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The business behind the dividend

MeasureREGMedianFormula
Return on equity7.6%11.7%Net income ÷ shareholders’ equity
Return on capital employed9.6%10.1%Operating income ÷ (equity + total debt)
Owner earnings$497.39m$632.00mNet income + depreciation & amortisation − capital expenditure
Free cash flow$392.58m$746.10mOperating cash flow − capital expenditure
Operating margin72.3%15.0%Operating income ÷ revenue
Net margin34.0%10.2%Net income ÷ revenue
Debt to equity0.69x0.79xTotal debt ÷ shareholders’ equity
Interest cover6.27x4.43xOperating income ÷ interest expense
Current ratioCurrent assets ÷ current liabilities
Long-term debt to working capitalLong-term debt ÷ (current assets − current liabilities)
Cash conversion1.57x1.78xOperating cash flow ÷ net income

Not computed here: Current ratio — why a blank is not a zero.

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2025202420232022202120202019201820172016Median
Return on equity7.6%6.0%5.2%7.9%6.0%0.8%3.9%3.9%2.6%6.4%5.2%
Return on capital employed9.6%9.4%8.5%9.1%9.4%
Operating margin72.3%72.0%71.9%73.3%72.3%
Net margin34.0%27.5%27.6%39.4%31.0%4.4%21.1%22.2%17.9%27.5%
Debt to equity0.69x0.66x0.59x0.61x0.62x0.66x0.63x0.58x0.53x0.63x0.62x
Cash conversion1.57x1.97x1.97x1.36x1.82x11.12x2.59x2.45x2.67x1.97x