WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 912% more annual revenue ($12.76B vs $1.26B). OHI leads profitability with a 68.1% profit margin vs 12.1%. 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: 6.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.78

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 2.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+36.1%)

Margin of Safety

+36.1%

Fair Value

$73.91

Current Price

$46.93

$26.98 discount

UndervaluedFair: $73.91Overvalued
WELLSignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$125.97

Current Price

$234.59

$108.62 premium

UndervaluedFair: $125.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI5 strengths · Avg: 9.2/10
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

P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

WELL3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
39.1%10/10

Revenue surging 39.1% year-over-year

Market CapQuality
$169.78B9/10

Large-cap with strong market position

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

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
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
105.2x2/10

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, Market Cap, EPS Growth. Revenue growth of 39.1% 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 105.2x 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 39.1% — sustainability is the question.

WELL generates stronger free cash flow (881M), providing more financial flexibility.

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.

Visit Website →

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