American Healthcare REIT, Inc. (AHR)vsOmega Healthcare Investors Inc (OHI)
AHR
American Healthcare REIT, Inc.
$50.15
-1.24%
REAL ESTATE · Cap: $9.62B
OHI
Omega Healthcare Investors Inc
$46.98
+0.02%
REAL ESTATE · Cap: $14.65B
Smart Verdict
WallStSmart Research — data-driven comparison
American Healthcare REIT, Inc. generates 83% more annual revenue ($2.26B vs $1.24B). OHI leads profitability with a 51.1% profit margin vs 3.1%. OHI trades at a lower P/E of 22.7x. OHI earns a higher WallStSmart Score of 67/100 (B-).
AHR
Hold46
out of 100
Grade: D+
OHI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.1%
Fair Value
$80.62
Current Price
$50.15
$30.47 discount
Margin of Safety
+41.4%
Fair Value
$79.77
Current Price
$46.98
$32.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Reasonable price relative to book value
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 64.1%
Reasonable price relative to book value
16.7% revenue growth
Earnings expanding 39.3% YoY
Areas to Watch
ROE of 2.5% — below average capital efficiency
3.1% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AHR
The strongest argument for AHR centers on EPS Growth, Price/Book. Revenue growth of 11.9% demonstrates continued momentum.
Bull Case : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 51.1% and operating margin at 64.1%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : AHR
The primary concerns for AHR are Return on Equity, Profit Margin, P/E Ratio. A P/E of 119.4x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
AHR profiles as a value stock while OHI is a growth play — different risk/reward profiles.
AHR carries more volatility with a beta of 1.18 — expect wider price swings.
OHI is growing revenue faster at 16.7% — sustainability is the question.
OHI generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 46/100), backed by strong 51.1% margins and 16.7% revenue growth. AHR offers better value entry with a 36.1% margin of safety. 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.
American Healthcare REIT, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
American Healthcare REIT, Inc. is a leading real estate investment trust that specializes in the acquisition and management of a diverse portfolio of high-quality healthcare facilities throughout the United States, including senior housing, skilled nursing, and medical office properties. By partnering with top-tier operators, the company delivers consistent cash flows and sustainable growth, while focusing on improving the quality of life for residents and patients. With the ongoing expansion of the healthcare real estate sector, American Healthcare REIT offers a compelling investment opportunity for institutional investors looking to capitalize on essential services within a resilient market.
Visit Website →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.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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