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WSR vs PECO
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
WSR vs PECO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Retail | REIT - Retail |
| Market Cap | $974M | $5.04B |
| Revenue (TTM) | $165M | $739M |
| Net Income (TTM) | $50M | $115M |
| Gross Margin | 68.8% | 71.1% |
| Operating Margin | 32.9% | 37.6% |
| Forward P/E | 49.1x | 53.8x |
| Total Debt | $644M | $2.49B |
| Cash & Equiv. | $5M | $4M |
WSR vs PECO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 21 | May 26 | Return |
|---|---|---|---|
| Whitestone REIT (WSR) | 100 | 202.8 | +102.8% |
| Phillips Edison & C… (PECO) | 100 | 696.5 | +596.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WSR vs PECO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WSR carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 3 yrs, beta 0.28
- Lower P/E (49.1x vs 53.8x)
- 30.6% margin vs PECO's 15.6%
PECO is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 10.7%, EPS growth 74.5%, 3Y rev CAGR 8.4%
- 6.9% 10Y total return vs WSR's 88.3%
- Lower volatility, beta 0.27, Low D/E 96.3%, current ratio 0.66x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.7% FFO/revenue growth vs WSR's 3.4% | |
| Value | Lower P/E (49.1x vs 53.8x) | |
| Quality / Margins | 30.6% margin vs PECO's 15.6% | |
| Stability / Safety | Beta 0.27 vs WSR's 0.28, lower leverage | |
| Dividends | 2.8% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +54.5% vs PECO's +16.4% | |
| Efficiency (ROA) | 4.4% ROA vs PECO's 2.0%, ROIC 3.7% vs 3.0% |
WSR vs PECO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WSR vs PECO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PECO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PECO is the larger business by revenue, generating $739M annually — 4.5x WSR's $165M. WSR is the more profitable business, keeping 30.6% of every revenue dollar as net income compared to PECO's 15.6%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $165M | $739M |
| EBITDAEarnings before interest/tax | $91M | $542M |
| Net IncomeAfter-tax profit | $50M | $115M |
| Free Cash FlowCash after capex | $36M | $207M |
| Gross MarginGross profit ÷ Revenue | +68.8% | +71.1% |
| Operating MarginEBIT ÷ Revenue | +32.9% | +37.6% |
| Net MarginNet income ÷ Revenue | +30.6% | +15.6% |
| FCF MarginFCF ÷ Revenue | +21.6% | +28.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.0% | +7.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | +14.3% |
Valuation Metrics
WSR leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 20.0x trailing earnings, WSR trades at a 56% valuation discount to PECO's 45.0x P/E. Adjusting for growth (PEG ratio), WSR offers better value at 0.43x vs PECO's 0.57x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $974M | $5.0B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $7.5B |
| Trailing P/EPrice ÷ TTM EPS | 19.96x | 45.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 49.12x | 53.84x |
| PEG RatioP/E ÷ EPS growth rate | 0.43x | 0.57x |
| EV / EBITDAEnterprise value multiple | 18.03x | 16.20x |
| Price / SalesMarket cap ÷ Revenue | 6.06x | 6.89x |
| Price / BookPrice ÷ Book value/share | 2.12x | 2.15x |
| Price / FCFMarket cap ÷ FCF | 19.19x | 23.80x |
Profitability & Efficiency
WSR leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
WSR delivers a 11.1% return on equity — every $100 of shareholder capital generates $11 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 WSR's 1.39x. On the Piotroski fundamental quality scale (0–9), WSR scores 7/9 vs PECO's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.1% | +4.5% |
| ROA (TTM)Return on assets | +4.4% | +2.0% |
| ROICReturn on invested capital | +3.7% | +3.0% |
| ROCEReturn on capital employed | +4.8% | +4.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 1.39x | 0.96x |
| Net DebtTotal debt minus cash | $639M | $2.5B |
| Cash & Equiv.Liquid assets | $5M | $4M |
| Total DebtShort + long-term debt | $644M | $2.5B |
| Interest CoverageEBIT ÷ Interest expense | 2.52x | 2.17x |
Total Returns (Dividends Reinvested)
WSR 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 $74,018 today (with dividends reinvested), compared to $22,598 for WSR. Over the past 12 months, WSR leads with a +54.5% total return vs PECO's +16.4%. The 3-year compound annual growth rate (CAGR) favors WSR at 33.6% vs PECO's 12.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +38.3% | +14.8% |
| 1-Year ReturnPast 12 months | +54.5% | +16.4% |
| 3-Year ReturnCumulative with dividends | +138.5% | +44.0% |
