American Healthcare REIT, Inc. (AHR)vsNational Health Investors Inc (NHI)
AHR
American Healthcare REIT, Inc.
$47.94
-0.64%
REAL ESTATE · Cap: $9.07B
NHI
National Health Investors Inc
$83.12
+0.68%
REAL ESTATE · Cap: $4.00B
Smart Verdict
WallStSmart Research — data-driven comparison
American Healthcare REIT, Inc. generates 495% more annual revenue ($2.26B vs $379.29M). NHI leads profitability with a 37.5% profit margin vs 3.1%. NHI trades at a lower P/E of 27.3x. NHI earns a higher WallStSmart Score of 48/100 (D+).
AHR
Hold46
out of 100
Grade: D+
NHI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-162.1%
Fair Value
$19.66
Current Price
$47.94
$28.28 premium
Margin of Safety
-329.6%
Fair Value
$20.54
Current Price
$83.12
$62.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 62.5%
Reasonable price relative to book value
Areas to Watch
3.1% earnings growth
ROE of 2.5% — below average capital efficiency
3.1% margin — thin
Premium valuation, high expectations priced in
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 11.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : AHR
The strongest argument for AHR centers on Price/Book. Revenue growth of 11.9% demonstrates continued momentum.
Bull Case : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 37.5% and operating margin at 62.5%.
Bear Case : AHR
The primary concerns for AHR are EPS Growth, Return on Equity, Profit Margin. A P/E of 114.9x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : NHI
The primary concerns for NHI are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AHR profiles as a value stock while NHI is a declining play — different risk/reward profiles.
AHR carries more volatility with a beta of 0.94 — expect wider price swings.
AHR is growing revenue faster at 11.9% — sustainability is the question.
NHI generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
NHI scores higher overall (48/100 vs 46/100), backed by strong 37.5% margins. Both earn "Hold" 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.
American Healthcare REIT, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
American Healthcare REIT, Inc. is a prominent real estate investment trust focused on the acquisition and management of a diversified portfolio of high-quality healthcare facilities across the United States. Specializing in senior housing, skilled nursing, and medical office properties, the company collaborates with leading operators to guarantee stable cash flows and sustainable growth. By prioritizing the enhancement of resident and patient quality of life, American Healthcare REIT is strategically positioned to benefit from the expanding healthcare real estate sector, presenting a compelling investment opportunity for institutional investors in an essential services market.
Visit Website →National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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