PECO
Phillips Edison & Company, Inc.
REIT - Retail
Market Cap$5.07B
5Y Perf.+600.5%
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Stock Comparison
PECO vs WHLR
Revenue, margins, valuation, and 5-year total return — side by side.
WHLR
Wheeler Real Estate Investment Trust, Inc.
REIT - Retail
Market Cap$127M
5Y Perf.-100.0%
PECO vs WHLR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PECO | WHLR |
|---|---|---|
| Industry | REIT - Retail | REIT - Retail |
| Market Cap | $5.07B | $127M |
| Revenue (TTM) | $739M | $99M |
| Net Income (TTM) | $115M | $12M |
| Gross Margin | 71.1% | 66.8% |
| Operating Margin | 37.6% | 38.8% |
| Forward P/E | 54.1x | — |
| Total Debt | $2.49B | $484M |
| Cash & Equiv. | $4M | $24M |
PECO vs WHLR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PECO
WHLR
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| Phillips Edison & C… (PECO) | 100 | 700.5 | +600.5% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PECO vs WHLR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: PECO leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Wheeler Real Estate Investment Trust, Inc. is the stronger pick specifically for dividend income and shareholder returns. 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 carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.27, yield 2.8%
- Rev growth 10.7%, EPS growth 74.5%, 3Y rev CAGR 8.4%
- 7.0% 10Y total return vs WHLR's 100.2%
Best for: income & stability and growth exposure
WHLR
Wheeler Real Estate Investment Trust, Inc.
The Real Estate Income Play
WHLR is the clearest fit if your priority is defensive.
- Beta 2.39, yield 5.2%, current ratio 8.91x
- 5.2% yield, 1-year raise streak, vs PECO's 2.8%
Best for: defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PECO | 10.7% FFO/revenue growth vs WHLR's -4.0% |
| Value | PECO | Better valuation composite |
| Quality / Margins | PECO | 15.6% margin vs WHLR's 11.9% |
| Stability / Safety | PECO | Beta 0.27 vs WHLR's 2.39, lower leverage |
| Dividends | WHLR | 5.2% yield, 1-year raise streak, vs PECO's 2.8% |
| Momentum (1Y) | PECO | +17.4% vs WHLR's -99.8% |
| Efficiency (ROA) | PECO | 2.0% ROA vs WHLR's 1.9%, ROIC 3.0% vs 4.9% |
PECO vs WHLR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2017
FY 2025
PECO vs WHLR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLPECOLAGGINGWHLR
WHLRWheeler Real Estate I…
3leads
PECOPhillips Edison & Com…
3leads
6 Total Categories
CATEGORYLEADERvs WHLRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
PECO5/6
Valuation MetricsMultiples, price ratios, and targets
WHLR4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WHLR6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
PECO6/6
Risk & VolatilityBeta, volatility, and downside exposure
PECO2/2
Analyst OutlookRatings, price targets, and dividends
WHLR1/1
Income & Cash Flow (Last 12 Months)
PECO leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PECO is the larger business by revenue, generating $739M annually — 7.4x WHLR's $99M. Profitability is closely matched — net margins range from 15.6% (PECO) to 11.9% (WHLR). On growth, PECO holds the edge at +7.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| RevenueTrailing 12 months | $739M | $99M |
| EBITDAEarnings before interest/tax | $542M | $62M |
| Net IncomeAfter-tax profit | $115M | $12M |
| Free Cash FlowCash after capex | $207M | $4M |
| Gross MarginGross profit ÷ Revenue | +71.1% | +66.8% |
| Operating MarginEBIT ÷ Revenue | +37.6% | +38.8% |
| Net MarginNet income ÷ Revenue | +15.6% | +11.9% |
| FCF MarginFCF ÷ Revenue | +28.0% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.0% | -8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.3% | -100.0% |
PECO leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
WHLR leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WHLR's 9.9x EV/EBITDA is more attractive than PECO's 16.3x.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| Market CapShares × price | $5.1B | $127M |
| Enterprise ValueMkt cap + debt − cash | $7.6B | $587M |
| Trailing P/EPrice ÷ TTM EPS | 45.26x | -0.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 54.15x | — |
| PEG RatioP/E ÷ EPS growth rate | 0.58x | — |
| EV / EBITDAEnterprise value multiple | 16.26x | 9.88x |
| Price / SalesMarket cap ÷ Revenue | 6.93x | 1.27x |
| Price / BookPrice ÷ Book value/share | 2.16x | 1.34x |
| Price / FCFMarket cap ÷ FCF | 23.93x | 31.60x |
WHLR leads this category, winning 4 of 5 comparable metrics.
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 $4 for PECO. PECO carries lower financial leverage with a 0.96x 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 PECO's 5/9, reflecting solid financial health.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| ROE (TTM)Return on equity | +4.5% | +12.5% |
| ROA (TTM)Return on assets | +2.0% | +1.9% |
| ROICReturn on invested capital | +3.0% | +4.9% |
| ROCEReturn on capital employed | +4.0% | +6.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.96x | 5.11x |
| Net DebtTotal debt minus cash | $2.5B | $460M |
| Cash & Equiv.Liquid assets | $4M | $24M |
| Total DebtShort + long-term debt | $2.5B | $484M |
| Interest CoverageEBIT ÷ Interest expense | 2.17x | 1.44x |
WHLR leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
PECO leads this category, winning 6 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 $0 for WHLR. Over the past 12 months, PECO leads with a +17.4% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors PECO at 13.1% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| YTD ReturnYear-to-date | +15.4% | -93.0% |
| 1-Year ReturnPast 12 months | +17.4% | -99.8% |
| 3-Year ReturnCumulative with dividends | +44.8% | -100.0% |
| 5-Year ReturnCumulative with dividends | +643.9% | -100.0% |
| 10-Year ReturnCumulative with dividends | +697.0% | +100.2% |
| CAGR (3Y)Annualised 3-year return | +13.1% | -99.0% |
PECO leads this category, winning 6 of 6 comparable metrics.
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 98.9% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.27x | 2.39x |
| 52-Week HighHighest price in past year | $40.71 | $904.50 |
| 52-Week LowLowest price in past year | $32.84 | $1.03 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +0.1% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 32.6 |
| Avg Volume (50D)Average daily shares traded | 786K | 238K |
PECO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
WHLR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates PECO as "Buy" and WHLR as "Buy". For income investors, WHLR offers the higher dividend yield at 5.15% vs PECO's 2.81%.
| Metric | PECOPhillips Edison &… | WHLRWheeler Real Esta… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $39.60 | — |
| # AnalystsCovering analysts | 14 | 5 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +5.2% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.13 | $0.06 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
WHLR leads this category, winning 1 of 1 comparable metric.
Key Takeaway
PECO leads in 3 of 6 categories (Income & Cash Flow, Total Returns). WHLR leads in 3 (Valuation Metrics, Profitability & Efficiency).
Best OverallPhillips Edison & Company, … (PECO)Leads 3 of 6 categories
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PECO vs WHLR: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is PECO or WHLR a better buy right now?
For growth investors, Phillips Edison & Company, Inc.
(PECO) is the stronger pick with 10. 7% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). 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 is the better long-term investment — PECO or WHLR?
Over the past 5 years, Phillips Edison & Company, Inc.
(PECO) delivered a total return of +643. 9%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: PECO returned +697. 0% versus WHLR's +100. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — PECO or WHLR?
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, Phillips Edison & Company, Inc. (PECO) carries a lower debt/equity ratio of 96% versus 5% for Wheeler Real Estate Investment Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — PECO or WHLR?
By revenue growth (latest reported year), Phillips Edison & Company, Inc.
(PECO) is pulling ahead at 10. 7% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 100. 0% year-over-year, compared to 74. 5% for Phillips Edison & Company, Inc.. Over a 3-year CAGR, WHLR leads at 9. 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.
05Which has better profit margins — PECO or WHLR?
Phillips Edison & Company, Inc.
(PECO) is the more profitable company, earning 15. 2% net margin versus 8. 7% for Wheeler Real Estate Investment Trust, Inc. — meaning it keeps 15. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLR leads at 36. 4% versus 27. 2% for PECO. At the gross margin level — before operating expenses — WHLR leads at 21. 4%, 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.
06Which pays a better dividend — PECO or WHLR?
All stocks in this comparison pay dividends.
Wheeler Real Estate Investment Trust, Inc. (WHLR) offers the highest yield at 5. 2%, versus 2. 8% for Phillips Edison & Company, Inc. (PECO).
07Is PECO or WHLR 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). 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: +697. 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.
08What are the main differences between PECO and WHLR?
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; WHLR 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.
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(PECO: 7.0% · WHLR: -8.8%)Net Margin>
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