Is Realty Income Stock a Good Investment?
Realty Income Investment Advice | O |
- Examine Realty Income's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Realty Income's leadership team and their track record. Good management can help Realty Income navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Retail REITs space and any emerging trends that could impact Realty Income's business and its evolving consumer preferences.
- Compare Realty Income's performance and market position to its competitors. Analyze how Realty Income is positioned in terms of product offerings, innovation, and market share.
- Check if Realty Income pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Realty Income's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Realty Income stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Realty Income is a good investment.
Sell | Buy |
Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Realty Income Stock
Researching Realty Income's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 81.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.29. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Realty Income last dividend was issued on the 2nd of December 2024. The entity had 1032:1000 split on the 15th of November 2021.
To determine if Realty Income is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Realty Income's research are outlined below:
| Realty Income generated a negative expected return over the last 90 days | |
| Over 81.0% of the company shares are owned by institutional investors | |
| On 15th of November 2024 Realty Income paid $ 0.2635 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Realty Income Shares Up 0.3 percent Whats Next |
Realty Income Quarterly Gross Profit |
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Realty Income uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Realty Income. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Realty Income's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 20th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Realty Income's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Realty Income's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2017-02-22 | 2016-12-31 | 0.3 | 0.33 | 0.03 | 10 | ||
2016-04-26 | 2016-03-31 | 0.28 | 0.25 | -0.03 | 10 | ||
2015-04-29 | 2015-03-31 | 0.24 | 0.27 | 0.03 | 12 | ||
2014-10-29 | 2014-09-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2011-02-10 | 2010-12-31 | 0.26 | 0.29 | 0.03 | 11 | ||
2009-10-28 | 2009-09-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2009-07-29 | 2009-06-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2009-02-11 | 2008-12-31 | 0.24 | 0.27 | 0.03 | 12 |
Know Realty Income's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Realty Income is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Realty Income backward and forwards among themselves. Realty Income's institutional investor refers to the entity that pools money to purchase Realty Income's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 11.7 M | Charles Schwab Investment Management Inc | 2024-09-30 | 9.7 M | Jpmorgan Chase & Co | 2024-06-30 | 9.5 M | Northern Trust Corp | 2024-09-30 | 9.3 M | Apg Investments Us Inc | 2024-06-30 | 8.7 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 7.5 M | Raymond James & Associates | 2024-09-30 | 6.5 M | Cbre Investment Management Listed Real Assets Llc | 2024-06-30 | 6.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 6.1 M | Vanguard Group Inc | 2024-09-30 | 138.7 M | Blackrock Inc | 2024-06-30 | 83.3 M |
Realty Income's market capitalization trends
The company currently falls under 'Large-Cap' category with a current capitalization of 49.78 B.Market Cap |
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Realty Income's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.07 | 0.07 | |
| Return On Assets | 0.02 | 0.01 | |
| Return On Equity | 0.03 | 0.03 |
Determining Realty Income's profitability involves analyzing its financial statements and using various financial metrics to determine if Realty Income is a good buy. For example, gross profit margin measures Realty Income's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Realty Income's profitability and make more informed investment decisions.
