Omega Healthcare Investors Inc (OHI)vsStrawberry Fields REIT LLC (STRW)
OHI
Omega Healthcare Investors Inc
$47.19
+2.30%
REAL ESTATE · Cap: $14.38B
STRW
Strawberry Fields REIT LLC
$12.82
-1.00%
REAL ESTATE · Cap: $714.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 698% more annual revenue ($1.24B vs $155.00M). OHI leads profitability with a 51.1% profit margin vs 4.9%. STRW trades at a lower P/E of 20.0x. OHI earns a higher WallStSmart Score of 67/100 (B-).
OHI
Strong Buy67
out of 100
Grade: B-
STRW
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.1%
Fair Value
$79.42
Current Price
$47.19
$32.23 discount
Margin of Safety
+75.1%
Fair Value
$51.40
Current Price
$12.82
$38.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 50 in profit
Strong operational efficiency at 52.4%
Revenue surging 31.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Trading at 14.1x book value
Smaller company, higher risk/reward
4.9% margin — thin
Earnings declined 10.1%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 31.5% demonstrates continued momentum.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
OHI profiles as a growth stock while STRW is a hypergrowth play — different risk/reward profiles.
OHI carries more volatility with a beta of 0.59 — expect wider price swings.
STRW is growing revenue faster at 31.5% — sustainability is the question.
OHI generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 46/100), backed by strong 51.1% margins and 16.7% revenue growth. STRW offers better value entry with a 75.1% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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