Healthcare Realty Trust Incorporated (HR) vs Omega Healthcare Investors, Inc. (OHI)

Healthcare Realty Trust Incorporated and Omega Healthcare Investors, Inc. are both Reit Healthcare Facilities companies. Omega Healthcare Investors, Inc. is the larger, with a market value of $14.0B against $6.1B — 2.3× the size. Healthcare Realty Trust Incorporated has negative trailing earnings, so its P/E is not meaningful; Omega Healthcare Investors, Inc. trades at 16.4×. Omega Healthcare Investors, Inc. grew revenue faster over the last twelve months: 15.0% against −6.28%. Omega Healthcare Investors, Inc. has the higher net margin (68.5% vs −7.59%) and the higher return on invested capital (9.08% vs 1.87%). Both pay a dividend; Omega Healthcare Investors, Inc. yields more (8.96% vs 7.96%). Across the 22 metrics below, Omega Healthcare Investors, Inc. leads on 12 and Healthcare Realty Trust Incorporated on 10.

Valuation

Metric HR OHI Reit Healthcare Facilities median
P/E n/m 16.37 23.53
P/S 5.40 10.80 5.39
P/B 1.45 2.45 1.88
Price to free cash flow 4.37 16.64 17.82
EV/EBITDA 9.31 12.09 15.62
EV/Sales 5.44 10.66 8.52
Earnings yield (1.44%) 6.11% 2.66%
Free cash flow yield 22.87% 6.01% 3.37%

Profitability

Metric HR OHI Reit Healthcare Facilities median
Gross margin 62.09% 100.00% 92.10%
Operating margin 11.29% 61.94% 21.06%
Net margin (7.59%) 68.52% 10.19%
Free cash flow margin 123.42% 64.92% 7.91%
Return on equity (1.90%) 16.22% 4.06%
Return on assets (0.90%) 8.54% 2.10%
Return on invested capital 1.87% 9.08% 1.96%

Growth

Metric HR OHI Reit Healthcare Facilities median
Revenue growth (TTM) (6.28%) 15.02% 15.71%
EPS growth (last fiscal year) 60.77% 25.16% —
Revenue growth, 5-year CAGR 18.76% 5.93% 9.60%
Net income growth, 5-year CAGR 0.00% 29.99% 0.00%

Health

Metric HR OHI Reit Healthcare Facilities median
Debt to equity 0.02 0.00 0.84
Current ratio 0.00 6.03 3.05
Net debt to EBITDA 0.07 4.03 5.50

Dividend

Metric HR OHI Reit Healthcare Facilities median
Dividend yield 7.96% 8.96% 7.11%
Payout ratio 3.08 2.60 2.85

Size

Metric HR OHI Reit Healthcare Facilities median
Market cap 6.11b 14.04b 4.18b

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