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PECO

PECO

Real Estate · REIT - Retail

$41.42-0.13%
Mkt Cap: $5.75BDY: 3.13%

Performance

PECO (PECO) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

PECO (PECO) operates in the REIT - Retail space within the Real Estate sector. With a market cap of $5.7B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case4
  • Revenue growth of 7% YoY shows solid business momentum
  • Healthy profit margin of 15.6%
  • Dividend yield of 3.13% provides consistent income on top of price appreciation
  • Low beta of 0.56 — less volatile than the market, suitable for conservative portfolios
Bear Case3
  • High P/E of 45.0× implies high expectations already priced in — leaves little room for disappointment
  • High debt-to-equity of 96.49× increases financial risk, especially with elevated interest rates
  • Price is near its 52-week high — limited near-term upside, higher pullback risk

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

3.13%

5Y Avg Annual

$1.0656

Last Payment

$0.1080

Ex-Date

06/15/2026

Annual dividends paid per share

2022
2026
Ex-DatePaymentAmountEst. DY
Latest06/15/2026
07/05/2026$0.10801.04%
05/15/2026
06/04/2026$0.10801.04%
04/15/2026
05/05/2026$0.10801.04%
03/16/2026
04/05/2026$0.10801.04%
02/17/2026
03/09/2026$0.10801.04%
01/15/2026
02/04/2026$0.10801.04%
12/15/2025
01/04/2026$0.10801.04%
11/17/2025
12/07/2025$0.10801.04%

Magic Number

Shares needed to self-fund your next purchase

$41.43

Price

÷

$0.1080

Last div. (monthly)

=

384

shares

Own 384 PECO shares ($15,907.20) and each monthly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$15,907.20

New shares / year

+12 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 23, 2026

37

days

EPS (TTM)

$0.92

P/E (TTM)

45.0

Fwd P/E

54.1

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$5.75B
P/E Ratio45.03
Forward P/E54.09
P/B Ratio
PEG Ratio
EPS (TTM)$0.92

Trading

Open
Day High
Day Low
52W High$42.26
52W Low$32.84
Volume
Avg Volume (3M)926,085
Beta0.56

Dividends

Dividend Yield3.13%
Annual Rate$1.30
Ex-Div Date2026-07-15
Payout Ratio138.11%

Profitability

Profit Margin15.61%
Operating Margin30.52%
ROE4.90%
ROA2.46%
Revenue Growth7.00%
Earnings Growth14.80%

Balance Sheet

Total Revenue$739.02M
Total Debt$2.49B
Debt / Equity96.49
Current Ratio1.42
Free Cash Flow$186.16M

Fair Value Estimates

Current price: $41.42

Graham Number

√(22.5 × EPS × Book Value)

$19.35

-53.3% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$17.07

-58.8% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

80% score

Pays dividends

5Y hist.

5+ years of dividend history

Dividend consistency (5Y+)

5 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

4.9%

Return on equity — measures how efficiently capital is used

Positive profit margin

15.6%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+7.0%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+14.8%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

96.49×

Low financial leverage reduces risk of distress

Current ratio above 1

1.42×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$38M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

3.13%

Stock must distribute income to shareholders

Related Assets

Real Estate

About PECO

Phillips Edison & Company, Inc. (PECO) is one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. 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 March 31, 2026, PECO managed 326 shopping centers, including 299 wholly owned centers comprising 33.7 million square feet across 31 states and 27 shopping centers owned in three 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. PECO uses, and intends to continue to use, its Investors website, which can be found at https://investors.phillipsedison.com, as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD. Phillips Edison & Company, Inc. was incorporated in 1991 and is based in Cincinnati, Ohio.

Sector

Real Estate

Industry

REIT - Retail

Location

Cincinnati, United States

Employees

320