Store Capital Llc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Store Capital Llc (STOR) 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: Store Capital Llc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,327M vs 19,189M combined for its competitors (6.5% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+6.0% annualized vs trailing 12 months), vs holding steady (+0.9%) for its tracked peer group.
- Growth: Store Capital Llc generated 16.6% revenue growth year over year in Q2 2026, vs 6.4% for its competitors combined.
- Profitability: Its 28.9% net margin compares with 31.6% for the peer group.
- Peer revenue share: Store Capital Llc accounted for 6.8% of combined revenue among its tracked peer group, up from 6.2% a year earlier.
- Peer differentiation: Revenue per employee of $10.97M compares with $10.69M for the peer group (1.0x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
STOR Sales vs. its Competitors, Q2 2026
Store Capital Llc reported revenue growth of 16.58 % year on year in Q2 2026, above its competitors' combined revenue growth of 6.42 %.
With a net margin of 28.88 %, Store Capital Llc reported lower profitability than its competitors (31.58 %).
Store Capital Llc generated 6.78 % of the combined sales of its peer group, up from 6.22 % a year earlier.
API endpoints for this dataset
Store Capital Llc vs. its Competitors, Q2 2026
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 Store Capital Llc 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 Store Capital Llc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Store Capital Llc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Store Capital Llc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -1.0% year over year, combined, vs 16.6% for Store Capital Llc. Store Capital Llc's share of combined industry revenue moved from 0.40% to 0.47%, a gain of 0.07 percentage points.
Store Capital Llc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Store Capital Llc | Yes | Yes | Yes | No |
| Competitors combined (19) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 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.
STOR Stock Performance relative to its Competitors
STOR 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 | Pebblebrook Hotel Trust | 282.9% | Outperformed |
| 2 | Postal Realty Trust Inc | 282.9% | Outperformed |
| 3 | Alpine Income Property Trust Inc | 282.9% | Outperformed |
| 4 | Regency Centers Corporation | 282.9% | Outperformed |
| 5 | Realty Income Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Store Capital Llc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Store Capital Llc's Comment on Competition and Industry Peers
Publicly Traded Peers of Store Capital Llc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Store Capital Llc |
- | 1,327.42 |
 Realty Income Corporation |
55,858.63 | 6,205.96 |
 Vici Properties Inc |
27,284.51 | 4,155.60 |
 W P Carey Inc |
15,072.21 | 1,828.42 |
 Agree Realty Corporation |
8,706.01 | 810.28 |
 Nnn Reit Inc |
7,797.17 | 953.25 |
| SUBTOTAL | 131,811.06 | 20,532.67 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Store Capital Llc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Store Capital Llc's Competitors Named by the Company
Competitive relationships identified from Store Capital Llc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Alpine Income Property Trust Inc | Company report | 85% |
| W P Carey Inc | Company report | 85% |
| Nnn Reit Inc | Company report | 85% |
| Spirit Realty Capital Inc | Company report | 85% |
| Vici Properties Inc | Company report | 85% |
| Realty Income Corporation | Company report | 85% |
| Postal Realty Trust Inc | Company report | 85% |
| Essential Properties Realty Trust Inc | Company report | 85% |
| Net Lease Office Properties | Company report | 85% |
| Broadstone Net Lease Inc | Company report | 85% |
| Generation Income Properties Inc | Company report | 85% |
| Agree Realty Corporation | Company report | 85% |
| Netstreit Corp | Company report | 85% |
| Epr Properties | Company report | 85% |
| Global Net Lease Inc | Company report | 85% |
| Regency Centers Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Store Capital Llc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Store Capital Llc'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 % |
| Alpine Income Property Trust Inc | Income Properties Segment 62.62 % |
| 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).
Store Capital Llc'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 |
|---|---|---|---|
| Store Capital Llc | - | 10,970,372 | 2,157,215 |
| Realty Income Corporation | 55,859 | 11,408,018 | 2,619,897 |
| Vici Properties Inc | 27,285 | 148,414,286 | 84,931,786 |
| W P Carey Inc | 15,072 | 9,188,045 | 3,304,859 |
| Agree Realty Corporation | 8,706 | 9,003,111 | 2,684,456 |
| Nnn Reit Inc | 7,797 | 11,214,671 | 4,525,471 |
| PEERS TOTAL | 131,811 | 10,687,396 | 3,361,850 |
Store Capital Llc's Position in Industry Market Structure
Market-capitalization share and concentration across all 181 companies in Store Capital Llc's industry classification, broader than the peer set above. Market cap in millions of $.Store Capital Llc ranks #0 of 181 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 413, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 180,807 | 12.02 % |
| 2 | Prologis Inc | 121,613 | 8.09 % |
| 3 | Equinix Inc | 100,396 | 6.67 % |
| 4 | American Tower Corporation | 88,026 | 5.85 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Public Storage | 1,234 | 5.2% |
| 8 | Realty Income Corporation | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Crown Castle Inc | 1,234 | 5.2% |
| 0 | Store Capital Llc | - | 0.00 % |
Market cap and industry share for the rest of Store Capital Llc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2023-02-02.
