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MACThe Macerich Company
$22.67$6.7B
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  1. Home
  2. Financial Ratios

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  3. MAC
  4. Financial Ratios

The Macerich Company (MAC) Financial Ratios

Latest Ratios: P/E Ratio -29.4x · EV/EBITDA 22.3x · ROE -7.3%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MAC Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$6.7B$4.7B$5.0B$3.3B$2.4B$3.4B$1.6B$3.8B$6.1B$9.3B$10.4B
Enterprise Value$11.9B$9.9B$9.9B$7.5B$6.8B$7.9B$7.2B$9.0B$11.0B$14.4B$15.3B
P/E Ratio →-29.44————255.24—39.59100.6563.1519.73
P/S Ratio6.644.675.423.762.824.041.994.106.369.389.98
P/B Ratio2.301.871.751.320.821.080.641.341.922.352.35
P/FCF20.9814.7317.5511.267.1711.9512.5010.7117.7424.1224.20
P/OCF20.9814.7317.5511.267.1711.9512.5010.7117.7424.1224.89

P/E links to full P/E history page with 30-year chart

MAC EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—9.7510.848.537.949.349.199.7411.4414.4914.66
EV / EBITDA22.3218.5621.1315.9115.0717.6117.4416.6017.2825.0025.14
EV / EBIT70.97251.18473.30—44.7336.70—37.2544.2561.3659.02
EV / FCF—30.7735.1025.5220.2127.6557.8625.4231.9137.2735.54

MAC Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin38.2%38.2%53.1%55.3%54.6%55.1%55.7%60.3%60.3%60.2%61.0%
Operating Margin16.5%16.5%18.0%20.1%17.5%14.8%11.2%22.2%32.1%23.6%24.8%
Net Profit Margin-19.4%-19.4%-21.1%-31.0%-7.7%1.7%-29.3%10.4%6.2%14.6%49.7%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-7.3%-7.3%-7.2%-10.0%-2.2%0.5%-8.7%3.2%1.7%3.5%10.9%
ROA-2.3%-2.3%-2.4%-3.5%-0.8%0.2%-2.6%1.1%0.6%1.5%4.9%
ROIC1.6%1.6%1.7%1.9%1.5%1.2%0.8%1.9%2.7%1.9%2.0%
ROCE2.2%2.2%2.2%2.4%1.9%1.5%1.0%2.4%3.5%2.5%2.6%

MAC Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.062.061.781.711.531.452.511.881.561.301.12
Debt / EBITDA9.769.7610.769.099.9410.2514.809.797.838.988.18
Net Debt / Equity—2.041.751.671.491.422.321.851.531.281.10
Net Debt / EBITDA9.689.6810.568.899.7210.0013.679.617.678.828.02
Debt / FCF—16.0417.5514.2613.0315.7045.3714.7114.1713.1511.34
Interest Coverage0.180.180.10-0.610.701.12-2.251.751.361.371.58

MAC Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.090.090.510.660.730.861.520.620.750.720.60
Quick Ratio0.090.090.510.660.730.861.520.620.750.720.60
Cash Ratio0.040.040.140.170.200.250.980.240.220.190.16
Asset Turnover—0.120.110.120.110.100.090.100.110.100.10
Inventory Turnover———————————
Days Sales Outstanding———————————

MAC Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.2%4.0%3.2%4.8%7.7%4.2%11.5%12.5%7.4%5.9%7.5%
Payout Ratio—————1005.7%—490.1%755.8%376.7%150.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield—————0.4%—2.5%1.0%1.6%5.1%
FCF Yield4.8%6.8%5.7%8.9%13.9%8.4%8.0%9.3%5.6%4.1%4.1%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%2.4%7.7%
Total Shareholder Yield3.2%4.0%3.2%4.8%7.7%4.2%11.5%12.5%7.4%8.3%15.2%
Shares Outstanding—$257M$250M$216M$215M$198M$146M$141M$141M$142M$147M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetStrained
Cash FlowDeteriorating
Top Statement Risk

High leverage and negative AFFO

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

P/FFO Compression Amid Earnings Volatility

MAC's P/FFO has compressed to 10.62x in 2026Q2 from 12.01x in 2024Q4, per quarterly data, yet the negative AFFO and high leverage suggest the market is pricing in significant risk.

The P/FFO multiple of 10.62x in 2026Q2 is below the trailing range of 9.73x to 12.01x, indicating a de-rating as earnings quality deteriorates. However, with AFFO negative, the P/FFO metric may overstate value, as it does not account for maintenance capex. The implied cap rate, derived from NOI and enterprise value, appears elevated relative to private market transactions, suggesting the market is discounting asset quality or growth prospects.

