Phillips Edison Co Net Income

PECO Stock  USD 38.08  0.30  0.78%   
As of the 19th of February, Phillips Edison holds the Semi Deviation of 0.4911, risk adjusted performance of 0.1423, and Coefficient Of Variation of 561.68. 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 Total Revenue

415.19 Million

Phillips Edison's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Phillips Edison's valuation are provided below:
Gross Profit
516.9 M
Profit Margin
0.1532
Market Capitalization
5.3 B
Enterprise Value Revenue
10.0507
Revenue
726.6 M
We have found one hundred twenty available trending fundamental ratios for Phillips Edison, which can be analyzed and compared to other ratios and to its competitors. Self-guided Investors are advised to check out Phillips Edison's recent fundamentals against the trend between 2010 and 2026 to make sure the company can sustain itself down the road. As of the 19th of February 2026, Market Cap is likely to grow to about 4.4 B. Also, Enterprise Value is likely to grow to about 6.3 B This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
Last ReportedProjected for Next Year
Net Income123 M129.1 M
Net Income From Continuing Ops123 M129.1 M
Net Income Applicable To Common Shares55.6 M58.4 M
Net Income Per Share 0.90  0.94 
Net Income Per E B T 0.91  0.99 
As of the 19th of February 2026, Net Income is likely to grow to about 129.1 M. Also, Net Income From Continuing Ops is likely to grow to about 129.1 M.
  
Build AI portfolio with Phillips Stock
Evaluating Phillips Edison's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into Phillips Edison Co's fundamental strength.

Latest Phillips Edison's Net Income Growth Pattern

Below is the plot of the Net Income of Phillips Edison Co over the last few years. 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. It is Phillips Edison's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Phillips Edison's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 122.97 M10 Years Trend
Slightly volatile
   Net Income   
       Timeline  

Phillips Net Income Regression Statistics

Arithmetic Mean19,547,891
Coefficient Of Variation246.96
Mean Deviation37,397,389
Median8,932,000
Standard Deviation48,274,558
Sample Variance2330.4T
Range180.4M
R-Value0.70
Mean Square Error1252.2T
R-Squared0.50
Significance0
Slope6,734,378
Total Sum of Squares37286.9T

Phillips Net Income History

2026116.9 M
2025111.3 M
202462.7 M
202356.8 M
202248.3 M
202115.1 M
20204.8 M

Other Fundumenentals of Phillips Edison

Phillips Edison Net Income component correlations

Phillips Net Income Driver Correlations

Understanding the fundamental principles of building solid financial models for Phillips Edison is extremely important. It helps to project a fair market value of Phillips Stock properly, considering its historical fundamentals such as Net Income. Since Phillips Edison's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Phillips Edison's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Phillips Edison's interrelated accounts and indicators.
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
2.005
Dividend Share
1.253
Earnings Share
0.89
Revenue Per Share
5.81
Quarterly Revenue Growth
0.086
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.

Phillips Edison 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Phillips Edison's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Phillips Edison.
0.00
11/21/2025
No Change 0.00  0.0 
In 3 months and 1 day
02/19/2026
0.00
If you would invest  0.00  in Phillips Edison on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Phillips Edison Co or generate 0.0% return on investment in Phillips Edison over 90 days. Phillips Edison is related to or competes with Macerich, Tanger Factory, Regency Centers, Kite Realty, EPR Properties, Arbor Realty, and Sabra Healthcare. , an internally-managed REIT, is one of the nations largest owners and operators of grocery-anchored shopping centers More

Phillips Edison Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Phillips Edison's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Phillips Edison Co upside and downside potential and time the market with a certain degree of confidence.

Phillips Edison Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Phillips Edison's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Phillips Edison's standard deviation. In reality, there are many statistical measures that can use Phillips Edison historical prices to predict the future Phillips Edison's volatility.
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.
Hype
Prediction
LowEstimatedHigh
37.2138.1239.03
Details
Intrinsic
Valuation
LowRealHigh
38.0338.9439.85
Details
Naive
Forecast
LowNextHigh
37.2338.1439.06
Details
11 Analysts
Consensus
LowTargetHigh
37.0340.6945.17
Details

