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Phillips Edison & Company, Inc. (PECO) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Phillips Edison & Company, Inc.

PECOMarket cap $4.83BPrice $37.5

Country🇺🇸United States

SectorReal Estate

IndustryRetail REITs

Owns and operates grocery-anchored shopping centers across the U.S., leasing space to supermarkets, restaurants, and local shops. Nearly 70% of its rent comes from grocery-anchored properties, making it one of the most recession-resistant plays in retail real estate.

In Bastion Portfolios?

52W Return+11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+5%4

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1-13%3

EPS Growth Y+2+33%9

EPS Growth Y+3+15%7

Quality

Margins

EBIT Margin29%9

Net Income Margin19%8

Free Cash Flow Margin32%9

Debt

Net Debt/EBITDA5.32

Efficiency

ROE6%3

ROA3%5

Earnings Stability88

GEAR+AVERAGE59

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)501

P/E Ratio (Forward 3y)321

P/BV2.26

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd322

Yield

Free Cash Flow Yield4.5%6

Dividend Yield3.7%8

Momentum

Short term

1 month return-3%6

3 month return-10%3

YTD return+8%6

Mid term

Price vs 52wHigh85%6

1 year return+16%7

Long term

3 year return+25%4

5 year return+41%5

Risk Shield

Price Risk

Beta0.29

Volatility15%10

Free Cash Flow

Free Cash Flow Margin32%9

Free Cash Flow Yield4.5%6

Quality

ROCE4%3

Earnings Stability88

Net Debt/EBITDA5.32

02Growth

Is it actually growing, and how fast?

PECOPhillips Edison & Company

Revenue FY25$727M

GROWTH RATING↗

WEAK34 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-13%3

EPS growth, FY27E+33%9

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 34% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 5%/yr), so margins should widen. One year dips: EPS falls 13% next year.

WEAKNESSES

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-10%3

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+16%7

3-year return+25%4

5-year return+41%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 16% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+25% over three years and +41% over five), roughly average for the market.

Returns sit at the market level over the past month (-3%) and so far this year (+8%).

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Phillips Edison & Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PECOPhillips Edison & Company

Revenue FY25$727M

GROWTH RATING↗

WEAK34 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-13%3

EPS growth, FY27E+33%9

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

A mid-pack grower, ahead of 34% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 5%/yr), so margins should widen. One year dips: EPS falls 13% next year.

WEAKNESSES

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-10%3

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+16%7

3-year return+25%4

5-year return+41%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 16% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+25% over three years and +41% over five), roughly average for the market.

Returns sit at the market level over the past month (-3%) and so far this year (+8%).

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Phillips Edison & Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community