Realty Income (O) is a retail reits company in the Real Estate sector. Listed on the NASDAQ, Realty Income is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $62.11.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $62.11 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 5.05% |
| Risk / Std Dev (Annualized) | 18.93% |
| Sharpe Ratio (rf=4.5%) | 0.03 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Retail REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 5.05% with an annualized volatility of 18.93%. The Sharpe ratio of 0.03 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 57.92B |
| Enterprise Value | 89.9B |
| Trailing P/E | 50.91 |
| Forward P/E | 36.08 |
| Price to Book | 1.48 |
| Price to Sales | 9.77 |
| EV/Revenue | 15.16 |
| EV/EBITDA | 17.18 |
| Profitability | | | Profit Margin | 18.9% | | Operating Margin | 45.53% | | ROE | 2.83% | | ROA | 2.31% |
| Growth | | | Revenue Growth | 12.0% | | Earnings Growth | 17.9% |
| Dividend | | | Dividend Yield | 524.0% | | Payout Ratio | 265.0% | | 5Y Avg Yield | 504.0% |
| Financial Health | | | Total Revenue | 5.93B | | Total Debt | 30.29B | | Total Cash | 0.4B | | Free Cash Flow | 1.8B | | Operating Cash Flow | 4.08B |
| Price & Technical | | | 52W High | $67.94$ | | 52W Low | $55.86$ | | 50-Day Avg | $62.43$ | | 200-Day Avg | $60.62$ | | Beta | 0.73 | | Shares Outstanding | 0.93B | | Float Shares | 0.93B | | Insider Holdings | 0.12% | | Institutional Holdings | 79.39% | | Short Ratio | 6.42 | | Short % of Float | 4.72% |
| Analyst Targets | | | Target High | $75.0$ | | Target Low | $61.5$ | | Target Mean | $68.15$ | | Target Median | $68.5$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.