Aspen Aerogels Inc vs Realty Income Corp — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while Realty Income Corp trades at $63.31 (market cap $59.04B). The key difference: Realty Income Corp is far larger — about 138.1× Aspen Aerogels Inc's market cap, and Realty Income Corp pays a 5.14% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | O | |
|---|---|---|
Market Cap | $427.65M | $59.04B |
Sector | Technology | Real Estate |
52-Week High | $8.82 | $67.56 |
52-Week Low | $2.57 | $55.93 |
Enterprise Value | $382.60M | $88.84B |
Dividend Yield | — | 5.14% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
Realty Income (O) trades at $63.31, up 0.22% on the day, with a bullish technical signal from moving averages and strong support at $63. The company shows robust revenue growth, reaching $5.75B in 2025, and maintains a high gross margin of 92.54%, though it has missed recent EPS estimates. Dividend payments remain consistent at $0.27 monthly, supporting income-focused strategies.
Outlook is cautiously optimistic with a consensus price target of $67.86, offering ~7% upside. Risks include rising debt levels and interest expense, but strategic expansion into data centers and high occupancy rates provide stability. Analyst sentiment is mixed with 41% buy ratings, reflecting balanced growth and valuation concerns.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →