PECO
Phillips Edison & Company, Inc.
REIT - Retail
Market Cap$5.07B
5Y Perf.+600.5%
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Stock Comparison
PECO vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+218.8%
PECO vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PECO | WELL |
|---|---|---|
| Industry | REIT - Retail | REIT - Healthcare Facilities |
| Market Cap | $5.07B | $151.66B |
| Revenue (TTM) | $739M | $11.63B |
| Net Income (TTM) | $115M | $1.43B |
| Gross Margin | 71.1% | 39.1% |
| Operating Margin | 37.6% | 4.4% |
| Forward P/E | 54.1x | 79.7x |
| Total Debt | $2.49B | $21.38B |
| Cash & Equiv. | $4M | $5.03B |
PECO vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PECO
WELL
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| Phillips Edison & C… (PECO) | 100 | 700.5 | +600.5% |
| Welltower Inc. (WELL) | 100 | 318.8 | +218.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PECO vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WELL leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and capital preservation and lower volatility. Phillips Edison & Company, Inc. is the stronger pick specifically for valuation and capital efficiency and profitability and margin quality. As sector peers, any of these can serve as alternatives in the same allocation.
PECO
Phillips Edison & Company, Inc.
The Real Estate Income Play
PECO is the clearest fit if your priority is long-term compounding.
- 7.0% 10Y total return vs WELL's 233.9%
- Lower P/E (54.1x vs 79.7x)
- 15.6% margin vs WELL's 12.3%
Best for: long-term compounding
WELL
Welltower Inc.
The Real Estate Income Play
WELL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.13, yield 1.3%
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs PECO's 10.7% |
| Value | PECO | Lower P/E (54.1x vs 79.7x) |
| Quality / Margins | PECO | 15.6% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs PECO's 0.27, lower leverage |
| Dividends | PECO | 2.8% yield, 1-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs PECO's +17.4% |
| Efficiency (ROA) | WELL | 2.3% ROA vs PECO's 2.0%, ROIC 0.5% vs 3.0% |
PECO vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2017
FY 2025
PECO vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLPECOLAGGINGWELL
WELLWelltower Inc.
1leads
PECOPhillips Edison & Com…
3leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
PECO4/6
Valuation MetricsMultiples, price ratios, and targets
PECO6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
PECO6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
PECO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 15.7x PECO's $739M. Profitability is closely matched — net margins range from 15.6% (PECO) to 12.3% (WELL). On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $739M | $11.6B |
| EBITDAEarnings before interest/tax | $542M | $2.8B |
| Net IncomeAfter-tax profit | $115M | $1.4B |
| Free Cash FlowCash after capex | $207M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +71.1% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +37.6% | +4.4% |
| Net MarginNet income ÷ Revenue | +15.6% | +12.3% |
| FCF MarginFCF ÷ Revenue | +28.0% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.0% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.3% | +22.5% |
PECO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
PECO leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 45.3x trailing earnings, PECO trades at a 71% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, PECO's 16.3x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $5.1B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $7.6B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 45.26x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 54.15x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | 0.58x | — |
| EV / EBITDAEnterprise value multiple | 16.26x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 6.93x | 14.22x |
| Price / BookPrice ÷ Book value/share | 2.16x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 23.93x | 53.25x |
PECO leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
PECO leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
PECO delivers a 4.5% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to PECO's 0.96x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs PECO's 5/9, reflecting strong financial health.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +4.5% | +3.5% |
| ROA (TTM)Return on assets | +2.0% | +2.3% |
| ROICReturn on invested capital | +3.0% | +0.5% |
| ROCEReturn on capital employed | +4.0% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.96x | 0.49x |
| Net DebtTotal debt minus cash | $2.5B | $16.3B |
| Cash & Equiv.Liquid assets | $4M | $5.0B |
| Total DebtShort + long-term debt | $2.5B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.17x | 0.26x |
PECO leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PECO five years ago would be worth $74,391 today (with dividends reinvested), compared to $31,193 for WELL. Over the past 12 months, WELL leads with a +45.8% total return vs PECO's +17.4%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs PECO's 13.1% — a key indicator of consistent wealth creation.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +15.4% | +16.2% |
| 1-Year ReturnPast 12 months | +17.4% | +45.8% |
| 3-Year ReturnCumulative with dividends | +44.8% | +194.0% |
| 5-Year ReturnCumulative with dividends | +643.9% | +211.9% |
| 10-Year ReturnCumulative with dividends | +697.0% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +13.1% | +43.3% |
WELL leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — PECO and WELL each lead in 1 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than PECO's 0.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.27x | 0.13x |
| 52-Week HighHighest price in past year | $40.71 | $219.59 |
| 52-Week LowLowest price in past year | $32.84 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 786K | 2.6M |
Evenly matched — PECO and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — PECO and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PECO as "Buy" and WELL as "Buy". Consensus price targets imply 4.6% upside for WELL (target: $227) vs -1.7% for PECO (target: $40). For income investors, PECO offers the higher dividend yield at 2.81% vs WELL's 1.28%.
| Metric | PECOPhillips Edison &… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $39.60 | $226.50 |
| # AnalystsCovering analysts | 14 | 34 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $1.13 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Evenly matched — PECO and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway
PECO leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 1 (Total Returns). 2 tied.
Best OverallPhillips Edison & Company, … (PECO)Leads 3 of 6 categories
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PECO vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PECO or WELL a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus 10. 7% for Phillips Edison & Company, Inc. (PECO). Phillips Edison & Company, Inc. (PECO) offers the better valuation at 45. 3x trailing P/E (54. 1x forward), making it the more compelling value choice. Analysts rate Phillips Edison & Company, Inc. (PECO) a "Buy" — based on 14 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 — PECO or WELL?
On trailing P/E, Phillips Edison & Company, Inc.
(PECO) is the cheapest at 45. 3x versus Welltower Inc. at 155. 7x. On forward P/E, Phillips Edison & Company, Inc. is actually cheaper at 54. 1x.
03Which is the better long-term investment — PECO or WELL?
Over the past 5 years, Phillips Edison & Company, Inc.
(PECO) delivered a total return of +643. 9%, compared to +211. 9% for Welltower Inc. (WELL). Over 10 years, the gap is even starker: PECO returned +697. 0% versus WELL's +233. 9%. 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 — PECO or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Phillips Edison & Company, Inc. 's 0. 27β — meaning PECO is approximately 105% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 96% for Phillips Edison & Company, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PECO or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 10. 7% for Phillips Edison & Company, Inc. (PECO). On earnings-per-share growth, the picture is similar: Phillips Edison & Company, Inc. grew EPS 74. 5% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, WELL leads at 22. 7% 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 — PECO or WELL?
Phillips Edison & Company, Inc.
(PECO) is the more profitable company, earning 15. 2% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 15. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PECO leads at 27. 2% versus 3. 3% for WELL. At the gross margin level — before operating expenses — WELL leads at 39. 2%, 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 PECO or WELL more undervalued right now?
On forward earnings alone, Phillips Edison & Company, Inc.
(PECO) trades at 54. 1x forward P/E versus 79. 7x for Welltower Inc. — 25. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 4. 6% to $226. 50.
08Which pays a better dividend — PECO or WELL?
All stocks in this comparison pay dividends.
Phillips Edison & Company, Inc. (PECO) offers the highest yield at 2. 8%, versus 1. 3% for Welltower Inc. (WELL).
09Is PECO or WELL 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, +697. 0% 10Y return). Both have compounded well over 10 years (PECO: +697. 0%, WELL: +233. 9%), 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 PECO and WELL?
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: PECO is a small-cap quality compounder stock; WELL is a mid-cap high-growth 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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Revenue Growth>
%
(PECO: 7.0% · WELL: 40.3%)Net Margin>
%
(PECO: 15.6% · WELL: 12.3%)P/E Ratio<
x
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