Phillips Competitors
| PECO Stock | USD 37.82 0.60 1.61% |
Phillips Edison vs Cousins Properties Correlation
Average diversification
The correlation between Phillips Edison Co and CUZ is 0.18 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Phillips Edison Co and CUZ in the same portfolio, assuming nothing else is changed.
Moving together with Phillips Stock
Moving against Phillips Stock
| 0.78 | WHLR | Wheeler Real Estate | PairCorr |
| 0.67 | DXC | Dexus Convenience Retail Earnings Call This Week | PairCorr |
| 0.64 | OPINL | Office Properties Income | PairCorr |
| 0.54 | CMWCF | Cromwell Property | PairCorr |
| 0.48 | PBCRF | PT Bank Central | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Phillips Edison's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Phillips Edison Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Phillips Edison and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Phillips and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Phillips Edison does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Phillips Stock performing well and Phillips Edison Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Phillips Edison's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MAC | 1.22 | 0.17 | 0.11 | 0.24 | 1.36 | 2.66 | 7.29 | |||
| SKT | 0.97 | 0.03 | 0.00 | 0.11 | 1.08 | 2.15 | 5.56 | |||
| REG | 0.81 | 0.14 | 0.13 | 0.66 | 0.72 | 2.10 | 3.69 | |||
| KRG | 0.84 | 0.17 | 0.15 | 0.75 | 0.77 | 2.11 | 5.39 | |||
| EPR | 0.92 | 0.24 | 0.17 | 5.65 | 0.82 | 2.43 | 6.04 | |||
| ABR | 1.90 | (0.53) | 0.00 | (1.25) | 0.00 | 3.39 | 12.62 | |||
| SBRA | 0.93 | 0.14 | 0.09 | (0.65) | 0.95 | 2.08 | 6.08 | |||
| SHO | 1.28 | 0.01 | 0.01 | 0.05 | 1.64 | 2.40 | 8.32 | |||
| CUZ | 1.05 | (0.01) | (0.01) | 0.02 | 1.35 | 2.32 | 6.78 |
Cross Equities Net Income Analysis
Compare Phillips Edison and related stocks such as Macerich, Tanger Factory Outlet, and Regency Centers Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAC | 8.6 M | 156.9 M | 337.4 M | 420.1 M | 1.5 B | 486.1 M | 517 M | 145.4 M | 60 M | 96.8 M | (230.2 M) | 14.3 M | (66.1 M) | (274.1 M) | (194.1 M) | (223.2 M) | (212.1 M) |
| SKT | 1.9 M | 44.6 M | 53.2 M | 107.6 M | 74 M | 211.2 M | 193.7 M | 68 M | (6.1 M) | 87.9 M | (36.3 M) | (51.1 M) | 82.1 M | 99.2 M | 98.6 M | 113.4 M | 119.1 M |
| REG | 5.4 M | 51.4 M | 25.9 M | 149.8 M | 187.4 M | 150.1 M | 164.9 M | 176.1 M | 249.1 M | 239.4 M | 44.9 M | 361.4 M | 482.9 M | 364.6 M | 400.4 M | 460.4 M | 483.5 M |
| KRG | 1.5 M | 5 M | (4.3 M) | (2.8 M) | (5.7 M) | 27.1 M | 1.2 M | 11.9 M | (46.6 M) | (534 K) | (16.2 M) | (80.8 M) | (12.6 M) | 47.5 M | 4.1 M | 3.7 M | 3.8 M |
| EPR | 1.4 M | 115.2 M | 121.6 M | 180.2 M | 179.6 M | 194.5 M | 225 M | 263 M | 267 M | 154.6 M | (131.7 M) | 98.6 M | 176.2 M | 173 M | 146.1 M | 168 M | 113.4 M |
| ABR | 3.4 M | (40.3 M) | 16.2 M | 21.2 M | 93 M | 53.4 M | 50.4 M | 73.4 M | 115.9 M | 128.6 M | 170.9 M | 339.3 M | 325.8 M | 371.4 M | 264.6 M | 304.3 M | 319.6 M |
| SBRA | 7.4 M | 12.8 M | 19.5 M | 33.7 M | 47 M | 79.4 M | 70.3 M | 158.4 M | 279.1 M | 69 M | 138.4 M | (113.3 M) | (77.6 M) | 13.8 M | 126.7 M | 145.7 M | 153 M |
| SHO | (18.8 M) | 81 M | 47.8 M | 66 M | 81.3 M | 347.4 M | 134.2 M | 145.4 M | 250.4 M | 135.7 M | (404.7 M) | 34.3 M | 87.3 M | 206.7 M | 43.3 M | 49.8 M | 56 M |
| CUZ | 9.4 M | (128.4 M) | 45.7 M | 121.8 M | 52 M | 125.5 M | 79.1 M | 216.3 M | 79.2 M | 101.6 M | 237.3 M | 278.6 M | 166.8 M | 83 M | 46 M | 52.9 M | 85.1 M |
Phillips Edison and related stocks such as Macerich, Tanger Factory Outlet, and Regency Centers Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Phillips Edison financial statement analysis. It represents the amount of money remaining after all of Phillips Edison Co operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Phillips Edison Competitive Analysis
The better you understand Phillips Edison competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Phillips Edison's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Phillips Edison's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Phillips Edison Competition Performance Charts
Five steps to successful analysis of Phillips Edison Competition
Phillips Edison's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Phillips Edison in relation to its competition. Phillips Edison's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Phillips Edison in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Phillips Edison's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Phillips Edison, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Phillips Edison Correlation with its peers. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Will Retail REITs sector continue expanding? Could Phillips diversify its offerings? Factors like these will boost the valuation of Phillips Edison. Anticipated expansion of Phillips directly elevates investor willingness to pay premium valuations. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Phillips Edison data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 1.076 | Dividend Share 1.236 | Earnings Share 0.67 | Revenue Per Share | Quarterly Revenue Growth 0.104 |
Understanding Phillips Edison requires distinguishing between market price and book value, where the latter reflects Phillips's accounting equity. The concept of intrinsic value - what Phillips Edison's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Phillips Edison's price substantially above or below its fundamental value.
It's important to distinguish between Phillips Edison's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Phillips Edison should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Phillips Edison's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.