KRG vs. PECO
Compare and contrast key facts about Kite Realty Group Trust (KRG) and Phillips Edison & Company, Inc. (PECO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KRG or PECO.
Key characteristics
| KRG | PECO | |
|---|---|---|
| YTD Return | 25.57% | 11.20% |
| 1Y Return | 37.81% | 21.47% |
| 3Y Return (Ann) | 12.53% | 9.15% |
| Sharpe Ratio | 1.81 | 1.22 |
| Sortino Ratio | 2.68 | 1.81 |
| Omega Ratio | 1.32 | 1.23 |
| Calmar Ratio | 0.97 | 1.51 |
| Martin Ratio | 7.05 | 3.39 |
| Ulcer Index | 5.53% | 7.00% |
| Daily Std Dev | 21.57% | 19.44% |
| Max Drawdown | -88.63% | -23.11% |
| Current Drawdown | -15.02% | 0.00% |
Fundamentals
| KRG | PECO | |
|---|---|---|
| Market Cap | $6.14B | $5.37B |
| EPS | -$0.04 | $0.47 |
| Total Revenue (TTM) | $830.77M | $645.18M |
| Gross Profit (TTM) | $417.71M | $279.24M |
| EBITDA (TTM) | $448.21M | $410.63M |
Correlation
The correlation between KRG and PECO is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KRG vs. PECO - Performance Comparison
In the year-to-date period, KRG achieves a 25.57% return, which is significantly higher than PECO's 11.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KRG vs. PECO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) 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.
Dividends
KRG vs. PECO - Dividend Comparison
KRG's dividend yield for the trailing twelve months is around 3.68%, more than PECO's 2.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRG Kite Realty Group Trust | 3.68% | 4.20% | 3.90% | 3.12% | 3.00% | 8.13% | 9.01% | 6.17% | 4.83% | 4.16% | 3.55% | 3.65% |
PECO Phillips Edison & Company, Inc. | 2.99% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KRG vs. PECO - Drawdown Comparison
The maximum KRG drawdown since its inception was -88.63%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for KRG and PECO. For additional features, visit the drawdowns tool.
Volatility
KRG vs. PECO - Volatility Comparison
Kite Realty Group Trust (KRG) has a higher volatility of 5.53% compared to Phillips Edison & Company, Inc. (PECO) at 4.57%. This indicates that KRG'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.
Financials
KRG vs. PECO - Financials Comparison
This section allows you to compare key financial metrics between Kite Realty Group 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.
Total Revenue: Total amount of money received from sales and other business activities