COMPARE · Data as of August 28, 2026
NHI vs SBRA
Verdict: Side-by-side breakdown using the Bull Rankings model. NHI scored 74.0, SBRA scored 71.0 — NHI leads.
Compare another set
Different reporting periods. SBRA'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
7.7
NHI leads
SBRA
Sabra Health Care REIT, Inc.
65.1Fin
$20.70 · $5.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNHI+12.1%
- Strongest balance sheetSBRA0.96
Side by side · every name on one set of axes
Fundamentals, head-to-head
NHI
SBRA
5.2%A-
Yield
5.8%A-
+12.1%B+
Rev
+10.2%B
0.98B
D/E
0.96B
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.
SBRASabra Health Care REIT, Inc.
Why now
REIT - Healthcare Facilities · market cap $5.3b. 9% off the 52-week high of $22.77. Revenue growing +10%, comfortably above the S&P median. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $22.57 (implying +9% 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
Dividend payout 462% of earnings on a 5.8% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 2% 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.
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.