Omega Healthcare Investors Inc (OHI)vsStrawberry Fields REIT LLC (STRW)
OHI
Omega Healthcare Investors Inc
$45.86
+0.66%
REAL ESTATE · Cap: $15.97B
STRW
Strawberry Fields REIT LLC
$13.82
+1.62%
REAL ESTATE · Cap: $190.25M
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 700% more annual revenue ($1.26B vs $157.65M). OHI leads profitability with a 68.1% profit margin vs 5.3%. OHI trades at a lower P/E of 18.0x. OHI earns a higher WallStSmart Score of 69/100 (B-).
OHI
Strong Buy69
out of 100
Grade: B-
STRW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.0%
Fair Value
$75.20
Current Price
$45.86
$29.34 discount
Margin of Safety
-8.8%
Fair Value
$11.76
Current Price
$13.82
$2.06 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 185 in profit
Strong operational efficiency at 55.4%
Earnings expanding 31.6% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Trading at 15.2x book value
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, EPS Growth. Profitability is solid with margins at 68.1% and operating margin at 61.5%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, EPS Growth.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Debt-to-equity of 64.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
OHI profiles as a mature stock while STRW is a value play — different risk/reward profiles.
OHI carries more volatility with a beta of 0.57 — expect wider price swings.
OHI is growing revenue faster at 11.2% — sustainability is the question.
OHI generates stronger free cash flow (206M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (69/100 vs 56/100), backed by strong 68.1% margins and 11.2% revenue growth. Both earn "Strong Buy" and "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.
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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