COMPARE · Data as of August 21, 2026
AHR vs OHI
Verdict: Side-by-side breakdown using the Bull Rankings model. AHR scored 78.0, OHI scored 72.0 — AHR leads.
Compare another set
AHR
American Healthcare REIT, Inc.
43.3Fin
$55.93 · $12.2B
fundamentals as of
Strength gap
31.1
OHI leads
OHI
Omega Healthcare Investors, Inc.
74.4Fin
$46.61 · $14.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthOHI+13.2%
- Strongest balance sheetAHR0.42
Side by side · every name on one set of axes
Fundamentals, head-to-head
AHR
OHI
1.8%C+
Yield
5.8%A-
+9.1%B
Rev
+13.2%B+
0.42A
D/E
0.71B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
AHRAmerican Healthcare REIT, Inc.
Why now
REIT - Healthcare Facilities · market cap $12.2b. 5% off the 52-week high of $58.70. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $63.67 (implying +14% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Net margin 4.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
OHIOmega Healthcare Investors, Inc.
Why now
REIT - Healthcare Facilities · market cap $14.9b. 11% off the 52-week high of $52.39. Revenue growing +13%, comfortably above the S&P median. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $51.94 (implying +11% upside).
Moat
Net margin 68% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Dividend payout 95% of earnings on a 5.8% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. P/S 11.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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