PECO vs. O
Compare and contrast key facts about Phillips Edison & Company, Inc. (PECO) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PECO or O.
Key characteristics
| PECO | O | |
|---|---|---|
| YTD Return | 10.30% | 3.81% |
| 1Y Return | 15.43% | 15.38% |
| 3Y Return (Ann) | 8.83% | -2.09% |
| Sharpe Ratio | 1.09 | 1.13 |
| Sortino Ratio | 1.65 | 1.68 |
| Omega Ratio | 1.21 | 1.21 |
| Calmar Ratio | 1.35 | 0.80 |
| Martin Ratio | 3.03 | 2.98 |
| Ulcer Index | 7.00% | 6.89% |
| Daily Std Dev | 19.42% | 18.15% |
| Max Drawdown | -23.11% | -48.45% |
| Current Drawdown | -0.81% | -14.24% |
Fundamentals
| PECO | O | |
|---|---|---|
| Market Cap | $5.32B | $49.90B |
| EPS | $0.47 | $1.05 |
| PE Ratio | 83.04 | 54.30 |
| Total Revenue (TTM) | $645.18M | $5.01B |
| Gross Profit (TTM) | $279.24M | $4.83B |
| EBITDA (TTM) | $410.63M | $3.74B |
Correlation
The correlation between PECO and O is 0.57, 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
PECO vs. O - Performance Comparison
In the year-to-date period, PECO achieves a 10.30% return, which is significantly higher than O's 3.81% 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
PECO vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Realty Income Corporation (O). 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
PECO vs. O - Dividend Comparison
PECO's dividend yield for the trailing twelve months is around 3.02%, less than O's 5.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PECO Phillips Edison & Company, Inc. | 3.02% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.48% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
PECO vs. O - Drawdown Comparison
The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for PECO and O. For additional features, visit the drawdowns tool.
Volatility
PECO vs. O - Volatility Comparison
The current volatility for Phillips Edison & Company, Inc. (PECO) is 4.57%, while Realty Income Corporation (O) has a volatility of 6.21%. This indicates that PECO experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PECO vs. O - Financials Comparison
This section allows you to compare key financial metrics between Phillips Edison & Company, Inc. and Realty Income Corporation. 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