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Realty Income Corporation (O) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Realty Income Corporation

OMarket cap $50BPrice $53.4

Country🇺🇸United States

SectorReal Estate

IndustryRetail REITs

Owns over 15,000 retail properties across America and leases them to tenants like Walgreens, Dollar General, and FedEx. Pays monthly dividends instead of quarterly, earning the nickname "The Monthly Dividend Company."

In Bastion Portfolios?

52W Return-8%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+20%9

Revenue Forecast

Rev CAGR (1y)-1%2

Rev CAGR (3y)+6%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+37%9

EPS Growth Y+2+14%7

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin46%10

Net Income Margin21%8

Free Cash Flow Margin69%10

Debt

Net Debt/EBITDA5.71

Efficiency

ROE3%2

ROA2%4

Earnings Stability55

GEAR+AVERAGE54

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)332

P/E Ratio (Forward 3y)282

P/BV1.39

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd272

Yield

Free Cash Flow Yieldna–

Dividend Yield6.1%10

Momentum

Short term

1 month return-12%2

3 month return-14%2

YTD return-2%5

Mid term

Price vs 52wHigh81%5

1 year return-5%4

Long term

3 year return+26%4

5 year return+6%4

Risk Shield

Price Risk

Beta0.29

Volatility17%10

Free Cash Flow

Free Cash Flow Margin69%10

Free Cash Flow Yieldna–

Quality

ROCE4%3

Earnings Stability55

Net Debt/EBITDA5.71

02Growth

Is it actually growing, and how fast?

ORealty Income

Revenue FY25$5.8B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+20%9

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+37%9

EPS growth, FY27E+14%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 20%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 14%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 20%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-14%2

YTD return-2%5

MID & LONG-TERM▾SCORE

% of 52-week high81%5

1-year return-5%4

3-year return+26%4

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+26% over three years and +6.3% over five), roughly average for the market.

It's down 5% over the past year, now 19% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-2%).

WEAKNESSES

The stock is underperforming over the past month (-12%) and over three months (-14%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Realty Income. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

ORealty Income

Revenue FY25$5.8B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+20%9

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+37%9

EPS growth, FY27E+14%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 20%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 14%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 20%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-14%2

YTD return-2%5

MID & LONG-TERM▾SCORE

% of 52-week high81%5

1-year return-5%4

3-year return+26%4

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+26% over three years and +6.3% over five), roughly average for the market.

It's down 5% over the past year, now 19% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-2%).

WEAKNESSES

The stock is underperforming over the past month (-12%) and over three months (-14%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Realty Income. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community