NOI Margin Volatility Masks Core Stability

NOI margin swung from 68.8% in 2026Q2 to -17.7% in 2026Q1, as reported in financial statements, reflecting non-cash impairments rather than operational deterioration, with go-forward portfolio NOI growing 3.8%.

The extreme quarterly swings in NOI margin are driven by one-time charges, as evidenced by the 68.8% margin in 2026Q2 versus the negative margins in 2025Q4 and 2026Q1. Underlying same-store NOI growth of 3.8% suggests organic expansion, but the negative net margin of -19.4% indicates that interest and impairment costs are overwhelming operating profits. Investors should monitor whether the positive NOI trend can offset these non-operating drags.

Dividend Coverage Relies on FFO, Not AFFO

FFO payout ratio was 87.6% in 2026Q2, per MAC's filings, but AFFO turned negative at -$16.0M, implying the dividend is not covered by cash flow after capex, a critical red flag.

While the FFO payout ratio of 87.6% appears manageable, the negative AFFO of -$0.06 per share in 2026Q2 indicates that maintenance capital expenditures exceed cash generated from operations. This suggests the dividend is being funded through external sources or asset sales, which is unsustainable in the long term. The prior quarter's payout ratio of 94.7% further underscores the thin coverage, and investors should monitor whether management will reduce the dividend or accelerate asset dispositions.

Leverage Elevated Despite Deleveraging Efforts

Debt-to-equity stood at 1.67 in 2026Q2, down from 2.06 in 2025Q4, per balance sheet data, but interest coverage of 0.59x remains critically low, indicating refinancing risk.

The reduction in debt-to-equity from 2.06 to 1.67 suggests deleveraging, but the interest coverage ratio of 0.59x in 2026Q2 is dangerously low, meaning operating income is insufficient to cover interest expenses. This implies reliance on asset sales or refinancing to meet obligations. The high proportion of fixed-rate debt and upcoming maturities could strain liquidity if capital markets tighten. The reported D/E of 2.06 in 2025Q4 may also understate true leverage due to off-balance-sheet JV debt, which warrants further investigation.

Occupancy Gains Signal Tenant Demand

Leasing speedometer reached 88% in 2026Q2, exceeding the 85% mid-year target, as disclosed in the earnings call, indicating improving tenant demand and portfolio occupancy.

The leasing velocity improvement to 88% suggests that MAC's Class A mall assets are attracting tenants, which may support future rent growth. However, the portfolio's concentration in California and Arizona exposes it to regional economic shifts. G&A efficiency appears stable, but the negative AFFO indicates that property-level cash flows are being consumed by high operating costs and capex. The signed-not-open pipeline of $124 million provides visibility into future NOI, but execution risk remains.

P/E Misleads Due to Depreciation Distortions

Standard P/E is meaningless for MAC given negative GAAP earnings, as reported in SEC filings, while P/FFO of 10.62x and negative AFFO provide a clearer picture of valuation and cash flow.

The P/E of -32.01 is a result of heavy non-cash depreciation and impairment charges, which do not reflect the underlying cash-generating ability of the properties. Investors should instead use P/FFO, which adjusts for depreciation, but even that metric is flawed because it ignores maintenance capex. The negative AFFO in 2026Q2 highlights that FFO overstates distributable cash, and the true earnings power is lower. A more accurate valuation would incorporate a normalized AFFO or a NAV-based approach that accounts for the redevelopment pipeline and off-balance-sheet JV interests.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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MAC — Frequently Asked Questions

Quick answers to the most common questions about buying MAC stock.

What is The Macerich Company's P/E ratio?

The Macerich Company's current P/E ratio is -29.4x. The historical average is 33.2x.

What is The Macerich Company's EV/EBITDA?

The Macerich Company's current EV/EBITDA is 22.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 18.4x.

What is The Macerich Company's ROE?

The Macerich Company's return on equity (ROE) is -7.3%. The historical average is 6.5%.

Is MAC stock overvalued?

Based on historical data, The Macerich Company is trading at a P/E of -29.4x. Compare with industry peers and growth rates for a complete picture.

What is The Macerich Company's dividend yield?

The Macerich Company's current dividend yield is 3.24%.

What are The Macerich Company's profit margins?

The Macerich Company has 38.2% gross margin and 16.5% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does The Macerich Company have?

The Macerich Company's Debt/EBITDA ratio is 9.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.