WallStSmart

Omega Healthcare Investors Inc (OHI)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omega Healthcare Investors Inc generates 1141% more annual revenue ($1.23B vs $99.06M). OHI leads profitability with a 51.4% profit margin vs 5.9%. OHI earns a higher WallStSmart Score of 67/100 (B-).

OHI

Strong Buy

67

out of 100

Grade: B-

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

WHLRP

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 6.5Value: 5.0Quality: 5.0
Piotroski: 6/9Altman Z: -0.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OHIUndervalued (+38.5%)

Margin of Safety

+38.5%

Fair Value

$74.41

Current Price

$43.66

$30.75 discount

UndervaluedFair: $74.41Overvalued

Intrinsic value data unavailable for WHLRP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OHI4 strengths · Avg: 9.0/10
Profit MarginProfitability
51.4%10/10

Keeps 51 of every $100 in revenue as profit

Operating MarginProfitability
65.5%10/10

Strong operational efficiency at 65.5%

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
39.3%8/10

Earnings expanding 39.3% YoY

WHLRP1 strengths · Avg: 10.0/10
Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

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

WHLRP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Revenue GrowthGrowth
-1.4%2/10

Revenue declined 1.4%

Comparative Analysis Report

WallStSmart Research

Bull 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 : WHLRP

The strongest argument for WHLRP centers on Operating Margin.

Bear Case : OHI

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

Bear Case : WHLRP

The primary concerns for WHLRP are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

OHI profiles as a mature stock while WHLRP is a value play — different risk/reward profiles.

WHLRP carries more volatility with a beta of 1.00 — 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 43/100), backed by strong 51.4% margins and 14.3% 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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Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded real estate investment trust (REIT) specializing in the acquisition and management of prime retail and community shopping centers across the United States. The company is dedicated to delivering strong risk-adjusted returns through strategic tenant relationships and proactive property management, ensuring consistent performance amidst changing market dynamics. With a focus on sustainable growth and an adaptability to emerging retail trends, Wheeler REIT is poised to leverage new market opportunities to enhance shareholder value in a competitive commercial landscape.

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