PECO vs. KRG
Compare and contrast key facts about Phillips Edison & Company, Inc. (PECO) and Kite Realty Group Trust (KRG).
Performance
PECO vs. KRG - Performance Comparison
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PECO vs. KRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 5.62% | -1.59% | 6.20% | 18.53% | -0.33% | 20.40% |
KRG Kite Realty Group Trust | 3.69% | -0.20% | 15.46% | 13.60% | 0.80% | 3.67% |
Fundamentals
PECO:
$5.17B
KRG:
$5.23B
PECO:
$0.79
KRG:
$1.37
PECO:
47.12
KRG:
17.82
PECO:
0.69
KRG:
0.01
PECO:
6.25
KRG:
6.28
PECO:
2.26
KRG:
1.70
PECO:
$838.41M
KRG:
$847.63M
PECO:
$516.86M
KRG:
$451.39M
PECO:
$465.22M
KRG:
$809.90M
Returns By Period
In the year-to-date period, PECO achieves a 5.62% return, which is significantly higher than KRG's 3.69% return.
PECO
- 1D
- -0.48%
- 1M
- -6.10%
- YTD
- 5.62%
- 6M
- 11.05%
- 1Y
- 4.72%
- 3Y*
- 8.19%
- 5Y*
- —
- 10Y*
- —
KRG
- 1D
- -0.57%
- 1M
- -6.80%
- YTD
- 3.69%
- 6M
- 13.43%
- 1Y
- 14.97%
- 3Y*
- 10.54%
- 5Y*
- 9.08%
- 10Y*
- 4.17%
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Return for Risk
PECO vs. KRG — Risk / Return Rank
PECO
KRG
PECO vs. KRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Kite Realty Group Trust (KRG). 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 | KRG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.66 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.08 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.06 | -0.51 |
Martin ratioReturn relative to average drawdown | 1.12 | 3.85 | -2.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PECO | KRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.66 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.33 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.05 | +0.40 |
Correlation
The correlation between PECO and KRG is 0.73, 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.
Dividends
PECO vs. KRG - Dividend Comparison
PECO's dividend yield for the trailing twelve months is around 3.41%, less than KRG's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 3.41% | 3.52% | 3.18% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KRG Kite Realty Group Trust | 5.10% | 4.51% | 4.00% | 4.20% | 3.90% | 3.12% | 3.00% | 8.13% | 9.01% | 6.17% | 4.83% | 4.16% |
Drawdowns
PECO vs. KRG - Drawdown Comparison
The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum KRG drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for PECO and KRG.
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Drawdown Indicators
| PECO | KRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.11% | -88.63% | +65.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -14.57% | +4.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.62% | — |
Current DrawdownCurrent decline from peak | -6.10% | -18.99% | +12.89% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -46.27% | +39.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 4.01% | +1.17% |
Volatility
PECO vs. KRG - Volatility Comparison
The current volatility for Phillips Edison & Company, Inc. (PECO) is 3.06%, while Kite Realty Group Trust (KRG) has a volatility of 4.79%. This indicates that PECO experiences smaller price fluctuations and is considered to be less risky than KRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PECO | KRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.79% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 12.95% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 22.71% | -5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 27.33% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 36.87% | -14.12% |
Financials
PECO vs. KRG - Financials Comparison
This section allows you to compare key financial metrics between Phillips Edison & Company, Inc. and Kite Realty Group Trust. 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
PECO vs. KRG - Profitability Comparison
PECO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Phillips Edison & Company, Inc. reported a gross profit of 20.35M and revenue of 187.86M. Therefore, the gross margin over that period was 10.8%.
KRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a gross profit of -21.49M and revenue of 207.42M. Therefore, the gross margin over that period was -10.4%.
PECO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Phillips Edison & Company, Inc. reported an operating income of -82.27M and revenue of 187.86M, resulting in an operating margin of -43.8%.
KRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported an operating income of 48.20M and revenue of 207.42M, resulting in an operating margin of 23.2%.
PECO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Phillips Edison & Company, Inc. reported a net income of 47.53M and revenue of 187.86M, resulting in a net margin of 25.3%.
KRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a net income of 180.82M and revenue of 207.42M, resulting in a net margin of 87.2%.