Omega Healthcare Investors vs Sabra Health Care REIT
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The short version
- 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.
| 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 | — | — |
Revenue
FY16
OHI $901M
SBRA $261M
FY17
OHI $908M
SBRA $408M
FY18
OHI $882M
SBRA $623M
FY19
OHI $929M
SBRA $662M
FY20
OHI $892M
SBRA $599M
FY21
OHI $1.1B
SBRA $570M
FY22
OHI $878M
SBRA $625M
FY23
OHI $950M
SBRA $648M
FY24
OHI $1.1B
SBRA $703M
FY25
OHI $1.2B
SBRA $775M
OHI
SBRA
Operating margin
FY16
OHI 62.2%
SBRA —
FY17
OHI 34.7%
SBRA —
FY18
OHI 56.4%
SBRA —
FY19
OHI 59.4%
SBRA —
FY20
OHI —
SBRA —
FY21
OHI —
SBRA —
FY22
OHI —
SBRA —
FY23
OHI —
SBRA —
FY24
OHI —
SBRA —
FY25
OHI —
SBRA —
OHI
SBRA
Free cash flow
FY16
OHI $584M
SBRA —
FY17
OHI $540M
SBRA —
FY18
OHI $470M
SBRA —
FY19
OHI $501M
SBRA —
FY20
OHI $677M
SBRA —
FY21
OHI $677M
SBRA —
FY22
OHI $579M
SBRA —
FY23
OHI $580M
SBRA —
FY24
OHI $712M
SBRA —
FY25
OHI $798M
SBRA —
OHI
SBRA
Return on capital
FY16
OHI 6.9%
SBRA 5.8%
FY17
OHI 3.6%
SBRA 5.8%
FY18
OHI 5.9%
SBRA 6.8%
FY19
OHI 6.2%
SBRA 3.2%
FY20
OHI 4.1%
SBRA 4.4%
FY21
OHI 7.0%
SBRA 3.1%
FY22
OHI 7.3%
SBRA 2.1%
FY23
OHI 5.6%
SBRA 2.2%
FY24
OHI 7.3%
SBRA 4.7%
FY25
OHI 8.8%
SBRA 5.1%
OHI
SBRA
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.