Phillips Edison & Company, Inc. (PECO)

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Phillips Edison & Company, Inc. (PECO) is up 21.8% since the beginning of the year. At $42 per share, PECO is trading 4.2% below its 52-week high of $44. Investors who bought $1,000 worth of PECO shares 5 years ago would now be looking at an investment worth $1,800.

Phillips Edison & Company, Inc. (PECO) has returned 21.80% so far this year and 31.23% over the past 12 months.

Based on dividend-adjusted daily data since Jul 15, 2021, PECO's average daily return is +0.06%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jun 2023 with a return of +17.8%, while the worst month was Sep 2022 at -13.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PECO closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +5.9%, while the worst single day was Sep 13, 2022 at -6.4%.

Phillips Edison & Company, Inc. has an annualized alpha of 7.50%, beta of 0.57, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since July 15, 2021.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.54%) than losses (27.62%) - typical of diversified or defensive assets.
• Beta of 0.57 may look defensive, but with R2 of 0.19 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PECO ranks 91 for risk / return — above 91% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

Phillips Edison & Company, Inc. provided a 3.04% dividend yield over the last twelve months, with an annual payout of $1.29 per share. The company has been increasing its dividends for 4 consecutive years.

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.

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.

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 3.45%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Phillips Edison & Company, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Phillips Edison & Company, Inc. is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.