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Omega Healthcare Investors, Inc. (OHI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Omega Healthcare Investors, Inc.

OHIMarket cap $14BPrice $44.8

Country🇺🇸United States

SectorReal Estate

IndustryHealthcare REITs

Owns and leases nursing homes and assisted living facilities across the US and UK, collecting rent from operators who run the actual care. Aging populations mean demand keeps climbing, making this one of the steadiest income plays in healthcare real estate.

In Bastion Portfolios?

52W Return+14%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%7

Revenue Forecast

Rev CAGR (1y)-8%1

Rev CAGR (3y)+1%2

Rev CAGR (5y)-1%1

Earnings Forecast

EPS Growth Y+1+20%8

EPS Growth Y+2-11%3

EPS Growth Y+3+6%6

Quality

Margins

EBIT Margin64%10

Net Income Margin68%10

Free Cash Flow Margin71%10

Debt

Net Debt/EBITDA3.52

Efficiency

ROE16%7

ROA9%8

Earnings Stability77

GEAR+AVERAGE57

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)233

P/E Ratio (Forward 3y)203

P/BV2.65

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd214

Yield

Free Cash Flow Yieldna–

Dividend Yield6.1%10

Momentum

Short term

1 month return-3%6

3 month return-9%4

YTD return+5%6

Mid term

Price vs 52wHigh87%7

1 year return+16%7

Long term

3 year return+67%6

5 year return+123%8

Risk Shield

Price Risk

Beta0.110

Volatility21%9

Free Cash Flow

Free Cash Flow Margin71%10

Free Cash Flow Yieldna–

Quality

ROCE9%5

Earnings Stability77

Net Debt/EBITDA3.52

02Growth

Is it actually growing, and how fast?

OHIOmega Healthcare Investors

Revenue FY25$1.2B

GROWTH RATING↗

VERY WEAK11 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y-8%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+20%8

EPS growth, FY27E-11%3

EPS growth, FY28E+6%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 1%/yr.

Earnings are set to grow faster than sales (EPS about 6%/yr vs revenue 1%/yr), so margins should widen. One year dips: EPS falls 11% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 89% of companies worldwide.

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to shrink 1%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-9%4

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+16%7

3-year return+67%6

5-year return+123%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +67% over three years and +123% over five, ahead of 60% of the market.

It's up 16% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-3%), over three months (-9%) and so far this year (+5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Omega Healthcare Investors, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

OHIOmega Healthcare Investors

Revenue FY25$1.2B

GROWTH RATING↗

VERY WEAK11 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y-8%1

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+20%8

EPS growth, FY27E-11%3

EPS growth, FY28E+6%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 1%/yr.

Earnings are set to grow faster than sales (EPS about 6%/yr vs revenue 1%/yr), so margins should widen. One year dips: EPS falls 11% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 89% of companies worldwide.

Revenue is set to grow 1%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to shrink 1%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-9%4

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+16%7

3-year return+67%6

5-year return+123%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +67% over three years and +123% over five, ahead of 60% of the market.

It's up 16% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level over the past month (-3%), over three months (-9%) and so far this year (+5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Omega Healthcare Investors, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community