American Healthcare REIT, Inc. (AHR)vsOmega Healthcare Investors Inc (OHI)
AHR
American Healthcare REIT, Inc.
$48.11
-5.89%
REAL ESTATE · Cap: $9.91B
OHI
Omega Healthcare Investors Inc
$44.79
-4.32%
REAL ESTATE · Cap: $14.53B
Smart Verdict
WallStSmart Research — data-driven comparison
American Healthcare REIT, Inc. generates 90% more annual revenue ($2.26B vs $1.19B). OHI leads profitability with a 49.6% profit margin vs 3.1%. OHI trades at a lower P/E of 24.6x. 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
-162.1%
Fair Value
$19.66
Current Price
$48.11
$28.45 premium
Margin of Safety
+48.5%
Fair Value
$90.79
Current Price
$44.79
$46.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 63.2%
Reasonable price relative to book value
Earnings expanding 34.6% 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
Negative free cash flow — burning cash
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 49.6% and operating margin at 63.2%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : AHR
The primary concerns for AHR are Return on Equity, Profit Margin, P/E Ratio. A P/E of 125.5x 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, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AHR profiles as a value stock while OHI is a mature play — different risk/reward profiles.
AHR carries more volatility with a beta of 0.94 — expect wider price swings.
OHI is growing revenue faster at 14.3% — sustainability is the question.
AHR generates stronger free cash flow (-14M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 46/100), 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.
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 →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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