No connection

Search Results

KIM vs REG

KIM
Kimco Realty Corporation
BEARISH
Price
$23.80
Market Cap
$16.05B
Sector
Real Estate
AI Confidence
85%
REG
Regency Centers Corporation
NEUTRAL
Price
$80.31
Market Cap
$15.01B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
KIM
29.02
REG
28.48
Forward P/E
KIM
27.87
REG
31.63
P/B Ratio
KIM
1.54
REG
2.19
P/S Ratio
KIM
7.5
REG
9.32
EV/EBITDA
KIM
18.57
REG
19.56

Profitability

Gross Margin
KIM
69.05%
REG
71.62%
Operating Margin
KIM
33.01%
REG
38.76%
Profit Margin
KIM
27.32%
REG
32.74%
ROE
KIM
5.54%
REG
7.68%
ROA
KIM
2.24%
REG
3.15%

Growth

Revenue Growth
KIM
3.2%
REG
8.9%
Earnings Growth
KIM
-6.8%
REG
141.9%

Financial Health

Debt/Equity
KIM
0.79
REG
0.69
Current Ratio
KIM
0.49
REG
0.62
Quick Ratio
KIM
0.49
REG
0.55

Dividends

Dividend Yield
KIM
4.37%
REG
3.76%
Payout Ratio
KIM
123.17%
REG
101.77%

AI Verdict

KIM BEARISH

KIM presents a stable but mediocre financial health profile with a Piotroski F-Score of 4/9. The stock is significantly overvalued, trading at $23.80 despite a Graham Number of $16.86 and a growth-based intrinsic value of $5.74. A critical red flag is the dividend payout ratio of 123.17%, indicating that the current dividend is unsustainable relative to earnings. While analysts remain bullish, the combination of negative earnings growth, bearish insider sentiment, and poor technical trends suggests a high risk of correction.

Strengths
Strong gross margins at 69.05%
Manageable Debt/Equity ratio of 0.79 compared to sector average
Positive long-term price appreciation (5Y Change +39.3%)
Risks
Unsustainable dividend payout ratio (123.17%)
Negative earnings growth (-6.80% YoY, -9.00% Q/Q)
Significant valuation gap between current price and Graham/Intrinsic values
REG NEUTRAL

REG exhibits stable operational health with a Piotroski F-Score of 6/9 and a strong A- credit rating, but valuation and sentiment indicators are concerning. While the stock trades near its growth-based intrinsic value ($83.19), it is significantly overpriced relative to its Graham Number ($48.21). The operational strength in NOI and occupancy is offset by an unsustainable dividend payout ratio of 101.77% and aggressive insider selling across the C-suite. Consequently, the stock appears to be at a valuation ceiling with limited immediate upside.

Strengths
High portfolio occupancy rate of 96.1%
Strong credit profile with S&P upgrade to A- (Stable)
Positive rent spreads of 10.8% on new and renewal leases
Risks
Unsustainable dividend payout ratio (101.77%)
Aggressive insider selling by CEO, CFO, and COO
High PEG ratio (2.61) suggesting overvaluation relative to growth

Compare Another Pair

KIM vs REG: Head-to-Head Comparison

This page compares Kimco Realty Corporation (KIM) and Regency Centers Corporation (REG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile