WSR vs. O
Compare and contrast key facts about Whitestone REIT (WSR) and Realty Income Corporation (O).
Performance
WSR vs. O - Performance Comparison
Loading graphics...
WSR vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 18.39% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
O Realty Income Corporation | 11.21% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Fundamentals
WSR:
$1.44
O:
$1.75
WSR:
11.29
O:
35.44
WSR:
0.15
O:
7.26
WSR:
3.49
O:
6.53
WSR:
$161.58M
O:
$5.75B
WSR:
$111.45M
O:
-$3.85B
WSR:
$120.15M
O:
$4.22B
Returns By Period
In the year-to-date period, WSR achieves a 18.39% return, which is significantly higher than O's 11.21% return. Over the past 10 years, WSR has outperformed O with an annualized return of 9.21%, while O has yielded a comparatively lower 5.07% annualized return.
WSR
- 1D
- 0.93%
- 1M
- 7.76%
- YTD
- 18.39%
- 6M
- 35.95%
- 1Y
- 15.73%
- 3Y*
- 26.17%
- 5Y*
- 15.77%
- 10Y*
- 9.21%
O
- 1D
- 1.14%
- 1M
- -8.00%
- YTD
- 11.21%
- 6M
- 5.16%
- 1Y
- 14.40%
- 3Y*
- 4.90%
- 5Y*
- 4.79%
- 10Y*
- 5.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WSR vs. O — Risk / Return Rank
WSR
O
WSR vs. O - Risk-Adjusted Trends 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.
| WSR | O | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.86 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.24 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.19 | -0.36 |
Martin ratioReturn relative to average drawdown | 1.54 | 3.57 | -2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WSR | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.86 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.25 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.20 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.49 | -0.17 |
Correlation
The correlation between WSR and O is 0.50, 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.
Dividends
WSR vs. O - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 3.08%, less than O's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 3.08% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
O Realty Income Corporation | 5.22% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
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.
Loading graphics...
Drawdown Indicators
| WSR | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -48.45% | -15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.91% | -11.10% | -8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -34.48% | -3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | -48.28% | -15.34% |
Current DrawdownCurrent decline from peak | -1.57% | -8.00% | +6.43% |
Average DrawdownAverage peak-to-trough decline | -14.36% | -9.22% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.72% | 3.70% | +7.02% |
Volatility
WSR vs. O - Volatility Comparison
Whitestone REIT (WSR) has a higher volatility of 7.90% compared to Realty Income Corporation (O) at 4.53%. This indicates that WSR'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.
Loading graphics...
Volatility by Period
| WSR | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.90% | 4.53% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.92% | 11.31% | +4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.20% | 16.84% | +6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.41% | 18.89% | +7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.23% | 25.69% | +8.54% |
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