Verdict: Side-by-side breakdown using the Bull Rankings model. O scored 68.0, EPRT scored 76.0 — EPRT leads.
Compare another set
O
Realty Income Corporation
REIT - Retail · Financial strength
75.6Fin
$55.01 · $52.1B
fundamentals as of
Strength gap
3.7
EPRT leads
EPRT
Essential Properties Realty Trust, Inc.
REIT - Retail · Financial strength
79.3Fin
$25.68 · $5.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthEPRT+24.8%
Strongest balance sheetEPRT0.66
Side by side · every name on one set of axes
Fundamentals, head-to-head
O
EPRT
6.0%A-
Yield
5.1%A-
+9.1%B
Rev
+24.8%A-
0.75B+
D/E
0.66A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
ORealty Income Corporation
REIT - Retail · $55.01 · beta 0.70
Why now
REIT - Retail · market cap $52.1b. 19% off the 52-week high of $67.94. 21 sell-side analysts rate this a Hold with a mean 1-yr target of $66.06 (implying +20% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. $52.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Dividend payout 235% of earnings on a 6.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 3% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
EPRTEssential Properties Realty Trust, Inc.
REIT - Retail · $25.68 · beta 0.84
Why now
REIT - Retail · market cap $5.6b. Down 26% from 52-week high of $34.73 — deep drawdown territory. Revenue growing +25%, comfortably above the S&P median. 20 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $36.15 (implying +41% upside).
Moat
Net margin 44% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Dividend payout 96% of earnings on a 5.1% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Common questions
Is EPRT or O the better stock?
EPRT scores higher: EPRT 76.0, O 68.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
How are EPRT and O scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.