American Healthcare REIT, Inc. (AHR)vsOmega Healthcare Investors Inc (OHI)
AHR
American Healthcare REIT, Inc.
$55.60
-0.23%
REAL ESTATE · Cap: $11.00B
OHI
Omega Healthcare Investors Inc
$50.63
+0.46%
REAL ESTATE · Cap: $15.97B
Smart Verdict
WallStSmart Research — data-driven comparison
American Healthcare REIT, Inc. generates 88% more annual revenue ($2.37B vs $1.26B). OHI leads profitability with a 68.1% profit margin vs 4.2%. OHI trades at a lower P/E of 18.0x. OHI earns a higher WallStSmart Score of 69/100 (B-).
AHR
Hold47
out of 100
Grade: D+
OHI
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AHR.
Margin of Safety
+32.8%
Fair Value
$75.35
Current Price
$50.63
$24.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Revenue surging 20.9% year-over-year
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 61.5%
Earnings expanding 161.3% YoY
Reasonable price relative to book value
Areas to Watch
ROE of 0.0% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 68.1% and operating margin at 61.5%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : AHR
The primary concerns for AHR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 98.4x leaves little room for execution misses. Thin 4.2% 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 growth stock while OHI is a mature play — different risk/reward profiles.
AHR carries more volatility with a beta of 0.78 — expect wider price swings.
AHR is growing revenue faster at 20.9% — sustainability is the question.
OHI generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (69/100 vs 47/100), backed by strong 68.1% margins and 11.2% 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 a diversified portfolio of high-quality healthcare assets across the United States, including senior housing, skilled nursing facilities, and medical office properties. The company collaborates with seasoned operators in the healthcare industry to achieve stable cash flows and sustained growth, while also enhancing care quality for residents and patients. With the healthcare real estate market in continuous expansion, American Healthcare REIT offers a compelling investment opportunity for institutional investors looking to capitalize on a vital sector that addresses the growing demand for healthcare services.
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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