MTH vs. O
Compare and contrast key facts about Meritage Homes Corporation (MTH) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTH or O.
Key characteristics
| MTH | O | |
|---|---|---|
| YTD Return | 3.46% | 3.81% |
| 1Y Return | 24.56% | 15.38% |
| 3Y Return (Ann) | 16.45% | -2.09% |
| 5Y Return (Ann) | 20.90% | -0.78% |
| 10Y Return (Ann) | 16.84% | 7.32% |
| Sharpe Ratio | 0.89 | 1.13 |
| Sortino Ratio | 1.50 | 1.68 |
| Omega Ratio | 1.18 | 1.21 |
| Calmar Ratio | 1.83 | 0.80 |
| Martin Ratio | 3.80 | 2.98 |
| Ulcer Index | 9.04% | 6.89% |
| Daily Std Dev | 38.37% | 18.15% |
| Max Drawdown | -93.22% | -48.45% |
| Current Drawdown | -16.74% | -14.24% |
Fundamentals
| MTH | O | |
|---|---|---|
| Market Cap | $6.54B | $49.90B |
| EPS | $22.10 | $1.05 |
| PE Ratio | 8.18 | 54.30 |
| PEG Ratio | 1.28 | 5.79 |
| Total Revenue (TTM) | $6.43B | $5.01B |
| Gross Profit (TTM) | $1.65B | $4.83B |
| EBITDA (TTM) | $1.13B | $3.74B |
Correlation
The correlation between MTH and O is 0.31, 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
MTH vs. O - Performance Comparison
In the year-to-date period, MTH achieves a 3.46% return, which is significantly lower than O's 3.81% return. Over the past 10 years, MTH has outperformed O with an annualized return of 16.84%, while O has yielded a comparatively lower 7.32% annualized return. 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
MTH vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meritage Homes Corporation (MTH) 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
MTH vs. O - Dividend Comparison
MTH's dividend yield for the trailing twelve months is around 1.42%, less than O's 5.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTH Meritage Homes Corporation | 1.42% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.48% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
MTH vs. O - Drawdown Comparison
The maximum MTH drawdown since its inception was -93.22%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for MTH and O. For additional features, visit the drawdowns tool.
Volatility
MTH vs. O - Volatility Comparison
Meritage Homes Corporation (MTH) has a higher volatility of 11.14% compared to Realty Income Corporation (O) at 6.21%. This indicates that MTH'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.
Financials
MTH vs. O - Financials Comparison
This section allows you to compare key financial metrics between Meritage Homes Corporation 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