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Omega Healthcare Investors vs Sabra Health Care Reit

Omega Healthcare Investors is the larger business, with $1.19bn of revenue in fiscal 2025 against $775m for Sabra Health Care Reit (1.5 times as much). Omega Healthcare Investors grew faster (13.2% against 10.2%). Omega Healthcare Investors kept more of each dollar of sales as profit: a net margin of 49.6% against 20.1%. Omega Healthcare Investors carries less debt relative to equity (82.1% against 90.4%).

Latest fiscal yearOmega Healthcare InvestorsOHI, 2025Sabra Health Care ReitSBRA, 2025
Revenue $1.19bn $775m
Revenue growth 13.2% 10.2%
Net income $590m $156m
Operating margin — —
Net margin 49.6% 20.1%
Return on equity 12.1% 5.6%
Free cash flow $798m —
Cash $27.0m $71.5m
Total debt $4.26bn $2.55bn
Debt to equity 82.1% 90.4%
Dividend per share $2.68 $1.20
Dividend yield 5.7% 5.9%
Share buybacks — —
Employees 69 58
Market value $14.19bn $5.27bn
Price vs our value range — —
Moat score 60 (Moderate) 41 (Weak)
Insider trades, 12 months 2 buys, 0 sales 0 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.