(MAC) Macerich - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US5543821012

Stock: Retail Centers, Real Estate, Development, Management

Total Rating 34
Risk 32
Buy Signal 0.03
Risk 5d forecast
Volatility 34.0%
Relative Tail Risk -0.35%
Reward TTM
Sharpe Ratio 0.50
Alpha -6.86
Character TTM
Beta 1.188
Beta Downside 1.848
Drawdowns 3y
Max DD 39.56%
CAGR/Max DD 0.64

EPS (Earnings per Share)

EPS (Earnings per Share) of MAC over the last years for every Quarter: "2021-03": -0.4, "2021-06": -0.06, "2021-09": 0.5, "2021-12": -0.08, "2022-03": -0.17, "2022-06": -0.07, "2022-09": -0.07, "2022-12": 0.01, "2023-03": -0.27, "2023-06": -0.07, "2023-09": -1.22, "2023-12": 0.25, "2024-03": -0.59, "2024-06": 1.16, "2024-09": -0.5, "2024-12": 0.0314, "2025-03": -0.137, "2025-06": -0.16, "2025-09": -0.34, "2025-12": 0.0294,

Revenue

Revenue of MAC over the last years for every Quarter: 2021-03: 190.424, 2021-06: 215.473, 2021-09: 212.137, 2021-12: 229.403, 2022-03: 216.144, 2022-06: 204.091, 2022-09: 210.704, 2022-12: 228.225, 2023-03: 214.854, 2023-06: 212.374, 2023-09: 218.152, 2023-12: 238.688, 2024-03: 208.783, 2024-06: 215.521, 2024-09: 220.224, 2024-12: 273.676, 2025-03: 249.224, 2025-06: 249.793, 2025-09: 253.262, 2025-12: 263.026,

Description: MAC Macerich March 04, 2026

Macerich (MAC) is a self-managed REIT focused on retail real estate. The company operates as an owner, operator, and developer of retail properties. Retail REITs specialize in owning and managing shopping centers and malls.

Macerichs portfolio includes 38 retail centers, totaling 39 million square feet. These properties are primarily located in densely populated U.S. markets, including California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor. This geographic concentration targets areas with high consumer traffic.

The company emphasizes environmental, social, and governance (ESG) principles in its operations.

For more detailed financial analysis, consider exploring ValueRay.

Piotroski VR‑10 (Strict, 0-10) 3.5

Net Income: -197.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA 0.88 > 1.0
NWC/Revenue: -103.9% < 20% (prev -35.44%; Δ -68.48% < -1%)
CFO/TA 0.04 > 3% & CFO 342.7m > Net Income -197.1m
Net Debt (5.16b) to EBITDA (540.5m): 9.55 < 3
Current Ratio: 0.09 > 1.5 & < 3
Outstanding Shares: last quarter (256.6m) vs 12m ago 8.45% < -2%
Gross Margin: 38.16% > 18% (prev 0.53%; Δ 3763 % > 0.5%)
Asset Turnover: 11.99% > 50% (prev 10.72%; Δ 1.27% > 0%)
Interest Coverage Ratio: 0.61 > 6 (EBITDA TTM 540.5m / Interest Expense TTM 289.0m)

Altman Z'' -2.84

A: -0.13 (Total Current Assets 102.6m - Total Current Liabilities 1.16b) / Total Assets 8.37b
B: -0.45 (Retained Earnings -3.78b / Total Assets 8.37b)
C: 0.02 (EBIT TTM 175.0m / Avg Total Assets 8.47b)
D: -0.65 (Book Value of Equity -3.78b / Total Liabilities 5.84b)
Altman-Z'' Score: -2.84 = D

Beneish M -3.18

DSRI: 0.34 (Receivables 59.6m/157.2m, Revenue 1.02b/918.2m)
GMI: 1.39 (GM 38.16% / 53.14%)
AQI: 1.03 (AQ_t 0.98 / AQ_t-1 0.95)
SGI: 1.11 (Revenue 1.02b / 918.2m)
TATA: -0.06 (NI -197.1m - CFO 342.7m) / TA 8.37b)
Beneish M-Score: -3.18 (Cap -4..+1) = AA

What is the price of MAC shares?

As of March 05, 2026, the stock is trading at USD 20.30 with a total of 1,022,841 shares traded.
Over the past week, the price has changed by -1.46%, over one month by +5.18%, over three months by +18.01% and over the past year by +17.46%.

Is MAC a buy, sell or hold?

