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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $190.7M, roughly 1.1× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs -3.1%, a 20.5% gap on every dollar of revenue. On growth, Phillips Edison & Company, Inc. posted the faster year-over-year revenue change (7.0% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 8.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
PECO vs STKS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $207.0M |
| Net Profit | $33.2M | $-6.4M |
| Gross Margin | — | — |
| Operating Margin | 30.5% | 2.2% |
| Net Margin | 17.4% | -3.1% |
| Revenue YoY | 7.0% | -6.7% |
| Net Profit YoY | 15.1% | -531.8% |
| EPS (diluted) | $0.24 | $-0.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $190.7M | — | ||
| Q4 25 | $187.9M | $207.0M | ||
| Q3 25 | $182.7M | $180.2M | ||
| Q2 25 | $177.8M | $207.4M | ||
| Q1 25 | $178.3M | $211.1M | ||
| Q4 24 | $173.0M | $221.9M | ||
| Q3 24 | $165.5M | $194.0M | ||
| Q2 24 | $161.5M | $172.5M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $-6.4M | ||
| Q3 25 | $24.7M | $-76.7M | ||
| Q2 25 | $12.8M | $-10.1M | ||
| Q1 25 | $26.3M | $975.0K | ||
| Q4 24 | $18.1M | $1.5M | ||
| Q3 24 | $11.6M | $-9.3M | ||
| Q2 24 | $15.3M | $-7.3M |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | -3.1% | ||
| Q3 25 | 13.5% | -42.6% | ||
| Q2 25 | 7.2% | -4.9% | ||
| Q1 25 | 14.8% | 0.5% | ||
| Q4 24 | 10.5% | 0.7% | ||
| Q3 24 | 7.0% | -4.8% | ||
| Q2 24 | 9.5% | -4.3% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $-0.50 | ||
| Q3 25 | $0.20 | $-2.75 | ||
| Q2 25 | $0.10 | $-0.59 | ||
| Q1 25 | $0.21 | $-0.21 | ||
| Q4 24 | $0.16 | $-0.18 | ||
| Q3 24 | $0.09 | $-0.53 | ||
| Q2 24 | $0.12 | $-0.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1M | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $2.3B | $-75.8M |
| Total Assets | $5.4B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $4.2M | ||
| Q3 25 | $4.1M | $5.5M | ||
| Q2 25 | $5.6M | $4.7M | ||
| Q1 25 | $5.5M | $21.4M | ||
| Q4 24 | $4.9M | $27.6M | ||
| Q3 24 | $6.4M | $28.2M | ||
| Q2 24 | $7.1M | $32.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $354.2M | ||
| Q3 25 | $2.4B | $355.0M | ||
| Q2 25 | $2.4B | $347.4M | ||
| Q1 25 | $2.3B | $348.3M | ||
| Q4 24 | $2.1B | $348.3M | ||
| Q3 24 | $2.1B | $349.1M | ||
| Q2 24 | $2.0B | $350.0M |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $-75.8M | ||
| Q3 25 | $2.3B | $-61.5M | ||
| Q2 25 | $2.3B | $23.0M | ||
| Q1 25 | $2.3B | $40.5M | ||
| Q4 24 | $2.3B | $45.9M | ||
| Q3 24 | $2.2B | $51.4M | ||
| Q2 24 | $2.3B | $68.1M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $884.2M | ||
| Q3 25 | $5.3B | $879.5M | ||
| Q2 25 | $5.3B | $935.7M | ||
| Q1 25 | $5.2B | $956.0M | ||
| Q4 24 | $5.0B | $960.1M | ||
| Q3 24 | $5.0B | $953.5M | ||
| Q2 24 | $4.9B | $945.9M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | 15.07× | ||
| Q1 25 | 0.99× | 8.61× | ||
| Q4 24 | 0.91× | 7.59× | ||
| Q3 24 | 0.94× | 6.79× | ||
| Q2 24 | 0.90× | 5.14× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $55.6M | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | 12.6% | 6.5% |
| Cash ConversionOCF / Net Profit | 1.67× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $13.1M | ||
| Q3 25 | $95.4M | $5.9M | ||
| Q2 25 | $96.1M | $2.8M | ||
| Q1 25 | $60.5M | $8.5M | ||
| Q4 24 | $334.7M | $18.5M | ||
| Q3 24 | $109.1M | $19.1M | ||
| Q2 24 | $78.5M | $-3.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-329.0K | ||
| Q3 25 | — | $-6.1M | ||
| Q2 25 | — | $-15.0M | ||
| Q1 25 | — | $-5.8M | ||
| Q4 24 | — | $733.0K | ||
| Q3 24 | — | $287.0K | ||
| Q2 24 | — | $-23.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.2% | ||
| Q3 25 | — | -3.4% | ||
| Q2 25 | — | -7.2% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | -13.3% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 11.1% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | — | ||
| Q3 25 | 3.87× | — | ||
| Q2 25 | 7.52× | — | ||
| Q1 25 | 2.30× | 8.76× | ||
| Q4 24 | 18.45× | 12.54× | ||
| Q3 24 | 9.40× | — | ||
| Q2 24 | 5.14× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
