Phillips Edison Co Stock Buy Hold or Sell Recommendation
| PECO Stock | USD 39.34 0.01 0.03% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Phillips Edison Co is 'Buy'. The recommendation algorithm takes into account all of Phillips Edison's available fundamental, technical, and predictive indicators you will find on this site.
Check out Phillips Edison Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Phillips and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.
Phillips |
Execute Phillips Edison Buy or Sell Advice
The Phillips recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Phillips Edison Co. Macroaxis does not own or have any residual interests in Phillips Edison Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Phillips Edison's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Phillips Edison Trading Alerts and Improvement Suggestions
| Phillips Edison has a strong financial position based on the latest SEC filings | |
| Over 85.0% of the company shares are owned by institutional investors | |
| On 1st of November 2024 Phillips Edison paid $ 0.1025 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Delivering Efficiency and Reliability PECO Pallets Role in Blanca Potatos Transition to Automated Material Handling |
Phillips Edison Returns Distribution Density
The distribution of Phillips Edison's historical returns is an attempt to chart the uncertainty of Phillips Edison's future price movements. The chart of the probability distribution of Phillips Edison daily returns describes the distribution of returns around its average expected value. We use Phillips Edison Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Phillips Edison returns is essential to provide solid investment advice for Phillips Edison.
| Mean Return | 0.16 | Value At Risk | -1.85 | Potential Upside | 1.65 | Standard Deviation | 0.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Phillips Edison historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Phillips Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Phillips Edison, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Phillips Edison Co back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.3 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Jpmorgan Chase & Co | 2024-06-30 | 1.1 M | Centersquare Investment Management Llc | 2024-09-30 | 1.1 M | Massachusetts Financial Services Company | 2024-09-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.1 M | Legal & General Group Plc | 2024-06-30 | 1 M | Duff & Phelps Inv Mgmt Co (il) | 2024-06-30 | 982 K | Cetera Investment Advisers | 2024-06-30 | 901.2 K | Blackrock Inc | 2024-06-30 | 21.4 M | Vanguard Group Inc | 2024-09-30 | 19.2 M |
Phillips Edison Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 10.8M | 36.8M | (16.4M) | (98.2M) | (8.5M) | (8.0M) | |
| Free Cash Flow | 151.4M | 146.6M | 187.9M | 186.4M | 204.9M | 215.2M | |
| Depreciation | 232.7M | 221.5M | 217.9M | 231.9M | 236.4M | 162.5M | |
| Other Non Cash Items | 4.0M | 5.4M | 26.4M | (10.8M) | (2.3M) | (2.2M) | |
| Dividends Paid | 123.1M | 49.3M | 106.7M | 127.1M | 135.7M | 82.4M | |
| Capital Expenditures | 75.5M | 64.0M | 75.0M | 104.5M | 95.3M | 166.7M | |
| Net Income | (72.8M) | 5.5M | 17.2M | 54.5M | 56.8M | 59.7M | |
| End Period Cash Flow | 95.1M | 131.9M | 115.5M | 17.3M | 8.9M | 8.4M | |
| Investments | 5.3M | 3.5M | (475K) | 1.2M | (201.3M) | (191.2M) | |
| Net Borrowings | (89.1M) | (65.0M) | (407.7M) | (2.9M) | (2.6M) | (2.5M) | |
| Change To Netincome | 64.9M | (7.9M) | 17.5M | (1.2M) | (1.4M) | (1.3M) |
Phillips Edison Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Phillips Edison or Retail REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Phillips Edison's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Phillips stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 0.95 | |
Ir | Information ratio | 0.03 |
Phillips Edison Volatility Alert
Phillips Edison Co has relatively low volatility with skewness of -0.24 and kurtosis of 0.52. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Phillips Edison's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Phillips Edison's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Phillips Edison Fundamentals Vs Peers
Comparing Phillips Edison's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Phillips Edison's direct or indirect competition across all of the common fundamentals between Phillips Edison and the related equities. This way, we can detect undervalued stocks with similar characteristics as Phillips Edison or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Phillips Edison's fundamental indicators could also be used in its relative valuation, which is a method of valuing Phillips Edison by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Phillips Edison to competition |
| Fundamentals | Phillips Edison | Peer Average |
| Return On Equity | 0.025 | -0.31 |
| Return On Asset | 0.0212 | -0.14 |
| Profit Margin | 0.09 % | (1.27) % |
| Operating Margin | 0.24 % | (5.51) % |
| Current Valuation | 7.03 B | 16.62 B |
| Shares Outstanding | 122.61 M | 571.82 M |
| Shares Owned By Insiders | 0.53 % | 10.09 % |
| Shares Owned By Institutions | 84.95 % | 39.21 % |
| Number Of Shares Shorted | 2.29 M | 4.71 M |
| Price To Earning | 350.33 X | 28.72 X |
| Price To Book | 2.14 X | 9.51 X |
| Price To Sales | 8.34 X | 11.42 X |
| Revenue | 610.12 M | 9.43 B |
| Gross Profit | 412.15 M | 27.38 B |
| EBITDA | 390.64 M | 3.9 B |
| Net Income | 56.85 M | 570.98 M |
| Cash And Equivalents | 37.35 M | 2.7 B |
| Cash Per Share | 0.32 X | 5.01 X |
| Total Debt | 2.08 B | 5.32 B |
| Debt To Equity | 0.72 % | 48.70 % |
| Current Ratio | 1.63 X | 2.16 X |
| Book Value Per Share | 18.34 X | 1.93 K |
| Cash Flow From Operations | 290.97 M | 971.22 M |
| Short Ratio | 3.93 X | 4.00 X |
| Earnings Per Share | 0.47 X | 3.12 X |
| Price To Earnings To Growth | 8.70 X | 4.89 X |
| Target Price | 40.1 | |
| Number Of Employees | 290 | 18.84 K |
| Beta | 0.33 | -0.15 |
| Market Capitalization | 5.36 B | 19.03 B |
| Total Asset | 4.87 B | 29.47 B |
| Retained Earnings | (1.25 B) | 9.33 B |
| Working Capital | (190.74 M) | 1.48 B |
Note: Acquisition by Strong John A. of 3364 shares of Phillips Edison subject to Rule 16b-3 [view details]
Phillips Edison Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Phillips . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 24856.26 | |||
| Daily Balance Of Power | 0.0137 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 39.61 | |||
| Day Typical Price | 39.52 | |||
| Price Action Indicator | (0.27) | |||
| Period Momentum Indicator | 0.01 |
About Phillips Edison Buy or Sell Advice
When is the right time to buy or sell Phillips Edison Co? Buying financial instruments such as Phillips Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Phillips Edison Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
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 (0.09) | Dividend Share 1.175 | Earnings Share 0.47 | Revenue Per Share 5.275 | Quarterly Revenue Growth 0.086 |
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.