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Rithm Capital vs Realty Income: RITM and O compared
Rithm Capital is the larger company: $1.8B of revenue in its latest quarter (Q3 2026) against $1.6B for Realty Income (Q3 2026). Rithm Capital is growing faster (+59% against +10% a year earlier). Rithm Capital is more profitable, with an operating margin of 29.6% against 20.7%.
Where the money goes: RITM and O
Rithm Capital (RITM) · Q3 2026
Rithm Capital, Q3 2026: revenue $1.8B (+59% year over year), operating margin 29.6%, net earnings $253M, operating cash flow −$1.6B. The chart follows the revenue to costs, profit and cash.
Realty Income (O) · Q3 2026
Realty Income, Q3 2026: revenue $1.6B (+10% year over year), operating margin 20.7%, net earnings $404M, operating cash flow $926M. The chart follows the revenue to costs, profit and cash.
| Rithm Capital (RITM) | Realty Income (O) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.8B | $1.6B |
| Revenue growth, Y/Y | +59% | +10% |
| Operating margin | 29.6% | 20.7% |
| Net earnings | $253M | $404M |
| Net margin | 14.4% | 24.9% |
| Operating cash flow | −$1.6B | $926M |
| Free cash flow | — | $887M |
| Market value | $5.3B | $56.1B |
| P/E | 14.8× | 40.9× |
| Analysts’ mean target | $12.80 | $63.63 |
Where the revenue comes from
Rithm Capital
- Servicing revenue, net: $717M (41%)
- Interest income: $480M (27%)
- Gain on originated residential mortgage loans, held-for-sale, net: $214M (12%)
- Commercial real estate revenue: $187M (11%)
Questions
Which is bigger, Rithm Capital or Realty Income?
Rithm Capital is the larger company: $1.8B of revenue in its latest quarter (Q3 2026) against $1.6B for Realty Income (Q3 2026).
Is Rithm Capital or Realty Income growing faster?
Rithm Capital is growing faster (+59% against +10% a year earlier).
Which is more profitable, Rithm Capital or Realty Income?
Rithm Capital is more profitable, with an operating margin of 29.6% against 20.7%.
More: Rithm Capital earnings · how Rithm Capital makes money · Realty Income earnings · how Realty Income makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 2, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.