Realty Income Corporation (O) vs Simon Property Group, Inc. (SPG)

SPG leads on 10 of 17 compared metrics.

A side-by-side comparison of Realty Income Corporation and Simon Property Group, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — O vs SPG

growth of $100 · last 30y
O +527.8%SPG +860.7%SPG compounded faster
2004006008001kStart $100200120062011201620212026$628$961
O SPG

O vs SPG: by the numbers

  • SPG is the larger company ($71.03B vs $58.49B market cap).
  • SPG trades at the lower earnings multiple (15.26 vs 51.41 P/E).
  • SPG converts more revenue to profit (70.40% vs 18.94% net margin).
  • O grew revenue faster over the past five years (28.65% vs 8.15% CAGR).
  • O pays the higher dividend yield (5.16% vs 4.02%).

Which is better, O or SPG?

Metric tally: O 7 · SPG 10

It depends on what you're optimizing for:

ValueSPG(lower P/E)
GrowthO(faster 5Y revenue CAGR)
IncomeO(higher dividend yield)
QualityO(higher ROIC)

Valuation

MetricOSPG
P/E ratio51.4115.26
Forward P/E34.9531.77
P/S ratio9.5910.68
P/B ratio1.4514.61
PEG ratio2.490.14
EV / EBITDA20.7212.90
FCF yield7.15%4.60%

Profitability

MetricOSPG
Gross margin68.62%85.24%
Operating margin29.27%48.28%
Net margin18.94%70.40%
ROE2.86%96.34%
ROIC24.52%8.55%

Dividends

MetricOSPG
Dividend yield5.16%4.02%
Payout ratio276.67%62.23%

Growth (annualized)

MetricOSPG
Revenue CAGR (5Y)28.65%8.15%
EPS CAGR (5Y)0.35%31.55%
FCF CAGR (5Y)29.59%9.48%
Total return CAGR (5Y)3.50%16.57%

Frequently asked

Which is better, O or SPG?
It depends on your goal. value: SPG (lower P/E); growth: O (faster 5Y revenue CAGR); income: O (higher dividend yield); quality: O (higher ROIC). Across all compared metrics, SPG leads 10 to 7.
Is O or SPG cheaper?
On trailing earnings, SPG is cheaper: O trades at a 51.41 P/E and SPG at 15.26.
Which has grown faster, O or SPG?
Over the past five years, O grew revenue faster — O at a 28.65% CAGR versus SPG at 8.15%.
Does O or SPG pay a bigger dividend?
O yields 5.16% and SPG yields 4.02% based on trailing dividends and the latest price.
Is O or SPG more profitable?
SPG runs the higher net margin — O at 18.94% versus SPG at 70.40%.
Which has been the better investment, O or SPG?
Over the past 10-year, SPG delivered the higher annualized total return — O at 4.90% versus SPG at 6.24%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 13, 2026.