Correlation
The correlation between MDV and O is 0.37, 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.
MDV vs. O
Compare and contrast key facts about Modiv Inc (MDV) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDV or O.
Performance
MDV vs. O - Performance Comparison
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Key characteristics
MDV:
0.12
O:
0.86
MDV:
0.32
O:
1.30
MDV:
1.04
O:
1.16
MDV:
0.03
O:
0.64
MDV:
0.23
O:
1.69
MDV:
9.91%
O:
9.51%
MDV:
31.23%
O:
18.39%
MDV:
-85.12%
O:
-48.45%
MDV:
-70.31%
O:
-12.20%
Fundamentals
MDV:
$145.21M
O:
$51.13B
MDV:
-$0.09
O:
$1.10
MDV:
3.11
O:
9.46
MDV:
0.85
O:
1.31
MDV:
$46.59M
O:
$5.39B
MDV:
$43.11M
O:
$5.00B
MDV:
$37.63M
O:
$4.29B
Returns By Period
In the year-to-date period, MDV achieves a -0.41% return, which is significantly lower than O's 8.56% return.
MDV
-0.41%
-10.71%
-6.90%
1.95%
2.03%
N/A
N/A
O
8.56%
-0.96%
0.62%
12.83%
-1.05%
6.80%
7.61%
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Risk-Adjusted Performance
MDV vs. O — Risk-Adjusted Performance Rank
MDV
O
MDV vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Modiv Inc (MDV) 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.
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Dividends
MDV vs. O - Dividend Comparison
MDV's dividend yield for the trailing twelve months is around 8.07%, more than O's 5.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDV Modiv Inc | 8.07% | 7.73% | 7.71% | 8.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.61% | 5.37% | 5.33% | 4.68% | 3.97% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
MDV vs. O - Drawdown Comparison
The maximum MDV drawdown since its inception was -85.12%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for MDV and O.
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Volatility
MDV vs. O - Volatility Comparison
Modiv Inc (MDV) has a higher volatility of 10.68% compared to Realty Income Corporation (O) at 4.33%. This indicates that MDV'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.
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Financials
MDV vs. O - Financials Comparison
This section allows you to compare key financial metrics between Modiv 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.
Total Revenue: Total amount of money received from sales and other business activities
MDV vs. O - Profitability Comparison
MDV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Modiv Inc reported a gross profit of 10.95M and revenue of 11.79M. Therefore, the gross margin over that period was 92.8%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.
MDV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Modiv Inc reported an operating income of 4.74M and revenue of 11.79M, resulting in an operating margin of 40.2%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.
MDV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Modiv Inc reported a net income of 829.00K and revenue of 11.79M, resulting in a net margin of 7.0%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.