Kimco Realty vs Realty Income
Add, change or remove companies; up to four.
KIRAβs take AI analyst
I put Kimco Realty and Realty Income side by side, using each oneβs latest annual report. Here is what stands out:
- Realty Income is the larger business, with $5.7B of revenue in fiscal 2025 against $2.1B for Kimco Realty, about 2.7 times as much.
- Realty Income grew revenue faster (9.1%, against 5.1%).
- Investors pay more for each dollar of Realty Incomeβs earnings: a P/E of 41.4x against 27.5x for Kimco Realty.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Kimco Realty
KIM
3/5
Net marginReturn on equityShare count change
Realty Income
O
2/5
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | KIM FY25 | O FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.9B | $53.4B |
| Revenue | $2.1B | $5.7B |
| Free cash flow | β | $3.9B |
| Net income | $585M | $1.1B |
| Growth | ||
| Revenue growth | 5.1% | 9.1% |
| 5-year growth | 15.1% | 28.4% |
| Share count change | 0.5% | 5.2% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 36.0% | β |
| Net margin | 27.3% | 18.4% |
| FCF margin | β | 67.2% |
| Return on capital | 4.3% | β |
| Return on equity | 5.6% | 2.7% |
| Balance sheet | ||
| Net debt | $7.5B | β |
| Net debt / EBITDA | 5.4x | β |
| Dividends and buybacks | $832M | $2.9B |
| Valuation & quality | ||
| P/E | 27.5x | 41.4x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.