REALTY INCOME CORP vs Ventas, Inc., two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Ventas collects rent from senior-housing and medical properties; Realty Income from single-tenant retail, and the income case favors the retail landlord: Realty Income yields 5.10% to Ventas's 2.16% and converts 6.92% of its price to free cash against Ventas's 3.97%. Ventas's 161.9 P/E is a depreciation artifact even by REIT standards, the market pricing it on funds from operations and its demographic story instead; Realty Income's 51.7 is inflated the same way but its cash yield is real and monthly. Realty Income trades near book at 1.43, Ventas at 3.29. The comparison holds a demographic growth bet against a yield-and-stability anchor: Ventas rides the aging population toward higher occupancy, Realty Income simply collects rising net rents and pays most of them out.
Comparison updated 2026-07-11.
| Metric | O | VTR |
|---|---|---|
| Price | $63.09 | $89.03 |
| Market cap | $59.0B | $43.3B |
| Sector | REIT | REIT |
| Stage | Mature | Growth |
| P/E | 51.7 | 161.9 |
| P/B | 1.43 | 3.29 |
| P/S | 9.96 | 7.07 |
| EV/EBITDA | 23.2 | 30.0 |
| Revenue growth | +9.8% | +20.6% |
| Net margin | 19.1% | 4.4% |
| Return on equity | 2.7% | 2.1% |
| Return on assets | 1.5% | 1.0% |
| FCF yield | 6.9% | 4.0% |
| Dividend yield | 5.1% | 2.2% |
| Debt / equity | 0.01 | 0.00 |
| Altman Z (solvency) | 1.14 | 1.67 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.