American Healthcare REIT vs Omega Healthcare Investors
AHR and OHI side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AHR and OHI compare
Omega Healthcare Investors is the larger company, worth 1.2 times as much as American Healthcare REIT ($14.2B against $11.7B).
On earnings, Omega Healthcare Investors is cheaper: it trades at 17.0× trailing earnings, against 78.7× for American Healthcare REIT.
American Healthcare REIT grew revenue faster over the last twelve months (16.4% versus 15.0% for Omega Healthcare Investors).
Omega Healthcare Investors keeps more of each dollar of sales as profit, with a net margin of 67.0% compared with 4.8% at American Healthcare REIT.
Both pay dividends: American Healthcare REIT yields 1.9% and Omega Healthcare Investors 5.7%.
Omega Healthcare Investors scores higher on the StockData Score (12 against 11 for American Healthcare REIT), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AHR | OHI |
|---|---|---|
| Size and price | ||
| Market cap | $11.7B | $14.2B |
| Share price | $53.52 | $46.98 |
| Change, 1 year | 20.1% | 18.8% |
| Change, 5 years | – | 57.0% |
| Beta (5Y) | 0.49 | 0.27 |
| Employees | 121 | 69 |
| StockData Score | ||
| Total score | 11 | 12 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 4 (better) | 3 |
| Performance score | 4 (better) | 2 |
| Health score | 2 (better) | 0 |
| Dividend score | 1 | 4 (better) |
| Valuation | ||
| P/E | 78.7× | 17.0× (better) |
| P/S | 4.7× (better) | 11.1× |
| P/B | 3.2× | 2.6× (better) |
| EV/EBITDA | 16.0× | 10.0× (better) |
| PEG | – | 6.71 |
| Fair value | $23.17 | $52.14 |
| Margin of safety | −131% | 9.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 16.4% (better) | 15.0% |
| Revenue growth, 5Y average | 16.2% (better) | 5.9% |
| Net income growth (TTM) | – | 82.4% |
| EPS growth (TTM) | – | 73.1% |
| EPS growth, 5Y average | 53.1% (better) | 22.6% |
| Profitability | ||
| Gross margin | 21.2% | – |
| Operating margin | 19.2% | – |
| Net margin | 4.8% | 67.0% (better) |
| Return on equity | 4.0% | 16.5% (better) |
| Return on invested capital | 16.5% | – |
| Financial health | ||
| Interest coverage | 6.2× | – |
| Altman Z-score | 3.89 (better) | 2.81 |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.9% | 5.7% (better) |
| Payout ratio | 148% | 92.6% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 3.1% (better) | 0.00% |
| Buyback yield | −11.5% | – |
| Shareholder yield | −9.6% | 5.7% (better) |
| Ownership | ||
| Held by institutions | 103% | 81.8% |
| Held by insiders | 0.63% | 0.19% |
| Insider net buying, 12 months | −$5.5M | $1.4M (better) |
| Short interest, % of float | 14.7% | 5.2% |
Go deeper
- AHR stock overview
- AHR income statement
- AHR valuation and score
- OHI stock overview
- OHI income statement
- OHI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.