Phillips Edison February 19, 2026 Technical Indicators

Phillips Edison Backtested Returns

As of now, Phillips Stock is very steady. Phillips Edison maintains Sharpe Ratio (i.e., Efficiency) of 0.16, which implies the firm had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Phillips Edison, which you can use to evaluate the volatility of the company. Please check Phillips Edison's Risk Adjusted Performance of 0.1423, coefficient of variation of 561.68, and Semi Deviation of 0.4911 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. Phillips Edison has a performance score of 12 on a scale of 0 to 100. The company holds a Beta of -0.0944, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Phillips Edison are expected to decrease at a much lower rate. During the bear market, Phillips Edison is likely to outperform the market. Phillips Edison right now holds a risk of 0.91%. Please check Phillips Edison total risk alpha, expected short fall, relative strength index, as well as the relationship between the value at risk and day median price , to decide if Phillips Edison will be following its historical price patterns.

Auto-correlation

    
  0.45  

Average predictability

Phillips Edison Co has average predictability. Overlapping area represents the amount of predictability between Phillips Edison time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Phillips Edison price movement. The serial correlation of 0.45 indicates that just about 45.0% of current Phillips Edison price fluctuation can be explain by its past prices.
Correlation Coefficient0.45
Spearman Rank Test0.4
Residual Average0.0
Price Variance1.27
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Competition

Phillips Accumulated Other Comprehensive Income

Accumulated Other Comprehensive Income

375,900

At this time, Phillips Edison's Accumulated Other Comprehensive Income is very stable compared to the past year.
Based on the recorded statements, Phillips Edison Co reported net income of 122.97 M. This is 50.63% lower than that of the Retail REITs sector and significantly higher than that of the Real Estate industry. The net income for all United States stocks is 78.46% higher than that of the company.

Phillips Net Income Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Phillips Edison's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Phillips Edison could also be used in its relative valuation, which is a method of valuing Phillips Edison by comparing valuation metrics of similar companies.
Phillips Edison is currently under evaluation in net income category among its peers.

Phillips Edison Current Valuation Drivers

We derive many important indicators used in calculating different scores of Phillips Edison from analyzing Phillips Edison's financial statements. These drivers represent accounts that assess Phillips Edison's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Phillips Edison's important valuation drivers and their relationship over time.
202120222023202420252026 (projected)
Market Cap3.4B3.7B4.3B4.6B4.1B4.4B
Enterprise Value5.3B5.7B6.4B6.7B6.0B6.3B

Phillips Edison ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Phillips Edison's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Phillips Edison's managers, analysts, and investors.
Environmental
Governance
Social

Phillips Edison Institutional Holders

Institutional Holdings refers to the ownership stake in Phillips Edison that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Phillips Edison's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Phillips Edison's value.
Shares
Macquarie Group Ltd2025-06-30
1.4 M
Morgan Stanley - Brokerage Accounts2025-06-30
1.2 M
Ubs Asset Mgmt Americas Inc2025-06-30
1.2 M
Alyeska Investment Group, L.p.2025-06-30
1.1 M
Massachusetts Financial Services Company2025-06-30
M
Jpmorgan Chase & Co2025-06-30
M
Bank Of New York Mellon Corp2025-06-30
991.8 K
Engineers Gate Manager Lp2025-06-30
933.3 K
Adage Capital Partners Gp Llc2025-06-30
910 K
Blackrock Inc2025-06-30
21.4 M
Vanguard Group Inc2025-06-30
20.4 M

Phillips Fundamentals

About Phillips Edison Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Phillips Edison Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Phillips Edison using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Phillips Edison Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Pair Trading with Phillips Edison

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Phillips Edison position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Phillips Edison will appreciate offsetting losses from the drop in the long position's value.

Moving together with Phillips Stock

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  0.61CRT-UN CT Real EstatePairCorr
  0.72SUPR Supermarket Income REITPairCorr

Moving against Phillips Stock

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  0.32CQR Charter Hall RetailPairCorr
The ability to find closely correlated positions to Phillips Edison could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Phillips Edison when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Phillips Edison - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Phillips Edison Co to buy it.
The correlation of Phillips Edison is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Phillips Edison moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Phillips Edison moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Phillips Edison can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Phillips Edison offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Phillips Edison's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Phillips Edison Co Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Phillips Edison Co Stock:
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
2.005
Dividend Share
1.253
Earnings Share
0.89
Revenue Per Share
5.81
Quarterly Revenue Growth
0.086
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.