Realty Income Corp vs Shopify Inc. — how do they compare? Realty Income Corp trades at $65.09 (market cap $60.60B), while Shopify Inc. trades at $118.22 (market cap $159.65B). The key difference: Shopify Inc. is far larger — about 2.6× Realty Income Corp's market cap, and Realty Income Corp pays a 5% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| O | SHOP | |
|---|---|---|
Market Cap | $60.60B | $159.65B |
Sector | Real Estate | Technology |
52-Week High | $67.56 | $179.01 |
52-Week Low | $55.93 | $95.40 |
Enterprise Value | $90.40B | $154.09B |
Dividend Yield | 5% | — |
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $64.99, down 1.1% on the day, with a bullish technical signal from moving averages and a neutral RSI. The company reported revenue of $5.75B in 2025 with a net income margin of 19.05%, though recent quarterly EPS results have missed expectations. Analyst consensus is a Hold with a $67.43 price target, and the stock offers a consistent dividend, recently paying $0.27 per share.
Outlook remains mixed; growth via partnerships and a high 5.14% yield are positives, but elevated P/E of 53.43 and consecutive EPS misses pose risks. Investors should weigh the reliable income stream against valuation concerns and interest rate sensitivity.
Shopify (SHOP) trades at $123.02, down 0.44% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 EPS of $0.36, beating expectations, and shows strong revenue growth from $5.6B in 2022 to $11.6B in 2025. Operating cash flow improved to $2.03B in 2025, while net income reached $1.23B. Analyst sentiment is positive with a consensus price target of $148.54 and 66.7% buy ratings.
Outlook remains favorable due to revenue expansion and profitability gains, but high valuation ratios like P/E of 122.04 pose risks. Key opportunities include AI integration and global growth, while competition and economic sensitivity are concerns. The stock offers upside to analyst targets if execution continues.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →