ELME vs NHI vs STAG vs OHI vs O

For growth investors, Omega Healthcare Investors, Inc.

(OHI) is the stronger pick with 14. 0% revenue growth year-over-year, versus -100. 0% for Elme Communities (ELME). Omega Healthcare Investors, Inc. (OHI) offers the better valuation at 23. 8x trailing P/E (23. 4x forward), making it the more compelling value choice. Analysts rate STAG Industrial, Inc. (STAG) a "Buy" — based on 21 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Omega Healthcare Investors, Inc.

(OHI) is the cheapest at 23. 8x versus Realty Income Corporation at 52. 8x. On forward P/E, National Health Investors, Inc. is actually cheaper at 22. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Omega Healthcare Investors, Inc. wins at 1. 00x versus Realty Income Corporation's 71. 28x — a reasonable growth-adjusted valuation.

Over the past 5 years, Omega Healthcare Investors, Inc.

(OHI) delivered a total return of +63. 1%, compared to -15. 3% for Elme Communities (ELME). Over 10 years, the gap is even starker: STAG returned +147. 9% versus ELME's -11. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Omega Healthcare Investors, Inc.

(OHI) is the lower-risk stock at -0. 13β versus STAG Industrial, Inc. 's 0. 55β — meaning STAG is approximately -526% more volatile than OHI relative to the S&P 500. On balance sheet safety, National Health Investors, Inc. (NHI) carries a lower debt/equity ratio of 76% versus 2% for Elme Communities — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Omega Healthcare Investors, Inc.

(OHI) is pulling ahead at 14. 0% versus -100. 0% for Elme Communities (ELME). On earnings-per-share growth, the picture is similar: STAG Industrial, Inc. grew EPS 40. 4% year-over-year, compared to -1066. 7% for Elme Communities. Over a 3-year CAGR, O leads at 19. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Omega Healthcare Investors, Inc.

(OHI) is the more profitable company, earning 49. 3% net margin versus 0. 0% for Elme Communities — meaning it keeps 49. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OHI leads at 62. 6% versus 0. 0% for ELME. At the gross margin level — before operating expenses — O leads at 89. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Omega Healthcare Investors, Inc. (OHI) is the more undervalued stock at a PEG of 1. 00x versus Realty Income Corporation's 71. 28x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, National Health Investors, Inc. (NHI) trades at 22. 2x forward P/E versus 38. 1x for STAG Industrial, Inc. — 15. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ELME: 796. 2% to $19. 00.

All stocks in this comparison pay dividends.

Elme Communities (ELME) offers the highest yield at 34. 1%, versus 3. 9% for STAG Industrial, Inc. (STAG).

For long-horizon retirement investors, Omega Healthcare Investors, Inc.

(OHI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 13), 5. 4% yield, +110. 0% 10Y return). Both have compounded well over 10 years (OHI: +110. 0%, ELME: -11. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.