WallStSmart

Realty Income Corporation (O)vsAlpine Income Property Trust, Inc. (PINE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Realty Income Corporation generates 9060% more annual revenue ($5.93B vs $64.73M). O leads profitability with a 18.9% profit margin vs 1.1%. O earns a higher WallStSmart Score of 60/100 (C).

O

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 2.7Quality: 3.5
Piotroski: 3/9Altman Z: 0.64

PINE

Buy

56

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 5.0Quality: 2.5
Piotroski: 1/9Altman Z: 0.50
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OOvervalued (-5.9%)

Margin of Safety

-5.9%

Fair Value

$60.93

Current Price

$60.84

$0.09 premium

UndervaluedFair: $60.93Overvalued

Intrinsic value data unavailable for PINE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

O3 strengths · Avg: 9.7/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
45.5%10/10

Strong operational efficiency at 45.5%

Market CapQuality
$57.95B9/10

Large-cap with strong market position

PINE4 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.2%10/10

Strong operational efficiency at 38.2%

EPS GrowthGrowth
75.7%10/10

Earnings expanding 75.7% YoY

Revenue GrowthGrowth
29.6%8/10

Revenue surging 29.6% year-over-year

Areas to Watch

O4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.752/10

Expensive relative to growth rate

P/E RatioValuation
50.9x2/10

Premium valuation, high expectations priced in

PINE4 concerns · Avg: 3.0/10
Market CapQuality
$350.18M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Profit MarginProfitability
1.1%3/10

1.1% margin — thin

Debt/EquityHealth
1.173/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : O

The strongest argument for O centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 18.9% and operating margin at 45.5%. Revenue growth of 12.0% demonstrates continued momentum.

Bull Case : PINE

The strongest argument for PINE centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 29.6% demonstrates continued momentum.

Bear Case : O

The primary concerns for O are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 50.9x leaves little room for execution misses.

Bear Case : PINE

The primary concerns for PINE are Market Cap, Return on Equity, Profit Margin. Thin 1.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

O profiles as a mature stock while PINE is a growth play — different risk/reward profiles.

O carries more volatility with a beta of 0.73 — expect wider price swings.

PINE is growing revenue faster at 29.6% — sustainability is the question.

O generates stronger free cash flow (848M), providing more financial flexibility.

Bottom Line

O scores higher overall (60/100 vs 56/100), backed by strong 18.9% margins and 12.0% 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.

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.

Alpine Income Property Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Alpine Income Property Trust, Inc. (Ticker: PINE) is a real estate investment trust (REIT) focused on acquiring and managing a diversified portfolio of high-quality retail and commercial properties under long-term net leases with creditworthy tenants throughout the United States. By emphasizing net-leased assets, the company generates consistent rental income while enhancing long-term shareholder value through prudent capital allocation and operational excellence. With a strategic commitment to stability and yield enhancement, PINE offers institutional investors an appealing opportunity to diversify their real estate investments in today's competitive market.

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