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Upturn AI SWOT - About
Phillips Edison & Co Inc (PECO)
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Upturn Advisory Summary
06/27/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $39.4
1 Year Target Price $39.4
| 4 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 10.31% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.83B USD | Price to earnings Ratio 60.17 | 1Y Target Price 39.4 |
Price to earnings Ratio 60.17 | 1Y Target Price 39.4 | ||
Volume (30-day avg) 11 | Beta 0.46 | 52 Weeks Range 30.92 - 39.33 | Updated Date 06/30/2025 |
52 Weeks Range 30.92 - 39.33 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.52% | Basic EPS (TTM) 0.58 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.51% | Operating Margin (TTM) 28% |
Management Effectiveness
Return on Assets (TTM) 2.22% | Return on Equity (TTM) 3% |
Valuation
Trailing PE 60.17 | Forward PE 49.75 | Enterprise Value 6759549370 | Price to Sales(TTM) 7.12 |
Enterprise Value 6759549370 | Price to Sales(TTM) 7.12 | ||
Enterprise Value to Revenue 9.96 | Enterprise Value to EBITDA 15.54 | Shares Outstanding 125407000 | Shares Floating 124614996 |
Shares Outstanding 125407000 | Shares Floating 124614996 | ||
Percent Insiders 0.57 | Percent Institutions 86.59 |
Analyst Ratings
Rating 4 | Target Price 39.4 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Phillips Edison & Co Inc
Company Overview
History and Background
Phillips Edison & Company, founded in 1991, is a fully integrated REIT (Real Estate Investment Trust) specializing in the acquisition, redevelopment, and management of grocery-anchored shopping centers.
Core Business Areas
- Acquisition: Acquiring well-located grocery-anchored shopping centers.
- Redevelopment: Repositioning and enhancing existing properties to increase value.
- Management: Managing and leasing shopping centers to optimize occupancy and rental rates.
Leadership and Structure
Jeffrey Edison is the Chairman and CEO. The company has a typical REIT structure with a board of directors and executive leadership team overseeing various departments like acquisitions, property management, and finance.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: Phillips Edison owns and manages a portfolio of grocery-anchored shopping centers. Market share data specific to grocery-anchored REITs is fragmented, but PECO is a significant player. Competitors include Kimco Realty (KIM), Regency Centers (REG), and Weingarten Realty Investors (WRI).
Market Dynamics
Industry Overview
The grocery-anchored shopping center industry is generally stable due to the essential nature of grocery shopping. However, it faces challenges from e-commerce and changing consumer preferences.
Positioning
Phillips Edison & Co Inc positions itself as a specialist in grocery-anchored centers, offering investors stable income and growth potential. Its competitive advantage lies in its focus on this specific niche.
Total Addressable Market (TAM)
The TAM for grocery-anchored real estate is substantial, estimated in the hundreds of billions of dollars. Phillips Edison & Co Inc captures a small, but significant, portion of this market with its portfolio.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Experienced management team
- Diversified portfolio
- Strong tenant relationships
Weaknesses
- Concentration in a single property type
- Sensitivity to economic downturns
- Reliance on anchor tenants
- High debt levels common to REITs
Opportunities
- Acquisition of undervalued properties
- Redevelopment of existing centers
- Expansion into new markets
- Increase in same-store NOI
Threats
- Increased competition from e-commerce
- Rising interest rates
- Economic recession
- Changes in consumer spending habits
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
Phillips Edison & Co Inc competes with other REITs for acquisitions and tenants. Its focus on grocery-anchored centers differentiates it.
Major Acquisitions
Pace Properties
- Year: 2021
- Acquisition Price (USD millions): 82.5
- Strategic Rationale: Expanded Phillips Edison's property management services.
Growth Trajectory and Initiatives
Historical Growth: Phillips Edison & Co Inc has grown through acquisitions and redevelopment projects.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and FFO.
Recent Initiatives: Recent initiatives may include property acquisitions, redevelopment projects, and financing activities. Refer to recent SEC filings and company press releases.
Summary
Phillips Edison & Co Inc is a specialized REIT focused on grocery-anchored shopping centers. Its strength lies in its niche focus and experienced management. Challenges include competition from e-commerce and potential economic downturns. Its growth depends on acquisitions and redevelopment efforts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Investor Presentations, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on available estimates and may not be precise. Financial data is subject to change.
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 March 31, 2025, PECO managed 321 shopping centers, including 298 wholly-owned centers comprising 33.5 million square feet across 31 states and 23 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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