Phillips Edison Co Stock Performance
| PECO Stock | USD 39.34 0.01 0.03% |
Phillips Edison has a performance score of 9 on a scale of 0 to 100. The company holds a Beta of 0.41, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Phillips Edison's returns are expected to increase less than the market. However, during the bear market, the loss of holding Phillips Edison is expected to be smaller as well. Phillips Edison right now holds a risk of 0.95%. Please check Phillips Edison total risk alpha, expected short fall, price action indicator, as well as the relationship between the value at risk and daily balance of power , to decide if Phillips Edison will be following its historical price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Phillips Edison Co are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady fundamental indicators, Phillips Edison may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.35 | Five Day Return 2.15 | Year To Date Return 8.79 | Ten Year Return 593.22 | All Time Return 593.22 |
Forward Dividend Yield 0.0313 | Payout Ratio 0.8913 | Last Split Factor 1:3 | Forward Dividend Rate 1.23 | Dividend Date 2025-03-04 |
1 | Acquisition by Strong John A. of 3364 shares of Phillips Edison subject to Rule 16b-3 | 08/30/2024 |
| Phillips Edison dividend paid on 4th of September 2024 | 09/04/2024 |
2 | Phillips Edison Company Announces Pricing of Offering of 350 Million Aggregate Principal Amount of 4.950 percent Senior Unsecured Notes Due 2035 | 09/09/2024 |
| Phillips Edison dividend paid on 1st of October 2024 | 10/01/2024 |
3 | Phillips Edison tops list of highest-paying Cincinnati public companies | 10/10/2024 |
4 | What To Expect From Phillips Edison Co Inc Q3 2024 Earnings | 10/23/2024 |
5 | Phillips Edison Company, Inc. Issues Quarterly Earnings Results, Misses Estimates By 0.52 EPS | 10/28/2024 |
| Phillips Edison dividend paid on 1st of November 2024 | 11/01/2024 |
6 | Harbor Capital Advisors Inc. Sells 5,815 Shares of Phillips Edison Company, Inc. | 11/05/2024 |
7 | Delivering Efficiency and Reliability PECO Pallets Role in Blanca Potatos Transition to Automated Material Handling | 11/07/2024 |
| Begin Period Cash Flow | 17.3 M |
Phillips |
Phillips Edison Relative Risk vs. Return Landscape
If you would invest 3,658 in Phillips Edison Co on August 28, 2024 and sell it today you would earn a total of 276.00 from holding Phillips Edison Co or generate 7.55% return on investment over 90 days. Phillips Edison Co is currently generating 0.1199% in daily expected returns and assumes 0.9474% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than Phillips, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Phillips Edison Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phillips Edison's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Phillips Edison Co, and traders can use it to determine the average amount a Phillips Edison's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1266
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Phillips Edison is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phillips Edison by adding it to a well-diversified portfolio.
Phillips Edison Fundamentals Growth
Phillips Stock prices reflect investors' perceptions of the future prospects and financial health of Phillips Edison, and Phillips Edison fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phillips Stock performance.
| Return On Equity | 0.025 | ||||
| Return On Asset | 0.0212 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | 7.03 B | ||||
| Shares Outstanding | 122.61 M | ||||
| Price To Earning | 350.33 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 8.34 X | ||||
| Revenue | 610.12 M | ||||
| Gross Profit | 412.15 M | ||||
| EBITDA | 390.64 M | ||||
| Net Income | 56.85 M | ||||
| Cash And Equivalents | 37.35 M | ||||
| Cash Per Share | 0.32 X | ||||
| Total Debt | 2.08 B | ||||
| Debt To Equity | 0.72 % | ||||
| Current Ratio | 1.63 X | ||||
| Book Value Per Share | 18.34 X | ||||
| Cash Flow From Operations | 290.97 M | ||||
| Earnings Per Share | 0.47 X | ||||
| Market Capitalization | 5.36 B | ||||
| Total Asset | 4.87 B | ||||
| Retained Earnings | (1.25 B) | ||||
| Working Capital | (190.74 M) | ||||
About Phillips Edison Performance
By examining Phillips Edison's fundamental ratios, stakeholders can obtain critical insights into Phillips Edison's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Phillips Edison is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 58.81 | 61.75 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.03 |
Things to note about Phillips Edison performance evaluation
Checking the ongoing alerts about Phillips Edison for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phillips Edison help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Phillips Edison's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phillips Edison's stock is overvalued or undervalued compared to its peers.
- Examining Phillips Edison's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phillips Edison's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phillips Edison's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phillips Edison's stock. These opinions can provide insight into Phillips Edison's potential for growth and whether the stock is currently undervalued or overvalued.
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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.
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.