Phillips Edison & Co Inc (PECO)vsSimon Property Group Inc (SPG)
PECO
Phillips Edison & Co Inc
$41.09
+2.88%
REAL ESTATE · Cap: $5.82B
SPG
Simon Property Group Inc
$214.57
+1.98%
REAL ESTATE · Cap: $81.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 800% more annual revenue ($6.65B vs $739.02M). SPG leads profitability with a 70.6% profit margin vs 15.6%. SPG trades at a lower P/E of 15.2x. SPG earns a higher WallStSmart Score of 63/100 (C+).
PECO
Buy54
out of 100
Grade: C-
SPG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.1%
Fair Value
$28.75
Current Price
$41.09
$12.34 premium
Margin of Safety
-27.7%
Fair Value
$152.48
Current Price
$214.57
$62.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.5%
Reasonable price relative to book value
Every $100 of equity generates 96 in profit
Keeps 71 of every $100 in revenue as profit
Strong operational efficiency at 43.4%
Large-cap with strong market position
Attractively priced relative to earnings
19.3% revenue growth
Areas to Watch
ROE of 5.1% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 14.4x book value
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : PECO
The strongest argument for PECO centers on Operating Margin, Price/Book. Profitability is solid with margins at 15.6% and operating margin at 30.5%.
Bull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 70.6% and operating margin at 43.4%. Revenue growth of 19.3% demonstrates continued momentum.
Bear Case : PECO
The primary concerns for PECO are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 45.6x leaves little room for execution misses.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, Altman Z-Score. Debt-to-equity of 5.96 is elevated, increasing financial risk.
Key Dynamics to Monitor
PECO profiles as a mature stock while SPG is a growth play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.35 — expect wider price swings.
SPG is growing revenue faster at 19.3% — sustainability is the question.
SPG generates stronger free cash flow (625M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (63/100 vs 54/100), backed by strong 70.6% margins and 19.3% revenue growth. Both earn "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.
Phillips Edison & Co Inc
REAL ESTATE · REIT - RETAIL · USA
Phillips Edison & Company, Inc. (PECO) is a leading real estate investment trust (REIT) focused 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 demographic trends and consumer behavior shifts to maximize asset performance and value creation. By cultivating strong partnerships with both national and regional retailers, the company ensures tenant stability and enhances sustainable cash flow growth. PECO is dedicated to delivering long-term shareholder value through prudent capital management and a commitment to sustainability within its operational practices.
Visit Website →Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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