COMPARE · Data as of August 28, 2026
KRG vs O
Verdict: Side-by-side breakdown using the Bull Rankings model. KRG scored 70.0, O scored 72.0 — O leads.
Compare another set
KRG
Kite Realty Group Trust
76.1Fin
$26.00 · $5.3B
fundamentals as of
Strength gap
4.6
KRG leads
O
Realty Income Corporation
71.5Fin
$61.98 · $58.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthO+9.1%
- Strongest balance sheetO0.75
Side by side · every name on one set of axes
Fundamentals, head-to-head
KRG
O
4.5%B+
Yield
5.3%A-
+0.8%C
Rev
+9.1%B
0.96B
D/E
0.75B+
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
KRGKite Realty Group Trust
Why now
REIT - Retail · market cap $5.3b. 13% off the 52-week high of $29.92. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +19% upside).
Moat
Net margin 42% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ORealty Income Corporation
Why now
REIT - Retail · market cap $58.6b. 9% off the 52-week high of $67.94. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $68.21 (implying +10% 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. $58.6b 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 236% of earnings on a 5.3% 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.
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.