PECO vs. CLDT

Last updated Jun 3, 2026

PECO (Phillips Edison & Company, Inc.) and CLDT (Chatham Lodging Trust) are both stocks. Both are in the Real Estate sector — PECO in REIT - Retail, CLDT in REIT - Hotel & Motel. Over the past 3 years, PECO returned 13.05%/yr vs 8.15%/yr for CLDT. At a 0.43 correlation, their price movements are largely independent.

Performance

PECO vs. CLDT - Performance Comparison

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

Returns By Period

In the year-to-date period, PECO achieves a 12.17% return, which is significantly lower than CLDT's 64.66% return.

PECO

• 1D: 0.10%
• 1M: -1.08%
• YTD: 12.17%
• 6M: 14.44%
• 1Y: 13.38%
• 3Y*: 13.05%
• 5Y*: —
• 10Y*: —

CLDT

• 1D: 2.79%
• 1M: 26.37%
• YTD: 64.66%
• 6M: 68.81%
• 1Y: 63.97%
• 3Y*: 8.15%
• 5Y*: -1.26%
• 10Y*: -3.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PECO vs. CLDT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PECO Phillips Edison & Company, Inc.	12.17%	-1.59%	6.20%	18.53%	-0.33%	20.40%
CLDT Chatham Lodging Trust	64.66%	-19.89%	-13.83%	-10.13%	-10.05%	10.91%

Correlation

The correlation between PECO and CLDT is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (All Time) Calculated using the full available price history since Jul 16, 2021	0.43

Fundamentals

EPS PECO : $1.15 CLDT : $0.19
PE Ratio PECO : 34.33 CLDT : 59.45
PS Ratio PECO : 5.36 CLDT : 1.84
Total Revenue (TTM) PECO : $739.02M CLDT : $293.94M
Gross Profit (TTM) PECO : $525.25M CLDT : -$10.45M
EBITDA (TTM) PECO : $502.64M CLDT : $80.74M

Return for Risk

PECO vs. CLDT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PECO

PECO Risk / Return Rank: 66
PECO Sharpe Ratio Rank: 68
PECO Sortino Ratio Rank: 62
PECO Omega Ratio Rank: 57
PECO Calmar Ratio Rank: 72
PECO Martin Ratio Rank: 71

CLDT

CLDT Risk / Return Rank: 86
CLDT Sharpe Ratio Rank: 88
CLDT Sortino Ratio Rank: 91
CLDT Omega Ratio Rank: 86
CLDT Calmar Ratio Rank: 84
CLDT Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PECO vs. CLDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Chatham Lodging Trust (CLDT). 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.

	PECO	CLDT	Difference
Sharpe ratio Return per unit of total volatility	0.88	2.10	-1.22
Sortino ratio Return per unit of downside risk	1.41	3.43	-2.02
Omega ratio Gain probability vs. loss probability	1.15	1.37	-0.22
Calmar ratio Return relative to maximum drawdown	1.80	3.39	-1.59
Martin ratio Return relative to average drawdown	4.15	7.69	-3.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PECO vs. CLDT - Sharpe Ratio Comparison

The current PECO Sharpe Ratio is 0.88, which is lower than the CLDT Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of PECO and CLDT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PECO	CLDT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.88	2.10	-1.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.04	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.01	+0.48

Drawdowns

PECO vs. CLDT - Drawdown Comparison

The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum CLDT drawdown of -83.52%. Use the drawdown chart below to compare losses from any high point for PECO and CLDT.

Drawdown Indicators

	PECO	CLDT	Difference
Max Drawdown Largest peak-to-trough decline	-23.11%	-83.52%	+60.41%
Max Drawdown (1Y) Largest decline over 1 year	-8.30%	-18.75%	+10.45%
Max Drawdown (3Y) Largest decline over 3 years	-15.78%	-41.89%	+26.11%
Max Drawdown (5Y) Largest decline over 5 years	—	-55.84%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-81.52%	—
Current Drawdown Current decline from peak	-3.72%	-44.75%	+41.03%
Average Drawdown Average peak-to-trough decline	-6.51%	-33.35%	+26.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.60%	8.26%	-4.66%

Volatility

PECO vs. CLDT - Volatility Comparison

The current volatility for Phillips Edison & Company, Inc. (PECO) is 4.56%, while Chatham Lodging Trust (CLDT) has a volatility of 13.88%. This indicates that PECO experiences smaller price fluctuations and is considered to be less risky than CLDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PECO	CLDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.56%	13.88%	-9.32%
Volatility (6M) Calculated over the trailing 6-month period	10.67%	23.97%	-13.30%
Volatility (1Y) Calculated over the trailing 1-year period	15.30%	30.59%	-15.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.58%	33.08%	-10.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.58%	43.08%	-20.50%

Dividends

PECO vs. CLDT - Dividend Comparison

PECO's dividend yield for the trailing twelve months is around 3.26%, less than CLDT's 3.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CLDT Chatham Lodging Trust	3.34%	5.29%	3.13%	2.61%	0.57%	0.00%	2.04%	7.20%	7.47%	5.80%	6.72%	5.86%
PECO Phillips Edison & Company, Inc.	3.26%	3.52%	3.18%	3.12%	3.43%	1.33%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

PECO vs. CLDT - Profitability Comparison

The chart below illustrates the profitability comparison between Phillips Edison & Company, Inc. and Chatham Lodging Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PECO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Phillips Edison & Company, Inc. reported a gross profit of 135.68M and revenue of 190.74M. Therefore, the gross margin over that period was 71.1%.

CLDT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chatham Lodging Trust reported a gross profit of 0.00 and revenue of 67.50M. Therefore, the gross margin over that period was 0.0%.

PECO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Phillips Edison & Company, Inc. reported an operating income of 58.21M and revenue of 190.74M, resulting in an operating margin of 30.5%.

CLDT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chatham Lodging Trust reported an operating income of 1.64M and revenue of 67.50M, resulting in an operating margin of 2.4%.

PECO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Phillips Edison & Company, Inc. reported a net income of 30.38M and revenue of 190.74M, resulting in a net margin of 15.9%.

CLDT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chatham Lodging Trust reported a net income of -4.42M and revenue of 67.50M, resulting in a net margin of -6.5%.

Frequently Asked Questions

Can I hold both PECO and CLDT in my portfolio?

PECO and CLDT have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PECO or CLDT?

CLDT has higher volatility (13.88%) compared to PECO (4.56%). In terms of maximum drawdown, PECO dropped -23.11% vs CLDT's -83.52%.

Which has better risk-adjusted returns?

CLDT currently has the higher Sharpe Ratio (2.10 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.