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UHT vs. O
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Health Realty Income Trust (UHT) and Realty Income Corporation (O). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

UHT:

0.53

O:

0.41

Sortino Ratio

UHT:

0.96

O:

0.71

Omega Ratio

UHT:

1.11

O:

1.09

Calmar Ratio

UHT:

0.20

O:

0.32

Martin Ratio

UHT:

1.23

O:

0.86

Ulcer Index

UHT:

10.65%

O:

9.25%

Daily Std Dev

UHT:

22.55%

O:

18.49%

Max Drawdown

UHT:

-69.20%

O:

-48.45%

Current Drawdown

UHT:

-60.08%

O:

-13.26%

Fundamentals

Market Cap

UHT:

$541.32M

O:

$50.52B

EPS

UHT:

$1.35

O:

$1.10

PE Ratio

UHT:

28.95

O:

50.85

PEG Ratio

UHT:

0.00

O:

5.50

PS Ratio

UHT:

5.43

O:

9.35

PB Ratio

UHT:

3.12

O:

1.31

Total Revenue (TTM)

UHT:

$74.47M

O:

$5.40B

Gross Profit (TTM)

UHT:

$40.57M

O:

$4.60B

EBITDA (TTM)

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

YTD

6.95%

1M

4.86%

6M

-5.43%

1Y

11.88%

5Y*

-9.09%

10Y*

2.53%

O

YTD

7.26%

1M

1.78%

6M

-0.17%

1Y

7.52%

5Y*

8.05%

10Y*

7.04%

*Annualized

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Risk-Adjusted Performance

UHT vs. O — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UHT
The Risk-Adjusted Performance Rank of UHT is 6464
Overall Rank
The Sharpe Ratio Rank of UHT is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of UHT is 6464
Sortino Ratio Rank
The Omega Ratio Rank of UHT is 6060
Omega Ratio Rank
The Calmar Ratio Rank of UHT is 6060
Calmar Ratio Rank
The Martin Ratio Rank of UHT is 6565
Martin Ratio Rank

O
The Risk-Adjusted Performance Rank of O is 6161
Overall Rank
The Sharpe Ratio Rank of O is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of O is 5757
Sortino Ratio Rank
The Omega Ratio Rank of O is 5555
Omega Ratio Rank
The Calmar Ratio Rank of O is 6565
Calmar Ratio Rank
The Martin Ratio Rank of O is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current UHT Sharpe Ratio is 0.53, which is comparable to the O Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of UHT and O, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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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.


TTM20242023202220212020201920182017201620152014
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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B1.40B20212022202320242025
24.55M
1.38B
(UHT) Total Revenue
(O) Total Revenue
Values in USD except per share items

UHT vs. O - Profitability Comparison

The chart below illustrates the profitability comparison between Universal Health Realty Income Trust and Realty Income Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
94.4%
100.0%
(UHT) Gross Margin
(O) Gross Margin
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%.