Kimco Realty Corp vs Regency Centers Corp

Kimco Realty Corp (KIM) is overvalued and Regency Centers Corp (REG) is overvalued.

Both trade above our estimate of their intrinsic value. KIM is the closer of the two: -53%, against -100% for REG.

Values as of the 22 Sept 2026 close.

Kimco Realty Corp (KIM)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $14.78; the price of $22.55 is 53% above that value, and 80% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

Regency Centers Corp (REG)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $36.76; the price of $73.53 is 100% above that value, and 79% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricKIMREG
VerdictOvervaluedOvervalued
Price$22.55$73.53
Intrinsic value$14.78$36.76
Margin of safety-53%-100%
Leak Score0/100 (2/12)0/100 (2/12)
Market cap$15.1B$13.5B
Revenue growth, 5 years15.3%7.5%
Operating margin34.5%37.3%
Net margin26.1%33.5%
Return on equity5.8%8.2%
Debt to equity0.890.80
P/E26.4x24.8x
Forward P/E25.5x28.9x
P/B1.5x2.0x
Dividend yield4.8%4.1%

All stocks in REIT - Retail