Curbline Properties Corp. (CURB)vsRealty Income Corporation (O)
CURB
Curbline Properties Corp.
$25.62
-0.58%
REAL ESTATE · Cap: $2.69B
O
Realty Income Corporation
$60.06
-0.66%
REAL ESTATE · Cap: $56.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Realty Income Corporation generates 3051% more annual revenue ($5.76B vs $182.89M). CURB leads profitability with a 21.8% profit margin vs 18.4%. O trades at a lower P/E of 51.7x. O earns a higher WallStSmart Score of 64/100 (C+).
CURB
Buy52
out of 100
Grade: C-
O
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-914.3%
Fair Value
$2.52
Current Price
$25.62
$23.10 premium
Margin of Safety
-17.8%
Fair Value
$54.76
Current Price
$60.06
$5.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 55.1% year-over-year
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 47.0%
Large-cap with strong market position
Earnings expanding 41.2% YoY
Generating 1.2B in free cash flow
Areas to Watch
ROE of 2.1% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 10.2%
ROE of 2.7% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CURB
The strongest argument for CURB centers on Price/Book, Revenue Growth, Altman Z-Score. Profitability is solid with margins at 21.8% and operating margin at 18.5%. Revenue growth of 55.1% demonstrates continued momentum.
Bull Case : O
The strongest argument for O centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 18.4% and operating margin at 47.0%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : CURB
The primary concerns for CURB are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 68.9x leaves little room for execution misses.
Bear Case : O
The primary concerns for O are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 51.7x leaves little room for execution misses.
Key Dynamics to Monitor
CURB profiles as a growth stock while O is a mature play — different risk/reward profiles.
CURB is growing revenue faster at 55.1% — sustainability is the question.
O generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
O scores higher overall (64/100 vs 52/100), backed by strong 18.4% margins and 11.0% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Curbline Properties Corp.
REAL ESTATE · REIT - RETAIL · USA
Curbline Properties Corp. is an innovative real estate investment and development firm focused on redefining urban spaces through sustainable and community-oriented property solutions. With a diverse portfolio encompassing both residential and commercial assets, the company employs rigorous market research and industry expertise to strategically acquire, reposition, and manage properties. Curbline's commitment to transformative development aligns with contemporary urban needs, positioning it for continuous growth and value enhancement in an increasingly competitive marketplace, thereby presenting a promising opportunity for institutional investors.
Realty Income Corporation
REAL ESTATE · REIT - RETAIL · USA
Realty Income Corporation is a real estate investment trust that invests in free-standing, single-tenant commercial properties in the United States, Puerto Rico, and the United Kingdom that are subject to NNN Leases. The company is organized in Maryland with its headquarters in San Diego, California.
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