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Phillips EdisonPECO +0.56%77 5-Year Yield-on-Cost % is 8.89 as of Jul. 29, 2026, which is 1% below its 10-year median of 8.95. GuruFocus rates PECO with a GF Score™ of 77/100 and a GF Value™ of $40.42 (Fairly Valued). The stock has 8 warning signs investors should review. Among 865 REITs companies, Phillips Edison ranks better than 60.46% on this metric.
Phillips Edison's yield on cost for the quarter that ended in Jun. 2026 was 8.89.
The historical rank and industry rank for Phillips Edison's 5-Year Yield-on-Cost % or its related term are showing as below:
PECO'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.8 Med: 8.95 Max: 11.39
Current: 8.89
During the past 13 years, Phillips Edison's highest Yield on Cost was 11.39. The lowest was 1.80. And the median was 8.95.
PECO's 5-Year Yield-on-Cost % is ranked better than 60.46% of 865
companies
in the REITs industry
Industry Median: 7.31
vs PECO: 8.89
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Phillips Edison 5-Year Yield-on-Cost % Related Terms
PECO vs KRG, SKT, EPRT: 5-Year Yield-on-Cost % Comparison
For the REIT - Retail subindustry, Phillips Edison's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Phillips Edison 5-Year Yield-on-Cost % vs REITs Industry
For the REITs industry and Real Estate sector, Phillips Edison's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Phillips Edison's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Phillips Edison is calculated as
Phillips Edison (PECO) has a 5-Year Yield-on-Cost % of 8.89 as of Jul. 29, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Phillips Edison and its competitors. This is near median its historical median of 8.95. Over the past decade, Phillips Edison's 5-Year Yield-on-Cost % has ranged from 1.80 to 11.39. According to the industry distribution chart, Phillips Edison ranks #342 out of 865 companies in the REITs industry, placing it in the top 39.5%.
Is Phillips Edison's 5-Year Yield-on-Cost % too high?
Phillips Edison's current 5-Year Yield-on-Cost % of 8.89 is near median its 10-year median of 8.95. Over the past 10 years, this metric has ranged from a low of 1.80 to a high of 11.39. The REITs industry median 5-Year Yield-on-Cost % is 7.31. Phillips Edison's value of 8.89 is 21.6% above this industry median. Based on the distribution chart, Phillips Edison ranks #342 out of 865 companies in the REITs industry, which is above the industry midpoint. Overall, Phillips Edison has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Phillips Edison's 5-Year Yield-on-Cost % compare to KRG and SKT?
According to the REITs industry distribution chart, Phillips Edison ranks #342 out of 865 companies for 5-Year Yield-on-Cost %. This puts Phillips Edison in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 7.31. Phillips Edison's value of 8.89 is 21.6% above this benchmark. Historically, Phillips Edison's own 5-Year Yield-on-Cost % has ranged from 1.80 to 11.39 over the past decade. While the company's 10-year median is 8.95 vs. the industry median of 7.31, Phillips Edison has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a REITs company?
The median 5-Year Yield-on-Cost % among REITs companies is 7.31, based on 865 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Phillips Edison's current 5-Year Yield-on-Cost % of 8.89 is 21.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Phillips Edison and its competitors. For the REITs industry, the median 5-Year Yield-on-Cost % is 7.31 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phillips Edison's current 5-Year Yield-on-Cost % is 8.89, which is near median its own 10-year median of 8.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phillips Edison stock overvalued right now?
Based on GuruFocus' analysis, Phillips Edison (PECO) is currently considered Fairly Valued. The stock's GF Value™ is $40.42, compared to a current price of $42.88 — trading 6.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 8.89, which is near median its 10-year median of 8.95 and 21.6% above the REITs industry median of 7.31. Phillips Edison's overall GF Score™ is 77/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Phillips Edison (PECO), the current 5-Year Yield-on-Cost % is 8.89 as of Jul. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Phillips Edison (PECO) Overvalued in 2026?
Based on GuruFocus' analysis, Phillips Edison stock appears to be overvalued.
The current stock price of $42.88 is trading 6.1% above its estimated GF Value™ of $40.42.
GuruFocus considers Phillips Edison to be Fairly Valued.
Key valuation signals for PECO:
5-Year Yield-on-Cost %: 8.89 (near median its 10-year median of 8.95)
GF Value™: $40.42 vs. price of $42.88 (6.1% above fair value)
Industry Position: 21.6% above the REITs median (#342 of 865)
No single metric tells the full story. See the PECO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phillips Edison & Co Inc is a real estate investment trust. The company also operates a third-party investment management business providing property management and advisory services to four unconsolidated institutional joint ventures, in which it has a partial ownership interest, and one private fund. It invests in well-occupied, grocery-anchored neighborhood and community shopping centers. It holds an integrated in-house operating platform built on a market of expertise designed to optimize property value and consistently deliver a great shopping experience.
77GF Score
Get the complete analysis for PECO
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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