Federal Realty Investment Stock Z Score

FRT Stock

USD 116.65 0.88 0.75%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Federal Realty Piotroski F Score and Federal Realty Valuation analysis.

At this time, Federal Realty's Additional Paid In Capital is comparatively stable compared to the past year. Capital Lease Obligations is likely to gain to about 121.5 M in 2024, whereas Capital Stock is likely to drop slightly above 128.6 M in 2024. At this time, Federal Realty's Total Operating Expenses is comparatively stable compared to the past year. Income Before Tax is likely to gain to about 259.6 M in 2024, despite the fact that Minority Interest is likely to grow to (9.7 M).

Federal Realty Investment Company Z Score Analysis

Federal Realty's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Federal Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Federal Realty is extremely important. It helps to project a fair market value of Federal Stock properly, considering its historical fundamentals such as Z Score. Since Federal Realty's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Federal Realty's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Federal Realty's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Total Liab	Net Receivables	Short Term Investments	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Long Term Debt	Current Deferred Revenue	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Intangible Assets	Property Plant Equipment	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.99	0.99	-0.98	1.0	0.91	-0.56	0.24	0.71	0.53	-0.5	0.4	-0.21	0.88	-0.28	0.88	-0.32	0.24	0.78	0.09	0.37	0.77	0.25	-0.37
Total Stockholder Equity	0.99		0.99	-0.96	0.98	0.91	-0.54	0.19	0.67	0.52	-0.51	0.4	-0.19	0.89	-0.28	0.89	-0.31	0.28	0.79	0.11	0.3	0.74	0.17	-0.36
Net Debt	0.99	0.99		-0.98	0.99	0.91	-0.56	0.15	0.72	0.52	-0.48	0.36	-0.26	0.87	-0.35	0.87	-0.29	0.22	0.76	0.09	0.3	0.78	0.18	-0.39
Retained Earnings	-0.98	-0.96	-0.98		-0.98	-0.89	0.64	-0.2	-0.74	-0.55	0.46	-0.37	0.21	-0.84	0.32	-0.85	0.34	-0.17	-0.74	0.0	-0.35	-0.76	-0.23	0.31
Total Liab	1.0	0.98	0.99	-0.98		0.91	-0.56	0.27	0.74	0.54	-0.48	0.4	-0.23	0.86	-0.29	0.87	-0.31	0.2	0.77	0.07	0.41	0.8	0.29	-0.37
Net Receivables	0.91	0.91	0.91	-0.89	0.91		-0.7	0.17	0.5	0.59	-0.41	0.47	0.02	0.76	-0.08	0.73	-0.29	0.47	0.64	0.4	0.27	0.55	0.19	-0.29
Short Term Investments	-0.56	-0.54	-0.56	0.64	-0.56	-0.7		-0.03	-0.21	-0.69	0.12	-0.47	-0.38	-0.3	-0.21	-0.27	0.41	-0.25	-0.18	-0.1	-0.13	-0.05	-0.09	0.08
Total Current Assets	0.24	0.19	0.15	-0.2	0.27	0.17	-0.03		0.1	0.13	-0.25	0.28	0.28	0.27	0.48	0.31	-0.33	0.15	0.38	0.06	0.91	0.22	0.87	0.21
Short Term Debt	0.71	0.67	0.72	-0.74	0.74	0.5	-0.21	0.1		0.31	-0.17	0.12	-0.55	0.62	-0.57	0.65	0.09	-0.33	0.49	-0.34	0.38	0.87	0.32	-0.38
Accounts Payable	0.53	0.52	0.52	-0.55	0.54	0.59	-0.69	0.13	0.31		0.3	0.22	0.16	0.31	0.1	0.3	-0.24	0.1	0.18	0.04	0.23	0.18	0.16	-0.11
Common Stock	-0.5	-0.51	-0.48	0.46	-0.48	-0.41	0.12	-0.25	-0.17	0.3		-0.21	-0.08	-0.53	0.03	-0.53	0.26	-0.43	-0.66	-0.14	-0.2	-0.34	-0.14	0.12
Long Term Debt	0.4	0.4	0.36	-0.37	0.4	0.47	-0.47	0.28	0.12	0.22	-0.21		0.23	0.31	0.28	0.26	-0.48	0.13	0.21	0.14	0.32	0.2	0.28	-0.44
Current Deferred Revenue	-0.21	-0.19	-0.26	0.21	-0.23	0.02	-0.38	0.28	-0.55	0.16	-0.08	0.23		-0.27	0.89	-0.33	-0.07	0.43	-0.13	0.24	0.12	-0.66	0.2	0.38
Net Tangible Assets	0.88	0.89	0.87	-0.84	0.86	0.76	-0.3	0.27	0.62	0.31	-0.53	0.31	-0.27		-0.3	0.99	-0.27	0.26	0.9	0.09	0.3	0.79	0.14	-0.07
Long Term Debt Total	-0.28	-0.28	-0.35	0.32	-0.29	-0.08	-0.21	0.48	-0.57	0.1	0.03	0.28	0.89	-0.3		-0.35	-0.09	0.38	-0.26	0.24	0.35	-0.62	0.43	0.4
Capital Surpluse	0.88	0.89	0.87	-0.85	0.87	0.73	-0.27	0.31	0.65	0.3	-0.53	0.26	-0.33	0.99	-0.35		-0.31	0.22	0.91	0.06	0.34	0.83	0.18	-0.07
Long Term Investments	-0.32	-0.31	-0.29	0.34	-0.31	-0.29	0.41	-0.33	0.09	-0.24	0.26	-0.48	-0.07	-0.27	-0.09	-0.31		-0.29	-0.31	-0.17	-0.17	-0.08	-0.04	0.12
Intangible Assets	0.24	0.28	0.22	-0.17	0.2	0.47	-0.25	0.15	-0.33	0.1	-0.43	0.13	0.43	0.26	0.38	0.22	-0.29		0.31	0.81	-0.04	-0.19	-0.02	0.16
Property Plant Equipment	0.78	0.79	0.76	-0.74	0.77	0.64	-0.18	0.38	0.49	0.18	-0.66	0.21	-0.13	0.9	-0.26	0.91	-0.31	0.31		0.12	0.3	0.7	0.16	-0.03
Short Long Term Debt	0.09	0.11	0.09	0.0	0.07	0.4	-0.1	0.06	-0.34	0.04	-0.14	0.14	0.24	0.09	0.24	0.06	-0.17	0.81	0.12		-0.11	-0.16	-0.07	0.06
Cash And Equivalents	0.37	0.3	0.3	-0.35	0.41	0.27	-0.13	0.91	0.38	0.23	-0.2	0.32	0.12	0.3	0.35	0.34	-0.17	-0.04	0.3	-0.11		0.4	0.97	0.02
Net Invested Capital	0.77	0.74	0.78	-0.76	0.8	0.55	-0.05	0.22	0.87	0.18	-0.34	0.2	-0.66	0.79	-0.62	0.83	-0.08	-0.19	0.7	-0.16	0.4		0.28	-0.37
Net Working Capital	0.25	0.17	0.18	-0.23	0.29	0.19	-0.09	0.87	0.32	0.16	-0.14	0.28	0.2	0.14	0.43	0.18	-0.04	-0.02	0.16	-0.07	0.97	0.28		0.02
Capital Stock	-0.37	-0.36	-0.39	0.31	-0.37	-0.29	0.08	0.21	-0.38	-0.11	0.12	-0.44	0.38	-0.07	0.4	-0.07	0.12	0.16	-0.03	0.06	0.02	-0.37	0.02

