American Healthcare Reit vs Omega Healthcare Investors
American Healthcare Reit is the larger business, with $2.26bn of revenue in fiscal 2025 against $1.19bn for Omega Healthcare Investors (1.9 times as much). Omega Healthcare Investors grew faster (13.2% against 9.1%). Omega Healthcare Investors kept more of each dollar of sales as profit: a net margin of 49.6% against 3.1%. American Healthcare Reit carries less debt relative to equity (29.7% against 82.1%).
| Latest fiscal year | American Healthcare ReitAHR, 2025 | Omega Healthcare InvestorsOHI, 2025 |
|---|---|---|
| Revenue | $2.26bn | $1.19bn |
| Revenue growth | 9.1% | 13.2% |
| Net income | $69.8m | $590m |
| Operating margin | 18.4% | — |
| Net margin | 3.1% | 49.6% |
| Return on equity | 2.5% | 12.1% |
| Free cash flow | $294m | $798m |
| Cash | $115m | $27.0m |
| Total debt | $986m | $4.26bn |
| Debt to equity | 29.7% | 82.1% |
| Dividend per share | $1.00 | $2.68 |
| Dividend yield | 1.7% | 5.7% |
| Share buybacks | $0 | — |
| Employees | 121 | 69 |
| Market value | $10.68bn | $14.19bn |
| Price vs our value range | — | — |
| Moat score | 27 (Weak) | 60 (Moderate) |
| Insider trades, 12 months | 0 buys, 10 sales | 2 buys, 0 sales |