HRZN vs. PECO
Compare and contrast key facts about Horizon Technology Finance Corporation (HRZN) and Phillips Edison & Company, Inc. (PECO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRZN or PECO.
Correlation
The correlation between HRZN and PECO is 0.43, 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
HRZN vs. PECO - Performance Comparison
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Key characteristics
HRZN:
-0.93
PECO:
0.78
HRZN:
-1.15
PECO:
1.23
HRZN:
0.80
PECO:
1.15
HRZN:
-0.67
PECO:
0.97
HRZN:
-1.62
PECO:
2.52
HRZN:
17.89%
PECO:
6.07%
HRZN:
29.86%
PECO:
19.34%
HRZN:
-60.44%
PECO:
-23.11%
HRZN:
-41.44%
PECO:
-7.28%
Fundamentals
HRZN:
$295.00M
PECO:
$5.02B
HRZN:
-$0.95
PECO:
$0.58
HRZN:
3.00
PECO:
7.40
HRZN:
1.00
PECO:
1.97
HRZN:
$66.62M
PECO:
$678.99M
HRZN:
$59.77M
PECO:
$421.87M
HRZN:
$14.03M
PECO:
$434.50M
Returns By Period
In the year-to-date period, HRZN achieves a -13.39% return, which is significantly lower than PECO's -1.75% return.
HRZN
-13.39%
-11.59%
-14.07%
-27.60%
3.85%
4.05%
PECO
-1.75%
0.56%
-5.40%
15.12%
N/A
N/A
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Risk-Adjusted Performance
HRZN vs. PECO — Risk-Adjusted Performance Rank
HRZN
PECO
HRZN vs. PECO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Technology Finance Corporation (HRZN) 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.
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Dividends
HRZN vs. PECO - Dividend Comparison
HRZN's dividend yield for the trailing twelve months is around 18.06%, more than PECO's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | 18.06% | 14.68% | 10.02% | 10.43% | 7.54% | 9.44% | 9.28% | 10.67% | 10.70% | 12.96% | 11.76% | 9.86% |
PECO Phillips Edison & Company, Inc. | 3.35% | 3.18% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HRZN vs. PECO - Drawdown Comparison
The maximum HRZN drawdown since its inception was -60.44%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for HRZN and PECO. For additional features, visit the drawdowns tool.
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Volatility
HRZN vs. PECO - Volatility Comparison
Horizon Technology Finance Corporation (HRZN) has a higher volatility of 20.61% compared to Phillips Edison & Company, Inc. (PECO) at 6.23%. This indicates that HRZN'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
HRZN vs. PECO - Financials Comparison
This section allows you to compare key financial metrics between Horizon Technology Finance Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
HRZN vs. PECO - Profitability Comparison
HRZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported a gross profit of 24.52M and revenue of 24.52M. Therefore, the gross margin over that period was 100.0%.
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%.
HRZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported an operating income of 22.96M and revenue of 24.52M, resulting in an operating margin of 93.6%.
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%.
HRZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Horizon Technology Finance Corporation reported a net income of 11.10M and revenue of 24.52M, resulting in a net margin of 45.3%.
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%.