Omega Healthcare Investors Inc (OHI)vsXenia Hotels & Resorts Inc (XHR)
OHI
Omega Healthcare Investors Inc
$50.40
-1.89%
REAL ESTATE · Cap: $15.66B
XHR
Xenia Hotels & Resorts Inc
$20.08
-7.97%
REAL ESTATE · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Omega Healthcare Investors Inc generates 13% more annual revenue ($1.23B vs $1.08B). OHI leads profitability with a 51.4% profit margin vs 6.2%. OHI trades at a lower P/E of 24.3x. OHI earns a higher WallStSmart Score of 67/100 (B-).
OHI
Strong Buy67
out of 100
Grade: B-
XHR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.4%
Fair Value
$73.78
Current Price
$50.40
$23.38 discount
Margin of Safety
-2.6%
Fair Value
$15.55
Current Price
$20.08
$4.53 premium
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
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
2.2% revenue growth
ROE of 5.9% — below average capital efficiency
6.2% margin — thin
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 : XHR
The strongest argument for XHR centers on Price/Book, EPS Growth.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Bear Case : XHR
The primary concerns for XHR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
OHI profiles as a mature stock while XHR is a value play — different risk/reward profiles.
XHR carries more volatility with a beta of 1.16 — 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 56/100), backed by strong 51.4% margins and 14.3% revenue growth. 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 →Xenia Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Xenia Hotels & Resorts, Inc. is a self-managed, self-managed REIT investing in upscale and luxury hotels and resorts in a unique position, with a focus on the top 25 US lodging markets, as well as destinations. key leisure in the United States. .
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