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FCPT vs O
Which Stock Would AI Choose? Four Corners Property Trust (FCPT) vs. Realty Income (O) Stock Comparison
Key Takeaways
- Both FCPT and O operate as net-lease real estate investment trusts (REITs), but FCPT focuses primarily on restaurant and retail properties while O maintains a broader retail portfolio with recent expansion into data centers.
- In the second quarter of 2026, FCPT reported rental revenue of $70.0 million, an 8.0% year-over-year increase, alongside funds from operations (FFO) of $0.42 per share.
- O continues its long-standing monthly dividend program, recently declaring $0.27 per share, with second-quarter 2026 earnings scheduled for release on August 5, 2026.
- Recent market activity shows FCPT completing a $268 million acquisition of 102 veterinary properties in July 2026, while O recast its credit facilities to $5.5 billion and formed a joint venture for hyperscale data centers.
- Relative performance in recent weeks reflects FCPT trading near $25.54 with a year-to-date return of approximately 14%, compared to O near $64 amid modest monthly fluctuations.
- Sector exposure for both remains tied to commercial real estate dynamics, with FCPT emphasizing tenant diversification in dining and retail and O balancing stability with growth initiatives.
Introduction
Four Corners Property Trust (FCPT) and Realty Income (O) represent two established net-lease REITs that generate income through long-term property leases. Investors and traders seeking exposure to commercial real estate often compare these names when evaluating dividend consistency, portfolio growth, and resilience in varying interest-rate environments. This analysis examines their business models, recent operational results, and market positioning to highlight contrasts in scale, tenant focus, and performance drivers. The comparison is particularly relevant for those monitoring REIT sector trends and relative value within income-oriented portfolios.
FCPT Overview and Recent Performance
Four Corners Property Trust (FCPT) is a real estate investment trust primarily engaged in owning, acquiring, and leasing restaurant and retail properties on a net basis across 48 states. In recent market activity, the company delivered second-quarter 2026 results with rental revenue rising 8.0% year-over-year to $70.0 million. Net income attributable to common shareholders reached $30.0 million, or $0.27 per diluted share, while NAREIT-defined funds from operations (FFO) totaled $46.1 million, or $0.42 per share. Adjusted funds from operations (AFFO) increased 1.4% to $49.5 million, or $0.45 per share. Sentiment received support from a landmark $268 million acquisition of 102 veterinary properties in July 2026 and the transition to monthly dividends of $0.1222 per share. The stock traded near $25.54 amid these developments, with year-to-date returns around 14%.
O Overview and Recent Performance
Realty Income (O), often recognized for its monthly dividend program, is a larger net-lease REIT with a diversified retail-focused portfolio and recent initiatives in data centers. During recent weeks, the company recast and expanded its revolving credit facilities and commercial paper programs to $5.5 billion while forming a programmatic joint venture to invest in hyperscale data centers, with initial seed assets valued above $6 billion. It declared a monthly dividend of $0.27 per share and is scheduled to report second-quarter 2026 results on August 5. The stock has fluctuated modestly, trading near $64 in late July after earlier gains of approximately 9% over a 30-day span. Broader positioning reflects steady operational execution and efforts to enhance liquidity and growth avenues.
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Head-to-Head Comparison
FCPT and O share a net-lease REIT structure that emphasizes predictable rental income, yet they differ markedly in scale and strategy. FCPT maintains a more concentrated focus on restaurant and retail tenants with an emphasis on diversification across 180 brands, supporting recent acquisition-driven growth. In contrast, O operates at substantially larger scale with broader retail exposure and active expansion into data centers, alongside established credit facility enhancements. Recent momentum for FCPT centers on strong second-quarter revenue gains and a transformative portfolio addition, while O highlights dividend continuity and liquidity improvements ahead of earnings. Risk factors include interest-rate sensitivity for both, though O’s size may offer greater resilience, whereas FCPT’s smaller footprint could enable more agile deal execution. Market sentiment reflects steady fundamentals without pronounced divergence in recent weeks.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, acquisition catalysts, and relative positioning within the net-lease sector, Tickeron’s AI models would currently assign a modestly higher probability of favorable near-term characteristics to FCPT. Its second-quarter outperformance and large-scale July acquisition provide measurable support for momentum, though outcomes remain subject to broader market variables and earnings developments at O. This assessment draws solely from verifiable performance indicators and does not constitute investment guidance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCPT is a Hold and O is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FCPT’s FA Score shows that 0 FA rating(s) are green whileO’s FA Score has 0 green FA rating(s).
