WallStSmart

Omega Healthcare Investors Inc (OHI)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ventas Inc generates 409% more annual revenue ($6.42B vs $1.26B). OHI leads profitability with a 68.1% profit margin vs 4.1%. VTR appears more attractively valued with a PEG of 1.74. OHI earns a higher WallStSmart Score of 69/100 (B-).

OHI

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 6.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.78

VTR

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 2.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$75.35

Current Price

$49.01

$26.34 discount

UndervaluedFair: $75.35Overvalued
VTRSignificantly Overvalued (-21.9%)

Margin of Safety

-21.9%

Fair Value

$76.69

Current Price

$90.84

$14.15 premium

UndervaluedFair: $76.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI4 strengths · Avg: 9.5/10
Profit MarginProfitability
68.1%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
61.5%10/10

Strong operational efficiency at 61.5%

EPS GrowthGrowth
161.3%10/10

Earnings expanding 161.3% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

Areas to Watch

OHI2 concerns · Avg: 2.0/10
PEG RatioValuation
11.992/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.782/10

Distress zone — elevated risk

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

P/E RatioValuation
170.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : OHI

The primary concerns for OHI are PEG Ratio, Altman Z-Score.

Bear Case : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 170.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

OHI profiles as a mature stock while VTR is a growth play — different risk/reward profiles.

VTR carries more volatility with a beta of 0.72 — expect wider price swings.

VTR is growing revenue faster at 21.7% — sustainability is the question.

OHI generates stronger free cash flow (210M), providing more financial flexibility.

Bottom Line

OHI scores higher overall (69/100 vs 45/100), backed by strong 68.1% margins and 11.2% revenue growth. Both earn "Strong 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.

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Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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