NEN vs NHI vs OHI vs AIV

For growth investors, Omega Healthcare Investors, Inc.

(OHI) is the stronger pick with 14. 0% revenue growth year-over-year, versus -100. 0% for Apartment Investment and Management Company (AIV). Apartment Investment and Management Company (AIV) offers the better valuation at 1. 1x trailing P/E, making it the more compelling value choice. Analysts rate National Health Investors, Inc. (NHI) a "Hold" — based on 18 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, Apartment Investment and Management Company (AIV) is the cheapest at 1.

1x versus New England Realty Associates Limited Partnership at 34. 7x. On forward P/E, National Health Investors, Inc. is actually cheaper at 21. 6x — notably different from the trailing picture, reflecting expected earnings growth.

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

(OHI) delivered a total return of +66. 3%, compared to +26. 2% for New England Realty Associates Limited Partnership (NEN). Over 10 years, the gap is even starker: OHI returned +114. 3% versus NEN's +49. 2%. 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 Apartment Investment and Management Company's 0. 69β — meaning AIV is approximately -636% 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 78% for Omega Healthcare Investors, Inc. — 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 Apartment Investment and Management Company (AIV). On earnings-per-share growth, the picture is similar: Apartment Investment and Management Company grew EPS 623. 0% year-over-year, compared to -61. 4% for New England Realty Associates Limited Partnership. Over a 3-year CAGR, OHI leads at 10. 9% 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.

Apartment Investment and Management Company (AIV) is the more profitable company, earning 287.

7% net margin versus 6. 8% for New England Realty Associates Limited Partnership — meaning it keeps 287. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AIV leads at 66. 3% versus 24. 4% for NEN. At the gross margin level — before operating expenses — AIV leads at 55. 2%, 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.

On forward earnings alone, National Health Investors, Inc.

(NHI) trades at 21. 6x forward P/E versus 23. 4x for Omega Healthcare Investors, Inc. — 1. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AIV: 135. 3% to $10. 00.

All stocks in this comparison pay dividends.

Apartment Investment and Management Company (AIV) offers the highest yield at 69. 3%, versus 4. 9% for National Health Investors, Inc. (NHI).

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, +114. 3% 10Y return). Both have compounded well over 10 years (OHI: +114. 3%, AIV: +86. 9%), 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.

In terms of investment character: NEN is a small-cap income-oriented stock; NHI is a small-cap income-oriented stock; OHI is a mid-cap income-oriented stock; AIV is a small-cap deep-value stock. 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.