UHT vs. O
Compare and contrast key facts about Universal Health Realty Income Trust (UHT) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHT or O.
Correlation
The correlation between UHT and O is 0.42, 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
UHT vs. O - Performance Comparison
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Key characteristics
UHT:
0.53
O:
0.41
UHT:
0.96
O:
0.71
UHT:
1.11
O:
1.09
UHT:
0.20
O:
0.32
UHT:
1.23
O:
0.86
UHT:
10.65%
O:
9.25%
UHT:
22.55%
O:
18.49%
UHT:
-69.20%
O:
-48.45%
UHT:
-60.08%
O:
-13.26%
Fundamentals
UHT:
$541.32M
O:
$50.52B
UHT:
$1.35
O:
$1.10
UHT:
28.95
O:
50.85
UHT:
0.00
O:
5.50
UHT:
5.43
O:
9.35
UHT:
3.12
O:
1.31
UHT:
$74.47M
O:
$5.40B
UHT:
$40.57M
O:
$4.60B
UHT:
$55.72M
O:
$4.13B
Returns By Period
The year-to-date returns for both investments are quite close, with UHT having a 6.95% return and O slightly higher at 7.26%. Over the past 10 years, UHT has underperformed O with an annualized return of 2.53%, while O has yielded a comparatively higher 7.04% annualized return.
UHT
6.95%
4.86%
-5.43%
11.88%
-9.09%
2.53%
O
7.26%
1.78%
-0.17%
7.52%
8.05%
7.04%
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Risk-Adjusted Performance
UHT vs. O — Risk-Adjusted Performance Rank
UHT
O
UHT vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) 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
UHT vs. O - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.50%, more than O's 5.68% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 7.50% | 7.85% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% | 5.24% |
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
UHT vs. O - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for UHT and O. For additional features, visit the drawdowns tool.
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Volatility
UHT vs. O - Volatility Comparison
The current volatility for Universal Health Realty Income Trust (UHT) is 4.44%, while Realty Income Corporation (O) has a volatility of 4.76%. This indicates that UHT 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.
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Financials
UHT vs. O - Financials Comparison
This section allows you to compare key financial metrics between Universal Health Realty Income Trust 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
UHT vs. O - Profitability Comparison
UHT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported a gross profit of 23.18M and revenue of 24.55M. Therefore, the gross margin over that period was 94.4%.
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%.
UHT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported an operating income of 7.67M and revenue of 24.55M, resulting in an operating margin of 31.2%.
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%.
UHT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported a net income of 4.78M and revenue of 24.55M, resulting in a net margin of 19.5%.
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%.