WallStSmart

Omega Healthcare Investors Inc (OHI)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Exxon Mobil Corp generates 27117% more annual revenue ($323.90B vs $1.19B). OHI leads profitability with a 49.6% profit margin vs 8.9%. XOM appears more attractively valued with a PEG of 2.02. OHI earns a higher WallStSmart Score of 67/100 (B-).

OHI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.78

XOM

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 7.3Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+48.5%)

Margin of Safety

+48.5%

Fair Value

$90.79

Current Price

$44.73

$46.06 discount

UndervaluedFair: $90.79Overvalued
XOMSignificantly Overvalued (-263.5%)

Margin of Safety

-263.5%

Fair Value

$45.49

Current Price

$163.26

$117.77 premium

UndervaluedFair: $45.49Overvalued

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
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.6%8/10

Earnings expanding 34.6% YoY

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$680.27B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.23B8/10

Generating 5.2B in free cash flow

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

XOM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-130.0%2/10

Revenue declined 130.0%

EPS GrowthGrowth
-11.0%2/10

Earnings declined 11.0%

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 : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity.

Bear Case : OHI

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

Bear Case : XOM

The primary concerns for XOM are PEG Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

OHI profiles as a mature stock while XOM is a value play — different risk/reward profiles.

OHI carries more volatility with a beta of 0.55 — expect wider price swings.

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

XOM generates stronger free cash flow (5.2B), providing more financial flexibility.

Bottom Line

OHI scores higher overall (67/100 vs 44/100), backed by strong 49.6% margins and 14.3% revenue growth. 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.

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Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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