Comprehensive Stock Comparison
Compare Strawberry Fields REIT LLC (STRW) vs Realty Income Corporation (O) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
Selected Stocks
Add up to 10 tickers. Use presets or search to get started.
Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | STRW | 17.3% revenue growth vs O's 9.1% |
| Value | STRW | Lower P/E (16.4x vs 41.8x) |
| Quality / Margins | O | 18.4% net margin vs STRW's 4.8% |
| Stability / Safety | O | Beta 0.19 vs STRW's 0.53 |
| Dividends | STRW | 4.4% yield; 2-year raise streak; O pays no meaningful dividend |
| Momentum (1Y) | O | +23.6% vs STRW's +14.3% |
| Efficiency (ROA) | O | 1.5% ROA vs STRW's 0.8%, ROIC 2.3% vs 7.2% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Strawberry Fields REIT is a real estate investment trust that owns and leases skilled nursing facilities and other post-acute healthcare properties. It generates revenue primarily through long-term triple-net leases—where tenants cover property expenses—with healthcare operators, creating stable rental income streams. The company's moat lies in its specialized healthcare real estate portfolio and triple-net lease structure that transfers operational risks to tenants while providing predictable cash flows.
Realty Income is a real estate investment trust that owns and leases single-tenant commercial properties to retail and service-oriented businesses. It generates revenue primarily through long-term triple-net leases—where tenants pay rent plus property expenses—with retail clients like convenience stores and drugstores accounting for roughly 80% of its portfolio. The company's moat lies in its massive scale, diversified tenant base, and long-term lease structure that provides predictable monthly cash flow supporting its famous monthly dividend payments.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
STRW leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). O leads in 2 (Risk & Volatility, Analyst Outlook). 2 tied.
Financial Metrics (TTM)
O is the larger business by revenue, generating $5.7B annually — 39.5x STRW's $145M. O is the more profitable business, keeping 18.4% of every revenue dollar as net income compared to STRW's 4.8%. On growth, STRW holds the edge at +34.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| RevenueTrailing 12 months | $145M | $5.7B |
| EBITDAEarnings before interest/tax | $123M | $4.1B |
| Net IncomeAfter-tax profit | $7M | $1.1B |
| Free Cash FlowCash after capex | $88M | $2.8B |
| Gross MarginGross profit ÷ Revenue | +81.4% | +89.8% |
| Operating MarginEBIT ÷ Revenue | +54.3% | +28.3% |
| Net MarginNet income ÷ Revenue | +4.8% | +18.4% |
| FCF MarginFCF ÷ Revenue | +60.7% | +48.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +34.8% | +11.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.7% | +39.1% |
Valuation Metrics
At 22.5x trailing earnings, STRW trades at a 61% valuation discount to O's 57.3x P/E. On an enterprise value basis, STRW's 8.3x EV/EBITDA is more attractive than O's 15.2x.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| Market CapShares × price | $168M | $62.6B |
| Enterprise ValueMkt cap + debt − cash | $791M | $62.1B |
| Trailing P/EPrice ÷ TTM EPS | 22.46x | 57.27x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.41x | 41.80x |
| PEG RatioP/E ÷ EPS growth rate | — | 80.25x |
| EV / EBITDAEnterprise value multiple | 8.29x | 15.16x |
| Price / SalesMarket cap ÷ Revenue | 1.43x | 10.88x |
| Price / BookPrice ÷ Book value/share | 1.09x | 1.51x |
| Price / FCFMarket cap ÷ FCF | 4.75x | 15.66x |
Profitability & Efficiency
STRW delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $3 for O. On the Piotroski fundamental quality scale (0–9), STRW scores 7/9 vs O's 5/9, reflecting strong financial health.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| ROE (TTM)Return on equity | +11.2% | +2.6% |
| ROA (TTM)Return on assets | +0.8% | +1.5% |
| ROICReturn on invested capital | +7.2% | +2.3% |
| ROCEReturn on capital employed | +9.0% | +2.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 8.04x | — |
| Net DebtTotal debt minus cash | $623M | -$435M |
| Cash & Equiv.Liquid assets | $48M | $435M |
| Total DebtShort + long-term debt | $672M | $0 |
| Interest CoverageEBIT ÷ Interest expense | 1.82x | — |
Total Returns (with DRIP)
A $10,000 investment in STRW five years ago would be worth $14,470 today (with dividends reinvested), compared to $14,035 for O. Over the past 12 months, O leads with a +23.6% total return vs STRW's +14.3%. The 3-year compound annual growth rate (CAGR) favors STRW at 21.6% vs O's 6.3% — a key indicator of consistent wealth creation.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| YTD ReturnYear-to-date | -1.4% | +17.9% |
| 1-Year ReturnPast 12 months | +14.3% | +23.6% |
| 3-Year ReturnCumulative with dividends | +79.8% | +19.9% |
| 5-Year ReturnCumulative with dividends | +44.7% | +40.3% |
| 10-Year ReturnCumulative with dividends | +44.7% | +67.6% |
| CAGR (3Y)Annualised 3-year return | +21.6% | +6.3% |
Risk & Volatility
O is the less volatile stock with a 0.19 beta — it tends to amplify market swings less than STRW's 0.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. O currently trades 98.6% from its 52-week high vs STRW's 91.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.53x | 0.19x |
| 52-Week HighHighest price in past year | $14.00 | $67.94 |
| 52-Week LowLowest price in past year | $8.70 | $50.71 |
| % of 52W HighCurrent price vs 52-week peak | +91.4% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 48.8 | 70.7 |
| Avg Volume (50D)Average daily shares traded | 22K | 5.4M |
Analyst Outlook
Wall Street rates STRW as "Buy" and O as "Hold". Consensus price targets imply 19.8% upside for STRW (target: $15) vs -5.4% for O (target: $63). STRW is the only dividend payer here at 4.42% yield — a key consideration for income-focused portfolios.
