PECO vs OTF

Comparison between Phillips Edison & Company Inc - New (PECO, Company) and Blue Owl Technology Finance Corp (OTF, Company).

PECO is from the Real Estate sector, while OTF is from the Financial Services sector.

PECO vs OTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PECO(COMPANY)	OTF(COMPANY)
Market Cap	$5.03B	$5.04B
Max Drawdown	24.17%	35.27%
Sharpe Ratio	0.71	-0.99
5Y Beta	0.37	0.77
Industry	Reit - Retail	Asset Management
P/E Ratio	22.54	12.09
Forward P/E	72.46	8.25
PEG Ratio	0.11	N/A
Dividend Yield	3.21%	12.40%
Debt to Equity	109.24%	90.78%
Free Cash Flow Yield	6.82%	-32.88%

Market Cap

PECO

$5.03B

Winner

OTF

$5.04B

Max Drawdown

Winner

PECO

24.17%

OTF

35.27%

Sharpe Ratio

Winner

PECO

0.71

OTF

-0.99

5Y Beta

Winner

PECO

0.37

OTF

0.77

Industry

PECO

Reit - Retail

OTF

Asset Management

P/E Ratio

PECO

22.54

Winner

OTF

12.09

Forward P/E

PECO

72.46

Winner

OTF

8.25

PEG Ratio

PECO

0.11

OTF

N/A

Dividend Yield

PECO

3.21%

Winner

OTF

12.40%

Debt to Equity

PECO

109.24%

Winner

OTF

90.78%

Free Cash Flow Yield

Winner

PECO

6.82%

OTF

-32.88%

PECO vs OTF - Historical Returns

Returns include dividend reinvestment.

Period	PECO	OTF
1 month	+1.96%	-10.20%
3 months	+2.74%	-2.98%
6 months	+17.27%	-11.82%
1 year	+16.93%	-26.36%
5 years(CAGR)	+11.51%	N/A
Max(CAGR)	+11.51%	-27.87%

Winner

PECO

+1.96%

OTF

-10.20%

Winner

PECO

+2.74%

OTF

-2.98%

Winner

PECO

+17.27%

OTF

-11.82%

Winner

PECO

+16.93%

OTF

-26.36%

5Y(CAGR)

PECO

+11.51%

OTF

N/A

Max(CAGR)

Winner

PECO

+11.51%

OTF

-27.87%

PECO vs OTF - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	PECO	OTF
2026	+15.01%	-20.60%
2025	-0.23%	-5.02%
2024	+5.73%	N/A
2023	+18.90%	N/A
2022	-2.16%	N/A
2021	+20.41%	N/A

PECO vs OTF Drawdown Comparison

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

The maximum drawdown for OTF was -27.70%, occurring on May 12, 2026. This drawdown has not yet recovered.

The current PECO drawdown is -0.62%. The current OTF drawdown is -26.36%.

Rank	PECO	OTF
#1	-23.13% Apr 21, 2022 - Jul 19, 2023	-27.70% Jun 12, 2025 - May 12, 2026
#2	-15.77% Dec 14, 2023 - Aug 23, 2024	N/A
#3	-15.06% Nov 27, 2024 - Feb 13, 2026	N/A
#4	-12.31% Jan 13, 2022 - Mar 7, 2022	N/A
#5	-9.82% Aug 10, 2023 - Dec 4, 2023	N/A
#6	-9.23% Nov 18, 2021 - Jan 5, 2022	N/A
#7	-7.96% Mar 8, 2022 - Mar 29, 2022	N/A
#8	-7.51% Sep 16, 2024 - Nov 6, 2024	N/A
#9	-7.18% Mar 2, 2026 - Apr 17, 2026	N/A
#10	-5.81% Oct 12, 2021 - Nov 3, 2021	N/A
#11	-5.17% Aug 11, 2021 - Sep 28, 2021	N/A
#12	-3.41% Apr 17, 2026 - Apr 27, 2026	N/A
#13	-2.99% Dec 4, 2023 - Dec 13, 2023	N/A
#14	-2.88% Nov 5, 2021 - Nov 10, 2021	N/A
#15	-2.86% Jul 16, 2021 - Jul 20, 2021	N/A

Correlation

Correlation between PECO and OTF is -0.91 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.91

-101