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Phillips Edison & Co Inc(PECO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PECO
09/16/2026: PECO (1-star) is currently NOT-A-BUY. Pass it for now.
Phillips Edison & Co Inc is a focused REIT that specializes in owning and managing grocery-anchored neighborhood shopping centers across the United States. Its main business strength lies in the defensive nature of its portfolio, which benefits from the steady, essential demand of daily-needs tenants. The company’s primary growth story centers on acquiring high-quality retail assets in growing suburban markets and creating value through efficient operations. Investors should monitor risks related to interest rate sensitivity and the evolving retail landscape, which can impact valuations and occupancy. PECO is best suited for income-oriented investors seeking reliable monthly distributions and exposure to resilient, essential commercial real estate.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Retail REITs generally exhibit low-beta characteristics that do not typically support high-momentum trading. |
| Value investor | Strong fit | The stock can offer value to those seeking stable, income-producing real estate at reasonable valuation multiples. |
| Dividend investor | Strong fit | Monthly dividend payments make this an attractive option for income-focused portfolios. |
| Low-risk investor | Strong fit while signal remains positive | The grocery-anchored model provides defensive stability compared to other commercial real estate sub-sectors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate stocks are sensitive to interest rate fluctuations. |
| Valuation risk | Medium | Share prices must remain in line with underlying Net Asset Value (NAV). |
| Competition risk (Retail REIT landscape) | Medium | Competition from larger REITs can impact acquisition pricing and occupancy. |
| Business quality | Strong | The high occupancy rate of its grocery-anchored properties suggests a stable business model. |
| Dividend income | Strong | The company prioritizes consistent cash distributions to shareholders. |
| Execution risk | Medium | Successful growth depends on identifying and integrating new property acquisitions effectively. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 6.86% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.37B USD | Price to earnings Ratio 33.61 | 1Y Target Price 45.54 |
Price to earnings Ratio 33.61 | 1Y Target Price 45.54 | ||
Volume (30-day avg) 779.4K shares | Beta 0.5 | 52 Weeks Range 31.86 - 44.12 | Updated Date 09/16/2026 |
52 Weeks Range 31.86 - 44.12 | Updated Date 09/16/2026 | ||
Dividends yield (FY) 3.36% | Basic EPS (TTM) 1.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Revenue | Base rent and expense reimbursements from grocery, service, and retail tenants. | The company earns money by collecting rent from essential businesses like grocery stores. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 33.61 | Forward PE 72.46 | Enterprise Value 7.45B | Price to Sales(TTM) 7.15 |
Enterprise Value 7.45B | Price to Sales(TTM) 7.15 | ||
Enterprise Value to Revenue 9.99 | Enterprise Value to EBITDA 14.01 | Shares Outstanding 128.70M | Shares Floating 127.90M |
Shares Outstanding 128.70M | Shares Floating 127.90M | ||
Percent Insiders 0.56 | Percent Institutions 91.97 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Phillips Edison & Co Inc
Exchange NASDAQ | Headquarters Cincinnati, OH, United States | ||
IPO Launch date 2021-07-15 | Co-Founder, Chairman & CEO Mr. Jeffrey S. Edison | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 320 | Website https://www.phillipsedison.com |
Full time employees 320 | Website https://www.phillipsedison.com | ||
Phillips Edison & Company, Inc. (PECO) is one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. PECO has generated strong results through its vertically integrated operating platform and national footprint of well-occupied shopping centers. PECO's centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO's top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of June 30, 2026, PECO managed 330 shopping centers, including 302 wholly owned centers comprising 33.9 million square feet across 31 states and 28 shopping centers owned in three institutional joint ventures. PECO is focused on creating great grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time. Phillips Edison & Company, Inc. was incorporated in 1991 and is based in Cincinnati, Ohio.
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