REIT - Diversified
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2 / 10Stock Comparison
GOOD vs O
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
GOOD vs O — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Diversified | REIT - Retail |
| Market Cap | $623M | $59.37B |
| Revenue (TTM) | $166M | $5.75B |
| Net Income (TTM) | $21M | $1.06B |
| Gross Margin | -11.7% | 89.8% |
| Operating Margin | 27.9% | 28.3% |
| Forward P/E | 84.0x | 38.2x |
| Total Debt | $856M | $0.00 |
| Cash & Equiv. | $11M | $435M |
GOOD vs O — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Gladstone Commercia… (GOOD) | 100 | 69.1 | -30.9% |
| Realty Income Corpo… (O) | 100 | 119.9 | +19.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GOOD vs O
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GOOD is the clearest fit if your priority is long-term compounding.
- 54.1% 10Y total return vs O's 51.8%
- PEG 2.37 vs 73.34
- 11.2% yield; the other pay no meaningful dividend
O carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 27 yrs, beta 0.09
- Rev growth 9.1%, EPS growth 19.4%, 3Y rev CAGR 19.8%
- Lower volatility, beta 0.09
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.1% FFO/revenue growth vs GOOD's 8.0% | |
| Value | PEG 2.37 vs 73.34 | |
| Quality / Margins | 18.4% margin vs GOOD's 12.7% | |
| Stability / Safety | Beta 0.09 vs GOOD's 0.55 | |
| Dividends | 11.2% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +17.3% vs GOOD's -0.1% | |
| Efficiency (ROA) | 1.7% ROA vs O's 1.5%, ROIC 4.4% vs 2.3% |
GOOD vs O — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
GOOD vs O — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — GOOD and O each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
O is the larger business by revenue, generating $5.7B annually — 34.7x GOOD's $166M. O is the more profitable business, keeping 18.4% of every revenue dollar as net income compared to GOOD's 12.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $166M | $5.7B |
| EBITDAEarnings before interest/tax | $106M | $4.1B |
| Net IncomeAfter-tax profit | $21M | $1.1B |
| Free Cash FlowCash after capex | $90M | $2.8B |
| Gross MarginGross profit ÷ Revenue | -11.7% | +89.8% |
| Operating MarginEBIT ÷ Revenue | +27.9% | +28.3% |
| Net MarginNet income ÷ Revenue | +12.7% | +18.4% |
| FCF MarginFCF ÷ Revenue | +54.1% | +48.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.8% | +11.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +39.1% |
Valuation Metrics
GOOD leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 31.4x trailing earnings, GOOD trades at a 42% valuation discount to O's 54.3x P/E. Adjusting for growth (PEG ratio), GOOD offers better value at 0.89x vs O's 73.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $623M | $59.4B |
| Enterprise ValueMkt cap + debt − cash | $1.5B | $58.9B |
| Trailing P/EPrice ÷ TTM EPS | 31.39x | 54.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 83.95x | 38.20x |
| PEG RatioP/E ÷ EPS growth rate | 0.89x | 73.34x |
| EV / EBITDAEnterprise value multiple | 12.42x | 14.38x |
| Price / SalesMarket cap ÷ Revenue | 3.86x | 10.33x |
| Price / BookPrice ÷ Book value/share | 1.78x | 1.43x |
| Price / FCFMarket cap ÷ FCF | 7.07x | 14.86x |
Profitability & Efficiency
GOOD leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
GOOD delivers a 9.7% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $3 for O. On the Piotroski fundamental quality scale (0–9), O scores 5/9 vs GOOD's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.7% | +2.6% |
| ROA (TTM)Return on assets | +1.7% | +1.5% |
| ROICReturn on invested capital | +4.4% | +2.3% |
| ROCEReturn on capital employed | +5.3% | +2.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 2.50x | — |
| Net DebtTotal debt minus cash | $846M | -$435M |
| Cash & Equiv.Liquid assets | $11M | $435M |
| Total DebtShort + long-term debt | $856M | $0 |
| Interest CoverageEBIT ÷ Interest expense | 1.46x | — |
Total Returns (Dividends Reinvested)
GOOD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in O five years ago would be worth $12,135 today (with dividends reinvested), compared to $9,302 for GOOD. Over the past 12 months, O leads with a +17.3% total return vs GOOD's -0.1%. The 3-year compound annual growth rate (CAGR) favors GOOD at 12.4% vs O's 5.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +23.0% | +12.8% |
| 1-Year ReturnPast 12 months | -0.1% | +17.3% |
| 3-Year ReturnCumulative with dividends | +42.1% | +16.1% |
| 5-Year ReturnCumulative with dividends | -7.0% | +21.3% |
| 10-Year ReturnCumulative with dividends | +54.1% | +51.8% |
| CAGR (3Y)Annualised 3-year return | +12.4% | +5.1% |
Risk & Volatility
O leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
