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Stock Comparison

WSR vs PECO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
WSR
Whitestone REIT

REIT - Retail

Real EstateNYSE • US
Market Cap$974M
5Y Perf.+102.8%
PECO
Phillips Edison & Company, Inc.

REIT - Retail

Real EstateNASDAQ • US
Market Cap$5.04B
5Y Perf.+596.5%

WSR vs PECO — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
WSR logoWSR
PECO logoPECO
IndustryREIT - RetailREIT - Retail
Market Cap$974M$5.04B
Revenue (TTM)$165M$739M
Net Income (TTM)$50M$115M
Gross Margin68.8%71.1%
Operating Margin32.9%37.6%
Forward P/E49.1x53.8x
Total Debt$644M$2.49B
Cash & Equiv.$5M$4M

WSR vs PECOLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

WSR
PECO
StockFeb 21May 26Return
Whitestone REIT (WSR)100202.8+102.8%
Phillips Edison & C… (PECO)100696.5+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.

Bottom line: WSR leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Phillips Edison & Company, Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
WSR
Whitestone REIT
The Real Estate Income Play

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%
Best for: income & stability
PECO
Phillips Edison & Company, Inc.
The Real Estate Income Play

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
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthPECO logoPECO10.7% FFO/revenue growth vs WSR's 3.4%
ValueWSR logoWSRLower P/E (49.1x vs 53.8x)
Quality / MarginsWSR logoWSR30.6% margin vs PECO's 15.6%
Stability / SafetyPECO logoPECOBeta 0.27 vs WSR's 0.28, lower leverage
DividendsPECO logoPECO2.8% yield; 1-year raise streak; the other pay no meaningful dividend
Momentum (1Y)WSR logoWSR+54.5% vs PECO's +16.4%
Efficiency (ROA)WSR logoWSR4.4% 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

WSRWhitestone REIT

Segment breakdown not available.

PECOPhillips Edison & Company, Inc.
FY 2017
Owned Real Estate
97.4%$303M
Investment Management
2.6%$8M

WSR vs PECO — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLWSRLAGGINGPECO

Income & Cash Flow (Last 12 Months)

PECO leads this category, winning 4 of 6 comparable metrics.

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%.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
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%
PECO leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

WSR leads this category, winning 6 of 7 comparable 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.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
Market CapShares × price$974M$5.0B
Enterprise ValueMkt cap + debt − cash$1.6B$7.5B
Trailing P/EPrice ÷ TTM EPS19.96x45.00x
Forward P/EPrice ÷ next-FY EPS est.49.12x53.84x
PEG RatioP/E ÷ EPS growth rate0.43x0.57x
EV / EBITDAEnterprise value multiple18.03x16.20x
Price / SalesMarket cap ÷ Revenue6.06x6.89x
Price / BookPrice ÷ Book value/share2.12x2.15x
Price / FCFMarket cap ÷ FCF19.19x23.80x
WSR leads this category, winning 6 of 7 comparable metrics.

Profitability & Efficiency

WSR leads this category, winning 8 of 9 comparable metrics.

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.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
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 0–975
Debt / EquityFinancial leverage1.39x0.96x
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 expense2.52x2.17x
WSR leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

WSR leads this category, winning 4 of 6 comparable metrics.

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.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
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%
WSR leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — WSR and PECO each lead in 1 of 2 comparable metrics.

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.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
Beta (5Y)Sensitivity to S&P 5000.28x0.27x
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 0–10082.163.0
Avg Volume (50D)Average daily shares traded479K822K
Evenly matched — WSR and PECO each lead in 1 of 2 comparable metrics.

Analyst Outlook

WSR leads this category, winning 1 of 1 comparable metric.

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.

MetricWSR logoWSRWhitestone REITPECO logoPECOPhillips Edison &…
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$18.25$39.60
# AnalystsCovering analysts1614
Dividend YieldAnnual dividend ÷ price+2.8%
Dividend StreakConsecutive years of raises31
Dividend / ShareAnnual DPS$1.13
Buyback YieldShare repurchases ÷ mkt cap+0.2%0.0%
WSR leads this category, winning 1 of 1 comparable metric.
Key Takeaway

WSR leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). PECO leads in 1 (Income & Cash Flow). 1 tied.

Best OverallWhitestone REIT (WSR)Leads 4 of 6 categories
Loading custom metrics...

WSR vs PECO: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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.

09

Is 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.

10

What 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

WSR

Quality Mega-Cap Compounder

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 18%
Run This Screen
Stocks Like

PECO

Income & Dividend Stock

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform WSR and PECO on the metrics below

Revenue Growth>
%
(WSR: 8.0% · PECO: 7.0%)
Net Margin>
%
(WSR: 30.6% · PECO: 15.6%)
P/E Ratio<
x
(WSR: 20.0x · PECO: 45.0x)

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