WSR vs. O
Compare and contrast key facts about Whitestone REIT (WSR) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSR or O.
Correlation
The correlation between WSR and O is 0.40, 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
WSR vs. O - Performance Comparison
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Key characteristics
WSR:
0.26
O:
0.53
WSR:
0.58
O:
0.79
WSR:
1.07
O:
1.10
WSR:
0.41
O:
0.36
WSR:
0.93
O:
0.97
WSR:
7.25%
O:
9.22%
WSR:
22.67%
O:
18.42%
WSR:
-63.62%
O:
-48.45%
WSR:
-15.91%
O:
-12.10%
Fundamentals
WSR:
$655.65M
O:
$50.80B
WSR:
$0.61
O:
$0.98
WSR:
20.62
O:
58.12
WSR:
0.00
O:
5.52
WSR:
4.23
O:
9.62
WSR:
1.50
O:
1.31
WSR:
$155.75M
O:
$5.40B
WSR:
$100.51M
O:
$4.60B
WSR:
$88.24M
O:
$4.13B
Returns By Period
In the year-to-date period, WSR achieves a -9.68% return, which is significantly lower than O's 8.70% return. Over the past 10 years, WSR has underperformed O with an annualized return of 5.58%, while O has yielded a comparatively higher 7.44% annualized return.
WSR
-9.68%
-3.19%
-11.12%
5.95%
20.77%
5.58%
O
8.70%
5.51%
1.41%
9.72%
7.11%
7.44%
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Risk-Adjusted Performance
WSR vs. O — Risk-Adjusted Performance Rank
WSR
O
WSR vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) 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
WSR vs. O - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 4.08%, less than O's 5.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 4.08% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% |
O Realty Income Corporation | 5.60% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
WSR vs. O - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for WSR and O. For additional features, visit the drawdowns tool.
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Volatility
WSR vs. O - Volatility Comparison
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Financials
WSR vs. O - Financials Comparison
This section allows you to compare key financial metrics between Whitestone REIT 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
WSR vs. O - Profitability Comparison
WSR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Whitestone REIT reported a gross profit of 26.74M and revenue of 38.00M. Therefore, the gross margin over that period was 70.4%.
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%.
WSR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Whitestone REIT reported an operating income of 11.97M and revenue of 38.00M, resulting in an operating margin of 31.5%.
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%.
WSR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Whitestone REIT reported a net income of 3.70M and revenue of 38.00M, resulting in a net margin of 9.7%.
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%.