Omega Healthcare Investors vs Sabra Health Care REIT
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KIRA’s take AI analyst
I put Omega Healthcare Investors and Sabra Health Care REIT side by side, using each one’s latest annual report. Here is what stands out:
- Omega Healthcare Investors is the larger business, with $1.2B of revenue in fiscal 2025 against $775M for Sabra Health Care REIT, about 1.5 times as much.
- Omega Healthcare Investors grew revenue faster (13.2%, against 10.2%).
- Omega Healthcare Investors earned a higher return on the capital invested in it (8.8%, against 5.1%).
- Investors pay more for each dollar of Sabra Health Care REIT’s earnings: a P/E of 75.2x against 16.5x for Omega Healthcare Investors.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Omega Healthcare Investors
OHI
6/7
Revenue growth5-year growthNet marginReturn on capitalReturn on equityNet debt / EBITDA
Sabra Health Care REIT
SBRA
1/7
Share count change
Side by side
Best in the row
| Latest fiscal year | OHI FY25 | SBRA FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.6B | $4.9B |
| Revenue | $1.2B | $775M |
| Free cash flow | $798M | — |
| Net income | $590M | $156M |
| Growth | ||
| Revenue growth | 13.2% | 10.2% |
| 5-year growth | 5.9% | 5.3% |
| Share count change | 12.8% | 3.6% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | — | — |
| Net margin | 49.6% | 20.1% |
| FCF margin | 67.0% | — |
| Return on capital | 8.8% | 5.1% |
| Return on equity | 12.2% | 5.6% |
| Balance sheet | ||
| Net debt | $4.2B | $2.5B |
| Net debt / EBITDA | 3.6x | 5.4x |
| Dividends and buybacks | $780M | $290M |
| Valuation & quality | ||
| P/E | 16.5x | 75.2x |
| 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.