WallStSmart

Realty Income Corporation (O)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Realty Income Corporation generates 5697% more annual revenue ($5.76B vs $99.41M). O leads profitability with a 18.4% profit margin vs 8.8%. O earns a higher WallStSmart Score of 64/100 (C+).

O

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 6.5Value: 2.0Quality: 4.3
Piotroski: 3/9Altman Z: 0.77

WHLRP

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 7.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSignificantly Overvalued (-17.8%)

Margin of Safety

-17.8%

Fair Value

$54.76

Current Price

$60.06

$5.30 premium

UndervaluedFair: $54.76Overvalued

Intrinsic value data unavailable for WHLRP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

O5 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
47.0%10/10

Strong operational efficiency at 47.0%

Market CapQuality
$56.58B9/10

Large-cap with strong market position

EPS GrowthGrowth
41.2%8/10

Earnings expanding 41.2% YoY

Free Cash FlowQuality
$1.15B8/10

Generating 1.2B in free cash flow

WHLRP1 strengths · Avg: 10.0/10
Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Areas to Watch

O4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.7%3/10

ROE of 2.7% — 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
51.7x2/10

Premium valuation, high expectations priced in

WHLRP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.49M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Free Cash FlowQuality
$-2.19M2/10

Negative free cash flow — burning cash

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 18.4% and operating margin at 47.0%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : WHLRP

The strongest argument for WHLRP centers on Operating Margin.

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.

Bear Case : WHLRP

The primary concerns for WHLRP are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 8.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

O profiles as a mature stock while WHLRP is a value play — different risk/reward profiles.

WHLRP carries more volatility with a beta of 1.31 — expect wider price swings.

O is growing revenue faster at 11.0% — sustainability is the question.

O generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

O scores higher overall (64/100 vs 43/100), backed by strong 18.4% margins and 11.0% revenue growth. Both earn "Buy" and "Hold" 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.

Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) dedicated to the strategic acquisition and management of retail and community shopping centers across the United States. The company is committed to generating attractive risk-adjusted returns through its carefully curated portfolio, emphasizing strong tenant relationships and proactive property management. With a focus on sustainable growth and adaptability to emerging retail trends, Wheeler REIT is positioned to unlock new market opportunities and enhance shareholder value in a rapidly evolving commercial landscape.

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