Vereit Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Vereit Inc (VER) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Vereit Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,075M vs 9,627M combined for its competitors (10.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-13.0% annualized vs trailing 12 months), vs decelerating (-55.0%) for its tracked peer group.
- Growth: Vereit Inc generated -13.8% revenue growth year over year in Q3 2021, vs 22.2% for its competitors combined.
- Profitability: Its 26.4% net margin compares with 27.7% for the peer group.
- Peer revenue share: Vereit Inc accounted for 17.8% of combined revenue among its tracked peer group, down from 23.4% a year earlier.
- Peer differentiation: Revenue per employee of $4.44M compares with $9.49M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
VER Sales vs. its Competitors, Q3 2021
Vereit Inc reported revenue contraction of 13.80 % year on year in Q3 2021, below its competitors' combined revenue growth of 22.20 %.
With a net margin of 26.35 %, Vereit Inc reported lower profitability than its competitors (27.66 %).
Vereit Inc generated 17.75 % of the combined sales of its peer group, down from 23.43 % a year earlier.
API endpoints for this dataset
Vereit Inc vs. its Competitors, Q3 2021
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Vereit Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Vereit Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Vereit Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Vereit Inc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -1.2% year over year, combined, vs -13.8% for Vereit Inc. Vereit Inc's share of combined industry revenue moved from 0.36% to 0.31%, a loss of 0.05 percentage points.
Vereit Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Vereit Inc | Yes | Yes | Yes | No |
| Competitors combined (12) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 0.00 % (0 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
VER Stock Performance relative to its Competitors
VER Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Postal Realty Trust Inc | 282.9% | Outperformed |
| 2 | Realty Income Corporation | 282.9% | Outperformed |
| 3 | Nnn Reit Inc | 282.9% | Outperformed |
| 4 | Agree Realty Corporation | 282.9% | Outperformed |
| 5 | Gladstone Commercial Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Vereit Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Vereit Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Vereit Inc |
11,578.02 | 1,074.62 |
 Realty Income Corporation |
56,246.54 | 6,205.96 |
 Agree Realty Corporation |
8,755.85 | 810.28 |
 Nnn Reit Inc |
7,841.74 | 953.25 |
 Spirit Realty Capital Inc |
5,972.05 | 754.36 |
 Global Net Lease Inc |
1,418.08 | 459.73 |
| SUBTOTAL | 93,147.34 | 10,701.15 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Vereit Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Vereit Inc's Competitors Named by the Company
Competitive relationships identified from Vereit Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Gladstone Commercial Corp | Company report | 85% |
| Global Net Lease Inc | Company report | 85% |
| Presidio Property Trust Inc | Company report | 85% |
| Nnn Reit Inc | Company report | 85% |
| Spirit Realty Capital Inc | Company report | 85% |
| Postal Realty Trust Inc | Company report | 85% |
| Realty Income Corporation | Company report | 85% |
| Medalist Diversified inc | Company report | 85% |
| Epr Properties | Company report | 85% |
| Agree Realty Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Vereit Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Vereit Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Global Net Lease Inc | Industrial and Distribution 47.66 % |
| Medalist Diversified inc | Investment Properties 100.00 % |
| Presidio Property Trust Inc | Office Industrial Properties 72.98 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Vereit Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Vereit Inc | 11,578 | 4,440,574 | 919,087 |
| Realty Income Corporation | 56,247 | 11,408,018 | 2,619,897 |
| Agree Realty Corporation | 8,756 | 9,003,111 | 2,684,456 |
| Nnn Reit Inc | 7,842 | 11,214,671 | 4,525,471 |
| Spirit Realty Capital Inc | 5,972 | 10,477,208 | 3,595,861 |
| Global Net Lease Inc | 1,418 | 8,209,411 | -241,554 |
| PEERS TOTAL | 81,569 | 9,493,620 | 2,319,716 |
Vereit Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (283 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 84.98 % | 41.79 % (avg) | +43.2 pp |
| Operating Margin | -52.71 % | industry median | -77.8 pp |
| EBITDA Margin | -5.01 % | 38.25 % (avg) | -43.3 pp |
| Capital Intensity (Capex / Revenue) | - | 28.35 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Vereit Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2013 | 2014 | 2015 | 2017 |
|---|---|---|---|---|
| Revenue Growth | 500.00 % | 500.00 % | -5.59 % | -13.92 % |
| Operating Margin | -113.43 % | -38.84 % | 4.33 % | 20.46 % |
| Return on Invested Capital | -9.35 % | -3.31 % | 0.20 % | 0.79 % |
| P/E | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Vereit Inc's Strategic Group Map
Vereit Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Vereit Inc's trailing-12-month revenue growth of 4.2% and operating margin of 21.1% compares with an average of 4.4% growth and 21.3% margin across its 8 closest peers by combined growth, margin and ROIC -- Vereit Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Vereit Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Vereit Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Vereit Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Operating margin 77.8 points below the industry median.
- Return on equity 10.3 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-13.0% annualized vs trailing 12 months).
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-55.0% annualized).
Methodology: see Methodology: SWOT Analysis.
Vereit Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Vereit Inc | 0.68 | 1.47 | 0.50 |
| Realty Income Corporation | 0.22 | 0.96 | 0.08 |
| Agree Realty Corporation | 0.20 | 0.96 | 0.12 |
| Nnn Reit Inc | 0.25 | 0.27 | 0.35 |
| Spirit Realty Capital Inc | 0.39 | 0.44 | 0.82 |
| Global Net Lease Inc | 3.45 | 3.46 | 1.49 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Vereit Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Vereit Inc | Q3 2021 | -13.8 % | -37.1 % |
| Realty Income Corporation | Q3 2026 | +10.3 % | +36.0 % |
| Agree Realty Corporation | Q3 2026 | +16.7 % | +30.7 % |
| Nnn Reit Inc | Q2 2026 | +7.7 % | -2.6 % |
| Spirit Realty Capital Inc | Q3 2023 | +5.7 % | -49.8 % |
| Global Net Lease Inc | Q2 2026 | -10.0 % | - |
| PEERS TOTAL | +6.5 % | +16.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Vereit Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Vereit Inc | Q3 2021 | - | - |
| Realty Income Corporation | Q3 2026 | +28.1 % | +129.0 % |
| Agree Realty Corporation | Q3 2026 | - | -23.0 % |
| Nnn Reit Inc | Q2 2026 | - | - |
| Spirit Realty Capital Inc | Q3 2023 | +220.7 % | - |
| Global Net Lease Inc | Q2 2026 | +11.5 % | -78.9 % |
Vereit Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Vereit Inc | 1.72% | 1.18% | 3.35% |
| Realty Income Corporation | 1.89% | 1.89% | 3.44% |
| Agree Realty Corporation | 2.33% | 2.28% | 3.72% |
| Nnn Reit Inc | 4.06% | 4.66% | 8.70% |
| Spirit Realty Capital Inc | 3.02% | 3.02% | 5.71% |
| Global Net Lease Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Vereit Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Vereit Inc | 59.88 | 10.77 |
| Realty Income Corporation | 40.72 | 9.06 |
| Agree Realty Corporation | 36.04 | 10.81 |
| Nnn Reit Inc | 20.27 | 8.23 |
| Spirit Realty Capital Inc | 23.90 | 7.92 |
| Global Net Lease Inc | - | 3.08 |
| PEERS AVERAGE | 36.18 | 8.70 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.