Macerich is a fully integrated, self-managed and self-administered real estate investment trust, which focuses on the acquisition, leasing, management, developm…
$24.84-0.72%
报价 2026-11-06
市值
$7.33B
EV
$11.96B
PE (TTM)
–
预期 PE (FY2026)
–
52 周区间距高点 -6.3%
$16.20$26.51
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | -0.37 → 0.20（扭亏） | 121.8 |
| FY+32028-12 | 1.1x | -0.37 → 0.38（扭亏） | 65.5 |
毛利率 24% · TTM 收入 $1016M · 基数 EPS -0.37（调整后）
电话会信号
辅助标签Q3 20262026-11-04
扩产需求加速供不应求融资需求
指引 无
信心 5
分析师 4
“Go-Forward NOI growth to accelerate meaningfully in 2027 and 2028 as signed-not-open tenants open and pay rent.”
原文引用（4）
- 扩产：we are investing in the property itself with common area, lighting and parking, garage improvements underway through 2027.
- 需求加速：We expect Go-Forward NOI growth to exhibit meaningful acceleration in 2027 and 2028 as our portfolio of signed not open tenants open and begin paying rent.
- 供不应求：we can't deliver on some of the demand we have right now. The space is too big, the tenant wants to be here at this part of the center, can't deliver it.
- 融资需求：We plan to fund the acquisition with all equity using a portion of our unsettled forward equity of $372 million.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| MACThe Macerich Company | $7.33B | -0.7% | +2.5% | 68.8% | – | 29.9x | 34.7x | |
| PSAPublic Storage | $63.05B | -0.9% | +7.5% | 72.1% | 27.3x | 18.7x | 16.8x | |
| REGRegency Centers Corporation | $13.7B | -1.9% | +6.7% | 60.5% | 22.4x | 18.1x | 20.3x | |
| PECOPhillips Edison & Company, Inc. | $5.23B | -0.8% | +15.1% | 71.1% | 41.4x | 14.5x | 24.5x | GARP |
| KRGKite Realty Group Trust | $5.04B | -1.0% | -4.0% | 53.3% | 17.7x | 10.8x | 17.8x | |
| CUZCousins Properties Incorporated | $4.87B | +0.3% | +7.6% | 57.6% | 92.2x | 11.7x | – | |
| EPREPR Properties | $4.56B | -0.5% | +11.2% | 41.9% | 19.5x | 13.6x | 11.2x | GARP |
| SKTTanger Inc. | $4.45B | +0.8% | +7.8% | 55.9% | 33.7x | 19.7x | 20.7x | |
| SLGSL Green Realty Corp. | $3.6B | -1.5% | +15.3% | 58.2% | – | 26.7x | 66.2x | GARP |
| 同行中位数 | – | – | +7.7% | 57.9% | 27.3x | 16.3x | 20.3x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $249.7M | $242.7M | $263M | $253.3M | $249.8M | $249.2M | $273.7M | $220.2M |
| Gross Margin | 68.8% | -17.7% | -9.4% | 56.3% | 55% | 53% | 55% | 52.9% |
| Operating Margin | -11.1% | 12.8% | 19% | 17.7% | 16.5% | 12.8% | 22.5% | 16.8% |
| Net Income | $-27.1M | $-36.4M | $-18.8M | $-87.4M | $-40.9M | $-50.1M | $-211.2M | $-108.2M |
| Diluted EPS | -0.1 | -0.14 | -0.07 | -0.34 | -0.16 | -0.2 | -0.89 | -0.5 |
| Operating Cash Flow | $49.8M | $94.5M | $50.2M | $112.4M | $91.6M | $88.5M | $54.9M | $100M |