REIT - Diversified
Compare Stocks
5 / 10Stock Comparison
CTO vs KRG vs WHLR vs PECO vs KIM
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
REIT - Retail
REIT - Retail
REIT - Retail
CTO vs KRG vs WHLR vs PECO vs KIM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | REIT - Diversified | REIT - Retail | REIT - Retail | REIT - Retail | REIT - Retail |
| Market Cap | $686M | $5.43B | $122M | $5.04B | $15.87B |
| Revenue (TTM) | $155M | $827M | $99M | $739M | $2.16B |
| Net Income (TTM) | $12M | $286M | $12M | $115M | $616M |
| Gross Margin | -2.8% | 52.3% | 66.8% | 71.1% | 54.7% |
| Operating Margin | 22.9% | 23.0% | 38.8% | 37.6% | 36.1% |
| Forward P/E | 45.1x | 83.4x | — | 53.4x | 30.0x |
| Total Debt | $648M | $3.37B | $484M | $2.49B | $8.64B |
| Cash & Equiv. | $6M | $37M | $24M | $4M | $213M |
CTO vs KRG vs WHLR vs PECO vs KIM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| CTO Realty Growth, … (CTO) | 100 | 117.6 | +17.6% |
| Kite Realty Group T… (KRG) | 100 | 138.9 | +38.9% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| Phillips Edison & C… (PECO) | 100 | 690.8 | +590.8% |
| Kimco Realty Corpor… (KIM) | 100 | 128.2 | +28.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CTO vs KRG vs WHLR vs PECO vs KIM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CTO is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- Dividend streak 2 yrs, beta 0.37, yield 8.6%
- Rev growth 20.1%, EPS growth 122.8%, 3Y rev CAGR 22.0%
- Beta 0.37, yield 8.6%, current ratio 2.33x
- 20.1% FFO/revenue growth vs WHLR's -4.0%
KRG carries the broadest edge in this set and is the clearest fit for quality and momentum.
- 34.6% margin vs CTO's 7.9%
- +25.1% vs WHLR's -99.8%
- 4.3% ROA vs CTO's 1.0%, ROIC 2.3% vs 2.1%
Among these 5 stocks, WHLR doesn't own a clear edge in any measured category.
PECO ranks third and is worth considering specifically for long-term compounding and sleep-well-at-night.
- 6.9% 10Y total return vs CTO's 79.5%
- Lower volatility, beta 0.27, Low D/E 96.3%, current ratio 0.66x
- Beta 0.27 vs WHLR's 2.39, lower leverage
KIM is the clearest fit if your priority is value.
- Lower P/E (30.0x vs 53.4x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.1% FFO/revenue growth vs WHLR's -4.0% | |
| Value | Lower P/E (30.0x vs 53.4x) | |
| Quality / Margins | 34.6% margin vs CTO's 7.9% | |
| Stability / Safety | Beta 0.27 vs WHLR's 2.39, lower leverage | |
| Dividends | 8.6% yield, 2-year raise streak, vs KRG's 4.1% | |
| Momentum (1Y) | +25.1% vs WHLR's -99.8% | |
| Efficiency (ROA) | 4.3% ROA vs CTO's 1.0%, ROIC 2.3% vs 2.1% |
CTO vs KRG vs WHLR vs PECO vs KIM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CTO vs KRG vs WHLR vs PECO vs KIM — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
WHLR leads in 2 of 6 categories
CTO leads 1 • KRG leads 0 • PECO leads 0 • KIM leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
CTO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KIM is the larger business by revenue, generating $2.2B annually — 21.7x WHLR's $99M. KRG is the more profitable business, keeping 34.6% of every revenue dollar as net income compared to CTO's 7.9%. On growth, CTO holds the edge at +15.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $155M | $827M | $99M | $739M | $2.2B |
| EBITDAEarnings before interest/tax | $94M | $553M | $62M | $542M | $1.4B |
| Net IncomeAfter-tax profit | $12M | $286M | $12M | $115M | $616M |
| Free Cash FlowCash after capex | $69M | $255M | $4M | $207M | $844M |
