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PECO vs JSM

Comparison between Phillips Edison & Company Inc - New (PECO, Company) and Navient Corp (JSM, Company).

5-Year PerformancePECO has outperformed JSM, delivering a return of +12.3% compared to -0.6%

PECO vs JSM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PECO
$5.28B
JSM
$5.27B
Max Drawdown
Winner
PECO
24.17%
JSM
71.93%
Sharpe Ratio
Winner
PECO
1.24
JSM
-0.19
5Y Beta
PECO
0.34
Winner
JSM
0.20
Industry
PECO
Reit - Retail
JSM
Other
P/E Ratio
PECO
23.65
Winner
JSM
15.98
Forward P/E
PECO
72.46
JSM
N/A
PEG Ratio
PECO
0.11
Winner
JSM
0.00
Dividend Yield
PECO
3.04%
Winner
JSM
3.53%
5Y Dividends CAGR
PECO
N/A
JSM
4.56%
Debt to Equity
PECO
109.24%
JSM
N/A
Free Cash Flow Yield
PECO
6.50%
JSM
N/A

PECO vs JSM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PECO
+3.93%
JSM
-2.56%
3M
Winner
PECO
+11.18%
JSM
-1.92%
6M
Winner
PECO
+20.65%
JSM
-6.13%
1Y
Winner
PECO
+26.55%
JSM
+0.81%
5Y(CAGR)
Winner
PECO
+12.32%
JSM
-0.57%
10Y(CAGR)
PECO
N/A
JSM
+5.20%
Max(CAGR)
Winner
PECO
+12.32%
JSM
+5.81%

PECO vs JSM - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPECOJSM
2026+20.99%-8.95%
2025-0.23%+19.27%
2024+5.73%-9.64%
2023+18.90%+30.35%
2022-2.16%-26.60%
2021+20.41%+6.19%
2020N/A+9.61%
2019N/A+52.67%
2018N/A-24.33%
2017N/A+13.47%
2016N/A+43.17%
2015N/A-18.00%
2014N/A+22.55%
2013N/A-17.72%
2012N/A+33.97%
2011N/A+1.49%
2010N/A+39.36%
2009N/A+62.28%
2008N/A-35.68%
2007N/A-22.83%
2006N/A+9.79%
2005N/A+0.59%
2004N/A+6.66%
2003N/A-0.08%

PECO vs JSM Drawdown Comparison

The maximum drawdown for PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 311 trading sessions.

The maximum drawdown for JSM was -63.86%, occurring on Mar 2, 2009. Recovery took 748 trading sessions.

The current PECO drawdown is -0.90%. The current JSM drawdown is -10.04%.

RankPECOJSM
#1-23.13%
Apr 21, 2022 - Jul 19, 2023
-63.86%
Mar 29, 2007 - Mar 18, 2010
#2-15.77%
Dec 14, 2023 - Aug 23, 2024
-52.60%
Jan 27, 2020 - Nov 12, 2020
#3-15.06%
Nov 27, 2024 - Feb 13, 2026
-39.00%
Mar 5, 2015 - Jul 12, 2016
#4-12.31%
Jan 13, 2022 - Mar 7, 2022
-31.79%
Sep 17, 2018 - Jul 18, 2019
#5-9.82%
Aug 10, 2023 - Dec 4, 2023
-30.64%
Nov 1, 2021 - Sep 29, 2025
#6-9.23%
Nov 18, 2021 - Jan 5, 2022
-22.03%
May 24, 2013 - Jan 23, 2015
#7-7.96%
Mar 8, 2022 - Mar 29, 2022
-19.38%
Mar 26, 2004 - Oct 18, 2004
#8-7.51%
Sep 16, 2024 - Nov 6, 2024
-17.19%
May 27, 2011 - Feb 8, 2012
#9-7.18%
Mar 2, 2026 - Apr 17, 2026
-13.15%
Nov 21, 2017 - Aug 10, 2018
#10-5.81%
Oct 12, 2021 - Nov 3, 2021
-12.98%
Sep 8, 2016 - May 10, 2017
#11-5.17%
Aug 11, 2021 - Sep 28, 2021
-11.26%
Feb 29, 2012 - Jun 26, 2012
#12-4.58%
May 27, 2026 - Jun 9, 2026
-10.78%
Dec 30, 2025 - Mar 20, 2026
#13-3.41%
Apr 17, 2026 - Apr 27, 2026
-10.42%
Apr 26, 2010 - Aug 4, 2010
#14-3.30%
Jun 12, 2026 - Jun 24, 2026
-10.14%
Feb 15, 2006 - Aug 22, 2006
#15-2.99%
Dec 4, 2023 - Dec 13, 2023
-8.90%
Nov 8, 2010 - Jan 10, 2011

Correlation

Correlation between PECO and JSM is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34
-101

Dividend Comparison (2004 - 2026)

PECO vs JSM dividend yield comparison.

YearPECOJSM
20261.55%4.26%
20253.52%7.37%
20243.18%8.45%
20233.12%7.00%
20223.43%6.38%
20211.33%4.44%
20200.00%5.96%
20190.00%6.25%
20180.00%9.09%
20170.00%6.31%
20160.00%6.77%
20150.00%9.09%
20140.00%6.92%
20130.00%8.07%
20120.00%6.25%
20110.00%7.88%
20100.00%7.37%
20090.00%9.60%
20080.00%14.42%
20070.00%8.57%
20060.00%6.14%
20050.00%6.33%
20040.00%6.00%

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