due to volatile dividends and declining share price. Investors should understand the total return objective rather than expecting consistent income.
Federal Realty Investment Trust, a REIT with 58 consecutive years of dividend increases, is positioned for potential dividend growth up to 7% by 2028, driven by strategic property management and improving post-pandemic performance.
Federal Realty Investment Trust is the only REIT Dividend King, having increased dividends for 58 consecutive years. With a 4.52% dividend yield, a $1.5 million investment could generate approximately $67,800 in annual income, making it an attractive option for retirement planning.