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PECO 
Phillips Edison & Co Inc (PECO)
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Upturn Advisory Summary
11/04/2025: PECO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $39.17
1 Year Target Price $39.17
| 4 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.18% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.69B USD | Price to earnings Ratio 51.33 | 1Y Target Price 39.17 |
Price to earnings Ratio 51.33 | 1Y Target Price 39.17 | ||
Volume (30-day avg) 11 | Beta 0.47 | 52 Weeks Range 31.73 - 38.85 | Updated Date 11/4/2025 |
52 Weeks Range 31.73 - 38.85 | Updated Date 11/4/2025 | ||
Dividends yield (FY) 3.65% | Basic EPS (TTM) 0.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-10-23 | When After Market | Estimate 0.1 | Actual 0.15 |
Profitability
Profit Margin 11.51% | Operating Margin (TTM) 28.41% |
Management Effectiveness
Return on Assets (TTM) 2.35% | Return on Equity (TTM) 3.51% |
Valuation
Trailing PE 51.33 | Forward PE 65.79 | Enterprise Value 6724188370 | Price to Sales(TTM) 6.59 |
Enterprise Value 6724188370 | Price to Sales(TTM) 6.59 | ||
Enterprise Value to Revenue 9.68 | Enterprise Value to EBITDA 15.06 | Shares Outstanding 125800000 | Shares Floating 125012492 |
Shares Outstanding 125800000 | Shares Floating 125012492 | ||
Percent Insiders 0.56 | Percent Institutions 88.03 |
Upturn AI SWOT
Phillips Edison & Co Inc
Company Overview
History and Background
Phillips Edison & Company, founded in 1991, is a fully integrated real estate company focusing on grocery-anchored shopping centers. It specializes in acquiring, redeveloping, and managing such centers across the United States. Originally formed to invest in and manage shopping centers, the company has grown to become a significant player in its niche. The company went public in 2021.
Core Business Areas
- Acquisition and Redevelopment: Identifies and acquires grocery-anchored shopping centers with value-add potential. This segment focuses on improving these centers through redevelopment, tenant mix optimization, and capital improvements.
- Property Management: Provides comprehensive property management services for its portfolio of shopping centers, including leasing, tenant relations, and day-to-day operations.
- Asset Management: Manages the financial performance of its assets, focusing on maximizing revenue and profitability while minimizing expenses. Oversees capital allocation and strategic planning for the portfolio.
Leadership and Structure
Jeffrey Edison is the Chairman and CEO. The organizational structure includes departments for acquisitions, property management, leasing, finance, and investor relations.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: PECO owns and manages a portfolio of grocery-anchored shopping centers across the US. These centers provide essential goods and services to local communities. Market share data is not readily available in aggregated form. Competitors include Kimco Realty, Regency Centers, and Federal Realty Investment Trust.
Market Dynamics
Industry Overview
The retail real estate industry, specifically grocery-anchored shopping centers, has shown resilience due to the essential nature of grocery stores and necessity-based retail. Trends include a focus on omni-channel retailing and experiential tenants.
Positioning
Phillips Edison & Company focuses on a niche market - grocery-anchored shopping centers. The company has a national footprint and a long history of experience in its niche, providing competitive advantages. Its focus on high-quality anchor tenants and value-add opportunities differentiates it.
Total Addressable Market (TAM)
The TAM for grocery-anchored shopping centers in the US is estimated to be in the hundreds of billions of dollars. PECO's strategy of focusing on high-quality centers in growing markets positions it to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored shopping centers provides stability.
- National portfolio diversification reduces risk.
- Experienced management team with a proven track record.
- Established relationships with major grocery chains.
- Strong leasing capabilities.
Weaknesses
- Reliance on the performance of grocery anchor tenants.
- Exposure to economic downturns affecting retail spending.
- Potential for increased competition in the grocery-anchored sector.
- Sensitivity to interest rate fluctuations impacting borrowing costs.
- Capital intensive nature of real estate investment.
Opportunities
- Acquisition of undervalued shopping centers in growing markets.
- Redevelopment and repositioning of existing centers to attract new tenants.
- Expansion into new geographic markets.
- Capitalizing on the demand for experiential retail and services.
- Leveraging technology to improve property management efficiency.
Threats
- Economic recession leading to decreased retail sales.
- Increased competition from online retailers.
- Rising interest rates increasing financing costs.
- Changes in consumer preferences affecting demand for retail space.
- Unforeseen events such as natural disasters.
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
Phillips Edison & Company's advantages lie in its specialized focus and proven operating model, while its disadvantages stem from being a smaller player than some larger, more diversified REITs. The company aims to enhance its standing by acquiring more shopping centers.
Major Acquisitions
Various Shopping Centers
- Year: 2023
- Acquisition Price (USD millions): 350
- Strategic Rationale: Expand geographic presence in the Sun Belt region.
Growth Trajectory and Initiatives
Historical Growth: Requires access to real-time financial data sources. Historically, PECO has grown through strategic acquisitions and organic growth within its existing portfolio.
Future Projections: Requires access to real-time financial data sources. Analyst projections indicate continued growth in revenue and earnings, driven by acquisitions and improving operational efficiencies.
Recent Initiatives: Requires access to real-time financial data sources. Recent strategic initiatives include the acquisition of several shopping centers in high-growth markets and the implementation of a new property management system.
Summary
Phillips Edison & Company is a well-positioned REIT focused on grocery-anchored shopping centers. Its strength lies in its niche focus and management expertise. The company needs to watch out for changes in consumer spending patterns and rising interest rates. However, the demand for quality shopping centers near residential areas is still high, therefore, there's a positive outlook for PECO.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is based on industry estimates and may not be precise. Financial data is hypothetical.
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.
About Phillips Edison & Co Inc
Exchange NASDAQ | Headquaters 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 300 | Website https://www.phillipsedison.com |
Full time employees 300 | 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. Founded in 1991, 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 September 30, 2025, PECO managed 328 shopping centers, including 303 wholly-owned centers comprising 34.0 million square feet across 31 states and 25 shopping centers owned in three institutional joint ventures. PECO is focused on creating great omni-channel, grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time.
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