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 628% more annual revenue ($2.14B vs $294.13M). FCPT leads profitability with a 38.2% profit margin vs 27.3%. FCPT trades at a lower P/E of 22.3x. KIM earns a higher WallStSmart Score of 56/100 (C).

FCPT

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.98

KIM

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 4.7Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FCPTSignificantly Overvalued (-108.3%)

Margin of Safety

-108.3%

Fair Value

$12.12

Current Price

$23.90

$11.78 premium

UndervaluedFair: $12.12Overvalued
KIMSignificantly Overvalued (-309.5%)

Margin of Safety

-309.5%

Fair Value

$5.37

Current Price

$22.56

$17.19 premium

UndervaluedFair: $5.37Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCPT3 strengths · Avg: 9.3/10
Profit MarginProfitability
38.2%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
56.3%10/10

Strong operational efficiency at 56.3%

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

KIM3 strengths · Avg: 9.7/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

FCPT3 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.7%4/10

2.7% earnings growth

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

KIM4 concerns · Avg: 3.3/10
P/E RatioValuation
28.3x4/10

Moderate valuation

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — 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 38.2% and operating margin at 56.3%. Revenue growth of 10.7% demonstrates continued momentum.

Bull Case : KIM

The strongest argument for KIM centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 33.0%.

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 1.06 — expect wider price swings.

FCPT is growing revenue faster at 10.7% — sustainability is the question.

KIM generates stronger free cash flow (143M), providing more financial flexibility.

Bottom Line

FCPT scores higher overall (56/100 vs 56/100), backed by strong 38.2% margins and 10.7% revenue growth. 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 prominent real estate investment trust (REIT) specializing in the acquisition and management of high-quality retail and restaurant properties across the United States. With a diversified portfolio primarily composed of single-tenant assets, FCPT is strategically positioned to deliver consistent cash flow and attractive returns to its shareholders. The company maintains robust relationships with leading restaurant brands, which not only reinforces its market presence but also enhances its growth prospects in an evolving retail environment. Through diligent asset management and a strong lease framework, FCPT is dedicated to maximizing long-term value for its investors while adapting to changing consumer trends.

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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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