| 5-Year ReturnCumulative with dividends | +126.0% | +640.2% |
| 10-Year ReturnCumulative with dividends | +88.3% | +693.0% |
| CAGR (3Y)Annualised 3-year return | +33.6% | +12.9% |
Risk & Volatility
Evenly matched — WSR 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 WSR's 0.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | 0.27x |
| 52-Week HighHighest price in past year | $19.01 | $40.71 |
| 52-Week LowLowest price in past year | $11.43 | $32.84 |
| % of 52W HighCurrent price vs 52-week peak | +99.7% | +98.4% |
| RSI (14)Momentum oscillator 0–100 | 82.1 | 63.0 |
| Avg Volume (50D)Average daily shares traded | 479K | 822K |
Analyst Outlook
WSR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates WSR as "Hold" and PECO as "Buy". Consensus price targets imply -1.1% upside for PECO (target: $40) vs -3.7% for WSR (target: $18). PECO is the only dividend payer here at 2.83% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $18.25 | $39.60 |
| # AnalystsCovering analysts | 16 | 14 |
| Dividend YieldAnnual dividend ÷ price | — | +2.8% |
| Dividend StreakConsecutive years of raises | 3 | 1 |
| Dividend / ShareAnnual DPS | — | $1.13 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% |
WSR leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). PECO leads in 1 (Income & Cash Flow). 1 tied.
WSR vs PECO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WSR or PECO 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 3. 4% for Whitestone REIT (WSR). Whitestone REIT (WSR) offers the better valuation at 20. 0x trailing P/E (49. 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 — WSR or PECO?
On trailing P/E, Whitestone REIT (WSR) is the cheapest at 20.
0x versus Phillips Edison & Company, Inc. at 45. 0x. On forward P/E, Whitestone REIT is actually cheaper at 49. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Phillips Edison & Company, Inc. wins at 0. 69x versus Whitestone REIT's 1. 05x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — WSR or PECO?
Over the past 5 years, Phillips Edison & Company, Inc.
(PECO) delivered a total return of +640. 2%, compared to +126. 0% for Whitestone REIT (WSR). Over 10 years, the gap is even starker: PECO returned +693. 0% versus WSR's +88. 3%. 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 — WSR or PECO?
By beta (market sensitivity over 5 years), Phillips Edison & Company, Inc.
(PECO) is the lower-risk stock at 0. 27β versus Whitestone REIT's 0. 28β — meaning WSR is approximately 2% 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 139% for Whitestone REIT — giving it more financial flexibility in a downturn.
05Which is growing faster — WSR or PECO?
By revenue growth (latest reported year), Phillips Edison & Company, Inc.
(PECO) is pulling ahead at 10. 7% versus 3. 4% for Whitestone REIT (WSR). On earnings-per-share growth, the picture is similar: Phillips Edison & Company, Inc. grew EPS 74. 5% year-over-year, compared to 31. 9% for Whitestone REIT. 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.
06Which has better profit margins — WSR or PECO?
Whitestone REIT (WSR) is the more profitable company, earning 31.
0% net margin versus 15. 2% for Phillips Edison & Company, Inc. — meaning it keeps 31. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WSR leads at 33. 3% versus 27. 2% for PECO. At the gross margin level — before operating expenses — WSR leads at 68. 8%, 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 WSR or PECO more undervalued right now?
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, Phillips Edison & Company, Inc. (PECO) is the more undervalued stock at a PEG of 0. 69x versus Whitestone REIT's 1. 05x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Whitestone REIT (WSR) trades at 49. 1x forward P/E versus 53. 8x for Phillips Edison & Company, Inc. — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PECO: -1. 1% to $39. 60.
08Which pays a better dividend — WSR or PECO?
In this comparison, PECO (2.
8% yield) pays a dividend. WSR does not pay a meaningful dividend and should not be held primarily for income.
09Is WSR or PECO 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). Both have compounded well over 10 years (PECO: +693. 0%, WSR: +88. 3%), 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 WSR and PECO?
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.
PECO pays a dividend while WSR does not, making them suitable for different income and tax situations. 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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