REIT - Diversified
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CTO vs PECO vs KIM vs WHLR vs SITC
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
REIT - Retail
REIT - Retail
REIT - Retail
CTO vs PECO vs KIM vs WHLR vs SITC — 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 | $5.04B | $15.87B | $122M | $293M |
| Revenue (TTM) | $155M | $739M | $2.16B | $99M | $90M |
| Net Income (TTM) | $12M | $115M | $616M | $12M | $176M |
| Gross Margin | -2.8% | 71.1% | 54.7% | 66.8% | -42.1% |
| Operating Margin | 22.9% | 37.6% | 36.1% | 38.8% | -10.8% |
| Forward P/E | 55.9x | 53.8x | 30.5x | — | 1.6x |
| Total Debt | $648M | $2.49B | $8.64B | $484M | $74M |
| Cash & Equiv. | $6M | $4M | $213M | $24M | $119M |
CTO vs PECO vs KIM vs WHLR vs SITC — 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 | 117.7 | +17.7% |
| Phillips Edison & C… (PECO) | 100 | 696.5 | +596.5% |
| Kimco Realty Corpor… (KIM) | 100 | 128.4 | +28.4% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| SITE Centers Corp. (SITC) | 100 | 10.5 | -89.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CTO vs PECO vs KIM vs WHLR vs SITC
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 growth exposure is your priority.
- Rev growth 20.1%, EPS growth 122.8%, 3Y rev CAGR 22.0%
- 20.1% FFO/revenue growth vs SITC's -55.6%
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 lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, WHLR doesn't own a clear edge in any measured category.
SITC carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 4 yrs, beta 1.05, yield 100.0%
- PEG 0.05 vs PECO's 0.69
- Beta 1.05, yield 100.0%, current ratio 36.38x
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.1% FFO/revenue growth vs SITC's -55.6% | |
| Value | Better valuation composite | |
| Quality / Margins | 195.7% margin vs CTO's 7.9% | |
| Stability / Safety | Beta 0.27 vs WHLR's 2.39, lower leverage | |
| Dividends | 100.0% yield, 4-year raise streak, vs CTO's 8.6% | |
| Momentum (1Y) | +29.3% vs WHLR's -99.8% | |
| Efficiency (ROA) | 32.2% ROA vs CTO's 1.0%, ROIC -0.2% vs 2.1% |
CTO vs PECO vs KIM vs WHLR vs SITC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CTO vs PECO vs KIM vs WHLR vs SITC — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SITC leads in 3 of 6 categories
PECO leads 1 • CTO leads 0 • KIM leads 0 • WHLR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — CTO and SITC each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KIM is the larger business by revenue, generating $2.2B annually — 24.1x SITC's $90M. SITC is the more profitable business, keeping 195.7% 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 | $739M | $2.2B | $99M | $90M |
| EBITDAEarnings before interest/tax | $94M | $542M | $1.4B | $62M | $28M |
| Net IncomeAfter-tax profit | $12M | $115M | $616M | $12M | $176M |
| Free Cash FlowCash after capex | $69M | $207M | $844M | $4M | $133M |
| Gross MarginGross profit ÷ Revenue | -2.8% | +71.1% | +54.7% | +66.8% | -42.1% |
| Operating MarginEBIT ÷ Revenue | +22.9% | +37.6% | +36.1% | +38.8% | -10.8% |
| Net MarginNet income ÷ Revenue | +7.9% | +15.6% | +28.5% | +11.9% | +195.7% |
| FCF MarginFCF ÷ Revenue | +44.5% | +28.0% | +39.0% | +4.0% | +148.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.0% | +7.0% | +4.0% | -8.8% | -78.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.7% | +14.3% | +27.8% | -100.0% | -66.7% |
Valuation Metrics
SITC leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 1.6x trailing earnings, SITC trades at a 99% valuation discount to CTO's 254.1x P/E. Adjusting for growth (PEG ratio), SITC offers better value at 0.05x vs PECO's 0.57x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $686M | $5.0B | $15.9B | $122M | $293M |
| Enterprise ValueMkt cap + debt − cash | $1.3B | $7.5B | $24.3B | $582M | $248M |
| Trailing P/EPrice ÷ TTM EPS | 254.07x | 45.00x | 28.35x | -0.03x | 1.65x |
| Forward P/EPrice ÷ next-FY EPS est. | 55.88x | 53.84x | 30.48x | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | 0.57x | — | — | 0.05x |
| EV / EBITDAEnterprise value multiple | 14.26x | 16.20x | 17.70x | 9.79x | 5.73x |
| Price / SalesMarket cap ÷ Revenue | 4.59x | 6.89x | 7.41x | 1.21x | 2.38x |
| Price / BookPrice ÷ Book value/share | 1.16x | 2.15x | 1.50x | 1.29x | 0.87x |
| Price / FCFMarket cap ÷ FCF | 13.87x | 23.80x | 20.54x | 30.27x | 14.93x |
Profitability & Efficiency
SITC leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
SITC delivers a 48.0% return on equity — every $100 of shareholder capital generates $48 in annual profit, vs $2 for CTO. SITC carries lower financial leverage with a 0.22x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHLR's 5.11x. On the Piotroski fundamental quality scale (0–9), WHLR scores 6/9 vs KIM's 5/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +2.2% | +4.5% | +5.8% | +12.5% | +48.0% |
| ROA (TTM)Return on assets | +1.0% | +2.0% | +3.1% | +1.9% | +32.2% |
| ROICReturn on invested capital | +2.1% | +3.0% | +3.0% | +4.9% | -0.2% |
| ROCEReturn on capital employed | +2.8% | +4.0% | +3.9% | +6.0% | -0.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 6 | 6 |
| Debt / EquityFinancial leverage | 1.14x | 0.96x | 0.82x | 5.11x | 0.22x |
| Net DebtTotal debt minus cash | $642M | $2.5B | $8.4B | $460M | -$45M |
