Financial - Mortgages
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IOR vs O
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
IOR vs O — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Mortgages | REIT - Retail |
| Market Cap | $74M | $59.69B |
| Revenue (TTM) | $0.00 | $5.92B |
| Net Income (TTM) | $4M | $800M |
| Gross Margin | — | 65.7% |
| Operating Margin | — | 17.0% |
| Forward P/E | 18.5x | 38.5x |
| Total Debt | $0.00 | $32.85B |
| Cash & Equiv. | $6K | $435M |
IOR vs O — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Income Opportunity … (IOR) | 100 | 173.2 | +73.2% |
| Realty Income Corpo… (O) | 100 | 119.5 | +19.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IOR vs O
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IOR is the clearest fit if your priority is long-term compounding.
- 134.2% 10Y total return vs O's 49.7%
- Lower P/E (18.5x vs 38.5x)
- 3.2% ROA vs O's 1.1%, ROIC -0.2% vs 1.8%
O carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 14 yrs, beta 0.09, yield 5.0%
- Rev growth 9.1%, EPS growth 19.4%, 3Y rev CAGR 19.8%
- Lower volatility, beta 0.09, Low D/E 81.9%, current ratio 0.51x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.1% FFO/revenue growth vs IOR's -100.0% | |
| Value | Lower P/E (18.5x vs 38.5x) | |
| Quality / Margins | 13.5% margin vs IOR's 4.3% | |
| Stability / Safety | Beta 0.09 vs IOR's 0.21 | |
| Dividends | 5.0% yield; 14-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +18.4% vs IOR's -0.3% | |
| Efficiency (ROA) | 3.2% ROA vs O's 1.1%, ROIC -0.2% vs 1.8% |
IOR vs O — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IOR 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)
O leads this category, winning 1 of 1 comparable metric.
Income & Cash Flow (Last 12 Months)
O and IOR operate at a comparable scale, with $5.9B and $0 in trailing revenue.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $0 | $5.9B |
| EBITDAEarnings before interest/tax | $5M | $3.8B |
| Net IncomeAfter-tax profit | $4M | $800M |
| Free Cash FlowCash after capex | -$77,000 | $3.1B |
| Gross MarginGross profit ÷ Revenue | — | +65.7% |
| Operating MarginEBIT ÷ Revenue | — | +17.0% |
| Net MarginNet income ÷ Revenue | — | +13.5% |
| FCF MarginFCF ÷ Revenue | — | +52.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +12.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -11.1% | +17.9% |
Valuation Metrics
IOR leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
At 18.5x trailing earnings, IOR trades at a 66% valuation discount to O's 54.7x P/E. On an enterprise value basis, IOR's 14.6x EV/EBITDA is more attractive than O's 22.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $74M | $59.7B |
| Enterprise ValueMkt cap + debt − cash | $74M | $92.1B |
| Trailing P/EPrice ÷ TTM EPS | 18.52x | 54.71x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 38.47x |
| PEG RatioP/E ÷ EPS growth rate | — | 73.84x |
| EV / EBITDAEnterprise value multiple | 14.61x | 22.47x |
| Price / SalesMarket cap ÷ Revenue | — | 10.38x |
| Price / BookPrice ÷ Book value/share | 0.59x | 1.44x |
| Price / FCFMarket cap ÷ FCF | — | 15.45x |
Profitability & Efficiency
IOR leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
IOR delivers a 3.2% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $2 for O. On the Piotroski fundamental quality scale (0–9), O scores 5/9 vs IOR's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +3.2% | +2.0% |
| ROA (TTM)Return on assets | +3.2% | +1.1% |
| ROICReturn on invested capital | -0.2% | +1.8% |
| ROCEReturn on capital employed | -0.3% | +2.4% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 5 |
| Debt / EquityFinancial leverage | — | 0.82x |
| Net DebtTotal debt minus cash | -$6,000 | $32.4B |
| Cash & Equiv.Liquid assets | $6,000 | $435M |
| Total DebtShort + long-term debt | $0 | $32.9B |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
IOR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IOR five years ago would be worth $14,720 today (with dividends reinvested), compared to $12,130 for O. Over the past 12 months, O leads with a +18.4% total return vs IOR's -0.3%. The 3-year compound annual growth rate (CAGR) favors IOR at 18.9% vs O's 5.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +3.4% | +13.6% |
