Phillips Edison Co Stock Performance
| PECO Stock | USD 34.92 0.24 0.68% |
The company holds a Beta of 0.0861, which implies not very significant fluctuations relative to the market. As returns on the market increase, Phillips Edison's returns are expected to increase less than the market. However, during the bear market, the loss of holding Phillips Edison is expected to be smaller as well. At this point, Phillips Edison has a negative expected return of -0.17%. Please make sure to check Phillips Edison's kurtosis, and the relationship between the maximum drawdown and day median price , to decide if Phillips Edison performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Phillips Edison Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's fundamental indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
| Phillips Edison dividend paid on 3rd of January 2025 | 01/03/2025 |
| Phillips Edison dividend paid on 4th of February 2025 | 02/04/2025 |
| Phillips Edison dividend paid on 4th of March 2025 | 03/04/2025 |
| Begin Period Cash Flow | 8.9 M |
Phillips |
Phillips Edison Relative Risk vs. Return Landscape
If you would invest 3,888 in Phillips Edison Co on December 13, 2024 and sell it today you would lose (384.00) from holding Phillips Edison Co or give up 9.88% of portfolio value over 90 days. Phillips Edison Co is currently does not generate positive expected returns and assumes 1.2507% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Phillips, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Phillips Edison Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phillips Edison's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Phillips Edison Co, and traders can use it to determine the average amount a Phillips Edison's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1323
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| Negative Returns | PECO |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Phillips Edison is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phillips Edison by adding Phillips Edison to a well-diversified portfolio.
Phillips Edison Fundamentals Growth
Phillips Stock prices reflect investors' perceptions of the future prospects and financial health of Phillips Edison, and Phillips Edison fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phillips Stock performance.
| Return On Equity | 0.0264 | ||||
| Return On Asset | 0.0218 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 6.61 B | ||||
| Shares Outstanding | 125.18 M | ||||
| Price To Earning | 350.33 X | ||||
| Price To Book | 1.90 X | ||||
| Price To Sales | 7.35 X | ||||
| Revenue | 661.39 M | ||||
| EBITDA | 418.41 M | ||||
| Cash And Equivalents | 37.35 M | ||||
| Cash Per Share | 0.32 X | ||||
| Total Debt | 2.23 B | ||||
| Debt To Equity | 0.72 % | ||||
| Book Value Per Share | 18.54 X | ||||
| Cash Flow From Operations | 334.71 M | ||||
| Earnings Per Share | 0.51 X | ||||
| Total Asset | 6.55 B | ||||
| Retained Earnings | (1.33 B) | ||||
About Phillips Edison Performance
By examining Phillips Edison's fundamental ratios, stakeholders can obtain critical insights into Phillips Edison's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Phillips Edison is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
, an internally-managed REIT, is one of the nations largest owners and operators of grocery-anchored shopping centers. The Company remains exclusively focused on creating great grocery-anchored shopping experiences and improving the communities it serves one center at a time. Phillips Edison operates under REITRetail classification in the United States and is traded on NASDAQ Exchange. It employs 290 people.Things to note about Phillips Edison performance evaluation
Checking the ongoing alerts about Phillips Edison for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phillips Edison help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Phillips Edison generated a negative expected return over the last 90 days | |
| Phillips Edison has high likelihood to experience some financial distress in the next 2 years | |
| Over 85.0% of the company shares are owned by institutional investors | |
| On 4th of March 2025 Phillips Edison paid $ 0.1025 per share dividend to its current shareholders |
- Analyzing Phillips Edison's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phillips Edison's stock is overvalued or undervalued compared to its peers.
- Examining Phillips Edison's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phillips Edison's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phillips Edison's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phillips Edison's stock. These opinions can provide insight into Phillips Edison's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phillips Edison Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Phillips Edison. If investors know Phillips will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Phillips Edison listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Phillips Edison is measured differently than its book value, which is the value of Phillips that is recorded on the company's balance sheet. Investors also form their own opinion of Phillips Edison's value that differs from its market value or its book value, called intrinsic value, which is Phillips Edison's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Phillips Edison's market value can be influenced by many factors that don't directly affect Phillips Edison's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phillips Edison's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phillips Edison is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phillips Edison's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.