| Gross MarginGross profit ÷ Revenue | -2.8% | +52.3% | +66.8% | +71.1% | +54.7% |
| Operating MarginEBIT ÷ Revenue | +22.9% | +23.0% | +38.8% | +37.6% | +36.1% |
| Net MarginNet income ÷ Revenue | +7.9% | +34.6% | +11.9% | +15.6% | +28.5% |
| FCF MarginFCF ÷ Revenue | +44.5% | +30.9% | +4.0% | +28.0% | +39.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.0% | -9.5% | -8.8% | +7.0% | +4.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.7% | -45.5% | -100.0% | +14.3% | +27.8% |
Valuation Metrics
WHLR leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 19.4x trailing earnings, KRG trades at a 92% valuation discount to CTO's 254.1x P/E. On an enterprise value basis, WHLR's 9.8x EV/EBITDA is more attractive than KIM's 17.7x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $686M | $5.4B | $122M | $5.0B | $15.9B |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $8.8B | $582M | $7.5B | $24.3B |
| Trailing P/EPrice ÷ TTM EPS | 254.07x | 19.36x | -0.03x | 45.00x | 28.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 45.09x | 83.38x | — | 53.39x | 30.04x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.57x | — |
| EV / EBITDAEnterprise value multiple | 14.26x | 15.30x | 9.79x | 16.20x | 17.70x |
| Price / SalesMarket cap ÷ Revenue | 4.59x | 6.40x | 1.21x | 6.89x | 7.41x |
| Price / BookPrice ÷ Book value/share | 1.16x | 1.80x | 1.29x | 2.15x | 1.50x |
| Price / FCFMarket cap ÷ FCF | 13.87x | 19.54x | 30.27x | 23.80x | 20.54x |
Profitability & Efficiency
WHLR leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
WHLR delivers a 12.5% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $2 for CTO. KIM carries lower financial leverage with a 0.82x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x. On the Piotroski fundamental quality scale (0–9), KRG scores 6/9 vs KIM's 5/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +2.2% | +8.9% | +12.5% | +4.5% | +5.8% |
| ROA (TTM)Return on assets | +1.0% | +4.3% | +1.9% | +2.0% | +3.1% |
| ROICReturn on invested capital | +2.1% | +2.3% | +4.9% | +3.0% | +3.0% |
| ROCEReturn on capital employed | +2.8% | +3.0% | +6.0% | +4.0% | +3.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.14x | 1.06x | 5.11x | 0.96x | 0.82x |
| Net DebtTotal debt minus cash | $642M | $3.3B | $460M | $2.5B | $8.4B |
| Cash & Equiv.Liquid assets | $6M | $37M | $24M | $4M | $213M |
| Total DebtShort + long-term debt | $648M | $3.4B | $484M | $2.5B | $8.6B |
| Interest CoverageEBIT ÷ Interest expense | 1.39x | 3.51x | 1.44x | 2.17x | 2.46x |
Total Returns (Dividends Reinvested)
Evenly matched — CTO and PECO each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PECO five years ago would be worth $74,018 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, KRG leads with a +25.1% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors CTO at 15.1% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +12.7% | +15.3% | -93.3% | +14.8% | +18.6% |
| 1-Year ReturnPast 12 months | +22.8% | +25.1% | -99.8% | +16.4% | +18.9% |
| 3-Year ReturnCumulative with dividends | +52.4% | +44.9% | -100.0% | +44.0% | +43.6% |
| 5-Year ReturnCumulative with dividends | +58.0% | +46.8% | -100.0% | +640.2% | +31.1% |
| 10-Year ReturnCumulative with dividends | +79.5% | +30.9% | +100.2% | +693.0% | +11.1% |
| CAGR (3Y)Annualised 3-year return | +15.1% | +13.1% | -99.0% | +12.9% | +12.8% |
Risk & Volatility
Evenly matched — KRG and PECO each lead in 1 of 2 comparable metrics.
