CarMax, Inc vs Realty Income Corp — how do they compare? CarMax, Inc trades at $52.72 (market cap $7.64B), while Realty Income Corp trades at $54.25 (market cap $51.26B). The key difference: Realty Income Corp is far larger — about 6.7× CarMax, Inc's market cap, and Realty Income Corp pays a 6.01% dividend while CarMax, Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold CarMax, Inc for 49 Days and Realty Income Corp for 127 Days on average.
| KMX | O | |
|---|---|---|
Market Cap | $7.64B | $51.26B |
Volume | 3,610,116 | 12,300,266 |
Sector | Consumer Cyclical | Real Estate |
52-Week High | $64.22 | $67.56 |
52-Week Low | $30.88 | $53.35 |
Typical Hold Time | 49 Days | 127 Days |
Enterprise Value | $25.34B | $81.88B |
Dividend Yield | — | 6.01% |
Signals from Pluang's Aura AI — not financial advice
CarMax (KMX) trades at $52.61, down 1.26% amid bearish technical signals despite recent earnings beats. The stock shows mixed fundamentals with a P/E of 25.37 and net margin of 1.06%, while revenue trends downward from $31.9B in 2022 to $26.4B in 2025. Recent Q2 2026 earnings of $1.16 per share beat expectations by 58%, driven by 19.5% revenue growth and improved unit sales under the 'Shift into GEAR' strategy.
The outlook remains cautious with analyst consensus at Hold (62%) and $58.89 price target suggesting 12% upside. Key risks include declining profit margins, high debt load ($18.14B long-term), and competitive pressures. Positive catalysts include continued execution of turnaround strategy and November 3 strategic update.
Realty Income (O) trades at $54.18, up 1.56% today, but remains in a bearish technical trend with recent earnings misses and a high P/E of 39.54. Revenue grew to $5.75B in 2025, with a net income margin of 21.23%, but rising debt levels and negative cash flow projections for 2026 pose concerns. Analyst sentiment is mixed, with a consensus price target of $64.80, though technical indicators signal caution.
The stock offers a defensive dividend play with consistent payouts, but faces headwinds from rising interest rates and elevated valuation. Upside depends on earnings recovery and debt management, while risks include further technical weakness and macroeconomic pressure on REITs.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
Latest headlines on both assets
CarMax sells, finances, and services used and new cars through a chain of over 230 used retail stores. It was formed in 1993 as a unit of Circuit City and spun off into an independent company in late 2002. Used-vehicle sales typically account for about 83% of revenue and wholesale about 13%, with the remaining portion composed of extended service plans and repair. In fiscal 2022, the company retailed and wholesaled 924,338 and 706,212 used vehicles, respectively. CarMax is the largest used-vehicle retailer in the U.S. but still estimates that it has only about 4% U.S. market share of vehicles 0-10 years old in 2021. It seeks over 5% share by the end of calendar 2025 and revenue between $33 billion to $45 billion by fiscal 2026. CarMax is based in Richmond, Virginia.
Read more on KMX →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 →