WallStSmart

Federal Realty Investment Trust (FRT)vsTanger Factory Outlet Centers Inc (SKT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Federal Realty Investment Trust generates 113% more annual revenue ($1.34B vs $627.75M). FRT leads profitability with a 32.7% profit margin vs 20.2%. FRT appears more attractively valued with a PEG of 3.65. SKT earns a higher WallStSmart Score of 61/100 (C+).

FRT

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 6.0Quality: 3.5
Piotroski: 2/9Altman Z: 0.54

SKT

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 0.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+35.3%)

Margin of Safety

+35.3%

Fair Value

$165.37

Current Price

$109.39

$55.98 discount

UndervaluedFair: $165.37Overvalued
SKTUndervalued (+36.4%)

Margin of Safety

+36.4%

Fair Value

$53.21

Current Price

$35.60

$17.61 discount

UndervaluedFair: $53.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT3 strengths · Avg: 9.3/10
Profit MarginProfitability
32.7%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
35.0%10/10

Strong operational efficiency at 35.0%

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

SKT2 strengths · Avg: 9.5/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

Areas to Watch

FRT4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.443/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.652/10

Expensive relative to growth rate

EPS GrowthGrowth
-45.6%2/10

Earnings declined 45.6%

SKT4 concerns · Avg: 2.8/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
4.142/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 32.7% and operating margin at 35.0%.

Bull Case : SKT

The strongest argument for SKT centers on Operating Margin, Profit Margin. Profitability is solid with margins at 20.2% and operating margin at 32.6%. Revenue growth of 11.5% demonstrates continued momentum.

Bear Case : FRT

The primary concerns for FRT are Debt/Equity, Piotroski F-Score, PEG Ratio.

Bear Case : SKT

The primary concerns for SKT are P/E Ratio, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.76 is elevated, increasing financial risk.

Key Dynamics to Monitor

SKT carries more volatility with a beta of 1.08 — expect wider price swings.

SKT is growing revenue faster at 11.5% — sustainability is the question.

FRT generates stronger free cash flow (118M), providing more financial flexibility.

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

Bottom Line

SKT scores higher overall (61/100 vs 54/100), backed by strong 20.2% margins and 11.5% revenue growth. FRT offers better value entry with a 35.3% margin of safety. 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.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

Tanger Factory Outlet Centers Inc

REAL ESTATE · REIT - RETAIL · USA

Tanger Factory Outlet Centers, Inc. (NYSE: SKT) is a leading operator of luxury outdoor outlet shopping centers that owns or has an ownership interest in a portfolio of 38 centers.

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