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AHR vs. O
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AHR and O is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AHR vs. O - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Healthcare REIT, Inc. (AHR) and Realty Income Corporation (O). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%December2025FebruaryMarchAprilMay
161.63%
14.17%
AHR
O

Key characteristics

Sharpe Ratio

AHR:

4.97

O:

0.51

Sortino Ratio

AHR:

5.36

O:

0.82

Omega Ratio

AHR:

1.68

O:

1.10

Calmar Ratio

AHR:

12.72

O:

0.12

Martin Ratio

AHR:

40.60

O:

1.02

Ulcer Index

AHR:

3.53%

O:

9.19%

Daily Std Dev

AHR:

28.79%

O:

18.41%

Max Drawdown

AHR:

-11.86%

O:

-97.59%

Current Drawdown

AHR:

-0.06%

O:

-71.90%

Fundamentals

Market Cap

AHR:

$5.17B

O:

$50.80B

EPS

AHR:

-$0.29

O:

$0.98

PS Ratio

AHR:

2.50

O:

9.62

PB Ratio

AHR:

2.28

O:

1.31

Total Revenue (TTM)

AHR:

$1.57B

O:

$5.40B

Gross Profit (TTM)

AHR:

$320.87M

O:

$4.60B

EBITDA (TTM)

AHR:

$227.20M

O:

$4.13B

Returns By Period

In the year-to-date period, AHR achieves a 15.41% return, which is significantly higher than O's 8.89% return.


AHR

YTD

15.41%

1M

14.14%

6M

28.21%

1Y

142.79%

5Y*

N/A

10Y*

N/A

O

YTD

8.89%

1M

3.45%

6M

-0.67%

1Y

8.29%

5Y*

6.64%

10Y*

7.32%

*Annualized

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Risk-Adjusted Performance

AHR vs. O — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHR
The Risk-Adjusted Performance Rank of AHR is 9999
Overall Rank
The Sharpe Ratio Rank of AHR is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of AHR is 9999
Sortino Ratio Rank
The Omega Ratio Rank of AHR is 9898
Omega Ratio Rank
The Calmar Ratio Rank of AHR is 100100
Calmar Ratio Rank
The Martin Ratio Rank of AHR is 100100
Martin Ratio Rank

O
The Risk-Adjusted Performance Rank of O is 6161
Overall Rank
The Sharpe Ratio Rank of O is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of O is 6060
Sortino Ratio Rank
The Omega Ratio Rank of O is 5858
Omega Ratio Rank
The Calmar Ratio Rank of O is 5757
Calmar Ratio Rank
The Martin Ratio Rank of O is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AHR vs. O - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and Realty Income Corporation (O). 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.


The current AHR Sharpe Ratio is 4.97, which is higher than the O Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of AHR and O, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20Apr 27May 04
4.97
0.51
AHR
O

Dividends

AHR vs. O - Dividend Comparison

AHR's dividend yield for the trailing twelve months is around 3.07%, less than O's 5.59% yield.


TTM20242023202220212020201920182017201620152014
AHR
American Healthcare REIT, Inc.
3.07%3.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
O
Realty Income Corporation
5.59%5.37%5.33%4.68%6.95%4.65%3.58%4.19%4.32%4.19%4.42%4.59%

Drawdowns

AHR vs. O - Drawdown Comparison

The maximum AHR drawdown since its inception was -11.86%, smaller than the maximum O drawdown of -97.59%. Use the drawdown chart below to compare losses from any high point for AHR and O. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.06%
-9.31%
AHR
O

Volatility

AHR vs. O - Volatility Comparison

American Healthcare REIT, Inc. (AHR) has a higher volatility of 9.34% compared to Realty Income Corporation (O) at 7.06%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
9.34%
7.06%
AHR
O

Financials

AHR vs. O - Financials Comparison

This section allows you to compare key financial metrics between American Healthcare REIT, Inc. and Realty Income Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B1.20B1.40BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
542.74M
1.38B
(AHR) Total Revenue
(O) Total Revenue
Values in USD except per share items

AHR vs. O - Profitability Comparison

The chart below illustrates the profitability comparison between American Healthcare REIT, Inc. and Realty Income Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
20.7%
100.0%
(AHR) Gross Margin
(O) Gross Margin
AHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Healthcare REIT, Inc. reported a gross profit of 112.17M and revenue of 542.74M. Therefore, the gross margin over that period was 20.7%.

O - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.38B and revenue of 1.38B. Therefore, the gross margin over that period was 100.0%.

AHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Healthcare REIT, Inc. reported an operating income of 40.15M and revenue of 542.74M, resulting in an operating margin of 7.4%.

O - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 1.34B and revenue of 1.38B, resulting in an operating margin of 96.8%.

AHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Healthcare REIT, Inc. reported a net income of -31.77M and revenue of 542.74M, resulting in a net margin of -5.9%.

O - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.