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Fair Value for Realty Income (O)

See growth priced into Realty Income (O): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what O is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$18.41

Above fair value
-230.51% vs current price $60.84

Method range

$18.32 $71.12

median $43.27

Methods disagree

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$18.41
  • Exit multiple$71.12
  • Analyst target$68.14
  • Graham number$18.32

Stock price

$60.84

FCF / share (TTM)

$0.94

3Y FCF CAGR

8.9%

Fair value @ hist. growth

$26.95

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied FCF growth

19.5%

per year over your projection horizon

Premium vs DCF

Margin of safety -125.8% vs hist-growth DCF

Historical 3Y CAGR

8.9%

Your model implies

19.5%

Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)8.3%
Terminal growth2.50%
Projection years10 yr
FCF growth per year (supplemental projection)9%
3Y CAGR 9%

Undiscounted FCF per share over 10 years at 9% annual growth.

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
6.3%15.6%14.5%13.3%11.9%10.3%
7.3%18.5%17.6%16.6%15.5%14.3%
8.3%21.2%20.4%19.5%18.6%17.6%
9.3%23.6%22.9%22.2%21.4%20.6%
10.3%25.8%25.2%24.6%23.9%23.2%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday48.2
5Y low44.6
Median48.2
5Y high82.6
P/SToday8.9
5Y low8.8
Median9.7
5Y high14.3
EV/EBITDAToday23.5
5Y low16.9
Median19.2
5Y high24.5

PEG

14.20

Demanding vs growth

Net debt

$32.4B

Total debt − cash

Beta

0.76

Vs market benchmark

Frequently asked questions