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Omega Healthcare Investors, Inc. (OHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6819361006
CUSIP681936100
SectorReal Estate
IndustryREIT—Healthcare Facilities

Highlights

Market Cap$7.67B
EPS$1.00
PE Ratio30.42
PEG Ratio1.13
Revenue (TTM)$949.74M
Gross Profit (TTM)$794.08M
EBITDA (TTM)$799.20M
Year Range$23.77 - $33.29
Target Price$32.79
Short %7.39%
Short Ratio8.45

Share Price Chart


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Omega Healthcare Investors, Inc.

Popular comparisons: OHI vs. MPW, OHI vs. NHI, OHI vs. O, OHI vs. RHP, OHI vs. VOO, OHI vs. SCHD, OHI vs. SPY, OHI vs. MAIN, OHI vs. IVV, OHI vs. VIG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Omega Healthcare Investors, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
-5.00%
18.82%
OHI (Omega Healthcare Investors, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Omega Healthcare Investors, Inc. had a return of 0.99% year-to-date (YTD) and 22.62% in the last 12 months. Over the past 10 years, Omega Healthcare Investors, Inc. had an annualized return of 6.37%, while the S&P 500 had an annualized return of 10.42%, indicating that Omega Healthcare Investors, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.99%5.05%
1 month-2.32%-4.27%
6 months-5.00%18.82%
1 year22.62%21.22%
5 years (annualized)4.88%11.38%
10 years (annualized)6.37%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.41%9.80%1.77%
20234.21%1.89%-4.08%-3.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of OHI is 80, placing it in the top 20% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of OHI is 8080
Omega Healthcare Investors, Inc.(OHI)
The Sharpe Ratio Rank of OHI is 8181Sharpe Ratio Rank
The Sortino Ratio Rank of OHI is 7878Sortino Ratio Rank
The Omega Ratio Rank of OHI is 7676Omega Ratio Rank
The Calmar Ratio Rank of OHI is 8282Calmar Ratio Rank
The Martin Ratio Rank of OHI is 8080Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


OHI
Sharpe ratio
The chart of Sharpe ratio for OHI, currently valued at 1.04, compared to the broader market-2.00-1.000.001.002.003.001.04
Sortino ratio
The chart of Sortino ratio for OHI, currently valued at 1.70, compared to the broader market-4.00-2.000.002.004.001.70
Omega ratio
The chart of Omega ratio for OHI, currently valued at 1.21, compared to the broader market0.501.001.501.21
Calmar ratio
The chart of Calmar ratio for OHI, currently valued at 0.95, compared to the broader market0.001.002.003.004.005.000.95
Martin ratio
The chart of Martin ratio for OHI, currently valued at 3.92, compared to the broader market0.0010.0020.0030.003.92
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Omega Healthcare Investors, Inc. Sharpe ratio is 1.04. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.04
1.81
OHI (Omega Healthcare Investors, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Omega Healthcare Investors, Inc. granted a 8.86% dividend yield in the last twelve months. The annual payout for that period amounted to $2.68 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.68$2.68$2.68$2.68$2.68$2.65$2.64$2.54$2.36$2.18$2.02$1.86

Dividend yield

8.86%8.74%9.59%9.06%7.38%6.26%7.51%9.22%7.55%6.23%5.17%6.24%

Monthly Dividends

The table displays the monthly dividend distributions for Omega Healthcare Investors, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.67$0.00
2023$0.00$0.67$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00
2022$0.00$0.67$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00
2021$0.00$0.67$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.00$0.67$0.00
2020$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00
2019$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.67$0.00$0.00
2018$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00
2017$0.62$0.00$0.00$0.63$0.00$0.00$0.64$0.00$0.00$0.65$0.00$0.00
2016$0.57$0.00$0.00$0.58$0.00$0.00$0.60$0.00$0.00$0.61$0.00$0.00
2015$0.53$0.00$0.36$0.18$0.00$0.00$0.55$0.00$0.00$0.56$0.00$0.00
2014$0.49$0.00$0.00$0.50$0.00$0.00$0.51$0.00$0.00$0.52$0.00$0.00
2013$0.45$0.00$0.00$0.46$0.00$0.00$0.47$0.00$0.00$0.48$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%8.9%
Omega Healthcare Investors, Inc. has a dividend yield of 8.86%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%2.7%
Omega Healthcare Investors, Inc. has a payout ratio of 2.71%, which is below the market average. This means Omega Healthcare Investors, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-8.42%
-4.64%
OHI (Omega Healthcare Investors, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Omega Healthcare Investors, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Omega Healthcare Investors, Inc. was 94.61%, occurring on May 7, 2001. Recovery took 2073 trading sessions.

The current Omega Healthcare Investors, Inc. drawdown is 8.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.61%Apr 15, 1998773May 7, 20012073Aug 5, 20092846
-66.92%Feb 25, 202017Mar 18, 2020879Sep 14, 2023896
-39.26%Apr 29, 201170Aug 8, 2011225Jun 28, 2012295
-34.49%Jan 30, 2015260Feb 10, 2016688Nov 1, 2018948
-25.8%May 22, 201374Sep 5, 2013168May 7, 2014242

Volatility

Volatility Chart

The current Omega Healthcare Investors, Inc. volatility is 5.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
5.81%
3.30%
OHI (Omega Healthcare Investors, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Omega Healthcare Investors, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items