- FCPT’s FA Score: 0 green, 5 red.
- O’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FCPT’s TA Score shows that 5 TA indicator(s) are bullish while O’s TA Score has 6 bullish TA indicator(s).
- FCPT’s TA Score: 5 bullish, 5 bearish.
- O’s TA Score: 6 bullish, 3 bearish.
Price Growth
FCPT (@Real Estate Investment Trusts) experienced а -1.95% price change this week, while O (@Real Estate Investment Trusts) price change was -2.13% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -3.70%. For the same industry, the average monthly price growth was -4.52%, and the average quarterly price growth was +6.25%.
Reported Earning Dates
FCPT is expected to report earnings on Nov 03, 2026.
O is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (-3.70% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| FCPT | O | FCPT / O | |
| Capitalization | 2.76B | 59.1B | 5% |
| EBITDA | 236M | 4.91B | 5% |
| Gain YTD | 12.701 | 14.287 | 89% |
| P/E Ratio | 22.82 | 45.63 | 50% |
| Revenue | 306M | 5.88B | 5% |
| Total Cash | 24.8M | N/A | - |
| Total Debt | 1.26B | 30.2B | 4% |
FCPT | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 72 | 70 | |
SMR RATING 1..100 | 79 | 89 | |
PRICE GROWTH RATING 1..100 | 53 | 52 | |
P/E GROWTH RATING 1..100 | 56 | 72 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
O's Valuation (50) in the Real Estate Investment Trusts industry is in the same range as FCPT (76). This means that O’s stock grew similarly to FCPT’s over the last 12 months.
O's Profit vs Risk Rating (70) in the Real Estate Investment Trusts industry is in the same range as FCPT (72). This means that O’s stock grew similarly to FCPT’s over the last 12 months.
FCPT's SMR Rating (79) in the Real Estate Investment Trusts industry is in the same range as O (89). This means that FCPT’s stock grew similarly to O’s over the last 12 months.
O's Price Growth Rating (52) in the Real Estate Investment Trusts industry is in the same range as FCPT (53). This means that O’s stock grew similarly to FCPT’s over the last 12 months.
FCPT's P/E Growth Rating (56) in the Real Estate Investment Trusts industry is in the same range as O (72). This means that FCPT’s stock grew similarly to O’s over the last 12 months.
| FCPT | O | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 76% | N/A |
| Stochastic ODDS (%) | 3 days ago 43% | 3 days ago 54% |
| Momentum ODDS (%) | 3 days ago 55% | 3 days ago 38% |
| MACD ODDS (%) | 3 days ago 60% | 3 days ago 34% |
| TrendWeek ODDS (%) | 3 days ago 50% | 3 days ago 49% |
| TrendMonth ODDS (%) | 3 days ago 41% | 3 days ago 44% |
| Advances ODDS (%) | 12 days ago 48% | 28 days ago 47% |
| Declines ODDS (%) | 6 days ago 48% | 5 days ago 48% |
| BollingerBands ODDS (%) | 3 days ago 60% | 3 days ago 51% |
| Aroon ODDS (%) | 3 days ago 30% | 3 days ago 36% |
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FCPT and
Correlation & Price change
A.I.dvisor indicates that over the last year, FCPT has been closely correlated with EPRT. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if FCPT jumps, then EPRT could also see price increases.
| Ticker / NAME | Correlation To FCPT | 1D Price Change % | ||
|---|---|---|---|---|
| FCPT | 100% | +0.16% | ||
| EPRT - FCPT | 71% Closely correlated | N/A | ||
| GLPI - FCPT | 68% Closely correlated | +0.64% | ||
| NNN - FCPT | 68% Closely correlated | -0.34% | ||
| ADC - FCPT | 66% Loosely correlated | -0.94% | ||
| EPR - FCPT | 65% Loosely correlated | +1.40% | ||
More | ||||