| Metric | STRWStrawberry Fields… | ORealty Income Cor… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $15.33 | $63.38 |
| # AnalystsCovering analysts | 2 | 33 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | — |
| Dividend StreakConsecutive years of raises | 2 | 27 |
| Dividend / ShareAnnual DPS | $0.57 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 22 | Feb 26 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 100 | 132.5 | +32.5% |
| Realty Income Corpo… (O) | 100 | 102.21 | +2.2% |
Strawberry Fields R… (STRW) returned +45% over 5 years vs Realty Income Corpo… (O)'s +40%. A $10,000 investment in STRW 5 years ago would be worth $14,470 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | $84M | $117M | +39.2% |
| Realty Income Corpo… (O) | $1.1B | $5.7B | +421.2% |
Realty Income Corporation's revenue grew from $1.1B (2016) to $5.7B (2025) — a 20.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 14.1% | 3.5% | -75.3% |
| Realty Income Corpo… (O) | 28.6% | 18.4% | -35.6% |
Realty Income Corporation's net margin went from 29% (2016) to 18% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | 26.6 | 18.5 | -30.5% |
| Realty Income Corpo… (O) | 50.2 | 48.2 | -4.0% |
Strawberry Fields REIT LLC has traded in a 19x–27x P/E range over 3 years; current trailing P/E is ~22x. Realty Income Corporation has traded in a 45x–82x P/E range over 9 years; current trailing P/E is ~57x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Strawberry Fields R… (STRW) | -2.06 | 0.57 | +127.7% |
| Realty Income Corpo… (O) | 1.13 | 1.17 | +3.5% |
Realty Income Corporation's EPS grew from $1.13 (2016) to $1.17 (2025) — a 0% CAGR.
Chart 6Free Cash Flow — 5 Years
Strawberry Fields REIT LLC generated $35M FCF in 2024 (-21% vs 2021). Realty Income Corporation generated $4B FCF in 2025 (+207% vs 2021).
STRW vs O: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is STRW or O a better buy right now?
Strawberry Fields REIT LLC (STRW) offers the better valuation at 22.5x trailing P/E (16.4x forward), making it the more compelling value choice. Analysts rate Strawberry Fields REIT LLC (STRW) a "Buy" — based on 2 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 — STRW or O?
On trailing P/E, Strawberry Fields REIT LLC (STRW) is the cheapest at 22.5x versus Realty Income Corporation at 57.3x. On forward P/E, Strawberry Fields REIT LLC is actually cheaper at 16.4x.
03Which is the better long-term investment — STRW or O?
Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +44.7%, compared to +40.3% for Realty Income Corporation (O). A $10,000 investment in STRW five years ago would be worth approximately $14K today (assuming dividends reinvested). Over 10 years, the gap is even starker: O returned +67.6% versus STRW's +44.7%. 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 — STRW or O?
By beta (market sensitivity over 5 years), Realty Income Corporation (O) is the lower-risk stock at 0.19β versus Strawberry Fields REIT LLC's 0.53β — meaning STRW is approximately 178% more volatile than O relative to the S&P 500.
05Which has better profit margins — STRW or O?
Realty Income Corporation (O) is the more profitable company, earning 18.4% net margin versus 3.5% for Strawberry Fields REIT LLC — meaning it keeps 18.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STRW leads at 52.4% 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.
06Is STRW or O more undervalued right now?
On forward earnings alone, Strawberry Fields REIT LLC (STRW) trades at 16.4x forward P/E versus 41.8x for Realty Income Corporation — 25.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRW: 19.8% to $15.33.
07Which pays a better dividend — STRW or O?
In this comparison, STRW (4.4% yield) pays a dividend. O does not pay a meaningful dividend and should not be held primarily for income.
08Is STRW or O better for a retirement portfolio?
For long-horizon retirement investors, Strawberry Fields REIT LLC (STRW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.53), 4.4% yield). Both have compounded well over 10 years (STRW: +44.7%, O: +67.6%), 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 STRW 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: STRW is a small-cap income-oriented stock; O is a mid-cap quality compounder stock. STRW 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that beat both.