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Upturn AI SWOT - About
O 
Realty Income Corporation (O)
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Upturn Advisory Summary
01/15/2025: O (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -10.22% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 50.96B USD | Price to earnings Ratio 58.32 | 1Y Target Price 61.75 |
Price to earnings Ratio 58.32 | 1Y Target Price 61.75 | ||
Volume (30-day avg) 5431630 | Beta 1.01 | 52 Weeks Range 47.90 - 63.08 | Updated Date 04/1/2025 |
52 Weeks Range 47.90 - 63.08 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.55% | Basic EPS (TTM) 0.98 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.31% | Operating Margin (TTM) 43.98% |
Management Effectiveness
Return on Assets (TTM) 2.3% | Return on Equity (TTM) 2.4% |
Valuation
Trailing PE 58.32 | Forward PE 43.67 | Enterprise Value 77276785436 | Price to Sales(TTM) 9.65 |
Enterprise Value 77276785436 | Price to Sales(TTM) 9.65 | ||
Enterprise Value to Revenue 14.66 | Enterprise Value to EBITDA 17.86 | Shares Outstanding 891769024 | Shares Floating 889563741 |
Shares Outstanding 891769024 | Shares Floating 889563741 | ||
Percent Insiders 0.1 | Percent Institutions 78.31 |
Analyst Ratings
Rating 3.52 | Target Price 62.8 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 16 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Realty Income Corporation
Company Overview
History and Background
Realty Income Corporation was founded in 1969 and is a real estate investment trust (REIT) that focuses on acquiring and managing commercial properties under long-term net lease agreements. It has grown through strategic acquisitions and internal growth.
Core Business Areas
- Real Estate Leases: Acquisition and ownership of commercial real estate properties, primarily leased to retail tenants under long-term net lease agreements.
Leadership and Structure
Sumit Roy serves as the President and CEO. The company has a board of directors and operates with a typical REIT structure.
Top Products and Market Share
Key Offerings
- Net Lease Properties: Realty Income owns and leases properties primarily to retail tenants, with a focus on tenants with non-discretionary, low price point, and/or service-oriented businesses. The market is fragmented with many REITs and private investors. Competitors include Agree Realty, National Retail Properties, and STORE Capital. They are a market leader, but specific market share is hard to define due to the fragmented nature of the net lease space. Market Cap of +$45 Billion, which is largest among peers.
Market Dynamics
Industry Overview
The net lease REIT industry involves owning and leasing properties to single tenants under long-term leases where the tenant pays property taxes, insurance, and maintenance. The industry is influenced by interest rates, economic conditions, and retail trends.
Positioning
Realty Income is a leading net lease REIT known for its diversified portfolio, high occupancy rates, and consistent dividend payments. Its competitive advantage lies in its scale, credit ratings, and strong relationships with tenants.
Total Addressable Market (TAM)
The total addressable market for net lease retail real estate is estimated to be in the trillions of dollars. Realty Income is well-positioned to continue to grow its market share within this large TAM.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- High occupancy rates
- Strong balance sheet
- Investment-grade credit rating
- Consistent dividend payments
- Experienced management team
Weaknesses
- Sensitivity to interest rate changes
- Exposure to retail sector risks
- Dependence on tenant performance
- Growth dependent on acquisitions
- Potential for property vacancies
Opportunities
- Acquisition opportunities in fragmented market
- Expansion into new property types
- International expansion
- Increasing demand for net lease properties
- Ability to raise capital at favorable rates
Threats
- Rising interest rates
- Economic recession
- Retail bankruptcies
- Increased competition
- Changes in tax laws
Competitors and Market Share
Key Competitors
- ADC
- NNN
- STOR
Competitive Landscape
Realty Income benefits from its scale and diversified portfolio, allowing it to acquire larger properties and achieve lower costs of capital. However, smaller competitors may be more nimble in identifying and acquiring smaller properties.
Major Acquisitions
VEREIT
- Year: 2021
- Acquisition Price (USD millions): 11400
- Strategic Rationale: Expanded portfolio diversification and increased scale.
Growth Trajectory and Initiatives
Historical Growth: Realty Income has grown steadily through acquisitions and organic growth.
Future Projections: Analyst estimates for Realty Income's future growth are available on financial websites.
Recent Initiatives: Recent strategic initiatives are described in company press releases and investor presentations.
Summary
Realty Income is a strong, well-established REIT with a proven track record of consistent dividend payments and growth. Its diversified portfolio and strong balance sheet provide a solid foundation. However, it faces risks related to interest rate increases and retail sector challenges, necessitating vigilance in risk management and strategic acquisitions.
Similar Companies
ADC
Agree Realty Corporation
ADC
Agree Realty Corporation
NNN
National Retail Properties Inc
NNN
National Retail Properties Inc
WPC
W P Carey Inc
WPC
W P Carey Inc
Sources and Disclaimers
Data Sources:
- Company 10-K and 10-Q filings
- Investor presentations
- Earnings call transcripts
- Financial websites
Disclaimers:
This analysis is based on available information and is not financial advice. Investors should conduct their own research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Realty Income Corporation
Exchange NYSE | Headquaters San Diego, CA, United States | ||
IPO Launch date 1994-10-18 | President, CEO & Director Mr. Sumit Roy | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 468 | Website https://www.realtyincome.com |
Full time employees 468 | Website https://www.realtyincome.com | ||
Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies. Founded in 1969, we invest in diversified commercial real estate and, as of December 31, 2024, have a portfolio of over 15,600 properties in all 50 U.S. states, the U.K., and six other countries in Europe. We are known as The Monthly Dividend Company and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time. Since our founding, we have declared 656 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index for having increased our dividend for the last 30 consecutive years.
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