Is Phillips Edison Stock a Good Investment?
Phillips Edison Investment Advice | PECO |
- Examine Phillips Edison's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Phillips Edison's leadership team and their track record. Good management can help Phillips Edison navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Retail REITs space and any emerging trends that could impact Phillips Edison's business and its evolving consumer preferences.
- Compare Phillips Edison's performance and market position to its competitors. Analyze how Phillips Edison is positioned in terms of product offerings, innovation, and market share.
- Check if Phillips Edison pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Phillips Edison's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Phillips Edison Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Phillips Edison Co is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Phillips Edison Stock
Researching Phillips Edison's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 85.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.89. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phillips Edison has Price/Earnings (P/E) ratio of 350.33. The entity last dividend was issued on the 15th of April 2025. The firm had 1:3 split on the 6th of July 2021.
To determine if Phillips Edison is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Phillips Edison's research are outlined below:
| 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 | |
| Phillips Edison has a poor financial position based on the latest SEC disclosures | |
| 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 | |
| Latest headline from thelincolnianonline.com: Short Interest in Phillips Edison Company, Inc. Drops By 16.4 |
Phillips Edison Quarterly Liabilities And Stockholders Equity |
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Phillips Edison uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Phillips Edison Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Phillips Edison's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Phillips Edison's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Phillips Edison's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-02-08 | 2023-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2022-11-03 | 2022-09-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2022-05-05 | 2022-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2025-02-06 | 2024-12-31 | 0.12 | 0.132 | 0.012 | 10 | ||
2024-07-25 | 2024-06-30 | 0.14 | 0.12 | -0.02 | 14 | ||
2023-08-01 | 2023-06-30 | 0.1 | 0.12 | 0.02 | 20 | ||
2023-05-02 | 2023-03-31 | 0.11 | 0.14 | 0.03 | 27 | ||
2022-08-04 | 2022-06-30 | 0.09 | 0.12 | 0.03 | 33 |
Phillips Edison Target Price Consensus
Phillips target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Phillips Edison's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 11 | Buy |
Most Phillips analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Phillips stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Phillips Edison, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationPhillips Edison Target Price Projection
Phillips Edison's current and average target prices are 35.67 and 40.60, respectively. The current price of Phillips Edison is the price at which Phillips Edison Co is currently trading. On the other hand, Phillips Edison's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Phillips Edison Market Quote on 24th of March 2025
Target Price
Analyst Consensus On Phillips Edison Target Price
Phillips Edison Analyst Ratings
Phillips Edison's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Phillips Edison stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Phillips Edison's financials, market performance, and future outlook by experienced professionals. Phillips Edison's historical ratings below, therefore, can serve as a valuable tool for investors.Know Phillips Edison's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phillips Edison is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phillips Edison Co backward and forwards among themselves. Phillips Edison's institutional investor refers to the entity that pools money to purchase Phillips Edison's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Alyeska Investment Group, L.p. | 2024-12-31 | 1.4 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 1.4 M | Goldman Sachs Group Inc | 2024-12-31 | 1.4 M | Macquarie Group Ltd | 2024-12-31 | 1.4 M | Massachusetts Financial Services Company | 2024-12-31 | 1.1 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1 M | Bank Of New York Mellon Corp | 2024-12-31 | 969.6 K | Legal & General Group Plc | 2024-12-31 | 840.4 K | Nuveen Asset Management, Llc | 2024-12-31 | 832.1 K | Blackrock Inc | 2024-12-31 | 22.1 M | Vanguard Group Inc | 2024-12-31 | 19.3 M |
Phillips Edison's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.83 B.Market Cap |
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Phillips Edison's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.03 | 0.02 |
Determining Phillips Edison's profitability involves analyzing its financial statements and using various financial metrics to determine if Phillips Edison is a good buy. For example, gross profit margin measures Phillips Edison's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Phillips Edison's profitability and make more informed investment decisions.
