OHI
Omega Healthcare Investors, Inc.
REIT - Healthcare Facilities
Market Cap$13.72B
5Y Perf.+47.9%
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Stock Comparison
OHI vs VTR
Revenue, margins, valuation, and 5-year total return — side by side.
VTR
Ventas, Inc.
REIT - Healthcare Facilities
Market Cap$41.18B
5Y Perf.+147.8%
OHI vs VTR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | OHI | VTR |
|---|---|---|
| Industry | REIT - Healthcare Facilities | REIT - Healthcare Facilities |
| Market Cap | $13.72B | $41.18B |
| Revenue (TTM) | $1.24B | $6.13B |
| Net Income (TTM) | $632M | $260M |
| Gross Margin | 85.5% | -4.3% |
| Operating Margin | 64.3% | 13.4% |
| Forward P/E | 23.4x | 118.1x |
| Total Debt | $4.26B | $13.22B |
| Cash & Equiv. | $27M | $741M |
OHI vs VTR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
OHI
VTR
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Omega Healthcare In… (OHI) | 100 | 147.9 | +47.9% |
| Ventas, Inc. (VTR) | 100 | 247.8 | +147.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OHI vs VTR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: OHI leads in 6 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Ventas, Inc. is the stronger pick specifically for growth and revenue expansion. As sector peers, any of these can serve as alternatives in the same allocation.
OHI
Omega Healthcare Investors, Inc.
The Real Estate Income Play
OHI carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 0 yrs, beta -0.13, yield 5.5%
- 115.0% 10Y total return vs VTR's 66.5%
- Lower volatility, beta -0.13, Low D/E 78.2%, current ratio 3.46x
Best for: income & stability and long-term compounding
VTR
Ventas, Inc.
The Real Estate Income Play
VTR is the clearest fit if your priority is growth exposure.
- Rev growth 18.5%, EPS growth 184.2%, 3Y rev CAGR 12.2%
- 18.5% FFO/revenue growth vs OHI's 14.0%
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | VTR | 18.5% FFO/revenue growth vs OHI's 14.0% |
| Value | OHI | Lower P/E (23.4x vs 118.1x) |
| Quality / Margins | OHI | 51.0% margin vs VTR's 4.2% |
| Stability / Safety | OHI | Lower D/E ratio (78.2% vs 105.0%) |
| Dividends | OHI | 5.5% yield, vs VTR's 2.1% |
| Momentum (1Y) | OHI | +35.8% vs VTR's +34.6% |
| Efficiency (ROA) | OHI | 6.1% ROA vs VTR's 1.0%, ROIC 6.0% vs 2.5% |
OHI vs VTR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2011
FY 2025
OHI vs VTR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLOHILAGGINGVTR
VTRVentas, Inc.
1leads
OHIOmega Healthcare Inve…
3leads
6 Total Categories
CATEGORYLEADERvs VTRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
OHI5/6
Valuation MetricsMultiples, price ratios, and targets
OHI5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
OHI8/8
Total Returns1Y, 3Y, 5Y total returns with dividends
VTR4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
OHI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
VTR is the larger business by revenue, generating $6.1B annually — 5.0x OHI's $1.2B. OHI is the more profitable business, keeping 51.0% of every revenue dollar as net income compared to VTR's 4.2%. On growth, VTR holds the edge at +22.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $6.1B |
| EBITDAEarnings before interest/tax | $1.1B | $2.3B |
| Net IncomeAfter-tax profit | $632M | $260M |
| Free Cash FlowCash after capex | $912M | $1.4B |
| Gross MarginGross profit ÷ Revenue | +85.5% | -4.3% |
| Operating MarginEBIT ÷ Revenue | +64.3% | +13.4% |
| Net MarginNet income ÷ Revenue | +51.0% | +4.2% |
| FCF MarginFCF ÷ Revenue | +73.6% | +22.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.7% | +22.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +42.4% | 0.0% |
OHI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
OHI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 23.7x trailing earnings, OHI trades at a 85% valuation discount to VTR's 160.4x P/E. On an enterprise value basis, OHI's 16.7x EV/EBITDA is more attractive than VTR's 24.3x.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| Market CapShares × price | $13.7B | $41.2B |
| Enterprise ValueMkt cap + debt − cash | $17.9B | $53.7B |
| Trailing P/EPrice ÷ TTM EPS | 23.75x | 160.41x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.37x | 118.12x |
| PEG RatioP/E ÷ EPS growth rate | 1.02x | — |
| EV / EBITDAEnterprise value multiple | 16.70x | 24.33x |
| Price / SalesMarket cap ÷ Revenue | 11.45x | 7.06x |
| Price / BookPrice ÷ Book value/share | 2.63x | 3.18x |
| Price / FCFMarket cap ÷ FCF | 15.62x | 31.28x |
OHI leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
OHI leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
OHI delivers a 11.9% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $2 for VTR. OHI carries lower financial leverage with a 0.78x debt-to-equity ratio, signaling a more conservative balance sheet compared to VTR's 1.05x.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +11.9% | +2.1% |
| ROA (TTM)Return on assets | +6.1% | +1.0% |
| ROICReturn on invested capital | +6.0% | +2.5% |
| ROCEReturn on capital employed | +7.9% | +3.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.78x | 1.05x |
| Net DebtTotal debt minus cash | $4.2B | $12.5B |
| Cash & Equiv.Liquid assets | $27M | $741M |
| Total DebtShort + long-term debt | $4.3B | $13.2B |
| Interest CoverageEBIT ÷ Interest expense | 3.83x | 1.40x |
OHI leads this category, winning 8 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
VTR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VTR five years ago would be worth $17,739 today (with dividends reinvested), compared to $16,374 for OHI. Over the past 12 months, OHI leads with a +35.8% total return vs VTR's +34.6%. The 3-year compound annual growth rate (CAGR) favors VTR at 24.8% vs OHI's 23.0% — a key indicator of consistent wealth creation.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +6.5% | +12.7% |
| 1-Year ReturnPast 12 months | +35.8% | +34.6% |
| 3-Year ReturnCumulative with dividends | +86.0% | +94.4% |
| 5-Year ReturnCumulative with dividends | +63.7% | +77.4% |
| 10-Year ReturnCumulative with dividends | +115.0% | +66.5% |
| CAGR (3Y)Annualised 3-year return | +23.0% | +24.8% |
VTR leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — OHI and VTR each lead in 1 of 2 comparable metrics.
