MAC Share Price Performance
US$18.67
-2.99 (-13.80%)
4.4% undervalued intrinsic discount
US$19.53
Fair Value
Price US$18.67
AnalystConsensusTarget US$19.53
AnalystLowTarget US$15.00
AnalystHighTarget US$25.00
Fair ValueUS$19.53
Share Pricen/a
The Macerich Company Stock Price
- 3 Narratives written by author
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- 2 Fair Values set on narratives written by author
MAC Community Narratives
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Fair Value US$19.53 4.4% undervalued intrinsic discount
Experiential Retail Trends Will Revitalize Urban Leasing
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Fair Value US$15 24.5% overvalued intrinsic discount
E-commerce Trends Will Pressure Declining Mall Revenues
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Fair Value US$23.89 21.9% undervalued intrinsic discount
Urbanization And Experiential Retail Will Redefine Mixed-Use Assets
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Experiential Retail Trends Will Revitalize Urban Leasing
Key Takeaways Experiential retail strategies and proactive leasing are driving stronger tenant demand, higher rents, and increased property traffic across top-performing assets. Strategic acquisitions and asset dispositions are shifting focus to high-quality, urban malls, enhancing earnings stability and long-term portfolio value.Read more
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US$19.53
4.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-1.13% p.a.
Profit Margin
2.21%
Future PE
352.83x
Price in 2028
US$25.55
Urbanization And Experiential Retail Will Redefine Mixed-Use Assets
Key Takeaways Strong leasing momentum, tech-driven operations, and exposure to affluent markets position Macerich for outperformance in occupancy, rent growth, and resilient earnings. Strategic redevelopment, industry consolidation, and diversification of income streams support higher margins, pricing power, and long-term growth stability.Read more
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US$23.89
21.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
0.44% p.a.
Profit Margin
2.86%
Future PE
331.39x
Price in 2028
US$32.52
E-commerce Trends Will Pressure Declining Mall Revenues
Key Takeaways Persistent shifts to e-commerce and changing consumer preferences threaten long-term leasing revenue and profitability, despite recent leasing gains and backfilling efforts. High leverage and exposure to underperforming malls increase refinancing risk, limit redevelopment capacity, and pressure future earnings and cash flow.Read more
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US$15
24.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-3.74% p.a.
Profit Margin
21.03%
Future PE
32.05x
Price in 2028
US$20.37
Trending Discussion
Recently Updated Narratives
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Experiential Retail Trends Will Revitalize Urban Leasing
Fair Value: US$19.53 4.4% undervalued intrinsic discount
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AN
E-commerce Trends Will Pressure Declining Mall Revenues
Fair Value: US$15 24.5% overvalued intrinsic discount
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AN
Urbanization And Experiential Retail Will Redefine Mixed-Use Assets
Fair Value: US$23.89 21.9% undervalued intrinsic discount
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Snowflake Analysis
The Macerich Company Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -1.52
- 57.90%
- -35.50%
- 196.7%
About MAC
- Founded
- 1964
- Employees
- 616
- CEO
- WebsiteView website
Macerich is a fully integrated, self-managed, self-administered real estate investment trust (REIT). As a leading owner, operator, and developer of high-quality retail real estate in densely populated and attractive U.S. markets, Macerich’s portfolio is concentrated in California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor. Developing and managing properties that serve as community cornerstones, Macerich currently owns 39 million square feet of real estate, consisting primarily of interests in 38 retail centers. Macerich is firmly dedicated to advancing environmental goals, social good, and sound corporate governance. A recognized leader in sustainability, Macerich has achieved a #1 Global Real Estate Sustainability Benchmark (GRESB) ranking for the North American retail sector for ten consecutive years (2015-2024).
