O vs OZ
O: Realty Income is a global net lease REIT known as 'The Monthly Dividend Company' that provides a diversified portfolio of freestanding commercial real estate. OZ: The only publicly traded qualified opportunity fund that invests in commercial and mixed-use real estate in economically distressed zones while offering investors favorable capital gains tax treatment.
Side-by-side fundamentals
| Metric | O | OZ | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $65.03 | $45.00 | |
| Market cap as of 2026-07-23 | $60.8B | $180M | |
| P/E as of 2026-07-23 | 54.26 | n/a | |
| PEG as of 2026-07-23 | 2.87 | -0.10 | OZ lower |
| Net margin as of 2026-07-23 | +18.9% | -360.3% | O higher |
| Gross margin as of 2026-07-23 | +92.6% | -47.8% | O higher |
| Operating margin as of 2026-07-23 | +17.6% | -369.1% | O higher |
| ROE as of 2026-07-23 | +2.9% | -15.2% | O higher |
| ROA as of 2026-07-23 | +1.6% | -7.5% | O higher |
| Debt / equity as of 2026-07-23 | 0.76 | 1.04 | O lower |
| Revenue growth (YoY) as of 2026-07-23 | +9.8% | +186.6% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | +19.8% | +87.6% | OZ higher |
| Dividend yield as of 2026-07-23 | +5.0% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-23 | 0.72 | 0.28 | |
| 1-year return as of 2026-07-22 close | +12.4% | -25.5% | O higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.