Omega Healthcare Investors Inc (OHI)vsPrologis Inc (PLD)
OHI
Omega Healthcare Investors Inc
$46.86
+2.63%
REAL ESTATE · Cap: $14.57B
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 684% more annual revenue ($9.89B vs $1.26B). OHI leads profitability with a 68.1% profit margin vs 43.1%. OHI appears more attractively valued with a PEG of 11.99. OHI earns a higher WallStSmart Score of 69/100 (B-).
OHI
Strong Buy69
out of 100
Grade: B-
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.9%
Fair Value
$73.29
Current Price
$46.86
$26.43 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 61.5%
Earnings expanding 161.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 68.1% and operating margin at 61.5%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
OHI is growing revenue faster at 11.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OHI scores higher overall (69/100 vs 57/100), backed by strong 68.1% margins and 11.2% revenue growth. PLD offers better value entry with a 50.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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