MO vs. O
Compare and contrast key facts about Altria Group, Inc. (MO) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MO or O.
Key characteristics
| MO | O | |
|---|---|---|
| YTD Return | 10.34% | -4.95% |
| 1Y Return | 1.86% | -7.23% |
| 3Y Return (Ann) | 5.54% | -2.61% |
| 5Y Return (Ann) | 4.24% | -0.25% |
| 10Y Return (Ann) | 7.26% | 7.19% |
| Sharpe Ratio | 0.07 | -0.42 |
| Daily Std Dev | 18.00% | 19.71% |
| Max Drawdown | -65.96% | -48.45% |
| Current Drawdown | -8.92% | -21.48% |
Fundamentals
| MO | O | |
|---|---|---|
| Market Cap | $72.30B | $45.68B |
| EPS | $4.57 | $1.26 |
| PE Ratio | 9.21 | 42.10 |
| PEG Ratio | 6.31 | 4.72 |
| Revenue (TTM) | $20.50B | $4.08B |
| Gross Profit (TTM) | $14.18B | $3.11B |
| EBITDA (TTM) | $12.47B | $3.62B |
Correlation
The correlation between MO and O is 0.25, 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
MO vs. O - Performance Comparison
In the year-to-date period, MO achieves a 10.34% return, which is significantly higher than O's -4.95% return. Both investments have delivered pretty close results over the past 10 years, with MO having a 7.26% annualized return and O not far behind at 7.19%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MO vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) 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.
Dividends
MO vs. O - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 8.91%, more than O's 5.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 8.91% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
O Realty Income Corporation | 5.71% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
MO vs. O - Drawdown Comparison
The maximum MO drawdown since its inception was -65.96%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for MO and O. For additional features, visit the drawdowns tool.
Volatility
MO vs. O - Volatility Comparison
The current volatility for Altria Group, Inc. (MO) is 4.60%, while Realty Income Corporation (O) has a volatility of 6.54%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MO vs. O - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, 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