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.
Correlation
The correlation between KRG 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
KRG vs. PECO - Performance Comparison
Key characteristics
KRG:
0.47
PECO:
0.54
KRG:
0.86
PECO:
0.95
KRG:
1.11
PECO:
1.11
KRG:
0.31
PECO:
0.70
KRG:
1.06
PECO:
1.84
KRG:
11.24%
PECO:
6.03%
KRG:
23.46%
PECO:
19.03%
KRG:
-88.63%
PECO:
-23.11%
KRG:
-28.58%
PECO:
-10.22%
Fundamentals
KRG:
$5.05B
PECO:
$4.90B
KRG:
$0.07
PECO:
$0.58
KRG:
316.43
PECO:
61.05
KRG:
5.78
PECO:
7.22
KRG:
1.43
PECO:
1.92
KRG:
$856.88M
PECO:
$678.99M
KRG:
$536.53M
PECO:
$421.87M
KRG:
$590.78M
PECO:
$434.50M
Returns By Period
In the year-to-date period, KRG achieves a -8.72% return, which is significantly lower than PECO's -4.86% return.
KRG
-8.72%
16.56%
-15.05%
10.93%
21.67%
3.69%
PECO
-4.86%
5.37%
-7.81%
10.11%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
KRG vs. PECO — Risk-Adjusted Performance Rank
KRG
PECO
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 4.68%, more than PECO's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRG Kite Realty Group Trust | 4.68% | 4.00% | 4.20% | 3.90% | 3.12% | 3.00% | 8.13% | 9.01% | 6.17% | 4.83% | 4.16% | 3.55% |
PECO Phillips Edison & Company, Inc. | 3.43% | 3.18% | 3.12% | 3.43% | 1.33% | 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 8.13% compared to Phillips Edison & Company, Inc. (PECO) at 6.70%. 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
KRG vs. PECO - Profitability Comparison
KRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Kite Realty Group Trust reported a gross profit of 164.18M and revenue of 221.76M. Therefore, the gross margin over that period was 74.0%.
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%.
KRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Kite Realty Group Trust reported an operating income of 53.78M and revenue of 221.76M, resulting in an operating margin of 24.3%.
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%.
KRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Kite Realty Group Trust reported a net income of 23.73M and revenue of 221.76M, resulting in a net margin of 10.7%.
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%.
KRG vs. PECO - Valuation Comparison
KRG - PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for KRG, comparing it with other companies in the REIT - Retail industry. Currently, KRG has a P/E ratio of 316.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PECO - PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PECO, comparing it with other companies in the REIT - Retail industry. Currently, PECO has a P/E ratio of 61.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
KRG - PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for KRG compared to other companies in the REIT - Retail industry. KRG currently has a PEG ratio of 0.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
KRG - PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for KRG relative to other companies in the REIT - Retail industry. Currently, KRG has a P/S ratio of 5.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PECO - PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PECO relative to other companies in the REIT - Retail industry. Currently, PECO has a P/S ratio of 7.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
KRG - PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for KRG in comparison with other companies in the REIT - Retail industry. Currently, KRG has a P/B value of 1.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
PECO - PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for PECO in comparison with other companies in the REIT - Retail industry. Currently, PECO has a P/B value of 1.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Recent discussions
Return and Dividend Calculation
Farshad
Going forward performance roughly coinciding with historically optimized portfolios on this site?
I'm quite new to the site, but I am concerned that a portfolio optimized with past data may have no bearing at all on its future performance. Has anyone been around long enough to speak to this concern. Have you outperformed a relevant benchmark with actual invested money?
Also, if you've been here awhile, what tools on the site do you find most useful?
Thanks for reading!
Bob Peticolas
How is Sharpe ratio calculated?
The highest sharpe ratio portfolioi in User portfolios holds only ultrashort treasuries and show a sharpe ratio of 7+. But my understanding is the Sharpe ratio is the return less the risk-free rate divided by the standard deviation of returns. But short-term treasuries ARE the risk free rate, so the Sharpe ratio should be zero since the risk free rate minus the risk free rate is zero. So are you simply ignoring the risk-free rate and dividing returns by the standard deviation???
Addendum:
Just input my portfolio and asked that your site optimize it for Sharpe ratio. I have ready cash in USFR, and ETF that holds US floating rate notes exclusively. The optimization recommended I put over 99% in USFR. However, the interest rate on floating rate notes is based on the three month treasury, so again, USFR has a Sharpe ratio of zero! Please correct this!
Bob Peticolas