Omega Healthcare Investors Inc (OHI)vsUniversal Health Realty Income Trust (UHT)
OHI
Omega Healthcare Investors Inc
$43.66
+1.08%
REAL ESTATE · Cap: $14.27B
UHT
Universal Health Realty Income Trust
$41.24
+2.13%
REAL ESTATE · Cap: $561.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 1118% more annual revenue ($1.23B vs $100.97M). OHI leads profitability with a 51.4% profit margin vs 17.7%. UHT appears more attractively valued with a PEG of 0.63. OHI earns a higher WallStSmart Score of 67/100 (B-).
OHI
Strong Buy67
out of 100
Grade: B-
UHT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.5%
Fair Value
$74.41
Current Price
$43.66
$30.75 discount
Margin of Safety
+46.7%
Fair Value
$80.51
Current Price
$41.24
$39.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 65.5%
Reasonable price relative to book value
Earnings expanding 39.3% YoY
Strong operational efficiency at 37.8%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.3% revenue growth
Smaller company, higher risk/reward
Distress zone — elevated risk
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 51.4% and operating margin at 65.5%. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : UHT
The strongest argument for UHT centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 17.7% and operating margin at 37.8%. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : UHT
The primary concerns for UHT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
OHI profiles as a mature stock while UHT is a value play — different risk/reward profiles.
UHT carries more volatility with a beta of 0.86 — expect wider price swings.
OHI is growing revenue faster at 14.3% — sustainability is the question.
OHI generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 59/100), backed by strong 51.4% margins and 14.3% revenue growth. UHT offers better value entry with a 46.7% margin of safety. 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 →Universal Health Realty Income Trust
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.
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