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REG vs. PECO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

REG vs. PECO - Performance Comparison

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

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Returns By Period

In the year-to-date period, REG achieves a 14.23% return, which is significantly lower than PECO's 17.49% return.


REG

1D
0.62%
1M
-0.95%
YTD
14.23%
6M
14.10%
1Y
13.20%
3Y*
14.59%
5Y*
7.85%
10Y*
3.83%

PECO

1D
0.98%
1M
2.22%
YTD
17.49%
6M
16.90%
1Y
20.25%
3Y*
12.25%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

REG vs. PECO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
REG
Regency Centers Corporation
14.23%-2.78%14.90%11.85%-13.59%17.36%
PECO
Phillips Edison & Company, Inc.
17.49%-1.59%6.20%18.53%-0.33%19.67%

Correlation

The correlation between REG and PECO is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.62

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Jul 15, 2021

0.74

The correlation between REG and PECO shifts across timeframes, from 0.62 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

REG:

$3.55

PECO:

$1.15

PE Ratio

REG:

21.79

PECO:

35.87

PEG Ratio

REG:

2.13

PECO:

0.52

PS Ratio

REG:

8.31

PECO:

5.60

Total Revenue (TTM)

REG:

$1.70B

PECO:

$739.02M

Gross Profit (TTM)

REG:

$814.76M

PECO:

$525.25M

EBITDA (TTM)

REG:

$1.12B

PECO:

$502.64M

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Return for Risk

REG vs. PECO — Risk / Return Rank

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

REG
REG Risk / Return Rank: 6666
Overall Rank
REG Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
REG Sortino Ratio Rank: 6161
Sortino Ratio Rank
REG Omega Ratio Rank: 5959
Omega Ratio Rank
REG Calmar Ratio Rank: 7171
Calmar Ratio Rank
REG Martin Ratio Rank: 7272
Martin Ratio Rank

PECO
PECO Risk / Return Rank: 7777
Overall Rank
PECO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
PECO Sortino Ratio Rank: 7676
Sortino Ratio Rank
PECO Omega Ratio Rank: 7070
Omega Ratio Rank
PECO Calmar Ratio Rank: 8181
Calmar Ratio Rank
PECO Martin Ratio Rank: 7979
Martin Ratio Rank
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.

REG vs. PECO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Regency Centers Corporation (REG) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


REGPECODifference
Sharpe ratioReturn per unit of total volatility

-0.45

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

1.15

1.22

-0.07

Calmar ratioReturn relative to maximum drawdown

1.62

2.62

-1.00

Martin ratioReturn relative to average drawdown

3.92

5.82

-1.90

REG vs. PECO - Sharpe Ratio Comparison

The current REG Sharpe Ratio is 0.83, which is lower than the PECO Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of REG and PECO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

REG vs. PECO - Drawdown Comparison

The maximum REG drawdown since its inception was -73.37%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for REG and PECO.


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Drawdown Indicators


REGPECODifference

Max Drawdown

Largest peak-to-trough decline

-73.37%

-23.11%

-50.26%

Max Drawdown (1Y)

Largest decline over 1 year

-8.17%

-7.77%

-0.40%

Max Drawdown (3Y)

Largest decline over 3 years

-15.10%

-15.78%

+0.68%

Max Drawdown (5Y)

Largest decline over 5 years

-30.09%

Max Drawdown (10Y)

Largest decline over 10 years

-57.02%

Current Drawdown

Current decline from peak

-3.73%

-1.87%

-1.86%

Average Drawdown

Average peak-to-trough decline

-16.16%

-6.46%

-9.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.38%

3.49%

-0.11%

Volatility

REG vs. PECO - Volatility Comparison

The current volatility for Regency Centers Corporation (REG) is 4.85%, while Phillips Edison & Company, Inc. (PECO) has a volatility of 6.39%. This indicates that REG experiences smaller price fluctuations and is considered to be less risky than PECO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REGPECODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

6.39%

-1.54%

Volatility (6M)

Calculated over the trailing 6-month period

11.09%

11.31%

-0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

16.07%

15.96%

+0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.34%

22.59%

-0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.90%

22.59%

+7.31%

Dividends

REG vs. PECO - Dividend Comparison

REG's dividend yield for the trailing twelve months is around 3.84%, more than PECO's 3.13% yield.


PositionTTM20252024202320222021202020192018201720162015
PECO
Phillips Edison & Company, Inc.
3.13%3.52%3.18%3.12%3.43%1.33%0.00%0.00%0.00%0.00%0.00%0.00%
REG
Regency Centers Corporation
3.84%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%

Financials

REG vs. PECO - Financials Comparison

This section allows you to compare key financial metrics between Regency Centers Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M20222023202420252026
413.42M
190.74M
(REG) Total Revenue
(PECO) Total Revenue
Values in USD except per share items

REG vs. PECO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
18.5%
71.1%
Portfolio components
REG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a gross profit of 76.40M and revenue of 413.42M. Therefore, the gross margin over that period was 18.5%.

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%.

REG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported an operating income of 152.73M and revenue of 413.42M, resulting in an operating margin of 36.9%.

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%.

REG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a net income of 128.55M and revenue of 413.42M, resulting in a net margin of 31.1%.

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%.


Frequently Asked Questions


REG and PECO have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PECO has higher volatility (6.39%) compared to REG (4.85%). In terms of maximum drawdown, REG dropped -73.37% vs PECO's -23.11%.

PECO currently has the higher Sharpe Ratio (1.28 vs 0.83), 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.

Portfolio Optimizer

Find the right allocation for REG and PECO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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