WallStSmart

Omega Healthcare Investors Inc (OHI)vsW P Carey Inc (WPC)

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Smart Verdict

WallStSmart Research — data-driven comparison

W P Carey Inc generates 42% more annual revenue ($1.74B vs $1.23B). OHI leads profitability with a 51.4% profit margin vs 29.7%. WPC appears more attractively valued with a PEG of 1.47. WPC earns a higher WallStSmart Score of 69/100 (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

WPC

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
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
WPCUndervalued (+52.0%)

Margin of Safety

+52.0%

Fair Value

$150.55

Current Price

$74.49

$76.06 discount

UndervaluedFair: $150.55Overvalued

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

WPC4 strengths · Avg: 8.8/10
Operating MarginProfitability
54.8%10/10

Strong operational efficiency at 54.8%

Profit MarginProfitability
29.7%9/10

Keeps 30 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.2%8/10

Earnings expanding 40.2% YoY

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

WPC4 concerns · Avg: 3.3/10
P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Debt/EquityHealth
1.063/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : WPC

The strongest argument for WPC centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 29.7% and operating margin at 54.8%. PEG of 1.47 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 : WPC

The primary concerns for WPC are P/E Ratio, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

WPC carries more volatility with a beta of 0.78 — expect wider price swings.

OHI is growing revenue faster at 14.3% — sustainability is the question.

WPC generates stronger free cash flow (250M), providing more financial flexibility.

Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WPC scores higher overall (69/100 vs 67/100), backed by strong 29.7% margins. OHI offers better value entry with a 38.5% margin of safety. Both earn "Strong Buy" and "Strong 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.

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W P Carey Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.

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