Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: O stock price vs MAC: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at MAC's multiple
Needs MAC P/E.
Implied fair value · at O's multiple
Needs Annual EPS is negative, O P/E.
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Reported gross margin
Operating income + D&A
Lower is better
Not comparable
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
Eight period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Complete market value, debt and cash evidence is required for enterprise value.
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
REALTY INCOME CORPORATION · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
MACERICH CO · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
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O vs NNN
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O vs ADC
W. P. Carey Inc.
O vs WPC
ESSENTIAL PROPERTIES REALTY TRUST, INC.
O vs EPRT
LTC PROPERTIES INC
O vs LTC
SIMON PROPERTY GROUP INC /DE/
O vs SPG
KIMCO REALTY CORP
O vs KIM
Brixmor Property Group Inc.
O vs BRX
REGENCY CENTERS CORP
O vs REG
FEDERAL REALTY INVESTMENT TRUST
O vs FRT
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe O deserves a premium multiple despite the -30.2% downside implied by the P/S comparison, then hold or avoid adding aggressively because MAC's weaker fundamentals make MAC-relative discount less compelling as a direct buy signal.
O's current price of $62.70 is above the implied price of $43.78 from the P/S-based comparison, implying -30.2% downside. The gap is driven by O's richer quality profile versus MAC, but the valuation still sits closer to the upper end of O's own historical band than to the modeled downside case.
Supporting Metrics
Edwyn research
