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Upturn AI SWOT - About
OHI 
Omega Healthcare Investors Inc (OHI)
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Upturn Advisory Summary
04/01/2025: OHI (3-star) is a STRONG-BUY. BUY since 10 days. Profits (0.61%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 11.42% | Avg. Invested days 41 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.02B USD | Price to earnings Ratio 24.57 | 1Y Target Price 40.87 |
Price to earnings Ratio 24.57 | 1Y Target Price 40.87 | ||
Volume (30-day avg) 2316291 | Beta 0.99 | 52 Weeks Range 27.55 - 42.92 | Updated Date 03/31/2025 |
52 Weeks Range 27.55 - 42.92 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 7.04% | Basic EPS (TTM) 1.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 38.65% | Operating Margin (TTM) 62.8% |
Management Effectiveness
Return on Assets (TTM) 4.34% | Return on Equity (TTM) 9.84% |
Valuation
Trailing PE 24.57 | Forward PE 10.13 | Enterprise Value 15052871960 | Price to Sales(TTM) 10.48 |
Enterprise Value 15052871960 | Price to Sales(TTM) 10.48 | ||
Enterprise Value to Revenue 14.32 | Enterprise Value to EBITDA 15.89 | Shares Outstanding 281836992 | Shares Floating 280887209 |
Shares Outstanding 281836992 | Shares Floating 280887209 | ||
Percent Insiders 0.21 | Percent Institutions 77.29 |
Analyst Ratings
Rating 3.65 | Target Price 42.4 | Buy 3 | Strong Buy 4 |
Buy 3 | Strong Buy 4 | ||
Hold 10 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Omega Healthcare Investors Inc
Company Overview
History and Background
Omega Healthcare Investors, Inc. (OHI) was founded in 1992 and is a real estate investment trust (REIT) focused on investing in and providing financing to the long-term healthcare industry, primarily skilled nursing and assisted living facilities. Over time, it has grown through acquisitions and strategic partnerships to become a major player in its sector.
Core Business Areas
- Skilled Nursing Facilities (SNFs): Investments in real estate and mortgages related to SNFs, which provide 24-hour medical care and rehabilitation services.
- Assisted Living Facilities (ALFs): Investments in real estate and mortgages related to ALFs, which offer housing, personal care services, and health-related assistance to residents.
- Mortgage Investments: Provide mortgage financing to operators within the senior housing space.
Leadership and Structure
Omega Healthcare Investors is led by a board of directors and an executive management team. Taylor Pickett serves as the Chief Executive Officer.
Top Products and Market Share
Key Offerings
- Real Estate Investments in SNFs: Omega owns the real estate and leases it out to operators. Market share data is complex due to the fragmented nature of the SNF industry, but Omega is a leading REIT within this niche. Competitors include Welltower, Ventas, and Healthpeak Properties. Revenue from this product is the most significant contributor to total revenue.
- Real Estate Investments in ALFs: Omega owns the real estate and leases it out to operators. Market share data is complex due to the fragmented nature of the ALF industry, but Omega is a leading REIT within this niche. Competitors include Welltower, Ventas, and Healthpeak Properties. Revenue from this product contributes a portion of total revenue.
Market Dynamics
Industry Overview
The long-term healthcare industry is experiencing demographic tailwinds due to an aging population. However, it faces challenges like regulatory changes, reimbursement pressures, and labor shortages.
Positioning
Omega Healthcare Investors is a leading REIT specializing in SNFs and ALFs. Its competitive advantage lies in its scale, established relationships with operators, and focus on a specific niche within healthcare real estate.
Total Addressable Market (TAM)
The estimated total market value of the senior care market (including SNFs and ALFs) is several hundred billion dollars. Omega Healthcare Investors is well-positioned to capitalize on this TAM through its focused investment strategy and expertise.
Upturn SWOT Analysis
Strengths
- Specialized focus on the long-term healthcare industry
- Large and diversified portfolio of properties
- Established relationships with operators
- Experienced management team
- High dividend yield
Weaknesses
- Concentration of investments in SNFs and ALFs
- Exposure to operator financial distress
- Sensitivity to government reimbursement policies
- High leverage relative to other REITs
- Tenant concentration risk
Opportunities
- Aging population driving demand for long-term care
- Potential for acquisitions and portfolio expansion
- Increasing demand for specialized care services
- Opportunity to improve operator performance through partnerships
- Government incentives for senior care
Threats
- Changes in government reimbursement policies
- Increased competition in the healthcare real estate market
- Rising interest rates
- Economic downturns affecting operator financial stability
- Labor shortages in the healthcare industry
Competitors and Market Share
Key Competitors
- WELL
- VTR
- HCP
Competitive Landscape
Omega Healthcare Investors benefits from its specialized focus, but faces competition from larger, more diversified healthcare REITs. Omega's success depends on its ability to manage operator relationships and navigate regulatory challenges effectively.
Major Acquisitions
AVIV REIT
- Year: 2015
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Expanded Omega's portfolio of skilled nursing facilities and enhanced its geographic diversification.
Growth Trajectory and Initiatives
Historical Growth: Omega Healthcare Investors has grown primarily through acquisitions and organic growth within its existing portfolio.
Future Projections: Future growth is expected to be driven by acquisitions, rent escalations, and increasing occupancy rates. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent strategic initiatives include portfolio optimization through property sales and re-leasing, as well as investments in new technologies and partnerships with operators.
Summary
Omega Healthcare Investors is a stable REIT with a solid dividend yield, benefiting from the demographic tailwind of an aging population. However, it is vulnerable to changes in government reimbursement policies and tenant financial distress. OHI needs to ensure diversification of tenants and to mitigate risk, explore strategic acquisitions and partnerships. The financial health of their tenants is a key factor for OHI.
Similar Companies
HCP
Hashicorp Inc
HCP
Hashicorp Inc
NHI
National Health Investors Inc
NHI
National Health Investors Inc
VTR
Ventas Inc
VTR
Ventas Inc
WELL
Welltower Inc
WELL
Welltower Inc
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Investor Presentations
- Analyst Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company fundamentals can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Omega Healthcare Investors Inc
Exchange NYSE | Headquaters Hunt Valley, MD, United States | ||
IPO Launch date 1992-08-07 | CEO & Director Mr. C. Taylor Pickett CPA | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 60 | Website https://www.omegahealthcare.com |
Full time employees 60 | Website https://www.omegahealthcare.com | ||
Omega Healthcare Investors, Inc. is a Real Estate Investment Trust ("REIT") providing financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities located in the United States and the United Kingdom. As of December 31, 2024, Omega has a portfolio of investments that includes 1,000 operating facilities located in 42 states and the UK (241 facilities) and operated by 86 different operators. As a source of capital to the healthcare industry, Omega continually evaluates the opportunities, trends and challenges affecting the industry. Our goal is to identify long-term investments in quality healthcare properties with outstanding operators that provide the most favorable risk/reward ratio to our investors.
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