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 115% more annual revenue ($1.28B vs $595.14M). FRT leads profitability with a 32.1% profit margin vs 19.3%. FRT appears more attractively valued with a PEG of 3.65. FRT earns a higher WallStSmart Score of 66/100 (B-).

FRT

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.59

SKT

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+51.2%)

Margin of Safety

+51.2%

Fair Value

$219.02

Current Price

$103.27

$115.75 discount

UndervaluedFair: $219.02Overvalued
SKTUndervalued (+16.4%)

Margin of Safety

+16.4%

Fair Value

$40.47

Current Price

$33.95

$6.52 discount

UndervaluedFair: $40.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT4 strengths · Avg: 9.5/10
Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
34.5%10/10

Strong operational efficiency at 34.5%

EPS GrowthGrowth
98.7%10/10

Earnings expanding 98.7% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

SKT2 strengths · Avg: 9.0/10
Operating MarginProfitability
31.4%10/10

Strong operational efficiency at 31.4%

EPS GrowthGrowth
21.3%8/10

Earnings expanding 21.3% YoY

Areas to Watch

FRT2 concerns · Avg: 2.0/10
PEG RatioValuation
3.652/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

SKT3 concerns · Avg: 2.7/10
P/E RatioValuation
34.4x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
4.142/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.1% and operating margin at 34.5%.

Bull Case : SKT

The strongest argument for SKT centers on Operating Margin, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 31.4%. Revenue growth of 13.9% demonstrates continued momentum.

Bear Case : FRT

The primary concerns for FRT are PEG Ratio, Altman Z-Score.

Bear Case : SKT

The primary concerns for SKT are P/E Ratio, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

SKT carries more volatility with a beta of 1.17 — expect wider price swings.

SKT is growing revenue faster at 13.9% — sustainability is the question.

SKT generates stronger free cash flow (54M), providing more financial flexibility.

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

Bottom Line

FRT scores higher overall (66/100 vs 61/100), backed by strong 32.1% margins. SKT offers better value entry with a 16.4% margin of safety. Both earn "Strong 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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