COMPARE · Data as of August 28, 2026
NHI vs OHI
Verdict: Side-by-side breakdown using the Bull Rankings model. NHI scored 74.0, OHI scored 72.0 — NHI leads.
Compare another set
Different reporting periods. OHI's fundamentals are as of June 2026, but NHI's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
NHI
National Health Investors, Inc.
72.8Fin
$72.03 · $3.5B
fundamentals as of
Strength gap
1.8
OHI leads
OHI
Omega Healthcare Investors, Inc.
74.6Fin
$46.03 · $14.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthOHI+13.2%
- Strongest balance sheetOHI0.71
Side by side · every name on one set of axes
Fundamentals, head-to-head
NHI
OHI
5.2%A-
Yield
5.8%A-
+12.1%B+
Rev
+13.2%B+
0.98B
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
NHINational Health Investors, Inc.
Why now
REIT - Healthcare Facilities · market cap $3.5b. Down 21% from 52-week high of $91.38 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $82.13 (implying +14% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Dividend payout 106% of earnings on a 5.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
OHIOmega Healthcare Investors, Inc.
Why now
REIT - Healthcare Facilities · market cap $14.7b. 12% 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 +13% 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 11.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.