WallStSmart

Federal Realty Investment Trust (FRT)vsPhillips Edison & Co Inc (PECO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Federal Realty Investment Trust generates 76% more annual revenue ($1.28B vs $726.59M). FRT leads profitability with a 32.1% profit margin vs 15.3%. FRT trades at a lower P/E of 22.0x. FRT earns a higher WallStSmart Score of 66/100 (B-).

FRT

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.59

PECO

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FRTUndervalued (+51.2%)

Margin of Safety

+51.2%

Fair Value

$219.02

Current Price

$103.27

$115.75 discount

UndervaluedFair: $219.02Overvalued
PECOUndervalued (+9.5%)

Margin of Safety

+9.5%

Fair Value

$41.65

Current Price

$36.83

$4.82 discount

UndervaluedFair: $41.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FRT4 strengths · Avg: 9.5/10
Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
34.5%10/10

Strong operational efficiency at 34.5%

EPS GrowthGrowth
98.7%10/10

Earnings expanding 98.7% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

PECO2 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

Areas to Watch

FRT2 concerns · Avg: 2.0/10
PEG RatioValuation
3.652/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

PECO4 concerns · Avg: 3.3/10
EPS GrowthGrowth
1.5%4/10

1.5% earnings growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FRT

The strongest argument for FRT centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.1% and operating margin at 34.5%.

Bull Case : PECO

The strongest argument for PECO centers on Price/Book, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 28.7%.

Bear Case : FRT

The primary concerns for FRT are PEG Ratio, Altman Z-Score.

Bear Case : PECO

The primary concerns for PECO are EPS Growth, Return on Equity, Debt/Equity. A P/E of 41.4x leaves little room for execution misses.

Key Dynamics to Monitor

FRT carries more volatility with a beta of 1.01 — expect wider price swings.

PECO is growing revenue faster at 8.6% — sustainability is the question.

PECO generates stronger free cash flow (56M), providing more financial flexibility.

Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FRT scores higher overall (66/100 vs 56/100), backed by strong 32.1% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Federal Realty Investment Trust

REAL ESTATE · REIT - RETAIL · USA

Federal Realty Investment Trust is a real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

Phillips Edison & Co Inc

REAL ESTATE · REIT - RETAIL · USA

Phillips Edison & Company, Inc. (PECO) is a leading fully integrated real estate investment trust (REIT) that focuses on the ownership, operation, and development of grocery-anchored shopping centers across the United States. With a diverse portfolio of over 300 strategically positioned properties, PECO leverages favorable demographic trends and strong consumer preferences to drive value creation. The company is dedicated to building robust relationships with national and regional retailers, enhancing tenant stability and fostering sustainable cash flow growth. Committed to delivering long-term shareholder value, PECO emphasizes disciplined capital management and sustainability initiatives in its operational strategies.

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