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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Phillips Edison & Company, Inc. is the larger business by last-quarter revenue ($190.7M vs $132.6M, roughly 1.4× Urban Edge Properties). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 17.1%, a 0.4% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 7.0%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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...
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
PECO vs UE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $190.7M | $132.6M |
| Net Profit | $33.2M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 30.5% | — |
| Net Margin | 17.4% | 17.1% |
| Revenue YoY | 7.0% | 12.2% |
| Net Profit YoY | 15.1% | -6.7% |
| EPS (diluted) | $0.24 | $0.18 |
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 | $132.6M | ||
| Q4 25 | $187.9M | $119.6M | ||
| Q3 25 | $182.7M | $120.1M | ||
| Q2 25 | $177.8M | $114.1M | ||
| Q1 25 | $178.3M | $118.2M | ||
| Q4 24 | $173.0M | $116.4M | ||
| Q3 24 | $165.5M | $112.4M | ||
| Q2 24 | $161.5M | $106.5M |
| Q1 26 | $33.2M | $22.6M | ||
| Q4 25 | $47.5M | $12.4M | ||
| Q3 25 | $24.7M | $14.9M | ||
| Q2 25 | $12.8M | $58.0M | ||
| Q1 25 | $26.3M | $8.2M | ||
| Q4 24 | $18.1M | $30.1M | ||
| Q3 24 | $11.6M | $9.1M | ||
| Q2 24 | $15.3M | $30.8M |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | — | 53.9% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 30.6% |
| Q1 26 | 17.4% | 17.1% | ||
| Q4 25 | 25.3% | 10.4% | ||
| Q3 25 | 13.5% | 12.4% | ||
| Q2 25 | 7.2% | 50.8% | ||
| Q1 25 | 14.8% | 6.9% | ||
| Q4 24 | 10.5% | 25.9% | ||
| Q3 24 | 7.0% | 8.1% | ||
| Q2 24 | 9.5% | 28.9% |
| Q1 26 | $0.24 | $0.18 | ||
| Q4 25 | $0.38 | $0.09 | ||
| Q3 25 | $0.20 | $0.12 | ||
| Q2 25 | $0.10 | $0.46 | ||
| Q1 25 | $0.21 | $0.07 | ||
| Q4 24 | $0.16 | $0.25 | ||
| Q3 24 | $0.09 | $0.07 | ||
| Q2 24 | $0.12 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $1.4B |
| Total Assets | $5.4B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | $50.0M | ||
| Q4 25 | $3.5M | $48.9M | ||
| Q3 25 | $4.1M | $77.8M | ||
| Q2 25 | $5.6M | $53.0M | ||
| Q1 25 | $5.5M | $48.0M | ||
| Q4 24 | $4.9M | $41.4M | ||
| Q3 24 | $6.4M | $67.9M | ||
| Q2 24 | $7.1M | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | $1.4B | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.3B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B |
| Q1 26 | $5.4B | $3.4B | ||
| Q4 25 | $5.3B | $3.3B | ||
| Q3 25 | $5.3B | $3.3B | ||
| Q2 25 | $5.3B | $3.3B | ||
| Q1 25 | $5.2B | $3.3B | ||
| Q4 24 | $5.0B | $3.3B | ||
| Q3 24 | $5.0B | $3.2B | ||
| Q2 24 | $4.9B | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | — |
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 | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 12.6% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.67× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | $39.1M | ||
| Q4 25 | $348.1M | $182.7M | ||
| Q3 25 | $95.4M | $55.7M | ||
| Q2 25 | $96.1M | $43.5M | ||
| Q1 25 | $60.5M | $32.6M | ||
| Q4 24 | $334.7M | $153.2M | ||
| Q3 24 | $109.1M | $36.6M | ||
| Q2 24 | $78.5M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | 12.6% | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
| Q1 26 | 1.67× | 1.73× | ||
| Q4 25 | 7.33× | 14.71× | ||
| Q3 25 | 3.87× | 3.73× | ||
| Q2 25 | 7.52× | 0.75× | ||
| Q1 25 | 2.30× | 3.97× | ||
| Q4 24 | 18.45× | 5.09× | ||
| Q3 24 | 9.40× | 4.03× | ||
| Q2 24 | 5.14× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |