(CBL) CBL & Associates Properties - Overview
Sector: Real Estate | Industry: REIT - Retail | Exchange: NYSE (USA) | Market Cap: 1.442m USD | Total Return: 92% in 12m
Industry Rotation: +1.7
Avg Turnover: 9.47M
EPS Trend: 53.6%
Qual. Beats: 0
Rev. Trend: 51.7%
Qual. Beats: 0
Warnings
Altman Z'' -0.30 < 1.0 - financial distress zone
Tailwinds
Leader, Tailwind, Pullback 52w
CBL & Associates Properties, Inc. (NYSE: CBL) is a Chattanooga-based real estate investment trust specializing in the ownership and management of retail properties. Established in 1978, the company maintains a portfolio of 88 properties encompassing 55.6 million square feet across 23 states, with a focus on enclosed malls, outlet centers, and open-air retail assets.
The company operates within the retail REIT sector, a business model that generates revenue primarily through long-term lease agreements with national and regional tenants. Unlike traditional developers, retail REITs often focus on densification, which involves redeveloping vacant anchor spaces into mixed-use components like dining, entertainment, or residential units to drive foot traffic.
CBL’s strategy emphasizes aggressive leasing and capital reinvestment to maintain asset quality in dynamic markets. For a deeper look into the companys valuation metrics and historical performance, consider reviewing the data on ValueRay. The firm remains a significant player in the suburban retail landscape through its management of high-quality lifestyle centers and dominant regional malls.
- Occupancy rates and lease spreads across regional mall portfolio drive rental income
- Interest rate fluctuations impact debt servicing costs and refinancing of property mortgages
- Tenant bankruptcy filings and store closures reduce base rent and recovery income
- Capital expenditure for property redevelopment influences long-term net asset value growth
- Consumer discretionary spending trends dictate tenant sales performance and percentage rent revenue
| Net Income: 173.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA 2.71 > 1.0 |
| NWC/Revenue: -47.77% < 20% (prev 41.60%; Δ -89.37% < -1%) |
| CFO/TA 0.10 > 3% & CFO 276.4m > Net Income 173.7m |
| Net Debt (1.96b) to EBITDA (501.8m): 3.90 < 3 |
| Current Ratio: 0.48 > 1.5 & < 3 |
| Outstanding Shares: last quarter (30.7m) vs 12m ago -0.09% < -2% |
| Gross Margin: 10.85% > 18% (prev 0.08%; Δ 1.08k% > 0.5%) |
| Asset Turnover: 22.11% > 50% (prev 20.13%; Δ 1.98% > 0%) |
| Interest Coverage Ratio: 2.00 > 6 (EBITDA TTM 501.8m / Interest Expense TTM 171.7m) |
| A: -0.11 (Total Current Assets 253.8m - Total Current Liabilities 532.0m) / Total Assets 2.65b |
| B: -0.11 (Retained Earnings -285.8m / Total Assets 2.65b) |
| C: 0.13 (EBIT TTM 344.1m / Avg Total Assets 2.63b) |
| D: -0.13 (Book Value of Equity -285.7m / Total Liabilities 2.26b) |
| Altman-Z'' Score: -0.30 = B |
| DSRI: 0.92 (Receivables 41.0m/40.5m, Revenue 582.6m/528.2m) |
| GMI: 0.78 (GM 10.85% / 8.49%) |
| AQI: 0.81 (AQ_t 0.19 / AQ_t-1 0.24) |
| SGI: 1.10 (Revenue 582.6m / 528.2m) |
| TATA: -0.04 (NI 173.7m - CFO 276.4m) / TA 2.65b) |
| Beneish M-Score: -3.37 (Cap -4..+1) = AA |
Over the past week, the price has changed by -1.58%, over one month by +6.25%, over three months by +28.33% and over the past year by +92.04%.
- StrongBuy: 1
- Buy: 0
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 56 | 20.2% |
P/S = 2.4753
P/B = 3.6817
Revenue TTM = 582.6m USD
EBIT TTM = 344.1m USD
EBITDA TTM = 501.8m USD
Long Term Debt = 2.17b USD (from longTermDebt, last fiscal year)
Short Term Debt = 532.0m USD (from shortTermDebt, last quarter)
Debt = 2.70b USD (corrected: LT Debt 2.17b + ST Debt 532.0m)
Net Debt = 1.96b USD (from netDebt column, last quarter)
Enterprise Value = 3.86b USD (1.44b + Debt 2.70b - CCE 283.0m)
Interest Coverage Ratio = 2.00 (Ebit TTM 344.1m / Interest Expense TTM 171.7m)
EV/FCF = 13.97x (Enterprise Value 3.86b / FCF TTM 276.4m)
FCF Yield = 7.16% (FCF TTM 276.4m / Enterprise Value 3.86b)
FCF Margin = 47.44% (FCF TTM 276.4m / Revenue TTM 582.6m)
Net Margin = 29.81% (Net Income TTM 173.7m / Revenue TTM 582.6m)
Gross Margin = 10.85% ((Revenue TTM 582.6m - Cost of Revenue TTM 519.3m) / Revenue TTM)
Gross Margin QoQ = 10.37% (prev 16.65%)
Tobins Q-Ratio = 1.46 (Enterprise Value 3.86b / Total Assets 2.65b)
Interest Expense / Debt = 1.48% (Interest Expense 39.9m / Debt 2.70b)
Taxrate = 0.35% (475k / 135.0m)
NOPAT = 342.9m (EBIT 344.1m * (1 - 0.35%))
Current Ratio = 0.48 (Total Current Assets 253.8m / Total Current Liabilities 532.0m)
Debt / Equity = 6.79 (Debt 2.70b / totalStockholderEquity, last quarter 398.0m)
Debt / EBITDA = 3.90 (Net Debt 1.96b / EBITDA 501.8m)
Debt / FCF = 7.08 (Net Debt 1.96b / FCF TTM 276.4m)
Total Stockholder Equity = 353.4m (last 4 quarters mean from totalStockholderEquity)
RoA = 6.59% (Net Income 173.7m / Total Assets 2.65b)
RoE = 49.14% (Net Income TTM 173.7m / Total Stockholder Equity 353.4m)
RoCE = 13.63% (EBIT 344.1m / Capital Employed (Equity 353.4m + L.T.Debt 2.17b))
RoIC = 13.70% (NOPAT 342.9m / Invested Capital 2.50b)
WACC = 3.70% (E(1.44b)/V(4.14b) * Re(7.89%) + D(2.70b)/V(4.14b) * Rd(1.48%) * (1-Tc(0.00)))
Discount Rate = 7.89% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: -42.22 | Cagr: -0.87%
[DCF] Terminal Value 87.97% ; FCFF base≈247.1m ; Y1≈289.6m ; Y5≈439.1m
[DCF] Fair Price = 350.7 (EV 12.81b - Net Debt 1.96b = Equity 10.85b / Shares 30.9m; r=6.0% [WACC]; 5y FCF grow 18.32% → 3.0% )
EPS Correlation: 53.64 | EPS CAGR: 157.1% | SUE: 0.0 | # QB: 0
Revenue Correlation: 51.70 | Revenue CAGR: 10.05% | SUE: 0.67 | # QB: 0
EPS current Year (2026-12-31): EPS=3.24 | Chg30d=N/A | Revisions=N/A | GrowthEPS=+0.0% | GrowthRev=+0.0%