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Frasers Centrepoint Trust (J69U) Fair Value & Analysis

Real Estate · SG · Market cap 4.5B SGD

FC Frasers Centrepoint Trust J69U · SG
Price2.25 SGD
Fair Value1.12 SGD
Upside-50.2%
Quality60/100
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Evidence: High Range 0.8400 SGD – 1.56 SGD

Fair value as of: Jul 4, 2026

From 24 valuation models · updated yesterday

Share price −0.4% over the past month.

Price vs Fair Value (12 months)

2.32 SGD 2.07 SGD Fair Value 1.12 SGD Jul 2025 Jul 2026

12‑month range 2.07 SGD – 2.32 SGD · fair‑value band 0.8400 SGD – 1.56 SGD · the 2.25 SGD price screens above the 1.12 SGD fair value. As of Jul 4, 2026.

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Analysis

Frasers Centrepoint Trust (J69U) currently trades at 2.25 SGD, while our model-based Fair Value estimate is 1.12 SGD — implying the stock looks roughly 50.2% overvalued today. We read business quality at 60/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Frasers Centrepoint Trust generated revenue of 499M SGD at a net margin of 45.6%. Revenue grew 21.9% year over year. It earns a return on equity of 5.1%. Net debt stands at 2.0B SGD. Fundamentals as of Jul 4, 2026

Key figures & financial health

Revenue (TTM) 499M SGD
Revenue growth (YoY) +21.9%
Net margin 45.6%
Return on equity 5.1%
Free cash flow 174M SGD FY2024
P/E ratio 20.2
More key figures
Operating margin 66.5%
EPS (TTM) 0.1100 SGD
Dividend yield 5.5%
EPS growth (YoY) +10.7%
Net debt 2.0B SGD FY2024

Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.

About the company

Frasers Centrepoint Trust is a leading developer-sponsored retail real estate investment trust and one of the largest suburban retail mall owners in Singapore. With assets under management of approximately S6.5 billion dollars. FCT's property portfolio comprises nine retail malls and an office building located in the suburban regions of Singapore, near homes and within minutes to transportation amenities. The retail portfolio has approximately 2.9 million square feet of net lettable area with over 1,600 leases with a strong focus on providing for necessity spending, food & beverage and essential services. The portfolio comprises Causeway Point, Century Square, Hougang Mall, NEX (25.5% effective interest), Northpoint North Wing (including Yishun 10 Retail Podium), Tampines 1, Tiong Bahru Plaza, Waterway Point (50.0% interest), White Sands and an office property (Central Plaza). FCT's malls enjoy stable and recurring shopper footfalls supported by commuter traffic and residential …

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Frasers Centrepoint Trust reported revenue of 352M SGD in FY2024 versus 164M SGD in FY2020, a compound +20.9%/yr. Reported net income was 198M SGD in FY2024, compounding +6.8%/yr from FY2020.

Revenue +20.9%/yr
FY20 164M SGD
FY21 341M SGD
FY22 357M SGD
FY23 370M SGD
FY24 352M SGD
Net income +6.8%/yr
FY20 152M SGD
FY21 169M SGD
FY22 207M SGD
FY23 212M SGD
FY24 198M SGD

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Similar stocks

6 more REIT - Retail stocks, each showing price versus our Fair Value estimate (as of Jul 4, 2026).

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Realty Income Corporation O 1,055 MXN 547.99 MXN -48%
Unibail-Rodamco-Westfield SE UNBLF $117.90 $115.29 -2%
Kimco Realty Corporation KIM $24.69 $14.74 -40%
Scentre Group STGPF $2.73 $2.40 -12%
CapitaLand Integrated Commercial Trust (CICT or the Trust) CPAMF $1.86 $1.06 -43%

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Frequently asked questions

Is Frasers Centrepoint Trust (J69U) undervalued?
As of Jul 4, 2026, our model estimates a fair value of 1.12 SGD versus a price of 2.25 SGD — about −50% (overvalued). Model-based estimate, not financial advice.
What is the fair value of J69U?
Our model-based fair value for Frasers Centrepoint Trust is 1.12 SGD (as of Jul 4, 2026), built from audited fundamentals. The current price is 2.25 SGD.
What is the quality score of J69U?
Frasers Centrepoint Trust has a Quality Score of 60/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Frasers Centrepoint Trust (J69U)?
Frasers Centrepoint Trust reported trailing-twelve-month revenue of about 499M SGD (latest available figure, as of Jul 4, 2026).
What is the net profit margin of J69U?
The net profit margin of Frasers Centrepoint Trust is about 45.6%, meaning it keeps roughly 45.6% of revenue as net income. Based on the latest reported figures.
Does Frasers Centrepoint Trust pay a dividend?
Frasers Centrepoint Trust currently shows a dividend yield of about 5.47% relative to its recent price (as of Jul 4, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.