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MAC vs PECO

MAC
The Macerich Company
BEARISH
Price
$21.82
Market Cap
$5.93B
Sector
Real Estate
AI Confidence
85%
PECO
Phillips Edison & Company, Inc.
BEARISH
Price
$38.87
Market Cap
$5.39B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
MAC
--
PECO
43.67
Forward P/E
MAC
-4364.0
PECO
54.4
P/B Ratio
MAC
2.29
PECO
2.14
P/S Ratio
MAC
5.7
PECO
7.42
EV/EBITDA
MAC
18.86
PECO
16.89

Profitability

Gross Margin
MAC
56.05%
PECO
71.13%
Operating Margin
MAC
24.42%
PECO
28.74%
Profit Margin
MAC
-18.94%
PECO
15.32%
ROE
MAC
-7.49%
PECO
4.71%
ROA
MAC
1.44%
PECO
2.41%

Growth

Revenue Growth
MAC
-17.4%
PECO
8.6%
Earnings Growth
MAC
--
PECO
153.3%

Financial Health

Debt/Equity
MAC
2.03
PECO
0.92
Current Ratio
MAC
0.45
PECO
1.22
Quick Ratio
MAC
0.37
PECO
0.91

Dividends

Dividend Yield
MAC
3.12%
PECO
3.34%
Payout Ratio
MAC
188.89%
PECO
140.81%

AI Verdict

MAC BEARISH

The Macerich Company exhibits critical fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. Despite a recent price rally, the company suffers from negative profit margins, shrinking year-over-year revenue (-17.40%), and a severe liquidity crunch with a current ratio of 0.45. The dividend is unsustainable with a payout ratio of 188.89%, and the forward P/E is deeply negative, suggesting significant earnings distress. The disconnect between the 'Buy' analyst consensus and the deterministic health scores suggests a high-risk speculative environment.

Strengths
Strong recent price momentum (1Y Change +54.4%)
Positive gross margin (56.04%)
Positive operating margin (24.42%)
Risks
Critical financial health (Piotroski F-Score 2/9)
Severe liquidity risk (Current Ratio 0.45)
Unsustainable dividend payout ratio (188.89%)
PECO BEARISH

PECO exhibits a stable but mediocre Piotroski F-Score of 4/9, while trading at a significant premium to both its Graham Number ($19.08) and Intrinsic Value ($26.25). The most critical concern is the unsustainable dividend payout ratio of 140.81%, indicating the company is paying out more than it earns. Despite strong 5-year historical price performance and a 'Buy' analyst consensus, the combination of a bearish technical trend (10/100) and extreme valuation multiples suggests a high risk of correction.

Strengths
Strong long-term price appreciation (+695.5% over 5 years)
Healthy operating margins (28.74%) and gross margins (71.13%)
Manageable Debt/Equity ratio (0.92) relative to REIT sector averages
Risks
Unsustainable dividend payout ratio (140.81%)
Significant overvaluation relative to Graham and Intrinsic value baselines
Very bearish technical trend (10/100)

Compare Another Pair

MAC vs PECO: Head-to-Head Comparison

This page compares The Macerich Company (MAC) and Phillips Edison & Company, Inc. (PECO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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