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MRP vs PECO

MRP
Millrose Properties, Inc.
NEUTRAL
Price
$30.49
Market Cap
$5.06B
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
MRP
12.5
PECO
43.67
Forward P/E
MRP
9.65
PECO
54.4
P/B Ratio
MRP
0.86
PECO
2.14
P/S Ratio
MRP
8.43
PECO
7.42
EV/EBITDA
MRP
--
PECO
16.89

Profitability

Gross Margin
MRP
85.39%
PECO
71.13%
Operating Margin
MRP
84.82%
PECO
28.74%
Profit Margin
MRP
67.42%
PECO
15.32%
ROE
MRP
7.35%
PECO
4.71%
ROA
MRP
4.13%
PECO
2.41%

Growth

Revenue Growth
MRP
--
PECO
8.6%
Earnings Growth
MRP
--
PECO
153.3%

Financial Health

Debt/Equity
MRP
0.36
PECO
0.92
Current Ratio
MRP
53.56
PECO
1.22
Quick Ratio
MRP
0.2
PECO
0.91

Dividends

Dividend Yield
MRP
9.97%
PECO
3.34%
Payout Ratio
MRP
104.51%
PECO
140.81%

AI Verdict

MRP NEUTRAL

MRP exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a conservative Debt/Equity ratio of 0.36, significantly outperforming sector averages. While the stock is undervalued relative to its Graham Number ($44.01) and Book Value (P/B 0.86), this value is offset by a critical dividend sustainability issue with a payout ratio of 104.51%. Furthermore, the company has failed to beat earnings estimates in the last four quarters, and the technical trend is currently bearish (0/100), suggesting a disconnect between asset value and operational momentum.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Very low leverage (Debt/Equity 0.36) compared to REIT sector average (2.40)
Trading at a discount to book value (P/B 0.86) and Graham Number ($44.01)
Risks
Unsustainable dividend payout ratio of 104.51%, indicating dividends exceed earnings
Poor earnings track record with 0/4 beats in the last four quarters
Severe bearish technical trend (0/100 score)
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

MRP vs PECO: Head-to-Head Comparison

This page compares Millrose Properties, Inc. (MRP) 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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