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Plaza Retail REIT (PLZ-UN) Fair Value & Analysis

Real Estate · CA · Market cap C$575M

PR Plaza Retail REIT PLZ-UN · TO
PriceC$5.22
Fair ValueC$4.66
Upside-10.6%
Quality71/100
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Evidence: High Range C$4.28 – C$8.11 📤 Share as image

Fair value as of: Jul 12, 2026

From 23 valuation models · updated 9 days ago

Share price +10.7% over the past month.

Price vs Fair Value (12 months)

C$5.22 C$3.71 Fair Value C$4.66 Jul 2025 Jul 2026

12‑month range C$3.71 – C$5.22 · fair‑value band C$4.28 – C$8.11 · the C$5.22 price screens above the C$4.66 fair value. As of Jul 12, 2026.

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Analysis

Plaza Retail REIT (PLZ-UN) currently trades at C$5.22, while our model-based Fair Value estimate is C$4.66, implying the stock looks roughly 10.6% overvalued today. We read business quality at 71/100 (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, Plaza Retail REIT generated revenue of C$135M at a net margin of 43.5%. Revenue grew 13.2% year over year. It earns a return on equity of 10.6%. Net debt stands at C$643M. Fundamentals as of Jul 12, 2026

Our scenario range runs from C$4.28 (bear case) to C$8.11 (bull case); at C$5.22, the current price sits within that range. The share trades near its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -40% fair-value upside, at -11%, PLZ-UN screens cheaper than that median.

Key figures & financial health

Revenue (TTM) C$135M
Revenue growth (YoY) +13.2%
Net margin 43.5%
Return on equity 10.6%
Free cash flow C$40.1M FY2025
P/E ratio 9.7
More key figures
Operating margin 51.4%
EPS (TTM) C$0.5300
Dividend yield 5.4%
EPS growth (YoY) +36.8%
Net debt C$643M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 12, 2026. TTM = trailing twelve months.

About the company

Plaza Retail REIT is an open-ended real estate investment trust and is a leading retail property owner and developer, focused on Ontario, Quebec and Atlantic Canada. Plaza's portfolio at March 31, 2026, includes interests in 190 properties totaling approximately 8.8 million square feet across Canada and additional lands held for development. Plaza's portfolio largely consists of open-air centres and stand-alone small box retail outlets and is predominantly occupied by national tenants with a focus on the essential needs, value and convenience market segments. Plaza Retail REIT was incorporated on February 2nd, 1999 in Ontario, Canada.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Plaza Retail REIT reported revenue of C$131M in FY2025 versus C$111M in FY2021, a compound +4.2%/yr. Reported net income was C$55.3M in FY2025, compounding −13.7%/yr from FY2021.

Revenue +4.2%/yr
FY21 C$111M
FY22 C$111M
FY23 C$114M
FY24 C$121M
FY25 C$131M
Net income −13.7%/yr
FY21 C$99.6M
FY22 C$53.9M
FY23 C$20.2M
FY24 C$25.0M
FY25 C$55.3M

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Cite: Fair Value Calculator (2026). "Plaza Retail REIT Fair Value". https://www.fairvalue-calculator.com/stock/PLZ-UN

Similar stocks

10 more REIT - Retail stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Simon Property Group SPG $216.74 $113.07 -48%
Realty Income Corporation O $60.24 $36.12 -40%
Kimco Realty Corporation K1IM34 R$115.44 R$20.04 -83%
Unibail-Rodamco-Westfield SE URW €100.30 €103.95 +4%
Scentre Group STGPF $2.65 $2.31 -13%
CapitaLand Integrated Commercial Trust (CICT or the Trust) C38U 2.33 SGD 1.39 SGD -40%
Regency Centers Corporation R1EG34 R$200.95 R$33.00 -84%
Link Real Estate Investment Trust (Link REIT) 0823 HK$35.54 HK$33.21 -7%
Klépierre SA LI €35.02 €34.28 -2%
Federal Realty Investment Trust FRT $120.39 $65.37 -46%

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Frequently asked questions

Is Plaza Retail REIT (PLZ-UN) undervalued?
As of Jul 12, 2026, our model estimates a fair value of C$4.66 versus a price of C$5.22, about −11% (overvalued). Model-based estimate, not financial advice.
What is the fair value of PLZ-UN?
Our model-based fair value for Plaza Retail REIT is C$4.66 (as of Jul 12, 2026), built from audited fundamentals. The current price is C$5.22.
What is the quality score of PLZ-UN?
Plaza Retail REIT has a Quality Score of 71/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Plaza Retail REIT (PLZ-UN)?
Plaza Retail REIT reported trailing-twelve-month revenue of about C$135M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of PLZ-UN?
The net profit margin of Plaza Retail REIT is about 43.5%, meaning it keeps roughly 43.5% of revenue as net income. Based on the latest reported figures.
Does Plaza Retail REIT pay a dividend?
Plaza Retail REIT currently shows a dividend yield of about 6.31% relative to its recent price (as of Jul 12, 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.

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