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Upturn AI SWOT - About
CBL & Associates Properties Inc (CBL)
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Upturn Advisory Summary
04/01/2025: CBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 1.4% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 839.15M USD | Price to earnings Ratio 29.66 | 1Y Target Price 34 |
Price to earnings Ratio 29.66 | 1Y Target Price 34 | ||
Volume (30-day avg) 174276 | Beta 1.48 | 52 Weeks Range 18.92 - 32.13 | Updated Date 03/30/2025 |
52 Weeks Range 18.92 - 32.13 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 5.86% | Basic EPS (TTM) 0.92 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.27% | Operating Margin (TTM) 25.46% |
Management Effectiveness
Return on Assets (TTM) 3.48% | Return on Equity (TTM) 10.22% |
Valuation
Trailing PE 29.66 | Forward PE - | Enterprise Value 2765248330 | Price to Sales(TTM) 1.62 |
Enterprise Value 2765248330 | Price to Sales(TTM) 1.62 | ||
Enterprise Value to Revenue 5.36 | Enterprise Value to EBITDA 7.5 | Shares Outstanding 30749300 | Shares Floating 15299300 |
Shares Outstanding 30749300 | Shares Floating 15299300 | ||
Percent Insiders 11.51 | Percent Institutions 80.16 |
Analyst Ratings
Rating 5 | Target Price 34 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CBL & Associates Properties Inc
Company Overview
History and Background
CBL & Associates Properties Inc. was founded in 1978. It evolved from a regional shopping center developer to a national real estate investment trust (REIT). The company faced significant challenges, including increased competition from online retailers and financial difficulties, leading to a Chapter 11 bankruptcy filing in 2020. It emerged from bankruptcy in 2021 with a restructured balance sheet.
Core Business Areas
- Real Estate Investment Trust (REIT): CBL primarily owns, manages, and develops shopping centers and related properties. They lease space to retailers, restaurants, and entertainment venues.
Leadership and Structure
As of its last public reporting, the leadership team consisted of executive officers overseeing various aspects of the business, including property management, finance, and development. The organizational structure was typical of a REIT, with departments focused on leasing, operations, and corporate functions.
Top Products and Market Share
Key Offerings
- Shopping Center Properties: CBL's core product is its portfolio of shopping centers. The number of centers has decreased post-bankruptcy. Market share data is difficult to ascertain post-bankruptcy. Competitors include Simon Property Group (SPG), Macerich (MAC), and Brookfield Properties.
Market Dynamics
Industry Overview
The retail REIT industry faces ongoing challenges due to the growth of e-commerce and changing consumer preferences. Many traditional malls are struggling to attract and retain tenants. Some REITs are adapting by diversifying their tenant mix and incorporating entertainment and experiential elements.
Positioning
Post-bankruptcy, CBL aims to stabilize its portfolio and improve occupancy rates. It focuses on enhancing its existing properties and attracting new tenants to adapt to the changing retail landscape. CBL's positioning involves redeveloping and repositioning its existing assets rather than large-scale acquisitions or development projects.
Total Addressable Market (TAM)
The total addressable market for retail REITs is substantial, but highly fragmented, with a large share going to online commerce. CBL's postion is to regain relevancy by focusing on the markets in which it operates.
Upturn SWOT Analysis
Strengths
- Experienced management team with expertise in retail property management
- Portfolio of well-located shopping centers in secondary markets
- Restructured balance sheet following bankruptcy
- Established relationships with national and regional retailers
Weaknesses
- High debt load, even after restructuring
- Exposure to declining retail trends and competition from e-commerce
- Geographic concentration in markets with slower economic growth
- Occupancy rates that are lower than the national average
Opportunities
- Repositioning existing properties with mixed-use developments
- Attracting new tenants, including entertainment and experiential retailers
- Expanding into new markets with strong demographics
- Increasing occupancy rates through proactive leasing efforts
Threats
- Continued growth of e-commerce and changing consumer preferences
- Rising interest rates and inflation
- Economic downturns that could reduce consumer spending
- Increased competition from other retail REITs and online retailers
Competitors and Market Share
Key Competitors
- SPG
- MAC
- BAM
Competitive Landscape
CBL faces stiff competition from larger, better-capitalized REITs like Simon Property Group and Macerich. CBL must differentiate itself through its focus on secondary markets and its ability to reposition its existing properties to attract tenants and shoppers. CBL currently is far behind leading REITs.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: CBL experienced significant challenges leading up to its bankruptcy, resulting in a decline in its portfolio value and financial performance.
Future Projections: Future projections depend on CBL's ability to stabilize its portfolio, improve occupancy rates, and successfully execute its redevelopment plans. Analyst estimates should be consulted.
Recent Initiatives: Recent initiatives include redeveloping existing properties, attracting new tenants, and managing expenses to improve financial performance.
Summary
CBL emerged from bankruptcy with a restructured balance sheet, but it still faces significant challenges in a changing retail landscape. Its success depends on its ability to stabilize occupancy, redevelop properties, and manage its debt. The company needs to adapt to changing consumer behavior and compete effectively with larger REITs and online retailers. The long-term viability of CBL is subject to market trends and the success of its current strategic direction.
Similar Companies
BAM
Brookfield Asset Management Inc
BAM
Brookfield Asset Management Inc
MAC
Macerich Company
MAC
Macerich Company
SPG
Simon Property Group Inc
SPG
Simon Property Group Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- News Articles
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Information may not be entirely up-to-date due to the company's recent financial challenges and restructuring.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CBL & Associates Properties Inc
Exchange NYSE | Headquaters Chattanooga, TN, United States | ||
IPO Launch date 2021-11-02 | CEO & Director Mr. Stephen D. Lebovitz | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 390 | Website https://www.cblproperties.com |
Full time employees 390 | Website https://www.cblproperties.com | ||
Headquartered in Chattanooga, TN, CBL Properties owns and manages a national portfolio of market-dominant properties located in dynamic and growing communities. CBL's owned and managed portfolio is comprised of 94 properties totaling 58.5 million square feet across 22 states, including 56 high-quality enclosed malls, outlet centers and lifestyle retail centers as well as more than 30 open-air centers and other assets. CBL seeks to continuously strengthen its company and portfolio through active management, aggressive leasing and profitable reinvestment in its properties.
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