ALEX vs PECO vs KIM vs UE

For growth investors, Phillips Edison & Company, Inc.

(PECO) is the stronger pick with 10. 7% revenue growth year-over-year, versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). Alexander & Baldwin, Inc. (ALEX) offers the better valuation at 23. 4x trailing P/E (31. 1x forward), making it the more compelling value choice. Analysts rate Alexander & Baldwin, Inc. (ALEX) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Alexander & Baldwin, Inc.

(ALEX) is the cheapest at 23. 4x versus Phillips Edison & Company, Inc. at 45. 0x. On forward P/E, Kimco Realty Corporation is actually cheaper at 30. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Alexander & Baldwin, Inc. wins at 0. 49x versus Phillips Edison & Company, Inc. 's 0. 69x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Phillips Edison & Company, Inc.

(PECO) delivered a total return of +640. 2%, compared to +31. 1% for Kimco Realty Corporation (KIM). Over 10 years, the gap is even starker: PECO returned +693. 0% versus UE's +6. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Alexander & Baldwin, Inc.

(ALEX) is the lower-risk stock at 0. 27β versus Kimco Realty Corporation's 0. 54β — meaning KIM is approximately 102% more volatile than ALEX relative to the S&P 500. On balance sheet safety, Alexander & Baldwin, Inc. (ALEX) carries a lower debt/equity ratio of 51% versus 121% for Urban Edge Properties — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Phillips Edison & Company, Inc.

(PECO) is pulling ahead at 10. 7% versus -12. 7% for Alexander & Baldwin, Inc. (ALEX). On earnings-per-share growth, the picture is similar: Phillips Edison & Company, Inc. grew EPS 74. 5% year-over-year, compared to 7. 2% for Alexander & Baldwin, Inc.. Over a 3-year CAGR, PECO leads at 8. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Alexander & Baldwin, Inc.

(ALEX) is the more profitable company, earning 31. 3% net margin versus 15. 2% for Phillips Edison & Company, Inc. — meaning it keeps 31. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KIM leads at 35. 2% versus 26. 8% for UE. At the gross margin level — before operating expenses — KIM leads at 54. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Alexander & Baldwin, Inc. (ALEX) is the more undervalued stock at a PEG of 0. 49x versus Phillips Edison & Company, Inc. 's 0. 69x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Kimco Realty Corporation (KIM) trades at 30. 5x forward P/E versus 53. 8x for Phillips Edison & Company, Inc. — 23. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KIM: 3. 1% to $24. 25.

All stocks in this comparison pay dividends.

Kimco Realty Corporation (KIM) offers the highest yield at 4. 5%, versus 2. 8% for Phillips Edison & Company, Inc. (PECO).

For long-horizon retirement investors, Phillips Edison & Company, Inc.

(PECO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 27), 2. 8% yield, +693. 0% 10Y return). Both have compounded well over 10 years (PECO: +693. 0%, KIM: +11. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ALEX is a small-cap income-oriented stock; PECO is a small-cap quality compounder stock; KIM is a mid-cap income-oriented stock; UE is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.