American Healthcare REIT vs Omega Healthcare Investors
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KIRA’s take AI analyst
I put American Healthcare REIT and Omega Healthcare Investors side by side, using each one’s latest annual report. Here is what stands out:
- American Healthcare REIT is the larger business, with $2.3B of revenue in fiscal 2025 against $1.2B for Omega Healthcare Investors, about 1.9 times as much.
- Omega Healthcare Investors grew revenue faster (13.2%, against 9.2%).
- Investors pay more for each dollar of American Healthcare REIT’s earnings: a P/E of 78.8x against 16.5x for Omega Healthcare Investors.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
American Healthcare REIT
AHR
1/5
5-year growth
Omega Healthcare Investors
OHI
4/5
Revenue growthNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | AHR FY25 | OHI FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.4B | $14.6B |
| Revenue | $2.3B | $1.2B |
| Free cash flow | — | $798M |
| Net income | $69.8M | $590M |
| Growth | ||
| Revenue growth | 9.2% | 13.2% |
| 5-year growth | 16.2% | 5.9% |
| Share count change | 27.7% | 12.8% |
| Profitability | ||
| Gross margin | 20.6% | — |
| Operating margin | 18.4% | — |
| Net margin | 3.1% | 49.6% |
| FCF margin | — | 67.0% |
| Return on capital | — | 8.8% |
| Return on equity | 2.5% | 12.2% |
| Balance sheet | ||
| Net debt | — | $4.2B |
| Net debt / EBITDA | — | 3.6x |
| Dividends and buybacks | $164M | $780M |
| Valuation & quality | ||
| P/E | 78.8x | 16.5x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.