| 1-Year ReturnPast 12 months | -0.3% | +18.4% |
| 3-Year ReturnCumulative with dividends | +68.1% | +17.1% |
| 5-Year ReturnCumulative with dividends | +47.2% | +21.3% |
| 10-Year ReturnCumulative with dividends | +134.2% | +49.7% |
| CAGR (3Y)Annualised 3-year return | +18.9% | +5.4% |
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 IOR's 0.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.21x | 0.09x |
| 52-Week HighHighest price in past year | $19.69 | $67.94 |
| 52-Week LowLowest price in past year | $17.50 | $54.38 |
| % of 52W HighCurrent price vs 52-week peak | +92.2% | +94.2% |
| RSI (14)Momentum oscillator 0–100 | 46.9 | 50.9 |
| Avg Volume (50D)Average daily shares traded | 624 | 5.5M |
Analyst Outlook
O leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
O is the only dividend payer here at 5.04% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $65.25 |
| # AnalystsCovering analysts | — | 34 |
| Dividend YieldAnnual dividend ÷ price | — | +5.0% |
| Dividend StreakConsecutive years of raises | 0 | 14 |
| Dividend / ShareAnnual DPS | — | $3.23 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
O leads in 3 of 6 categories (Income & Cash Flow, Risk & Volatility). IOR leads in 3 (Valuation Metrics, Profitability & Efficiency).
IOR vs O: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is IOR 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 -100. 0% for Income Opportunity Realty Investors, Inc. (IOR). Income Opportunity Realty Investors, Inc. (IOR) offers the better valuation at 18. 5x trailing P/E, making it the more compelling value choice. Analysts rate Realty Income Corporation (O) a "Hold" — based on 34 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 — IOR or O?
On trailing P/E, Income Opportunity Realty Investors, Inc.
(IOR) is the cheapest at 18. 5x versus Realty Income Corporation at 54. 7x.
03Which is the better long-term investment — IOR or O?
Over the past 5 years, Income Opportunity Realty Investors, Inc.
(IOR) delivered a total return of +47. 2%, compared to +21. 3% for Realty Income Corporation (O). Over 10 years, the gap is even starker: IOR returned +134. 2% versus O's +49. 7%. 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 — IOR or O?
By beta (market sensitivity over 5 years), Realty Income Corporation (O) is the lower-risk stock at 0.
09β versus Income Opportunity Realty Investors, Inc. 's 0. 21β — meaning IOR is approximately 136% more volatile than O relative to the S&P 500.
05Which is growing faster — IOR or O?
By revenue growth (latest reported year), Realty Income Corporation (O) is pulling ahead at 9.
1% versus -100. 0% for Income Opportunity Realty Investors, Inc. (IOR). On earnings-per-share growth, the picture is similar: Realty Income Corporation grew EPS 19. 4% year-over-year, compared to -14. 0% for Income Opportunity Realty Investors, Inc.. 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 — IOR or O?
Realty Income Corporation (O) is the more profitable company, earning 18.
4% net margin versus 0. 0% for Income Opportunity Realty Investors, Inc. — meaning it keeps 18. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: O leads at 28. 3% versus 0. 0% for IOR. 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.
07Which pays a better dividend — IOR or O?
In this comparison, O (5.
0% yield) pays a dividend. IOR does not pay a meaningful dividend and should not be held primarily for income.
08Is IOR or O better for a retirement portfolio?
For long-horizon retirement investors, Realty Income Corporation (O) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
09), 5. 0% yield). Both have compounded well over 10 years (O: +49. 7%, IOR: +134. 2%), 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.
09What are the main differences between IOR and O?
These companies operate in different sectors (IOR (Financial Services) and O (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: IOR is a small-cap quality compounder stock; O is a mid-cap income-oriented stock. O pays a dividend while IOR 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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