Macerich has received a consensus analysts rating of 3.40. Therefor, it is recommend to hold MAC.
  • StrongBuy: 4
  • Buy: 1
  • Hold: 8
  • Sell: 1
  • StrongSell: 1

What are the forecasts/targets for the MAC price?

Issuer Target Up/Down from current
Wallstreet Target Price 21.1 4.1%
Analysts Target Price 21.1 4.1%

MAC Fundamental Data Overview March 05, 2026

P/E Forward = 500.0
P/S = 5.1498
P/B = 2.0952
P/EG = -485.0
Revenue TTM = 1.02b USD
EBIT TTM = 175.0m USD
EBITDA TTM = 540.5m USD
Long Term Debt = 5.07b USD (from longTermDebt, last quarter)
Short Term Debt = 1.16b USD (from shortTermDebt, last quarter)
Debt = 5.20b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.16b USD (from netDebt column, last quarter)
Enterprise Value = 10.52b USD (5.36b + Debt 5.20b - CCE 43.0m)
Interest Coverage Ratio = 0.61 (Ebit TTM 175.0m / Interest Expense TTM 289.0m)
EV/FCF = 30.27x (Enterprise Value 10.52b / FCF TTM 347.6m)
FCF Yield = 3.30% (FCF TTM 347.6m / Enterprise Value 10.52b)
FCF Margin = 34.24% (FCF TTM 347.6m / Revenue TTM 1.02b)
Net Margin = -19.42% (Net Income TTM -197.1m / Revenue TTM 1.02b)
Gross Margin = 38.16% ((Revenue TTM 1.02b - Cost of Revenue TTM 627.8m) / Revenue TTM)
Gross Margin QoQ = -9.41% (prev 56.35%)
Tobins Q-Ratio = 1.26 (Enterprise Value 10.52b / Total Assets 8.37b)
Interest Expense / Debt = 1.45% (Interest Expense 75.3m / Debt 5.20b)
Taxrate = 21.0% (US default 21%)
NOPAT = 138.2m (EBIT 175.0m * (1 - 21.00%))
Current Ratio = 0.09 (Total Current Assets 102.6m / Total Current Liabilities 1.16b)
Debt / Equity = 2.12 (Debt 5.20b / totalStockholderEquity, last quarter 2.45b)
Debt / EBITDA = 9.55 (Net Debt 5.16b / EBITDA 540.5m)
Debt / FCF = 14.84 (Net Debt 5.16b / FCF TTM 347.6m)
Total Stockholder Equity = 2.55b (last 4 quarters mean from totalStockholderEquity)
RoA = -2.33% (Net Income -197.1m / Total Assets 8.37b)
RoE = -7.72% (Net Income TTM -197.1m / Total Stockholder Equity 2.55b)
RoCE = 2.30% (EBIT 175.0m / Capital Employed (Equity 2.55b + L.T.Debt 5.07b))
RoIC = 1.79% (NOPAT 138.2m / Invested Capital 7.73b)
WACC = 5.79% (E(5.36b)/V(10.56b) * Re(10.29%) + D(5.20b)/V(10.56b) * Rd(1.45%) * (1-Tc(0.21)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 9.05%
[DCF] Terminal Value 86.54% ; FCFF base≈320.8m ; Y1≈327.4m ; Y5≈361.2m
[DCF] Fair Price = 21.78 (EV 10.75b - Net Debt 5.16b = Equity 5.59b / Shares 256.7m; r=5.90% [WACC]; 5y FCF grow 1.91% → 2.90% )
EPS Correlation: 4.20 | EPS CAGR: 4.68% | SUE: 0.05 | # QB: 0
Revenue Correlation: 77.08 | Revenue CAGR: 5.37% | SUE: 1.09 | # QB: 1
EPS next Quarter (2026-06-30): EPS=-0.07 | Chg7d=+0.010 | Chg30d=+0.010 | Revisions Net=+2 | Analysts=2
EPS current Year (2026-12-31): EPS=-0.16 | Chg7d=+0.027 | Chg30d=+0.027 | Revisions Net=+2 | Growth EPS=+45.0% | Growth Revenue=-5.7%
EPS next Year (2027-12-31): EPS=-0.02 | Chg7d=+0.042 | Chg30d=+0.042 | Revisions Net=+2 | Growth EPS=+87.7% | Growth Revenue=+2.6%
[Analyst] Revisions Ratio: +1.00 (2 Up / 0 Down within 30d for Next Quarter)

Additional Sources for MAC Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle