Omega Healthcare Investors Inc (OHI)vsStrawberry Fields REIT LLC (STRW)
OHI
Omega Healthcare Investors Inc
$47.03
-2.27%
REAL ESTATE · Cap: $15.50B
STRW
Strawberry Fields REIT LLC
$12.30
-1.99%
REAL ESTATE · Cap: $702.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 688% more annual revenue ($1.26B vs $159.84M). OHI leads profitability with a 60.5% profit margin vs 5.3%. STRW trades at a lower P/E of 19.1x. OHI earns a higher WallStSmart Score of 51/100 (C-).
OHI
Buy51
out of 100
Grade: C-
STRW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.8%
Fair Value
$72.71
Current Price
$47.02
$25.68 discount
Margin of Safety
-3.9%
Fair Value
$12.32
Current Price
$12.30
$0.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 61 of every $100 in revenue as profit
Strong operational efficiency at 62.2%
Reasonable price relative to book value
Every $100 of equity generates 103 in profit
Strong operational efficiency at 53.7%
Areas to Watch
Expensive relative to growth rate
Revenue declined 0.6%
Earnings declined 55.4%
Distress zone — elevated risk
2.1% earnings growth
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 60.5% and operating margin at 62.2%.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : STRW
The primary concerns for STRW are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 97.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
OHI profiles as a declining stock while STRW is a value play — different risk/reward profiles.
OHI carries more volatility with a beta of 0.55 — expect wider price swings.
STRW is growing revenue faster at 5.8% — sustainability is the question.
OHI generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (51/100 vs 44/100), backed by strong 60.5% margins. Both earn "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.
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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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