Evaluate Phillips Edison's management efficiency
Phillips Edison has return on total asset (ROA) of 0.0218 % which means that it generated a profit of $0.0218 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0264 %, meaning that it created $0.0264 on every $100 dollars invested by stockholders. Phillips Edison's management efficiency ratios could be used to measure how well Phillips Edison manages its routine affairs as well as how well it operates its assets and liabilities. As of the 24th of March 2025, Return On Tangible Assets is likely to drop to -0.0011. In addition to that, Return On Capital Employed is likely to drop to 0.02. At this time, Phillips Edison's Other Assets are very stable compared to the past year. As of the 24th of March 2025, Non Currrent Assets Other is likely to grow to about 962.1 M, while Total Assets are likely to drop about 3.8 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 33.74 | 29.99 | |
| Tangible Book Value Per Share | 33.50 | 28.02 | |
| Enterprise Value Over EBITDA | 16.29 | 17.11 | |
| Price Book Value Ratio | 1.98 | 2.08 | |
| Enterprise Value Multiple | 16.29 | 17.11 | |
| Price Fair Value | 1.98 | 2.08 | |
| Enterprise Value | 2.7 B | 2.8 B |
Phillips Edison showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Basic technical analysis of Phillips Stock
As of the 24th of March, Phillips Edison holds the Coefficient Of Variation of (819.09), risk adjusted performance of (0.11), and Variance of 1.51. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Phillips Edison, as well as the relationship between them.Phillips Edison's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phillips Edison insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phillips Edison's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phillips Edison insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Phillips Edison's Outstanding Corporate Bonds
Phillips Edison issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phillips Edison uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phillips bonds can be classified according to their maturity, which is the date when Phillips Edison Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| PECO 2625 15 NOV 31 Corp BondUS71845JAA60 | View | |
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Understand Phillips Edison's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Phillips Edison's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | (0.25) | |||
| Mean Deviation | 1.05 | |||
| Coefficient Of Variation | (819.09) | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.26) | |||
| Maximum Drawdown | 4.34 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 1.75 | |||
| Skewness | 0.0426 | |||
| Kurtosis | (0.88) |
| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | (0.25) | |||
| Mean Deviation | 1.05 | |||
| Coefficient Of Variation | (819.09) | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.26) | |||
| Maximum Drawdown | 4.34 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 1.75 | |||
| Skewness | 0.0426 | |||
| Kurtosis | (0.88) |
Consider Phillips Edison's intraday indicators
Phillips Edison intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Phillips Edison stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Phillips Edison Corporate Filings
| 19th of March 2025 Other Reports | ViewVerify | |
F4 | 4th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 14th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
8K | 12th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Phillips Stock media impact
Far too much social signal, news, headlines, and media speculation about Phillips Edison that are available to investors today. That information is available publicly through Phillips media outlets and privately through word of mouth or via Phillips internal channels. However, regardless of the origin, that massive amount of Phillips data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Phillips Edison news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Phillips Edison relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Phillips Edison's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Phillips Edison alpha.
Phillips Edison Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Phillips Edison can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Phillips Edison Historical Investor Sentiment
Investor biases related to Phillips Edison's public news can be used to forecast risks associated with an investment in Phillips. The trend in average sentiment can be used to explain how an investor holding Phillips can time the market purely based on public headlines and social activities around Phillips Edison Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Phillips Edison's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Phillips Edison and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Phillips Edison news discussions. The higher the estimate score, the more favorable the investor's outlook on Phillips Edison.
Phillips Edison Corporate Executives
Elected by the shareholders, the Phillips Edison's board of directors comprises two types of representatives: Phillips Edison inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Phillips. The board's role is to monitor Phillips Edison's management team and ensure that shareholders' interests are well served. Phillips Edison's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Phillips Edison's outside directors are responsible for providing unbiased perspectives on the board's policies.
| John Caulfield | Executive CFO | Profile | |
| John CPA | Executive CFO | Profile | |
| Joseph Schlosser | Executive COO | Profile |
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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
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.
Quarterly Earnings Growth 0.364 | Dividend Share 1.19 | Earnings Share 0.51 | Revenue Per Share | Quarterly Revenue Growth 0.12 |
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.
In summary, please note that there is a difference between Phillips Edison's value and its price, as these two are different measures arrived at by various 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.