WallStSmart

Kite Realty Group Trust (KRG)vsRegency Centers Corporation (REG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Regency Centers Corporation generates 109% more annual revenue ($1.69B vs $806.85M). KRG leads profitability with a 41.8% profit margin vs 33.0%. REG appears more attractively valued with a PEG of 2.70. KRG earns a higher WallStSmart Score of 63/100 (C+).

KRG

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 6.7Quality: 4.0
Piotroski: 5/9Altman Z: 0.60

REG

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KRGUndervalued (+46.3%)

Margin of Safety

+46.3%

Fair Value

$45.94

Current Price

$25.89

$20.05 discount

UndervaluedFair: $45.94Overvalued
REGUndervalued (+44.3%)

Margin of Safety

+44.3%

Fair Value

$137.30

Current Price

$74.53

$62.77 discount

UndervaluedFair: $137.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRG5 strengths · Avg: 8.8/10
Profit MarginProfitability
41.8%10/10

Keeps 42 of every $100 in revenue as profit

EPS GrowthGrowth
58.0%10/10

Earnings expanding 58.0% YoY

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.0%8/10

Strong operational efficiency at 24.0%

REG3 strengths · Avg: 9.3/10
Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.6%10/10

Strong operational efficiency at 39.6%

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

KRG4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.193/10

Elevated debt levels

PEG RatioValuation
3.142/10

Expensive relative to growth rate

Revenue GrowthGrowth
-8.0%2/10

Revenue declined 8.0%

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

REG3 concerns · Avg: 2.7/10
P/E RatioValuation
25.4x4/10

Moderate valuation

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.832/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KRG

The strongest argument for KRG centers on Profit Margin, EPS Growth, P/E Ratio. Profitability is solid with margins at 41.8% and operating margin at 24.0%.

Bull Case : REG

The strongest argument for REG centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 33.0% and operating margin at 39.6%.

Bear Case : KRG

The primary concerns for KRG are Debt/Equity, PEG Ratio, Revenue Growth.

Bear Case : REG

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

Key Dynamics to Monitor

KRG profiles as a declining stock while REG is a mature play — different risk/reward profiles.

KRG carries more volatility with a beta of 0.83 — expect wider price swings.

REG is growing revenue faster at 8.9% — sustainability is the question.

REG generates stronger free cash flow (174M), providing more financial flexibility.

Bottom Line

KRG scores higher overall (63/100 vs 59/100), backed by strong 41.8% margins. REG offers better value entry with a 44.3% 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.

Kite Realty Group Trust

REAL ESTATE · REIT - RETAIL · USA

Kite Realty Group Trust is a vertically integrated, full-service real estate investment trust (REIT) that provides communities with convenient and beneficial shopping experiences.

Regency Centers Corporation

REAL ESTATE · REIT - RETAIL · USA

Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida and is one of the largest operators of shopping centers with grocery stores as anchor tenants.

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