WallStSmart

Omega Healthcare Investors Inc (OHI)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 833% more annual revenue ($11.77B vs $1.26B). OHI leads profitability with a 68.1% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.62. OHI earns a higher WallStSmart Score of 69/100 (B-).

OHI

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 6.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.78

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 3.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$75.35

Current Price

$50.63

$24.72 discount

UndervaluedFair: $75.35Overvalued

Intrinsic value data unavailable for WELL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI4 strengths · Avg: 9.5/10
Profit MarginProfitability
68.1%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
61.5%10/10

Strong operational efficiency at 61.5%

EPS GrowthGrowth
161.3%10/10

Earnings expanding 161.3% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

WELL4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$172.98B9/10

Large-cap with strong market position

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

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
118.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : WELL

The strongest argument for WELL centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 38.3% demonstrates continued momentum.

Bear Case : OHI

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

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 118.4x leaves little room for execution misses.

Key Dynamics to Monitor

OHI profiles as a mature stock while WELL is a growth play — different risk/reward profiles.

WELL carries more volatility with a beta of 0.76 — expect wider price swings.

WELL is growing revenue faster at 38.3% — sustainability is the question.

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. 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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Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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