O is the less volatile stock with a 0.09 beta — it tends to amplify market swings less than GOOD's 0.55 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. O currently trades 93.6% from its 52-week high vs GOOD's 85.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.55x | 0.09x |
| 52-Week HighHighest price in past year | $15.03 | $67.94 |
| 52-Week LowLowest price in past year | $10.33 | $54.38 |
| % of 52W HighCurrent price vs 52-week peak | +85.6% | +93.6% |
| RSI (14)Momentum oscillator 0–100 | 63.6 | 50.0 |
| Avg Volume (50D)Average daily shares traded | 388K | 5.5M |
Analyst Outlook
O leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates GOOD as "Buy" and O as "Hold". Consensus price targets imply 2.6% upside for O (target: $65) vs 1.0% for GOOD (target: $13). GOOD is the only dividend payer here at 11.22% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $13.00 | $65.25 |
| # AnalystsCovering analysts | 14 | 34 |
| Dividend YieldAnnual dividend ÷ price | +11.2% | — |
| Dividend StreakConsecutive years of raises | 0 | 27 |
| Dividend / ShareAnnual DPS | $1.44 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.7% | 0.0% |
GOOD leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). O leads in 2 (Risk & Volatility, Analyst Outlook). 1 tied.
GOOD vs O: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GOOD or O a better buy right now?
For growth investors, Realty Income Corporation (O) is the stronger pick with 9.
1% revenue growth year-over-year, versus 8. 0% for Gladstone Commercial Corporation (GOOD). Gladstone Commercial Corporation (GOOD) offers the better valuation at 31. 4x trailing P/E (84. 0x forward), making it the more compelling value choice. Analysts rate Gladstone Commercial Corporation (GOOD) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GOOD or O?
On trailing P/E, Gladstone Commercial Corporation (GOOD) is the cheapest at 31.
4x versus Realty Income Corporation at 54. 3x. On forward P/E, Realty Income Corporation is actually cheaper at 38. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Gladstone Commercial Corporation wins at 2. 37x versus Realty Income Corporation's 73. 34x.
03Which is the better long-term investment — GOOD or O?
Over the past 5 years, Realty Income Corporation (O) delivered a total return of +21.
3%, compared to -7. 0% for Gladstone Commercial Corporation (GOOD). Over 10 years, the gap is even starker: GOOD returned +54. 1% versus O's +51. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GOOD or O?
By beta (market sensitivity over 5 years), Realty Income Corporation (O) is the lower-risk stock at 0.
09β versus Gladstone Commercial Corporation's 0. 55β — meaning GOOD is approximately 511% more volatile than O relative to the S&P 500.
05Which is growing faster — GOOD or O?
By revenue growth (latest reported year), Realty Income Corporation (O) is pulling ahead at 9.
1% versus 8. 0% for Gladstone Commercial Corporation (GOOD). On earnings-per-share growth, the picture is similar: Gladstone Commercial Corporation grew EPS 57. 7% year-over-year, compared to 19. 4% for Realty Income Corporation. Over a 3-year CAGR, O leads at 19. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GOOD or O?
Realty Income Corporation (O) is the more profitable company, earning 18.
4% net margin versus 12. 0% for Gladstone Commercial Corporation — meaning it keeps 18. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GOOD leads at 37. 2% versus 28. 3% for O. At the gross margin level — before operating expenses — O leads at 89. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GOOD or O more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Gladstone Commercial Corporation (GOOD) is the more undervalued stock at a PEG of 2. 37x versus Realty Income Corporation's 73. 34x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Realty Income Corporation (O) trades at 38. 2x forward P/E versus 84. 0x for Gladstone Commercial Corporation — 45. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for O: 2. 6% to $65. 25.
08Which pays a better dividend — GOOD or O?
In this comparison, GOOD (11.
2% yield) pays a dividend. O does not pay a meaningful dividend and should not be held primarily for income.
09Is GOOD or O better for a retirement portfolio?
For long-horizon retirement investors, Gladstone Commercial Corporation (GOOD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
55), 11. 2% yield). Both have compounded well over 10 years (GOOD: +54. 1%, O: +51. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GOOD and O?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GOOD is a small-cap income-oriented stock; O is a mid-cap quality compounder stock. GOOD pays a dividend while O does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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