AAT vs. NHI
Compare and contrast key facts about American Assets Trust, Inc. (AAT) and National Health Investors, Inc. (NHI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAT or NHI.
Correlation
The correlation between AAT and NHI is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAT vs. NHI - Performance Comparison
Key characteristics
AAT:
-0.28
NHI:
1.04
AAT:
-0.13
NHI:
1.66
AAT:
0.98
NHI:
1.20
AAT:
-0.11
NHI:
1.15
AAT:
-0.42
NHI:
2.44
AAT:
15.07%
NHI:
9.87%
AAT:
27.92%
NHI:
20.71%
AAT:
-61.85%
NHI:
-83.30%
AAT:
-49.73%
NHI:
-7.63%
Fundamentals
AAT:
$1.47B
NHI:
$3.54B
AAT:
$1.32
NHI:
$3.13
AAT:
14.42
NHI:
24.24
AAT:
21.85
NHI:
1.99
AAT:
3.26
NHI:
10.58
AAT:
0.97
NHI:
2.59
AAT:
$455.77M
NHI:
$323.26M
AAT:
$256.81M
NHI:
$286.18M
AAT:
$251.87M
NHI:
$208.23M
Returns By Period
In the year-to-date period, AAT achieves a -25.47% return, which is significantly lower than NHI's 10.82% return. Over the past 10 years, AAT has underperformed NHI with an annualized return of -3.62%, while NHI has yielded a comparatively higher 7.49% annualized return.
AAT
-25.47%
11.45%
-29.17%
-7.75%
-2.70%
-3.62%
NHI
10.82%
10.37%
-2.30%
21.44%
14.46%
7.49%
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Risk-Adjusted Performance
AAT vs. NHI — Risk-Adjusted Performance Rank
AAT
NHI
AAT vs. NHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and National Health Investors, Inc. (NHI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAT vs. NHI - Dividend Comparison
AAT's dividend yield for the trailing twelve months is around 6.98%, more than NHI's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 6.98% | 5.10% | 5.86% | 4.83% | 3.09% | 3.46% | 2.48% | 2.71% | 2.75% | 2.34% | 2.47% | 2.24% |
NHI National Health Investors, Inc. | 4.74% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% | 4.40% |
Drawdowns
AAT vs. NHI - Drawdown Comparison
The maximum AAT drawdown since its inception was -61.85%, smaller than the maximum NHI drawdown of -83.30%. Use the drawdown chart below to compare losses from any high point for AAT and NHI. For additional features, visit the drawdowns tool.
Volatility
AAT vs. NHI - Volatility Comparison
American Assets Trust, Inc. (AAT) has a higher volatility of 9.69% compared to National Health Investors, Inc. (NHI) at 5.82%. This indicates that AAT's price experiences larger fluctuations and is considered to be riskier than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AAT vs. NHI - Financials Comparison
This section allows you to compare key financial metrics between American Assets Trust, Inc. and National Health Investors, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAT vs. NHI - Profitability Comparison
AAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported a gross profit of 67.30M and revenue of 108.61M. Therefore, the gross margin over that period was 62.0%.
NHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, National Health Investors, Inc. reported a gross profit of 68.87M and revenue of 68.87M. Therefore, the gross margin over that period was 100.0%.
AAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported an operating income of 71.97M and revenue of 108.61M, resulting in an operating margin of 66.3%.
NHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, National Health Investors, Inc. reported an operating income of 58.01M and revenue of 68.87M, resulting in an operating margin of 84.2%.
AAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Assets Trust, Inc. reported a net income of 42.54M and revenue of 108.61M, resulting in a net margin of 39.2%.
NHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, National Health Investors, Inc. reported a net income of 34.11M and revenue of 68.87M, resulting in a net margin of 49.5%.