Evaluate Realty Income's management efficiency
Realty Income has return on total asset of 0.0224 % which means that for every 100 dollars spent on assets, it generated a profit of $0.0224. This is way below average. Similarly, it shows a return on equity (ROE) of 0.0251 %, implying that it made 0.0251 on every $100 invested by shareholders. Realty Income's management efficiency ratios could be used to measure how well Realty Income manages its routine affairs as well as how well it operates its assets and liabilities. As of the 21st of November 2024, Return On Capital Employed is likely to grow to 0.07, while Return On Tangible Assets are likely to drop 0.02. At this time, Realty Income's Net Tangible Assets are very stable compared to the past year. As of the 21st of November 2024, Intangibles To Total Assets is likely to grow to 0.16, while Non Currrent Assets Other are likely to drop about 99.6 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 47.82 | 50.21 | |
| Tangible Book Value Per Share | 35.18 | 36.94 | |
| Enterprise Value Over EBITDA | 16.99 | 13.40 | |
| Price Book Value Ratio | 1.21 | 1.26 | |
| Enterprise Value Multiple | 16.99 | 13.40 | |
| Price Fair Value | 1.21 | 1.26 | |
| Enterprise Value | 52.3 B | 54.9 B |
The management team at Realty Income has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.0556 | Forward Dividend Yield 0.0556 | Forward Dividend Rate 3.16 | Beta 0.996 |
Basic technical analysis of Realty Stock
As of the 21st of November, Realty Income holds the Risk Adjusted Performance of (0.05), variance of 1.09, and Coefficient Of Variation of (1,480). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Realty Income, as well as the relationship between them.Realty Income's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Realty Income insiders, such as employees or executives, is commonly permitted as long as it does not rely on Realty Income's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Realty Income insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
A Chapman over two months ago Disposition of 5000 shares by A Chapman of Realty Income at 60.77 subject to Rule 16b-3 | ||
Joel Tomlinson over a year ago Acquisition by Joel Tomlinson of 1842 shares of Realty Income subject to Rule 16b-3 |
Realty Income's Outstanding Corporate Bonds
Realty Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Realty Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Realty bonds can be classified according to their maturity, which is the date when Realty Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| O 5625 13 OCT 32 Corp BondUS756109BP80 | View | |
| O 505 13 JAN 26 Corp BondUS756109BQ63 | View | |
| O 485 15 MAR 30 Corp BondUS756109BR47 | View | |
| O 34 15 JAN 28 Corp BondUS756109BH64 | View | |
| US756109BJ21 Corp BondUS756109BJ21 | View | |
| O 31 15 DEC 29 Corp BondUS756109BK93 | View | |
| O 285 15 DEC 32 Corp BondUS756109BL76 | View | |
| US756109BA12 Corp BondUS756109BA12 | View |
Understand Realty Income's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Realty Income's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | 0.5993 | |||
| Mean Deviation | 0.7913 | |||
| Coefficient Of Variation | (1,480) | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | 0.5893 | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.38 | |||
| Skewness | (0.70) | |||
| Kurtosis | 1.07 |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | 0.5993 | |||
| Mean Deviation | 0.7913 | |||
| Coefficient Of Variation | (1,480) | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | 0.5893 | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.38 | |||
| Skewness | (0.70) | |||
| Kurtosis | 1.07 |
Consider Realty Income's intraday indicators
Realty Income intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Realty Income stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Realty Income Corporate Filings
F4 | 19th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 5th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 4th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 16th of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
Realty Stock media impact
Far too much social signal, news, headlines, and media speculation about Realty Income that are available to investors today. That information is available publicly through Realty media outlets and privately through word of mouth or via Realty internal channels. However, regardless of the origin, that massive amount of Realty data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Realty Income news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Realty Income relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Realty Income's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Realty Income alpha.
Realty Income Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Realty Income can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Realty Income Historical Investor Sentiment
Investor biases related to Realty Income's public news can be used to forecast risks associated with an investment in Realty. The trend in average sentiment can be used to explain how an investor holding Realty can time the market purely based on public headlines and social activities around Realty Income. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Realty Income's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Realty Income and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Realty Income news discussions. The higher the estimate score, the more favorable the investor's outlook on Realty Income.
Realty Income Corporate Directors
| Reginald Gilyard | Independent Director | Profile | |
| Priya Huskins | Independent Director | Profile | |
| Gerardo Lopez | Independent Director | Profile | |
| Ronald Merriman | Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Realty Income. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. To learn how to invest in Realty Stock, please use our How to Invest in Realty Income guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Realty Income. If investors know Realty will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Realty Income listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.09) | Dividend Share 3.111 | Earnings Share 1.05 | Revenue Per Share 6.077 | Quarterly Revenue Growth 0.286 |
The market value of Realty Income is measured differently than its book value, which is the value of Realty that is recorded on the company's balance sheet. Investors also form their own opinion of Realty Income's value that differs from its market value or its book value, called intrinsic value, which is Realty Income's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Realty Income's market value can be influenced by many factors that don't directly affect Realty Income's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Realty Income's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Realty Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Realty Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.