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.
Performance
SR vs. O - Performance Comparison
Returns By Period
In the year-to-date period, SR achieves a 17.55% return, which is significantly higher than O's 4.70% return. Both investments have delivered pretty close results over the past 10 years, with SR having a 7.11% annualized return and O not far behind at 7.08%.
SR
17.55%
6.43%
20.11%
22.52%
2.40%
7.11%
O
4.70%
-9.50%
12.72%
13.83%
-0.38%
7.08%
Fundamentals
| SR | O | |
|---|---|---|
| Market Cap | $3.95B | $49.78B |
| EPS | $4.19 | $1.05 |
| PE Ratio | 16.32 | 54.17 |
| PEG Ratio | 2.45 | 5.94 |
| Total Revenue (TTM) | $2.59B | $5.02B |
| Gross Profit (TTM) | $965.50M | $2.87B |
| EBITDA (TTM) | $789.10M | $4.51B |
Key characteristics
| SR | O | |
|---|---|---|
| Sharpe Ratio | 1.25 | 0.75 |
| Sortino Ratio | 1.86 | 1.15 |
| Omega Ratio | 1.23 | 1.14 |
| Calmar Ratio | 1.01 | 0.52 |
| Martin Ratio | 4.18 | 1.87 |
| Ulcer Index | 5.77% | 7.12% |
| Daily Std Dev | 19.29% | 17.66% |
| Max Drawdown | -45.00% | -48.57% |
| Current Drawdown | -1.72% | -13.44% |
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Correlation
The correlation between SR and O is 0.39, 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.
Risk-Adjusted Performance
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.
Dividends
SR vs. O - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.27%, less than O's 5.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | 4.27% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% | 3.35% | 3.77% |
O Realty Income Corporation | 5.44% | 5.40% | 4.69% | 3.59% | 4.10% | 3.36% | 3.81% | 4.05% | 3.81% | 4.02% | 4.18% | 5.31% |
Drawdowns
SR vs. O - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, smaller than the maximum O drawdown of -48.57%. Use the drawdown chart below to compare losses from any high point for SR and O. For additional features, visit the drawdowns tool.
Volatility
SR vs. O - Volatility Comparison
Spire Inc. (SR) has a higher volatility of 7.11% compared to Realty Income Corporation (O) at 6.03%. 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.
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