Risk & Volatility
OHI is the less volatile stock with a -0.13 beta — it tends to amplify market swings less than VTR's 0.01 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VTR currently trades 97.9% from its 52-week high vs OHI's 93.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.13x | 0.01x |
| 52-Week HighHighest price in past year | $49.14 | $88.50 |
| 52-Week LowLowest price in past year | $35.09 | $61.76 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +97.9% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 57.0 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 3.4M |
Evenly matched — OHI and VTR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — OHI and VTR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates OHI as "Hold" and VTR as "Buy". Consensus price targets imply 6.7% upside for OHI (target: $49) vs 4.8% for VTR (target: $91). For income investors, OHI offers the higher dividend yield at 5.45% vs VTR's 2.15%.
| Metric | OHIOmega Healthcare … | VTRVentas, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $49.14 | $90.80 |
| # AnalystsCovering analysts | 28 | 32 |
| Dividend YieldAnnual dividend ÷ price | +5.5% | +2.1% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $2.51 | $1.86 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Evenly matched — OHI and VTR each lead in 1 of 2 comparable metrics.
Key Takeaway
OHI leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). VTR leads in 1 (Total Returns). 2 tied.
Best OverallOmega Healthcare Investors,… (OHI)Leads 3 of 6 categories
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OHI vs VTR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is OHI or VTR a better buy right now?
For growth investors, Ventas, Inc.
(VTR) is the stronger pick with 18. 5% revenue growth year-over-year, versus 14. 0% for Omega Healthcare Investors, Inc. (OHI). Omega Healthcare Investors, Inc. (OHI) offers the better valuation at 23. 7x trailing P/E (23. 4x forward), making it the more compelling value choice. Analysts rate Ventas, Inc. (VTR) a "Buy" — based on 32 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.
02Which has the better valuation — OHI or VTR?
On trailing P/E, Omega Healthcare Investors, Inc.
(OHI) is the cheapest at 23. 7x versus Ventas, Inc. at 160. 4x. On forward P/E, Omega Healthcare Investors, Inc. is actually cheaper at 23. 4x.
03Which is the better long-term investment — OHI or VTR?
Over the past 5 years, Ventas, Inc.
(VTR) delivered a total return of +77. 4%, compared to +63. 7% for Omega Healthcare Investors, Inc. (OHI). Over 10 years, the gap is even starker: OHI returned +115. 0% versus VTR's +66. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OHI or VTR?
By beta (market sensitivity over 5 years), Omega Healthcare Investors, Inc.
(OHI) is the lower-risk stock at -0. 13β versus Ventas, Inc. 's 0. 01β — meaning VTR is approximately -107% more volatile than OHI relative to the S&P 500. On balance sheet safety, Omega Healthcare Investors, Inc. (OHI) carries a lower debt/equity ratio of 78% versus 105% for Ventas, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — OHI or VTR?
By revenue growth (latest reported year), Ventas, Inc.
(VTR) is pulling ahead at 18. 5% versus 14. 0% for Omega Healthcare Investors, Inc. (OHI). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% year-over-year, compared to 25. 2% for Omega Healthcare Investors, Inc.. Over a 3-year CAGR, VTR leads at 12. 2% 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.
06Which has better profit margins — OHI or VTR?
Omega Healthcare Investors, Inc.
(OHI) is the more profitable company, earning 49. 3% net margin versus 4. 3% for Ventas, Inc. — 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 14. 2% for VTR. At the gross margin level — before operating expenses — OHI leads at 44. 5%, 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.
07Is OHI or VTR more undervalued right now?
On forward earnings alone, Omega Healthcare Investors, Inc.
(OHI) trades at 23. 4x forward P/E versus 118. 1x for Ventas, Inc. — 94. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OHI: 6. 7% to $49. 14.
08Which pays a better dividend — OHI or VTR?
All stocks in this comparison pay dividends.
Omega Healthcare Investors, Inc. (OHI) offers the highest yield at 5. 5%, versus 2. 1% for Ventas, Inc. (VTR).
09Is OHI or VTR better for a retirement portfolio?
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. 5% yield, +115. 0% 10Y return). Both have compounded well over 10 years (OHI: +115. 0%, VTR: +66. 5%), 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.
10What are the main differences between OHI and VTR?
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: OHI is a mid-cap income-oriented stock; VTR is a mid-cap high-growth 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.
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Revenue Growth>
%
(OHI: 16.7% · VTR: 22.0%)Net Margin>
%
(OHI: 51.0% · VTR: 4.2%)P/E Ratio<
x
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