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PECO

BEARISH
$38.87 Live
Phillips Edison & Company, Inc. · NASDAQ
Target $41.15 (+5.9%)
$32.84 52W Range $40.06
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 17, 2026
Market cap
$5.39B
P/E
43.67
ROE
4.7%
Profit margin
15.3%
Debt/Equity
0.92
Dividend yield
3.34%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
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.

Key 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
Consistent revenue growth (8.60% YoY)
Positive analyst sentiment with a target price of $41.15

Key Risks

Unsustainable dividend payout ratio (140.81%)
Significant overvaluation relative to Graham and Intrinsic value baselines
Very bearish technical trend (10/100)
Low Return on Equity (4.71%) and Return on Assets (2.41%)
High Forward P/E (54.40) suggesting priced-in perfection
AI Fair Value Estimate
Based on comprehensive analysis
$24.5
-37.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
45
Moderate
Value
20
Future
55
Past
85
Health
50
Dividend
15
AI Verdict
Overvalued with Dividend Risk
Key drivers: Dividend payout ratio > 100%, Price/Intrinsic Value gap, Bearish technicals
Confidence
90%
Value
20/100

Ref P/E, PEG, Graham Number

Positives
  • P/B ratio of 2.14 is moderate
Watchpoints
  • Current price ($38.87) is 103% above Graham Number ($19.08)
  • Forward P/E of 54.40 is excessive
Future
55/100

Ref Growth rates

Positives
  • Steady revenue growth
  • High analyst target price
Watchpoints
  • Recent Q/Q EPS growth decline (-13.3%)
  • High valuation leaves little room for error
Past
85/100

Ref Historical trends

Positives
  • Exceptional 5-year growth (+695.5%)
  • Consistent earnings beats in previous years
Watchpoints
  • Recent earnings surprises have become more volatile
Health
50/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Debt/Equity (0.92) is lower than sector average (2.54)
  • Current ratio (1.22) indicates adequate liquidity
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable', not 'Strong'
Dividend
15/100

Ref Yield, Payout

Positives
  • Yield of 3.34% is attractive to income seekers
Watchpoints
  • Payout ratio of 140.81% is a major red flag for sustainability

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$38.87
Analyst Target
$41.15
Upside/Downside
+5.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PECO and closest competitors.

Updated 2026-04-16
PEC
Phillips Edison & Company, Inc.
Primary
5Y
+695.5%
3Y
+36.7%
1Y
+13.4%
6M
+16.3%
1M
+2.7%
1W
+1.0%
CIG
Colliers International Group Inc.
Peer
5Y
+6.7%
3Y
+10.1%
1Y
-2.1%
6M
-28.9%
1M
-8.4%
1W
+1.1%
OPE
Opendoor Technologies Inc.
Peer
5Y
-73.8%
3Y
+175.4%
1Y
+426.2%
6M
-34.7%
1M
-7.0%
1W
+3.9%
FSV
FirstService Corporation
Peer
5Y
-4.5%
3Y
+5.8%
1Y
-12.7%
6M
-20.5%
1M
-2.3%
1W
+4.3%
NMR
Newmark Group, Inc.
Peer
5Y
+56.5%
3Y
+153.0%
1Y
+48.1%
6M
-11.9%
1M
+9.1%
1W
+7.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
43.67
Forward P/E
54.4
PEG Ratio
N/A
P/B Ratio
2.14
P/S Ratio
7.42
EV/Revenue
10.42
EV/EBITDA
16.89
Market Cap
$5.39B

Profitability

Profit margins and return metrics

Profit Margin 15.32%
Operating Margin 28.74%
Gross Margin 71.13%
ROE 4.71%
ROA 2.41%

Growth

Revenue and earnings growth rates

Revenue Growth +8.6%
Earnings Growth +153.3%
Q/Q Revenue Growth +8.56%
Q/Q Earnings Growth +162.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.92
Moderate
Current Ratio
1.22
Good
Quick Ratio
0.91
Poor
Cash/Share
$0.03

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Gross Margin
70.4%
Op. Margin
28.4%
Net Margin
25.3%
Total Assets
$5.3B
Liabilities
$2.7B
Equity
$2.3B
Debt/Equity
1.18x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
58%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-23
$N/A
2026-02-05
$0.13
-12.1% surprise
2025-10-23
$0.15
+48.9% surprise
2025-07-24
$0.1
-30.0% surprise

Real Estate Sector Comparison

Comparing PECO against 91 companies in the Real Estate sector (4 bullish, 12 neutral, 75 bearish)
P/E Ratio
43.67
This Stock
vs
44.3
Sector Avg
-1.4% (Discount)
Return on Equity (ROE)
4.71%
This Stock
vs
-55.73%
Sector Avg
-108.4% (Below Avg)
Profit Margin
15.32%
This Stock
vs
10.59%
Sector Avg
+44.6% (Superior)
Debt to Equity
0.92
This Stock
vs
2.52
Sector Avg
-63.5% (Less Debt)
Revenue Growth
8.6%
This Stock
vs
29720.08%
Sector Avg
-100.0% (Slower)
Current Ratio
1.22
This Stock
vs
6.52
Sector Avg
-81.3% (Weaker)

