Omega Healthcare Investors Inc (OHI)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
OHI
Omega Healthcare Investors Inc
$46.79
+2.34%
REAL ESTATE · Cap: $15.00B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.31
-0.41%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
OHI leads profitability with a 68.1% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. OHI earns a higher WallStSmart Score of 69/100 (B-).
OHI
Strong Buy69
out of 100
Grade: B-
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$74.07
Current Price
$46.79
$27.28 discount
Intrinsic value data unavailable for TBB.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
OHI profiles as a mature stock while TBB is a value play — different risk/reward profiles.
OHI is growing revenue faster at 11.2% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OHI scores higher overall (69/100 vs 25/100), backed by strong 68.1% margins and 11.2% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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