WallStSmart

Omega Healthcare Investors Inc (OHI)vsW P Carey Inc (WPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W P Carey Inc generates 43% more annual revenue ($1.71B vs $1.19B). OHI leads profitability with a 49.6% profit margin vs 27.3%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 72/100 (B).

OHI

Strong Buy

67

out of 100

Grade: B-

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

WPC

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.8
Piotroski: 4/9Altman Z: 0.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+39.2%)

Margin of Safety

+39.2%

Fair Value

$76.96

Current Price

$46.97

$29.99 discount

UndervaluedFair: $76.96Overvalued
WPCUndervalued (+54.1%)

Margin of Safety

+54.1%

Fair Value

$157.51

Current Price

$72.93

$84.58 discount

UndervaluedFair: $157.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI4 strengths · Avg: 9.0/10
Profit MarginProfitability
49.6%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
63.2%10/10

Strong operational efficiency at 63.2%

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.6%8/10

Earnings expanding 34.6% YoY

WPC4 strengths · Avg: 9.3/10
Operating MarginProfitability
50.9%10/10

Strong operational efficiency at 50.9%

EPS GrowthGrowth
218.1%10/10

Earnings expanding 218.1% YoY

Profit MarginProfitability
27.3%9/10

Keeps 27 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

OHI3 concerns · Avg: 2.0/10
PEG RatioValuation
11.992/10

Expensive relative to growth rate

Free Cash FlowQuality
$-486.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.782/10

Distress zone — elevated risk

WPC3 concerns · Avg: 3.0/10
P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Altman Z-ScoreHealth
0.562/10

Distress zone — elevated risk

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 49.6% and operating margin at 63.2%. Revenue growth of 14.3% demonstrates continued momentum.

Bull Case : WPC

The strongest argument for WPC centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.3% and operating margin at 50.9%. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bear Case : OHI

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

Bear Case : WPC

The primary concerns for WPC are P/E Ratio, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

WPC carries more volatility with a beta of 0.79 — expect wider price swings.

OHI is growing revenue faster at 14.3% — sustainability is the question.

WPC generates stronger free cash flow (221M), providing more financial flexibility.

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

Bottom Line

WPC scores higher overall (72/100 vs 67/100), backed by strong 27.3% margins. OHI offers better value entry with a 39.2% margin of safety. Both earn "Strong Buy" and "Strong 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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W P Carey Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.

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