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First Capital Real Estate Investment Trust

FCXXFPNK
Real Estate
REIT - Retail
$15.08
$0.33(2.24%)
U.S. Market opens in 3h 22m

First Capital Real Estate Investment Trust Fundamental Analysis

First Capital Real Estate Investment Trust (FCXXF) shows moderate financial fundamentals with a PE ratio of 3.05, profit margin of 1.45%, and ROE of 25.30%. The company generates $1.0B in annual revenue with weak year-over-year growth of -5.60%.

Key Strengths

ROE25.30%
Operating Margin55.09%
PEG Ratio0.01

Areas of Concern

Cash Position2.45%
Current Ratio0.97
We analyze FCXXF's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 46.9/100 based on profitability, valuation, growth, and balance sheet metrics. The D grade reflects weak fundamentals and significant financial concerns.

Fundamental Health Score

D
46.9/100

We analyze FCXXF's fundamental strength across five key dimensions:

Efficiency Score

Excellent

FCXXF demonstrates superior asset utilization.

ROA > 10%
11.53%

Valuation Score

Excellent

FCXXF trades at attractive valuation levels.

PE < 25
3.05
PEG Ratio < 2
0.01

Growth Score

Weak

FCXXF faces weak or negative growth trends.

Revenue Growth > 5%
-5.60%
EPS Growth > 10%
2.54%

Financial Health Score

Moderate

FCXXF shows balanced financial health with some risks.

Debt/Equity < 1
0.83
Current Ratio > 1
0.97

Profitability Score

Moderate

FCXXF maintains healthy but balanced margins.

ROE > 15%
25.30%
Net Margin ≥ 15%
1.45%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is FCXXF Expensive or Cheap?

P/E Ratio

FCXXF trades at 3.05 times earnings. This suggests potential undervaluation.

3.05

PEG Ratio

When adjusting for growth, FCXXF's PEG of 0.01 indicates potential undervaluation.

0.01

Price to Book

The market values First Capital Real Estate Investment Trust at 0.67 times its book value. This may indicate undervaluation.

0.67

EV/EBITDA

Enterprise value stands at 1.14 times EBITDA. This is generally considered low.

1.14

How Well Does FCXXF Make Money?

Net Profit Margin

For every $100 in sales, First Capital Real Estate Investment Trust keeps $1.45 as profit after all expenses.

1.45%

Operating Margin

Core operations generate 55.09 in profit for every $100 in revenue, before interest and taxes.

55.09%

ROE

Management delivers $25.30 in profit for every $100 of shareholder equity.

25.30%

ROA

First Capital Real Estate Investment Trust generates $11.53 in profit for every $100 in assets, demonstrating efficient asset deployment.

11.53%

Following the Money - Real Cash Generation

Operating Cash Flow

First Capital Real Estate Investment Trust generates strong operating cash flow of $285.62M, reflecting robust business health.

$285.62M

Free Cash Flow

First Capital Real Estate Investment Trust generates strong free cash flow of $134.96M, providing ample flexibility for dividends, buybacks, or growth.

$134.96M

FCF Per Share

Each share generates $0.64 in free cash annually.

$0.64

FCF Yield

FCXXF converts 2.20% of its market value into free cash.

2.20%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

3.05

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

0.007

vs 25 benchmark

P/B Ratio

Price to book value ratio

0.67

vs 25 benchmark

P/S Ratio

Price to sales ratio

6.08

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.83

vs 25 benchmark

Current Ratio

Current assets to current liabilities

0.97

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.25

vs 25 benchmark

ROA

Return on assets percentage

0.12

vs 25 benchmark

ROCE

Return on capital employed

0.05

vs 25 benchmark

How FCXXF Stacks Against Its Sector Peers

MetricFCXXF ValueSector AveragePerformance
P/E Ratio3.0522.50 Better (Cheaper)
ROE25.30%700.00% Weak
Net Margin145.14%-37372.00% (disorted) Strong
Debt/Equity0.83-20.81 (disorted) Distorted
Current Ratio0.971949.79 Weak Liquidity
ROA11.53%-1322.00% (disorted) Strong

FCXXF outperforms its industry in 3 out of 6 key metrics, particularly excelling in Net Margin, but lagging in ROE.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews First Capital Real Estate Investment Trust's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

3.21%

Industry Style: Income, Inflation Hedge, REIT

Growing

EPS CAGR

-44.85%

Industry Style: Income, Inflation Hedge, REIT

Declining

FCF CAGR

-6.17%

Industry Style: Income, Inflation Hedge, REIT

Declining

Fundamental Analysis FAQ