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v0.1
O$59.55-2.82%
Fair $59.55+0.0%

O

Realty Income Corporation

Real Estate / REIT - RetailNYSE

$59.55

-1.73 (-2.82%)

Fairly Valued+0.0%Fair Value $59.55Fund rank 38/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 11.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 96/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 2.7%, below the 5% threshold
Thesis & Journal · OLocal privado en este navegador · Realty Income Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$55.5B

P/E

48.8x

↑

EV/EBITDA

17.3x

↑

ROE

2.7%

↓

Gross Margin

92.5%

↑

Debt/Equity

0.74

↑
52-Week Range$60
$56$68

TradingView lightweight chart

O price, volumen y niveles de valoración

Último $59.55Periodo +492.3%
Fair value: $59.55

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+18.4%

FCF CAGR

—

FCF margin

69.5%

FCF / Net income

3.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.75B · net income $1.06B · FCF $3.99B

2008-FY → 2025-FY

Gross margin

92.5%— pts

Operating margin

45.1%— pts

Net margin

18.4%-22.1% pts

FCF margin

69.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$5.75B$5.75B$5.27B$4.08B$3.34B$2.08B$1.65B$1.49B$1.33B$1.22B$1.10B————$421.1M$343.5M$322.6M$325.0M
Net Income$1.06B$1.06B$860.8M$872.3M$869.4M$359.5M$395.5M$436.5M$363.6M$318.8M$315.6M$283.8M$270.6M$245.6M$159.2M$157.0M$130.8M$131.1M$131.8M
EBITDA$4.79B$4.79B$4.33B$3.62B$2.98B——————————————
EPS1.171.170.981.261.420.871.141.381.22————1.030.831.020.98——
Gross Margin92.5%92.5%92.8%92.2%93.2%——————————————
Operating Margin45.1%45.1%44.0%42.2%39.1%——————————————
Net Margin18.4%18.4%16.3%21.4%26.0%17.3%24.0%29.3%27.4%26.2%28.6%————37.3%38.1%40.7%40.6%
Balance Sheet
Debt/Equity0.740.740.690.670.65—————0.590.560.680.591.060.78———
Current Ratio2.062.06—————————————————
Cash Flow
Free Cash Flow$3.99B$3.99B$3.57B$2.96B$2.56B——————————————
Returns
ROE2.7%2.7%2.2%2.6%3.0%1.4%3.6%4.5%4.5%4.3%4.7%4.3%4.8%4.6%6.6%7.0%7.1%8.8%8.5%
Valuation
P/E48.8148.8154.3745.9745.13——————————————
EV/EBITDA17.3417.3416.7417.1419.38——————————————
P/B1.371.371.191.221.37——————————————
Growth & Yield
Revenue Growth9.1%9.1%29.2%22.0%—26.3%10.7%12.1%9.2%10.2%—————22.6%6.5%-0.8%—
EPS Growth19.4%19.4%-22.2%-11.3%—-23.7%-17.4%13.0%—————23.3%-18.1%4.0%———
Dividend Yield5.3%5.3%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

65.3%

muy exigente

EPS terminal req.

$5.28

Spread vs growth

-45.9%

5Y implied EPS CAGR

40.4%

muy exigente

EPS terminal req.

$6.39

Spread vs growth

-21.1%

10Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$10.30

Spread vs growth

-4.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +10.5%

Total return

+10.5%

Start / end P/E

57.8x → 50.9x

EPS bridge

0.98 → 1.17

Residual

-2.3%

EPS growth+19.4%
Multiple rerating-11.9%
Dividend+5.3%
Residual / FX / buybacks / cross-term-2.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.