| Cash & Equiv.Liquid assets | $6M | $4M | $213M | $24M | $119M |
| Total DebtShort + long-term debt | $648M | $2.5B | $8.6B | $484M | $74M |
| Interest CoverageEBIT ÷ Interest expense | 1.39x | 2.17x | 2.46x | 1.44x | 12.60x |
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, SITC leads with a +29.3% 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% | +14.8% | +18.6% | -93.3% | -12.8% |
| 1-Year ReturnPast 12 months | +22.8% | +16.4% | +18.9% | -99.8% | +29.3% |
| 3-Year ReturnCumulative with dividends | +52.4% | +44.0% | +43.6% | -100.0% | -64.2% |
| 5-Year ReturnCumulative with dividends | +58.0% | +640.2% | +31.1% | -100.0% | -68.3% |
| 10-Year ReturnCumulative with dividends | +79.5% | +693.0% | +11.1% | +100.2% | -78.5% |
| CAGR (3Y)Annualised 3-year return | +15.1% | +12.9% | +12.8% | -99.0% | -29.0% |
Risk & Volatility
PECO leads this category, winning 2 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. PECO currently trades 98.4% 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 | 0.27x | 0.54x | 2.39x | 1.05x |
| 52-Week HighHighest price in past year | $20.67 | $40.71 | $24.31 | $904.50 | $13.10 |
| 52-Week LowLowest price in past year | $15.07 | $32.84 | $19.76 | $1.03 | $5.24 |
| % of 52W HighCurrent price vs 52-week peak | +98.2% | +98.4% | +96.8% | +0.1% | +42.6% |
| RSI (14)Momentum oscillator 0–100 | 65.1 | 63.0 | 58.4 | 22.9 | 54.6 |
| Avg Volume (50D)Average daily shares traded | 239K | 822K | 5.0M | 219K | 777K |
Analyst Outlook
SITC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CTO as "Buy", PECO as "Buy", KIM as "Hold", WHLR as "Buy", SITC as "Hold". Consensus price targets imply 43.4% upside for SITC (target: $8) vs -1.1% for PECO (target: $40). For income investors, SITC offers the higher dividend yield at 100.00% vs PECO's 2.83%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | $21.50 | $39.60 | $24.25 | — | $8.00 |
| # AnalystsCovering analysts | 10 | 14 | 36 | 5 | 31 |
| Dividend YieldAnnual dividend ÷ price | +8.6% | +2.8% | +4.5% | +5.4% | +100.0% |
| Dividend StreakConsecutive years of raises | 2 | 1 | 1 | 1 | 4 |
| Dividend / ShareAnnual DPS | $1.75 | $1.13 | $1.06 | $0.06 | $6.78 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | 0.0% | +0.8% | 0.0% | +0.0% |
SITC leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). PECO leads in 1 (Risk & Volatility). 2 tied.
CTO vs PECO vs KIM vs WHLR vs SITC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CTO or PECO or KIM or WHLR or SITC 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 -55. 6% for SITE Centers Corp. (SITC). SITE Centers Corp. (SITC) offers the better valuation at 1. 6x trailing P/E, 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 PECO or KIM or WHLR or SITC?
On trailing P/E, SITE Centers Corp.
(SITC) is the cheapest at 1. 6x versus CTO Realty Growth, Inc. at 254. 1x. On forward P/E, Kimco Realty Corporation is actually cheaper at 30. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — CTO or PECO or KIM or WHLR or SITC?
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 +693. 0% versus SITC's -78. 5%. 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 PECO or KIM or WHLR or SITC?
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. 39β — meaning WHLR is approximately 777% more volatile than PECO relative to the S&P 500. On balance sheet safety, SITE Centers Corp. (SITC) carries a lower debt/equity ratio of 22% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CTO or PECO or KIM or WHLR or SITC?
By revenue growth (latest reported year), CTO Realty Growth, Inc.
(CTO) is pulling ahead at 20. 1% versus -55. 6% for SITE Centers Corp. (SITC). On earnings-per-share growth, the picture is similar: CTO Realty Growth, Inc. grew EPS 122. 8% year-over-year, compared to -65. 3% for SITE Centers Corp.. 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 PECO or KIM or WHLR or SITC?
SITE Centers Corp.
(SITC) is the more profitable company, earning 144. 4% net margin versus 6. 7% for CTO Realty Growth, Inc. — meaning it keeps 144. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus -1. 3% for SITC. 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 PECO or KIM or WHLR or SITC more undervalued right now?
On forward earnings alone, Kimco Realty Corporation (KIM) trades at 30.
5x forward P/E versus 55. 9x for CTO Realty Growth, Inc. — 25. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SITC: 43. 4% to $8. 00.
08Which pays a better dividend — CTO or PECO or KIM or WHLR or SITC?
All stocks in this comparison pay dividends.
SITE Centers Corp. (SITC) offers the highest yield at 100. 0%, versus 2. 8% for Phillips Edison & Company, Inc. (PECO).
09Is CTO or PECO or KIM or WHLR or SITC 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, +693. 0% 10Y return). Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a higher beta of 2. 39 — 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: +693. 0%, 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 PECO and KIM and WHLR and SITC?
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; PECO is a small-cap quality compounder stock; KIM is a mid-cap income-oriented stock; WHLR is a small-cap income-oriented stock; SITC is a small-cap deep-value 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.
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