Federal Realty Investment Trust FRT
Real Estate · REIT - Retail · United States · S&P 500
Based on the available data, Federal Realty Investment Trust gets an algorithmic score of 40/100. It trades at 109.39 $, with a sideways/transition technical trend (RSI 24.8) and 16.3% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (32.7%): pricing power / competitive advantage.
- Low beta (0.59): defensive profile.
- Meaningful dividend (4.24%).
Weaknesses
- —
Fundamentals
| P/E | 22.05 |
| Forward P/E | 34.29 |
| PEG | 3.59 |
| P/B | 2.97 |
| EV/EBITDA | 17.49 |
| P/S | 7.12 |
| ROE % | 12.55 |
| ROA % | 3.26 |
| Gross margin % | 68.14 |
| Operating margin % | 35.03 |
| Net margin % | 32.66 |
| Revenue growth % (y/y) | 7.20 |
| Earnings growth % (y/y) | -45.60 |
| Revenue CAGR % | 5.98 |
| Earnings CAGR % | 2.17 |
| Debt/Equity % | 134.11 |
| Current ratio | 0.56 |
| FCF yield % | 3.48 |
| Dividend yield % | 4.24 |
| Payout % | 91.31 |
Returns
| 1 month | -6.3 % |
| 3 months | -10.6 % |
| 6 months | +6.8 % |
| YTD | +12.7 % |
| 1 year | +14.7 % |
| 3 years | +32.3 % |
| 5 years | +14.5 % |
Risk
| 1-year volatility | 16.3 % |
| Beta | 0.59 |
| 5-year max drawdown | -35.0 % |
| Sharpe 1A | 0.68 |
Macroeconomic context
Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.