Similar Companies

Peer comparison within the same industry

PECO Phillips Edison...
BEARISH
Mkt Cap
$5.4B
P/E
43.7
ROE
4.7%
Price
$38.87
CIGI Colliers...
BEARISH
Mkt Cap
$5.5B
P/E
53.5
ROE
8.5%
Price
$108.06
 Compare with PECO
OPEN Opendoor...
BEARISH
Mkt Cap
$4.6B
P/E
-
ROE
-151.3%
Price
$4.82
 Compare with PECO
FSV FirstService...
NEUTRAL
Mkt Cap
$6.7B
P/E
46.0
ROE
10.9%
Price
$145.74
 Compare with PECO
NMRK Newmark Group, Inc.
BULLISH
Mkt Cap
$4.0B
P/E
23.1
ROE
9.4%
Price
$15.73
 Compare with PECO

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MURPHY DEVIN IGNATIUS
Director
Option Exercise
2026-02-27
1,150 shares · $45,201
EDISON JEFFREY S
Chief Executive Officer
Option Exercise
2026-02-27
9,135 shares · $358,823
ROBISON JENNIFER L
Officer
Stock Award
2026-02-27
3,564 shares
MYERS ROBERT F.
President
Option Exercise
2026-02-27
2,811 shares · $110,416
CAULFIELD JOHN PATRICK
Chief Financial Officer
Option Exercise
2026-02-27
1,134 shares · $44,544
BRADY TANYA
General Counsel
Option Exercise
2026-02-27
625 shares · $24,550
SCHLOSSER JOSEPH G.
Chief Operating Officer
Option Exercise
2026-02-27
1,344 shares · $52,792
MURPHY DEVIN IGNATIUS
Director
Option Exercise
2026-02-04
2,197 shares · $81,800
ROBISON JENNIFER L
Officer
Stock Award
2026-02-04
1,522 shares
SCHLOSSER JOSEPH G.
Chief Operating Officer
Stock Award
2026-02-04
1,018 shares
EDISON JEFFREY S
Chief Executive Officer
Option Exercise
2025-12-31
47,084 shares · $1,674,778
MYERS ROBERT F.
President
Option Exercise
2025-12-31
14,486 shares · $515,267
CAULFIELD JOHN PATRICK
Chief Financial Officer
Option Exercise
2025-12-31
10,261 shares · $364,984
BRADY TANYA
General Counsel
Option Exercise
2025-12-31
6,190 shares · $220,178
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-23

PECO filed a definitive proxy statement on March 23, 2026, providing shareholders with necessary information and voting materials for its annual meeting.

8-K
8-K
2026-02-26

PECO filed an 8-K, likely announcing its annual financial results for the preceding fiscal year.

8-K
8-K
2026-02-12

PECO likely filed this 8-K to announce its annual financial results for the 2025 fiscal year.

10-K
10-K
2026-02-10

PECO filed its 10-K annual report on February 10, 2026. Due to the limited content provided in the excerpts, specific financial highlights and risk factors are unavailable for summary.

8-K
8-K
2026-02-05

PECO filed an 8-K on February 5, 2026, likely to announce its financial results for the preceding period.

8-K
8-K
2025-12-17
8-K
8-K
2025-11-05
10-Q
10-Q
2025-10-24

PECO reports no significant changes to its critical accounting estimates for 2025, maintaining the valuation methods for real estate assets and rental income established in its 2024 Annual Report. The provided excerpts do not contain specific financial performance metrics or detailed risk factors.

8-K
8-K
2025-10-23

PECO filed an 8-K on October 23, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-09-02
8-K
8-K
2025-08-05
8-K
8-K
2025-07-28
10-Q
10-Q
2025-07-25
8-K
8-K
2025-07-24
8-K
8-K
2025-06-17
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
13 analysts
Barclays
2026-04-13
Maintains
Equal-Weight Equal-Weight
Wells Fargo
2026-03-19
Maintains
Equal-Weight Equal-Weight
Barclays
2026-03-02
Maintains
Equal-Weight Equal-Weight
Evercore ISI Group
2026-01-15
init
Outperform
UBS
2026-01-08
Maintains
Neutral Neutral
Morgan Stanley
2026-01-06
Maintains
Equal-Weight Equal-Weight
Barclays
2025-12-18
Maintains
Equal-Weight Equal-Weight
Barclays
2025-11-18
Maintains
Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning PECO from our newsroom.

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