Risk & Volatility
PECO is the less volatile stock with a 0.27 beta — it tends to amplify market swings less than WHLR's 2.39 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KRG currently trades 99.6% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.37x | 0.54x | 2.09x | 0.27x | 0.54x |
| 52-Week HighHighest price in past year | $20.67 | $26.82 | $904.50 | $40.71 | $24.31 |
| 52-Week LowLowest price in past year | $15.07 | $20.86 | $1.03 | $32.84 | $19.76 |
| % of 52W HighCurrent price vs 52-week peak | +98.2% | +99.6% | +0.1% | +98.4% | +96.8% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 64.6 | 22.9 | 63.0 | 58.4 |
| Avg Volume (50D)Average daily shares traded | 239K | 1.8M | 219K | 822K | 5.0M |
Analyst Outlook
Evenly matched — CTO and KRG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CTO as "Buy", KRG as "Hold", WHLR as "Buy", PECO as "Buy", KIM as "Hold". Consensus price targets imply 5.9% upside for CTO (target: $22) vs -5.2% for KRG (target: $25). For income investors, CTO offers the higher dividend yield at 8.63% vs PECO's 2.83%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $21.50 | $25.33 | — | $39.60 | $24.25 |
| # AnalystsCovering analysts | 10 | 25 | 5 | 14 | 36 |
| Dividend YieldAnnual dividend ÷ price | +8.6% | +4.1% | +5.4% | +2.8% | +4.5% |
| Dividend StreakConsecutive years of raises | 2 | 5 | 1 | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.75 | $1.10 | $0.06 | $1.13 | $1.06 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | +4.6% | 0.0% | 0.0% | +0.8% |
WHLR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). CTO leads in 1 (Income & Cash Flow). 3 tied.
CTO vs KRG vs WHLR vs PECO vs KIM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CTO or KRG or WHLR or PECO or KIM a better buy right now?
For growth investors, CTO Realty Growth, Inc.
(CTO) is the stronger pick with 20. 1% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Kite Realty Group Trust (KRG) offers the better valuation at 19. 4x trailing P/E (83. 4x forward), making it the more compelling value choice. Analysts rate CTO Realty Growth, Inc. (CTO) a "Buy" — based on 10 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.
02Which has the better valuation — CTO or KRG or WHLR or PECO or KIM?
On trailing P/E, Kite Realty Group Trust (KRG) is the cheapest at 19.
4x versus CTO Realty Growth, Inc. at 254. 1x. On forward P/E, Kimco Realty Corporation is actually cheaper at 30. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — CTO or KRG or WHLR or PECO or KIM?
Over the past 5 years, Phillips Edison & Company, Inc.
(PECO) delivered a total return of +640. 2%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: PECO returned +687. 2% versus KIM's +11. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CTO or KRG or WHLR or PECO or KIM?
By beta (market sensitivity over 5 years), Phillips Edison & Company, Inc.
(PECO) is the lower-risk stock at 0. 27β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 09β — meaning WHLR is approximately 679% more volatile than PECO relative to the S&P 500. On balance sheet safety, Kimco Realty Corporation (KIM) carries a lower debt/equity ratio of 82% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CTO or KRG or WHLR or PECO or KIM?
By revenue growth (latest reported year), CTO Realty Growth, Inc.
(CTO) is pulling ahead at 20. 1% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). On earnings-per-share growth, the picture is similar: Kite Realty Group Trust grew EPS 73. 6% year-over-year, compared to 50. 9% for Kimco Realty Corporation. Over a 3-year CAGR, CTO leads at 22. 0% 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.
06Which has better profit margins — CTO or KRG or WHLR or PECO or KIM?
Kite Realty Group Trust (KRG) is the more profitable company, earning 35.
2% net margin versus 6. 7% for CTO Realty Growth, Inc. — meaning it keeps 35. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus 22. 1% for CTO. 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.
07Is CTO or KRG or WHLR or PECO or KIM more undervalued right now?
On forward earnings alone, Kimco Realty Corporation (KIM) trades at 30.
0x forward P/E versus 83. 4x for Kite Realty Group Trust — 53. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CTO: 5. 9% to $21. 50.
08Which pays a better dividend — CTO or KRG or WHLR or PECO or KIM?
All stocks in this comparison pay dividends.
CTO Realty Growth, Inc. (CTO) offers the highest yield at 8. 6%, versus 2. 8% for Phillips Edison & Company, Inc. (PECO).
09Is CTO or KRG or WHLR or PECO or KIM better for a retirement portfolio?
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, +687. 2% 10Y return). Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a higher beta of 2. 09 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PECO: +687. 2%, WHLR: +100. 2%), 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.
10What are the main differences between CTO and KRG and WHLR and PECO and KIM?
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: CTO is a small-cap high-growth stock; KRG is a small-cap income-oriented stock; WHLR is a small-cap income-oriented stock; PECO is a small-cap quality compounder stock; KIM is a mid-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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.