WallStSmart

Four Corners Property Trust Inc (FCPT)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

FCPT leads profitability with a 38.7% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. FCPT earns a higher WallStSmart Score of 54/100 (C-).

FCPT

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 7.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.98

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FCPTUndervalued (+31.7%)

Margin of Safety

+31.7%

Fair Value

$36.97

Current Price

$22.62

$14.35 discount

UndervaluedFair: $36.97Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCPT3 strengths · Avg: 9.3/10
Profit MarginProfitability
38.7%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
62.6%10/10

Strong operational efficiency at 62.6%

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

FCPT3 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.6%4/10

0.6% earnings growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

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 38.7% and operating margin at 62.6%.

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : FCPT

The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

FCPT profiles as a mature stock while TBB is a value play — different risk/reward profiles.

FCPT is growing revenue faster at 6.9% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FCPT scores higher overall (54/100 vs 25/100), backed by strong 38.7% margins. Both earn "Buy" and "Avoid" 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) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.

Visit Website →

AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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