Omega Healthcare Investors vs Ventas
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KIRA’s take AI analyst
I put Omega Healthcare Investors and Ventas side by side, using each one’s latest annual report. Here is what stands out:
- Ventas is the larger business, with $5.8B of revenue in fiscal 2025 against $1.2B for Omega Healthcare Investors, about 4.9 times as much.
- Ventas grew revenue faster (18.5%, against 13.2%).
- Omega Healthcare Investors earned a higher return on the capital invested in it (8.8%, against 3.4%).
- Investors pay more for each dollar of Ventas’s earnings: a P/E of 164.9x 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
4/7
Net marginReturn on capitalReturn on equityNet debt / EBITDA
Ventas
VTR
3/7
Revenue growth5-year growthShare count change
Side by side
Best in the row
| Latest fiscal year | OHI FY25 | VTR FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.6B | $43.5B |
| Revenue | $1.2B | $5.8B |
| Free cash flow | $798M | — |
| Net income | $590M | $262M |
| Growth | ||
| Revenue growth | 13.2% | 18.5% |
| 5-year growth | 5.9% | 9.0% |
| Share count change | 12.8% | 11.1% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | — | — |
| Net margin | 49.6% | 4.5% |
| FCF margin | 67.0% | — |
| Return on capital | 8.8% | 3.4% |
| Return on equity | 12.2% | 2.2% |
| Balance sheet | ||
| Net debt | $4.2B | $12.3B |
| Net debt / EBITDA | 3.6x | 5.6x |
| Dividends and buybacks | $780M | $860M |
| Valuation & quality | ||
| P/E | 16.5x | 164.9x |
| 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.