Realty Income Corp vs TransMedics Group Inc — how do they compare? Realty Income Corp trades at $60.35 (market cap $57.74B), while TransMedics Group Inc trades at $85.89 (market cap $3.06B). The key difference: Realty Income Corp is far larger — about 18.9× TransMedics Group Inc's market cap, and Realty Income Corp pays a 5.33% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| O | TMDX | |
|---|---|---|
Market Cap | $57.74B | $3.06B |
Sector | Real Estate | Technology |
52-Week High | $67.56 | $150.42 |
52-Week Low | $55.93 | $61.99 |
Enterprise Value | $88.37B | $3.46B |
Dividend Yield | 5.33% | — |
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $61.02, down 0.38% on the day, with a bearish technical signal from moving averages. The stock has missed earnings expectations for the last three quarters, but revenue grew to $5.75B in 2025 with a net income margin of 21.23%. Recent news highlights the company's 136th consecutive monthly dividend increase to $0.2715 per share, underscoring its income-focused appeal amid a 5.3% yield.
The outlook is mixed: analyst consensus leans hold with a $66.50 price target, suggesting modest upside, but rising debt levels and interest rate sensitivity pose risks. Earnings misses and a high P/E of 44.54 indicate valuation concerns, though dividend growth and high occupancy support income stability for long-term investors.
TransMedics Group (TMDX) trades at $88.27, down 1.9% on the day, with a bullish technical signal from moving averages but mixed earnings results. The company reported strong revenue growth to $605.49M in 2025, with a net income margin of 22.69%, though profitability is expected to moderate in 2026. Recent news highlights ongoing legal investigations into fiduciary duties alongside positive coverage of growth initiatives in kidney transplantation and European expansion.
The stock presents a growth opportunity with analyst consensus pointing to a $99.57 price target, but risks include margin pressure from heavy investments and legal uncertainties. Earnings misses in recent quarters and a projected decline in net income for 2026 warrant caution, though institutional interest remains with a bullish rating from 69% of analysts.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →