Healthcare Realty Trust Incorporated (HR)vsOmega Healthcare Investors Inc (OHI)
HR
Healthcare Realty Trust Incorporated
$19.25
+2.94%
REAL ESTATE · Cap: $6.75B
OHI
Omega Healthcare Investors Inc
$46.98
+0.02%
REAL ESTATE · Cap: $14.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 6% more annual revenue ($1.24B vs $1.16B). OHI leads profitability with a 51.1% profit margin vs -17.3%. HR appears more attractively valued with a PEG of 8.82. OHI earns a higher WallStSmart Score of 67/100 (B-).
HR
Avoid34
out of 100
Grade: F
OHI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.2%
Fair Value
$22.95
Current Price
$19.25
$3.70 discount
Margin of Safety
+41.4%
Fair Value
$79.77
Current Price
$46.98
$32.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 64.1%
Reasonable price relative to book value
16.7% revenue growth
Earnings expanding 39.3% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Revenue declined 6.5%
Earnings declined 76.8%
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HR
The strongest argument for HR centers on Price/Book.
Bull Case : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 51.1% and operating margin at 64.1%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : HR
The primary concerns for HR are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
HR profiles as a turnaround stock while OHI is a growth play — different risk/reward profiles.
HR carries more volatility with a beta of 0.80 — expect wider price swings.
OHI is growing revenue faster at 16.7% — sustainability is the question.
OHI generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 34/100), backed by strong 51.1% margins and 16.7% revenue growth. HR offers better value entry with a 24.2% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Healthcare Realty Trust Incorporated
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Healthcare Realty Trust is a real estate investment trust that integrates the ownership, management, financing, and development of income-generating real estate primarily associated with the provision of outpatient healthcare services throughout the United States.
Visit Website →Omega Healthcare Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily skilled nursing and assisted living facilities.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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