WallStSmart

Omega Healthcare Investors Inc (OHI)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 394% more annual revenue ($6.11B vs $1.24B). OHI leads profitability with a 51.1% profit margin vs 4.3%. VTR appears more attractively valued with a PEG of 1.72. OHI earns a higher WallStSmart Score of 67/100 (B-).

OHI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 6.0Quality: 6.0
Piotroski: 4/9Altman Z: 0.78

VTR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$79.77

Current Price

$46.98

$32.79 discount

UndervaluedFair: $79.77Overvalued
VTRUndervalued (+4.8%)

Margin of Safety

+4.8%

Fair Value

$90.03

Current Price

$88.02

$2.01 discount

UndervaluedFair: $90.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI5 strengths · Avg: 8.8/10
Profit MarginProfitability
51.1%10/10

Keeps 51 of every $100 in revenue as profit

Operating MarginProfitability
64.1%10/10

Strong operational efficiency at 64.1%

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

EPS GrowthGrowth
39.3%8/10

Earnings expanding 39.3% YoY

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

OHI2 concerns · Avg: 2.0/10
PEG RatioValuation
11.992/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.782/10

Distress zone — elevated risk

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
160.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : OHI

The primary concerns for OHI are PEG Ratio, Altman Z-Score.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 160.0x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

VTR carries more volatility with a beta of 0.77 — expect wider price swings.

VTR is growing revenue faster at 21.9% — sustainability is the question.

OHI generates stronger free cash flow (210M), providing more financial flexibility.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OHI scores higher overall (67/100 vs 51/100), backed by strong 51.1% margins and 16.7% revenue growth. 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.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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