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CLDT vs. PECO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

CLDT vs. PECO

Last updated May 13, 2025

Compare and contrast key facts about Chatham Lodging Trust (CLDT) and Phillips Edison & Company, Inc. (PECO).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLDT or PECO.

Correlation

The correlation between CLDT and PECO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

CLDT vs. PECO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chatham Lodging Trust (CLDT) and Phillips Edison & Company, Inc. (PECO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CLDT:

-0.49

PECO:

0.76

Sortino Ratio

CLDT:

-0.50

PECO:

1.13

Omega Ratio

CLDT:

0.94

PECO:

1.13

Calmar Ratio

CLDT:

-0.22

PECO:

0.87

Martin Ratio

CLDT:

-1.13

PECO:

2.28

Ulcer Index

CLDT:

14.04%

PECO:

6.02%

Daily Std Dev

CLDT:

33.48%

PECO:

19.16%

Max Drawdown

CLDT:

-83.52%

PECO:

-23.11%

Current Drawdown

CLDT:

-65.45%

PECO:

-7.27%

Fundamentals

Market Cap

CLDT:

$373.32M

PECO:

$4.93B

EPS

CLDT:

$0.06

PECO:

$0.58

PE Ratio

CLDT:

121.50

PECO:

61.40

PS Ratio

CLDT:

1.18

PECO:

7.26

PB Ratio

CLDT:

0.45

PECO:

1.93

Total Revenue (TTM)

CLDT:

$317.40M

PECO:

$678.99M

Gross Profit (TTM)

CLDT:

$103.34M

PECO:

$421.87M

EBITDA (TTM)

CLDT:

$99.19M

PECO:

$434.50M

Returns By Period

In the year-to-date period, CLDT achieves a -17.52% return, which is significantly lower than PECO's -1.73% return.

CLDT

YTD

-17.52%

1M

11.13%

6M

-19.39%

1Y

-16.22%

5Y*

9.22%

10Y*

-9.15%

PECO

YTD

-1.73%

1M

4.12%

6M

-6.15%

1Y

14.46%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

CLDT vs. PECO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CLDT
The Risk-Adjusted Performance Rank of CLDT is 2424
Overall Rank
The Sharpe Ratio Rank of CLDT is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of CLDT is 2222
Sortino Ratio Rank
The Omega Ratio Rank of CLDT is 2222
Omega Ratio Rank
The Calmar Ratio Rank of CLDT is 3434
Calmar Ratio Rank
The Martin Ratio Rank of CLDT is 1919
Martin Ratio Rank
PECO
The Risk-Adjusted Performance Rank of PECO is 7373
Overall Rank
The Sharpe Ratio Rank of PECO is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of PECO is 7070
Sortino Ratio Rank
The Omega Ratio Rank of PECO is 6666
Omega Ratio Rank
The Calmar Ratio Rank of PECO is 8181
Calmar Ratio Rank
The Martin Ratio Rank of PECO is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CLDT vs. PECO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Chatham Lodging Trust (CLDT) and Phillips Edison & Company, Inc. (PECO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CLDT Sharpe Ratio is -0.49, which is lower than the PECO Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of CLDT and PECO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

CLDT vs. PECO - Dividend Comparison

CLDT's dividend yield for the trailing twelve months is around 4.12%, while PECO has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
CLDT
Chatham Lodging Trust		4.12%3.13%2.61%0.57%0.00%2.04%7.20%7.47%5.80%6.72%5.86%3.21%
PECO
Phillips Edison & Company, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CLDT vs. PECO - Drawdown Comparison

The maximum CLDT drawdown since its inception was -83.52%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for CLDT and PECO. For additional features, visit the drawdowns tool.

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Volatility

CLDT vs. PECO - Volatility Comparison

Chatham Lodging Trust (CLDT) has a higher volatility of 6.45% compared to Phillips Edison & Company, Inc. (PECO) at 5.67%. This indicates that CLDT's price experiences larger fluctuations and is considered to be riskier than PECO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

CLDT vs. PECO - Financials Comparison

This section allows you to compare key financial metrics between Chatham Lodging Trust and Phillips Edison & Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

50.00M100.00M150.00M20212022202320242025
68.64M
178.31M
(CLDT) Total Revenue
(PECO) Total Revenue
Values in USD except per share items

CLDT vs. PECO - Profitability Comparison

The chart below illustrates the profitability comparison between Chatham Lodging Trust and Phillips Edison & Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
30.4%
71.4%
(CLDT) Gross Margin
(PECO) Gross Margin
CLDT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chatham Lodging Trust reported a gross profit of 20.84M and revenue of 68.64M. Therefore, the gross margin over that period was 30.4%.

PECO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Phillips Edison & Company, Inc. reported a gross profit of 127.30M and revenue of 178.31M. Therefore, the gross margin over that period was 71.4%.

CLDT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chatham Lodging Trust reported an operating income of 8.31M and revenue of 68.64M, resulting in an operating margin of 12.1%.

PECO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Phillips Edison & Company, Inc. reported an operating income of 49.94M and revenue of 178.31M, resulting in an operating margin of 28.0%.

CLDT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chatham Lodging Trust reported a net income of 1.54M and revenue of 68.64M, resulting in a net margin of 2.2%.

PECO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Phillips Edison & Company, Inc. reported a net income of 26.31M and revenue of 178.31M, resulting in a net margin of 14.8%.