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Federal Realty

According to the company's disclosures, Federal Realty Investment has a Z Score of 0.0. This is 100.0% lower than that of the Retail REITs sector and about the same as Real Estate (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Federal Realty ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Federal Realty's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Federal Realty's managers, analysts, and investors.

Environmental

Governance

Social

Federal Realty Institutional Holders

Institutional Holdings refers to the ownership stake in Federal Realty that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Federal Realty's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Federal Realty's value.

		Shares
Charles Schwab Investment Management Inc	2024-09-30	1.2 M
Deutsche Bank Ag	2024-06-30	1.2 M
Dimensional Fund Advisors, Inc.	2024-09-30	1.1 M
Rush Island Management, Lp	2024-09-30	1 M
Legal & General Group Plc	2024-06-30	951.1 K
Westwood Holdings Group Inc	2024-09-30	944.8 K
Wells Fargo & Co	2024-06-30	880.3 K
Clark Capital Management Group Inc	2024-09-30	803.5 K
Cbre Investment Management Listed Real Assets Llc	2024-09-30	751.3 K
Vanguard Group Inc	2024-09-30	12.8 M
Blackrock Inc	2024-06-30	8.3 M

Federal Fundamentals

	Return On Equity	0.0932
	Return On Asset	0.0308
	Profit Margin	0.25 %
	Operating Margin	0.35 %
	Current Valuation	14.61 B
	Shares Outstanding	84.96 M
	Shares Owned By Insiders	1.00 %
	Shares Owned By Institutions	97.60 %
	Number Of Shares Shorted	2.31 M
	Price To Earning	23.16 X
	Price To Book	3.38 X
	Price To Sales	8.49 X
	Revenue	1.13 B
	Gross Profit	730.58 M
	EBITDA	728.23 M
	Net Income	247.22 M
	Cash And Equivalents	85.56 M
	Cash Per Share	1.88 X
	Total Debt	4.69 B
	Debt To Equity	1.40 %
	Current Ratio	0.98 X
	Book Value Per Share	34.74 X
	Cash Flow From Operations	555.83 M
	Short Ratio	3.35 X
	Earnings Per Share	3.44 X
	Price To Earnings To Growth	4.85 X
	Target Price	125.16
	Number Of Employees	297
	Beta	1.26
	Market Capitalization	10.06 B
	Total Asset	8.44 B
	Retained Earnings	(1.16 B)
	Working Capital	163.92 M
	Current Asset	173.07 M
	Current Liabilities	228.31 M
	Annual Yield	0.04 %
	Five Year Return	3.78 %
	Net Asset	8.44 B
	Last Dividend Paid	4.37

About Federal Realty Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Federal Realty Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federal Realty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federal Realty Investment based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Federal Realty Investment Stock Z Score

Federal Realty Investment Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Federal Z Score Driver Correlations

Federal Realty ESG Sustainability

Federal Realty Institutional Holders

Federal Fundamentals

About Federal Realty Fundamental Analysis

Thematic Opportunities

Explore Investment Opportunities

Additional Tools for Federal Stock Analysis

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