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Upturn AI SWOT - About
Phillips Edison & Co Inc (PECO)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -4.6% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.98B USD | Price to earnings Ratio 71.55 | 1Y Target Price 40.2 |
Price to earnings Ratio 71.55 | 1Y Target Price 40.2 | ||
Volume (30-day avg) 667582 | Beta 0.36 | 52 Weeks Range 29.77 - 39.67 | Updated Date 04/1/2025 |
52 Weeks Range 29.77 - 39.67 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.37% | Basic EPS (TTM) 0.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.48% | Operating Margin (TTM) 27.29% |
Management Effectiveness
Return on Assets (TTM) 2.18% | Return on Equity (TTM) 2.64% |
Valuation
Trailing PE 71.55 | Forward PE 62.89 | Enterprise Value 6785652068 | Price to Sales(TTM) 7.53 |
Enterprise Value 6785652068 | Price to Sales(TTM) 7.53 | ||
Enterprise Value to Revenue 10.26 | Enterprise Value to EBITDA 16.22 | Shares Outstanding 125372000 | Shares Floating 124515156 |
Shares Outstanding 125372000 | Shares Floating 124515156 | ||
Percent Insiders 0.55 | Percent Institutions 84.76 |
Analyst Ratings
Rating 3.82 | Target Price 40.6 | 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 (PECO) was founded in 1991. It's a real estate investment trust (REIT) that specializes in acquiring, redeveloping, leasing, and managing grocery-anchored shopping centers.
Core Business Areas
- Grocery-Anchored Shopping Centers: PECO focuses exclusively on owning and managing grocery-anchored shopping centers. These centers are typically anchored by a leading grocery store, providing a stable and consistent stream of revenue.
Leadership and Structure
Jeffrey Edison serves as the Chairman and CEO. The company operates with a traditional REIT structure, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Center Leases: PECO generates revenue primarily from leasing space within its grocery-anchored shopping centers. Market share data is not readily available for specific shopping center ownership, but it is a significant player in its chosen sector. Competitors include Kimco Realty (KIM) and Regency Centers (REG).
Market Dynamics
Industry Overview
The grocery-anchored shopping center industry is relatively stable, driven by the consistent demand for essential goods and services. However, it faces challenges from e-commerce and changing consumer preferences.
Positioning
PECO is a leading owner and operator of grocery-anchored shopping centers, with a focus on high-quality assets in strong demographic areas. Its competitive advantage lies in its expertise in managing and leasing these types of properties.
Total Addressable Market (TAM)
The TAM for retail real estate is vast, reaching into the trillions. PECO is targeting grocery-anchored shopping centers within the larger market.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Experienced management team
- Strong tenant relationships
- Diversified portfolio
Weaknesses
- Reliance on grocery stores
- Exposure to economic downturns
- Geographic concentration
- High debt levels
Opportunities
- Acquisitions of undervalued properties
- Redevelopment and expansion of existing centers
- Increased demand for grocery-anchored retail
- Expansion into new markets
Threats
- E-commerce competition
- Changing consumer preferences
- Rising interest rates
- Economic recession
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
- SITE
Competitive Landscape
PECO competes with other REITs and private real estate investors for acquisitions and tenants. Its focus on grocery-anchored centers provides a niche advantage.
Major Acquisitions
Brixmor Shopping Centers
- Year: 2023
- Acquisition Price (USD millions): 150
- Strategic Rationale: Further consolidates market share within Texas.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth in its existing portfolio.
Future Projections: Future growth projections depend on analyst estimates and macroeconomic factors.
Recent Initiatives: Recent initiatives may include acquisitions, redevelopment projects, and strategic partnerships.
Summary
Phillips Edison & Co Inc. is a strong player in the grocery-anchored shopping center REIT space. It has a clear focus and experienced management. However, the company faces challenges from e-commerce and interest rates. Recent acquisitions could fuel growth.
Similar Companies
FRT
Federal Realty Investment Trust
FRT
Federal Realty Investment Trust
KIM
Kimco Realty Corporation
KIM
Kimco Realty Corporation
REG
Regency Centers Corporation
REG
Regency Centers Corporation
SITE
SiteOne Landscape Supply Inc
SITE
SiteOne Landscape Supply Inc
WHLR
Wheeler Real Estate Investment Trust Inc
WHLR
Wheeler Real Estate Investment Trust Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market share data is estimated.
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, 2024, PECO managed 311 shopping centers, including 290 wholly-owned centers comprising 32.9 million square feet across 31 states and 21 shopping centers owned in two 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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