WallStSmart

Phillips Edison & Co Inc (PECO)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PECO leads profitability with a 19.1% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. PECO earns a higher WallStSmart Score of 58/100 (C).

PECO

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 3.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.48

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PECOSignificantly Overvalued (-30.9%)

Margin of Safety

-30.9%

Fair Value

$28.81

Current Price

$36.72

$7.91 premium

UndervaluedFair: $28.81Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PECO3 strengths · Avg: 8.7/10
EPS GrowthGrowth
219.2%10/10

Earnings expanding 219.2% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

PECO4 concerns · Avg: 3.3/10
P/E RatioValuation
32.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : PECO

The strongest argument for PECO centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 19.1% and operating margin at 28.8%.

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : PECO

The primary concerns for PECO are P/E Ratio, Return on Equity, Debt/Equity.

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

PECO profiles as a mature stock while TBB is a value play — different risk/reward profiles.

PECO is growing revenue faster at 6.7% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

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

Bottom Line

PECO scores higher overall (58/100 vs 25/100), backed by strong 19.1% margins. Both earn "Buy" and "Avoid" 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 prominent real estate investment trust (REIT) specializing in the acquisition, management, and development of grocery-anchored shopping centers throughout the United States. With over 300 strategically located properties, PECO effectively capitalizes on demographic trends and evolving consumer behaviors to optimize asset performance and enhance shareholder value. The company maintains robust relationships with both national and regional tenants, providing a stable cash flow while adhering to disciplined capital management and sustainability practices that reinforce its commitment to responsible operations and long-term returns for investors.

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AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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