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Realty Income Corporation (O)

Equity · Currency in USD · Last updated Sep 30, 2023

Realty Income Corporation is a publicly traded real estate investment trust (REIT) that primarily invests in commercial retail properties. The company was founded in 1969 and is headquartered in San Diego, California. Realty Income Corporation is one of the largest REITs in the United States, with a portfolio of over 6,000 properties across 49 states and Puerto Rico.

SummaryFinancials

Company Info

ISINUS7561091049
CUSIP756109104
SectorReal Estate
IndustryREIT—Retail

Highlights

Market Cap$35.40B
EPS$1.34
PE Ratio37.27
PEG Ratio4.32
Revenue (TTM)$3.69B
Gross Profit (TTM)$3.11B
EBITDA (TTM)$3.26B
Year Range$49.38 - $66.51
Target Price$67.43
Short %2.43%
Short Ratio2.44

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Realty Income Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptember
-18.43%
3.97%
O (Realty Income Corporation)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Realty Income Corporation

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Return

Realty Income Corporation had a return of -18.20% year-to-date (YTD) and -9.00% in the last 12 months. Over the past 10 years, Realty Income Corporation had an annualized return of 7.28%, while the S&P 500 had an annualized return of 9.74%, indicating that Realty Income Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-10.84%-5.02%
6 months-19.01%4.35%
Year-To-Date-18.20%11.68%
1 year-9.00%17.79%
5 years (annualized)2.59%8.05%
10 years (annualized)7.28%9.74%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-5.35%-0.58%-0.35%-5.00%1.02%2.40%-7.67%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Realty Income Corporation (O) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
O
Realty Income Corporation
-0.65
^GSPC
S&P 500
0.89

Sharpe Ratio

The current Realty Income Corporation Sharpe ratio is -0.65. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-0.65
0.89
O (Realty Income Corporation)
Benchmark (^GSPC)

Dividend History

Realty Income Corporation granted a 6.57% dividend yield in the last twelve months. The annual payout for that period amounted to $3.28 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$3.28$2.97$3.09$2.80$2.72$2.64$2.54$2.40$2.28$2.19$2.18$1.78

Dividend yield

6.57%4.86%4.69%5.29%4.54%5.36%5.98%5.88%6.47%7.07%9.44%7.55%

Monthly Dividends

The table displays the monthly dividend distributions for Realty Income Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.25$0.25$0.26$0.26$0.26$0.26$0.26$0.26
2022$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25
2021$0.23$0.23$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.00$0.73$0.25
2020$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23
2019$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23
2018$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22
2017$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21
2016$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20
2015$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19
2014$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18
2013$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18
2012$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15

Dividend Yield & Payout


Dividend Yield
O
6.57%
Market bottom
1.03%
Market top
5.23%
Realty Income Corporation has a dividend yield of 6.57%, which means its dividend payment is significantly above the market average.
Payout Ratio
O
75.74%
Market bottom
16.54%
Market top
56.91%
Realty Income Corporation has a payout ratio of 75.74%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%MayJuneJulyAugustSeptember
-29.20%
-10.60%
O (Realty Income Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Realty Income Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Realty Income Corporation is 48.38%, recorded on Mar 6, 2009. It took 213 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.38%Sep 19, 2008116Mar 6, 2009213Jan 8, 2010329
-48.28%Feb 24, 202018Mar 18, 2020520Apr 8, 2022538
-31.3%May 20, 2013140Dec 5, 2013273Jan 7, 2015413
-29.65%Aug 16, 2022282Sep 28, 2023
-29.5%Aug 2, 2016384Feb 8, 2018208Dec 6, 2018592

Volatility Chart

The current Realty Income Corporation volatility is 4.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%MayJuneJulyAugustSeptember
4.56%
3.17%
O (Realty Income Corporation)
Benchmark (^GSPC)