SR vs. O
Compare and contrast key facts about Spire Inc. (SR) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SR or O.
Correlation
The correlation between SR and O is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SR vs. O - Performance Comparison
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Key characteristics
SR:
1.09
O:
0.41
SR:
1.54
O:
0.71
SR:
1.21
O:
1.09
SR:
1.14
O:
0.32
SR:
5.77
O:
0.86
SR:
3.94%
O:
9.25%
SR:
20.51%
O:
18.49%
SR:
-45.00%
O:
-48.45%
SR:
-8.70%
O:
-13.26%
Fundamentals
SR:
$4.26B
O:
$50.52B
SR:
$3.91
O:
$1.10
SR:
18.46
O:
50.85
SR:
2.45
O:
5.50
SR:
1.75
O:
9.35
SR:
1.30
O:
1.31
SR:
$2.43B
O:
$5.40B
SR:
$1.71B
O:
$4.60B
SR:
$795.40M
O:
$4.13B
Returns By Period
The year-to-date returns for both stocks are quite close, with SR having a 7.54% return and O slightly lower at 7.26%. Both investments have delivered pretty close results over the past 10 years, with SR having a 7.03% annualized return and O not far ahead at 7.04%.
SR
7.54%
-3.80%
11.64%
22.11%
5.52%
7.03%
O
7.26%
1.78%
-0.17%
7.52%
8.05%
7.04%
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Risk-Adjusted Performance
SR vs. O — Risk-Adjusted Performance Rank
SR
O
SR vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) 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
SR vs. O - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.27%, less than O's 5.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | 4.27% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% | 3.35% |
O Realty Income Corporation | 5.68% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.58% | 4.19% | 4.32% | 4.19% | 4.42% | 4.59% |
Drawdowns
SR vs. O - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for SR and O. For additional features, visit the drawdowns tool.
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Volatility
SR vs. O - Volatility Comparison
Spire Inc. (SR) has a higher volatility of 5.18% compared to Realty Income Corporation (O) at 4.76%. This indicates that SR'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
SR vs. O - Financials Comparison
This section allows you to compare key financial metrics between Spire 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
SR vs. O - Profitability Comparison
SR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Spire Inc. reported a gross profit of 911.90M and revenue of 1.05B. Therefore, the gross margin over that period was 86.7%.
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%.
SR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Spire Inc. reported an operating income of 306.40M and revenue of 1.05B, resulting in an operating margin of 29.1%.
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%.
SR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Spire Inc. reported a net income of 209.30M and revenue of 1.05B, resulting in a net margin of 19.9%.
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%.