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Realty Income (O) Stock Analysis

Here is a fundamental analysis of Realty Income (O), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.

Performance

Cumulative Growth

O
GSPC
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Realty Income (O) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Realty Income (O) and S&P 500 (GSPC). Returns over one year are annualized.

Performance at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
1-Year Return14.25%15.97%

Risk

Drawdown

O
GSPC
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Realty Income (O) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
1-Year Volatility16.24%22.81%
Beta0.720.97

Company Profile

Realty Income (O) is a REIT, a distribution-oriented structure — read its payout ratio and P/E alongside FFO (funds from operations) rather than at face value.

Company profile fields for Realty Income (O)
Profile ItemO
NameRealty Income Corporation
Country/RegionUnited States
GICS SectorReal Estate
GICS Industry GroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryRetail REITs
GICS Sub-IndustryRetail REITs
Market Capitalization58.49 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateOctober 18, 1994
Security TypeREIT

Valuation

Price-to-Earnings Ratio (TTM)

P/E ratio is not assessed for Realty Income (O) in Equity Real Estate Investment Trusts (REITs): depreciation can depress accounting earnings in this industry, so price-to-FFO is the more relevant valuation yardstick.

Price-to-Sales Ratio (TTM)

Realty Income (O) trades at 9.86 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

O

Equity Real Estate Investment Trusts (REITs) industry group

9.86

Group distribution
Max
15.01
O
9.86
Q3
8.66
Median
6.65
Q1
3.87
Min
0.60
Largest peers
PLD
14.87
WELL
12.85
SPG
12.52
EQIX
10.93
DLR
10.44
O
9.86
AMT
8.06
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Where Realty Income (O) stands on P/S ratio within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Book Ratio (MRQ)

Realty Income (O) trades at 1.49 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

O

Equity Real Estate Investment Trusts (REITs) industry group

1.49

Group distribution
Max
4.20
Q3
2.66
Median
1.74
O
1.49
Q1
1.16
Min
0.33
Largest peers
AMT
24.76
SPG
14.74
EQIX
7.28
WELL
3.54
DLR
2.84
PLD
2.59
O
1.49
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Where Realty Income (O) stands on P/B ratio within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Valuation at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
Price-to-Earnings Ratio (TTM)----
Price-to-Sales Ratio (TTM)9.866.65
Price-to-Book Ratio (MRQ)1.491.74
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

Realty Income (O) posts ROE of 2.83%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

O

Equity Real Estate Investment Trusts (REITs) industry group

2.83%

Group distribution
Max
21.85%
Q3
9.82%
Median
5.84%
O
2.83%
Q1
1.39%
Min
-9.66%
Largest peers
SPG
113.59%
AMT
29.95%
EQIX
10.06%
PLD
6.84%
DLR
5.69%
WELL
3.67%
O
2.83%
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Where Realty Income (O) stands on ROE within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Net Profit Margin (TTM)

net margin is set aside for Realty Income (O) in Equity Real Estate Investment Trusts (REITs): heavy depreciation can make net income a poor proxy for cash profitability, so FFO-based measures usually carry the read.

Operating Profit Margin (TTM)

operating margin is set aside for Realty Income (O) in Equity Real Estate Investment Trusts (REITs): the operating-income line is not a clean boundary for this business model, so net margin, ROE, FFO, or industry-specific measures may be more useful.

Profitability at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
Return on Equity (TTM)2.83%5.84%
Return on Assets (TTM)2.31%2.39%
Net Profit Margin (TTM)----
Operating Profit Margin (TTM)----
Gross Profit Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

Realty Income (O) has current ratio of 2.06, above the industry’s typical middle range. Liquidity looks ample versus peers, though an unusually high cushion can also mean idle current assets or inefficient working capital.

O

Equity Real Estate Investment Trusts (REITs) industry group

2.06

Group distribution
Max
4.00
O
2.06
Q3
1.92
Median
1.04
Q1
0.47
Min
0.08
Largest peers
O
2.06
WELL
1.65
DLR
1.23
EQIX
1.18
PLD
0.53
AMT
0.30
SPG
0.20
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Where Realty Income (O) stands on current ratio within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Debt-to-Equity Ratio (MRQ)

Realty Income (O) has debt-to-equity ratio of 0.73, in the lower-leverage quartile for its industry. Borrowing is modest relative to equity compared with most peers, which can leave more flexibility through a cycle.

O

Equity Real Estate Investment Trusts (REITs) industry group

0.73

Group distribution
Max
2.63
Q3
1.55
Median
1.04
Q1
0.75
O
0.73
Min
0.19
Largest peers
SPG
4.57
AMT
4.45
EQIX
1.63
DLR
0.77
O
0.73
PLD
0.61
WELL
0.44
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Where Realty Income (O) stands on debt-to-equity ratio within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
Current Ratio (MRQ)2.061.04
Debt-to-Equity Ratio (MRQ)0.731.04
Net Debt / EBITDA5.725.99

Dividends

Dividend Yield (TTM)

Realty Income (O) has dividend yield of 5.18%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

O

Equity Real Estate Investment Trusts (REITs) industry group

5.18%

Group distribution
Max
8.05%
Q3
5.81%
O
5.18%
Median
4.33%
Q1
3.39%
Min
0.00%
Largest peers
O
5.18%
SPG
4.02%
AMT
3.73%
PLD
2.88%
DLR
2.65%
EQIX
1.87%
WELL
1.38%
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Where Realty Income (O) stands on dividend yield within its Equity Real Estate Investment Trusts (REITs) peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

payout ratio is not assessed for Realty Income (O) in Equity Real Estate Investment Trusts (REITs): distributions in this industry are better read against FFO or cash-flow measures than accounting earnings.

Dividends at a Glance

Realty Income (O) metric values compared with Equity Real Estate Investment Trusts (REITs) industry-group medians
MetricCurrent stock: OIndustry group median
Dividend Yield (TTM)5.18%4.33%
Dividend Payout Ratio (TTM)----