WallStSmart

Omega Healthcare Investors Inc (OHI)vsWheeler Real Estate Investment Trust, Inc. (WHLR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Omega Healthcare Investors Inc generates 1222% more annual revenue ($1.26B vs $95.44M). OHI leads profitability with a 68.1% profit margin vs 17.8%. OHI earns a higher WallStSmart Score of 69/100 (B-).

OHI

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 6.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.78

WHLR

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 7.5Value: 6.7Quality: 5.5
Piotroski: 6/9Altman Z: -0.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+36.1%)

Margin of Safety

+36.1%

Fair Value

$73.91

Current Price

$47.32

$26.59 discount

UndervaluedFair: $73.91Overvalued
WHLRUndervalued (+72.5%)

Margin of Safety

+72.5%

Fair Value

$7.45

Current Price

$0.39

$7.06 discount

UndervaluedFair: $7.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI5 strengths · Avg: 9.2/10
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

P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

WHLR1 strengths · Avg: 10.0/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

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

WHLR4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.56M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.9%2/10

Revenue declined 13.9%

Altman Z-ScoreHealth
-0.202/10

Distress zone — elevated risk

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 : WHLR

The strongest argument for WHLR centers on Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 32.1%.

Bear Case : OHI

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

Bear Case : WHLR

The primary concerns for WHLR are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 6.12 is elevated, increasing financial risk.

Key Dynamics to Monitor

OHI profiles as a mature stock while WHLR is a declining play — different risk/reward profiles.

WHLR carries more volatility with a beta of 1.08 — 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 48/100), backed by strong 68.1% margins and 11.2% revenue growth. WHLR offers better value entry with a 72.5% margin of safety. 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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Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.

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