Store Capital Llc'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 | 0.00 % | 42.02 % (avg) | -42.0 pp |
| Operating Margin | 16.02 % | industry median | -11.1 pp |
| EBITDA Margin | 92.46 % | 38.49 % (avg) | +54.0 pp |
| Capital Intensity (Capex / Revenue) | 1.93 % | 28.31 % (avg) | -26.4 pp |
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.
Store Capital Llc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.41 % | 23.11 % | 4.29 % | 12.73 % | 16.29 % | 2.54 % | 23.48 % | 7.54 % |
| Operating Margin | 31.82 % | 30.27 % | 26.92 % | 27.92 % | 33.69 % | 33.28 % | 6.73 % | 11.84 % |
| Return on Invested Capital | 2.10 % | 1.70 % | 1.38 % | 1.53 % | 1.96 % | - | 0.19 % | 0.36 % |
| P/E | 27.9x | 31.3x | 37.9x | 33.7x | 27.6x | - | - | - |
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.
Store Capital Llc's Strategic Group Map
Store Capital Llc 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.
Store Capital Llc's trailing-12-month revenue growth of 10.3% and operating margin of 16.0% compares with an average of 9.7% growth and 16.2% margin across its 8 closest peers by combined growth, margin and ROIC -- Store Capital Llc sits above 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.
Store Capital Llc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 413 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.93 % vs industry average 28.31 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Store Capital Llc's dedicated Suppliers and Customers pages, not here.
Store Capital Llc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Store Capital Llc falls in the Medium attractiveness / High strength cell: Invest / Grow.
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.
Store Capital Llc'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
- Latest-quarter revenue run-rate is accelerating (+6.0% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 11.1 points below the industry median.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Store Capital Llc'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 |
|---|---|---|---|
| Store Capital Llc | 0.25 | 10.26 | 0.34 |
| Realty Income Corporation | 0.22 | 0.96 | 0.08 |
| Vici Properties Inc | 1.98 | 2.12 | 0.58 |
| W P Carey Inc | 0.28 | 1.24 | 1.03 |
| Agree Realty Corporation | 0.20 | 0.96 | 0.12 |
| Nnn Reit Inc | 0.25 | 0.27 | 0.35 |
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.
Store Capital Llc'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 |
|---|---|---|---|
| Store Capital Llc | Q2 2026 | +16.6 % | +266.5 % |
| Realty Income Corporation | Q3 2026 | +10.3 % | +36.0 % |
| Vici Properties Inc | Q3 2026 | +5.8 % | -55.7 % |
| W P Carey Inc | Q3 2026 | +8.6 % | -0.2 % |
| Agree Realty Corporation | Q3 2026 | +16.7 % | +30.7 % |
| Nnn Reit Inc | Q2 2026 | +7.7 % | -2.6 % |
| PEERS TOTAL | +7.6 % | -5.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Store Capital Llc'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 |
|---|---|---|---|
| Store Capital Llc | Q2 2026 | - | -28.6 % |
| Realty Income Corporation | Q3 2026 | +28.1 % | +129.0 % |
| Vici Properties Inc | Q3 2026 | +1.4 % | +3,622.0 % |
| W P Carey Inc | Q3 2026 | - | -67.7 % |
| Agree Realty Corporation | Q3 2026 | - | -23.0 % |
| Nnn Reit Inc | Q2 2026 | - | - |
Store Capital Llc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Store Capital Llc | 1.64% | 0.86% | 3.16% |
| Realty Income Corporation | 1.89% | 1.89% | 3.44% |
| Vici Properties Inc | 5.00% | 4.96% | 8.21% |
| W P Carey Inc | 3.58% | 3.59% | 7.75% |
| Agree Realty Corporation | 2.33% | 2.28% | 3.72% |
| Nnn Reit Inc | 4.06% | 4.66% | 8.70% |
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).
Store Capital Llc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Store Capital Llc | 26.95 | - |
| Realty Income Corporation | 40.44 | 9.00 |
| Vici Properties Inc | 11.48 | 6.57 |
| W P Carey Inc | 22.46 | 8.24 |
| Agree Realty Corporation | 35.83 | 10.74 |
| Nnn Reit Inc | 20.16 | 8.18 |
| PEERS AVERAGE | 20.91 | 6.42 |
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.