Phillips Edison & Company, Inc. (PECO)
Company Info
| ISIN | US71844V2016 |
|---|---|
| CUSIP | 71844V201 |
| Sector | Real Estate |
| Industry | REIT - Retail |
| IPO Date | Jul 15, 2021 |
Highlights
| Market Cap | $5.32B |
|---|---|
| EPS (TTM) | $0.47 |
| PE Ratio | 83.04 |
| Total Revenue (TTM) | $645.18M |
| Gross Profit (TTM) | $279.24M |
| EBITDA (TTM) | $410.63M |
| Year Range | $30.19 - $39.83 |
| Target Price | $39.11 |
| Short % | 2.80% |
| Short Ratio | 3.93 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: PECO vs. MAC, PECO vs. PINE, PECO vs. DBRG, PECO vs. REG, PECO vs. CLDT, PECO vs. KRG, PECO vs. NNN, PECO vs. HRZN, PECO vs. O, PECO vs. JEPQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Phillips Edison & Company, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Phillips Edison & Company, Inc. had a return of 10.30% year-to-date (YTD) and 15.43% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.30% | 25.48% |
| 1 month | 7.48% | 2.14% |
| 6 months | 20.91% | 12.76% |
| 1 year | 15.43% | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of PECO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.59% | 3.20% | 0.69% | -8.57% | -2.03% | 2.72% | 7.62% | 5.60% | 2.30% | 0.55% | 10.30% | ||
| 2023 | 5.57% | 1.98% | -4.03% | -3.02% | -7.73% | 17.80% | 3.90% | -3.85% | -0.67% | 5.58% | 0.08% | 3.79% | 18.53% |
| 2022 | -4.34% | 2.83% | 6.69% | -1.28% | -0.07% | -0.70% | 2.15% | -3.77% | -13.89% | 7.80% | 7.25% | -0.93% | -0.33% |
| 2021 | 0.61% | 7.66% | 2.46% | -1.58% | 4.36% | 5.63% | 20.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PECO is 70, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Phillips Edison & Company, Inc. provided a 3.02% dividend yield over the last twelve months, with an annual payout of $1.18 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $1.18 | $1.14 | $1.09 | $0.44 |
Dividend yield | 3.02% | 3.12% | 3.43% | 1.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Phillips Edison & Company, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.00 | $0.99 | |
| 2023 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.10 | $0.10 | $0.10 | $0.10 | $1.14 |
| 2022 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $1.09 |
| 2021 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.44 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Phillips Edison & Company, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Phillips Edison & Company, Inc. was 23.11%, occurring on Sep 29, 2022. Recovery took 200 trading sessions.
The current Phillips Edison & Company, Inc. drawdown is 0.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.11% | Apr 22, 2022 | 111 | Sep 29, 2022 | 200 | Jul 19, 2023 | 311 |
| -15.78% | Dec 15, 2023 | 113 | May 29, 2024 | 60 | Aug 23, 2024 | 173 |
| -12.32% | Jan 14, 2022 | 4 | Jan 20, 2022 | 31 | Mar 7, 2022 | 35 |
| -9.82% | Aug 11, 2023 | 37 | Oct 3, 2023 | 43 | Dec 4, 2023 | 80 |
| -9.24% | Nov 19, 2021 | 17 | Dec 14, 2021 | 15 | Jan 5, 2022 | 32 |
Volatility
Volatility Chart
The current Phillips Edison & Company, Inc. volatility is 4.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Phillips Edison & Company, Inc..
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Income Statement
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