COMP <GO>
O vs VTR // RETURN ON INVESTED CAPITAL (ROIC)
Realty Income Corporation (NYSE) VS. Ventas Inc. (NYSE) • 15-METRIC TALLY: O 9
— VTR 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: VTR
LAST: $56.93 (-0.47%) • MKT CAP: $54.12B
roic
1.90%
LAST: $84.80 (+1.30%) • MKT CAP: $44.27B
roic
3.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (O VS. VTR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | O | VTR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.90% | 3.60% | -1.70 | VTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 44.6x | 47.9x | -3.30 | O | /valuation <GO> |
| Free Cash Flow Yield | 6.90% | 3.13% | +3.77 | O | /fcf-yield <GO> |
| Operating Margin | 22.50% | 13.90% | +8.60 | O | /operating-margins <GO> |
| Net Profit Margin | 18.40% | 10.90% | +7.50 | O | /net-margins <GO> |
| Revenue Growth (YoY) | 9.10% | 18.50% | -9.40 | VTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.40% | 1.94% | +3.46 | O | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | O | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 45.9 | +9.50 | O | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.00 | -0.03 | VTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 47.5x | 58.6x | -11.10 | O | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $54.12B | $44.27B | $9.86B | O | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | O REV | VTR REV | O GROSS % | VTR GROSS % | O FCF | VTR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.75B | $5.83B | — | — | $3.74B | $1.38B |
| FY 2024 | $5.27B | $4.92B | — | — | $3.34B | $1.11B |
| FY 2023 | $4.08B | $4.50B | — | — | $2.78B | $917.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
O // BETA 0.97
VTR // BETA 1.00