PECO vs. REG
Compare and contrast key facts about Phillips Edison & Company, Inc. (PECO) and Regency Centers Corporation (REG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PECO or REG.
Key characteristics
| PECO | REG | |
|---|---|---|
| YTD Return | 10.30% | 13.71% |
| 1Y Return | 15.43% | 23.05% |
| 3Y Return (Ann) | 8.83% | 3.83% |
| Sharpe Ratio | 1.09 | 1.55 |
| Sortino Ratio | 1.65 | 2.32 |
| Omega Ratio | 1.21 | 1.27 |
| Calmar Ratio | 1.35 | 1.47 |
| Martin Ratio | 3.03 | 3.98 |
| Ulcer Index | 7.00% | 7.24% |
| Daily Std Dev | 19.42% | 18.58% |
| Max Drawdown | -23.11% | -73.38% |
| Current Drawdown | -0.81% | -1.22% |
Fundamentals
| PECO | REG | |
|---|---|---|
| Market Cap | $5.32B | $13.42B |
| EPS | $0.47 | $2.12 |
| PE Ratio | 83.04 | 34.66 |
| Total Revenue (TTM) | $645.18M | $1.44B |
| Gross Profit (TTM) | $279.24M | $713.17M |
| EBITDA (TTM) | $410.63M | $909.45M |
Correlation
The correlation between PECO and REG is 0.75, 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
PECO vs. REG - Performance Comparison
In the year-to-date period, PECO achieves a 10.30% return, which is significantly lower than REG's 13.71% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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
PECO vs. REG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and Regency Centers Corporation (REG). 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. REG - Dividend Comparison
PECO's dividend yield for the trailing twelve months is around 3.02%, less than REG's 3.63% 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% |
REG Regency Centers Corporation | 3.63% | 3.91% | 4.04% | 3.20% | 5.22% | 3.71% | 3.78% | 3.04% | 2.90% | 2.85% | 2.95% | 4.00% |
Drawdowns
PECO vs. REG - Drawdown Comparison
The maximum PECO drawdown since its inception was -23.11%, smaller than the maximum REG drawdown of -73.38%. Use the drawdown chart below to compare losses from any high point for PECO and REG. For additional features, visit the drawdowns tool.
Volatility
PECO vs. REG - Volatility Comparison
Phillips Edison & Company, Inc. (PECO) has a higher volatility of 4.57% compared to Regency Centers Corporation (REG) at 4.20%. This indicates that PECO's price experiences larger fluctuations and is considered to be riskier than REG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PECO vs. REG - Financials Comparison
This section allows you to compare key financial metrics between Phillips Edison & Company, Inc. and Regency Centers 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