National Health Investors Inc (NHI)vsOmega Healthcare Investors Inc (OHI)
NHI
National Health Investors Inc
$65.68
-1.17%
REAL ESTATE · Cap: $3.23B
OHI
Omega Healthcare Investors Inc
$46.86
+2.63%
REAL ESTATE · Cap: $14.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 189% more annual revenue ($1.26B vs $435.78M). OHI leads profitability with a 68.1% profit margin vs 38.3%. NHI appears more attractively valued with a PEG of 4.76. NHI earns a higher WallStSmart Score of 72/100 (B).
NHI
Strong Buy72
out of 100
Grade: B
OHI
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.8%
Fair Value
$133.31
Current Price
$65.68
$67.63 discount
Margin of Safety
+35.9%
Fair Value
$73.29
Current Price
$46.86
$26.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 41.1%
Revenue surging 33.8% year-over-year
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 61.5%
Earnings expanding 161.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 38.3% and operating margin at 41.1%. Revenue growth of 33.8% 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 : NHI
The primary concerns for NHI are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
NHI profiles as a growth stock while OHI is a mature play — different risk/reward profiles.
OHI carries more volatility with a beta of 0.53 — expect wider price swings.
NHI is growing revenue faster at 33.8% — sustainability is the question.
OHI generates stronger free cash flow (206M), providing more financial flexibility.
Bottom Line
NHI scores higher overall (72/100 vs 69/100), backed by strong 38.3% margins and 33.8% revenue growth. OHI offers better value entry with a 35.9% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →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
Want to dig deeper into these stocks?