APEI vs. OHI

Last updated Jun 3, 2026

APEI (American Public Education, Inc.) and OHI (Omega Healthcare Investors, Inc.) are both stocks. APEI operates in Education & Training Services (Consumer Defensive), while OHI operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, APEI returned 6.44%/yr vs 11.76%/yr for OHI. At a 0.18 correlation, their price movements are largely independent.

Performance

APEI vs. OHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Public Education, Inc. (APEI) and Omega Healthcare Investors, Inc. (OHI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, APEI achieves a 38.31% return, which is significantly higher than OHI's 4.06% return. Over the past 10 years, APEI has underperformed OHI with an annualized return of 6.44%, while OHI has yielded a comparatively higher 11.76% annualized return.

APEI

• 1D: 1.89%
• 1M: -10.20%
• YTD: 38.31%
• 6M: 47.93%
• 1Y: 78.80%
• 3Y*: 118.96%
• 5Y*: 12.77%
• 10Y*: 6.44%

OHI

• 1D: -1.26%
• 1M: -3.24%
• YTD: 4.06%
• 6M: 0.26%
• 1Y: 28.68%
• 3Y*: 22.92%
• 5Y*: 12.22%
• 10Y*: 11.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

APEI vs. OHI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APEI American Public Education, Inc.	38.31%	75.24%	123.52%	-21.48%	-44.76%	-27.00%	11.28%	-3.76%	13.61%	2.04%
OHI Omega Healthcare Investors, Inc.	4.06%	25.52%	33.57%	19.93%	3.50%	-12.06%	-6.81%	29.01%	40.06%	-4.70%

Correlation

The correlation between APEI and OHI is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (10Y) Calculated over the trailing 10-year period	0.12
Correlation (All Time) Calculated using the full available price history since Nov 12, 2007	0.18

The correlation between APEI and OHI shifts across timeframes, from 0.05 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS APEI : $2.18 OHI : $2.79
PE Ratio APEI : 24.02 OHI : 16.03
PEG Ratio APEI : 0.52 OHI : 1.50
PS Ratio APEI : 1.47 OHI : 8.36
Total Revenue (TTM) APEI : $659.05M OHI : $1.24B
Gross Profit (TTM) APEI : $258.11M OHI : $739.29M
EBITDA (TTM) APEI : $70.64M OHI : $1.21B

Return for Risk

APEI vs. OHI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APEI

APEI Risk / Return Rank: 85
APEI Sharpe Ratio Rank: 86
APEI Sortino Ratio Rank: 84
APEI Omega Ratio Rank: 82
APEI Calmar Ratio Rank: 85
APEI Martin Ratio Rank: 88

OHI

OHI Risk / Return Rank: 80
OHI Sharpe Ratio Rank: 81
OHI Sortino Ratio Rank: 78
OHI Omega Ratio Rank: 76
OHI Calmar Ratio Rank: 82
OHI Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APEI vs. OHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Public Education, Inc. (APEI) and Omega Healthcare Investors, Inc. (OHI). 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.

	APEI	OHI	Difference
Sharpe ratio Return per unit of total volatility	1.86	1.50	+0.36
Sortino ratio Return per unit of downside risk	2.65	2.24	+0.41
Omega ratio Gain probability vs. loss probability	1.33	1.27	+0.06
Calmar ratio Return relative to maximum drawdown	3.48	3.05	+0.42
Martin ratio Return relative to average drawdown	10.74	7.80	+2.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APEI vs. OHI - Sharpe Ratio Comparison

The current APEI Sharpe Ratio is 1.86, which is comparable to the OHI Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of APEI and OHI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	APEI	OHI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.86	1.50	+0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.51	-0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.11	0.34	-0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.26	-0.22

Drawdowns

APEI vs. OHI - Drawdown Comparison

The maximum APEI drawdown since its inception was -92.17%, roughly equal to the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for APEI and OHI.

Drawdown Indicators

	APEI	OHI	Difference
Max Drawdown Largest peak-to-trough decline	-92.17%	-94.85%	+2.68%
Max Drawdown (1Y) Largest decline over 1 year	-22.30%	-9.46%	-12.84%
Max Drawdown (3Y) Largest decline over 3 years	-40.52%	-15.47%	-25.05%
Max Drawdown (5Y) Largest decline over 5 years	-87.00%	-27.26%	-59.74%
Max Drawdown (10Y) Largest decline over 10 years	-91.44%	-66.92%	-24.52%
Current Drawdown Current decline from peak	-14.10%	-8.53%	-5.57%
Average Drawdown Average peak-to-trough decline	-40.52%	-24.06%	-16.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.22%	3.70%	+3.52%

Volatility

APEI vs. OHI - Volatility Comparison

American Public Education, Inc. (APEI) has a higher volatility of 11.48% compared to Omega Healthcare Investors, Inc. (OHI) at 5.84%. This indicates that APEI's price experiences larger fluctuations and is considered to be riskier than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APEI	OHI	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.48%	5.84%	+5.64%
Volatility (6M) Calculated over the trailing 6-month period	30.18%	14.34%	+15.84%
Volatility (1Y) Calculated over the trailing 1-year period	42.53%	19.22%	+23.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	64.25%	24.20%	+40.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	58.98%	34.24%	+24.74%

Dividends

APEI vs. OHI - Dividend Comparison

APEI has not paid dividends to shareholders, while OHI's dividend yield for the trailing twelve months is around 5.98%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APEI American Public Education, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OHI Omega Healthcare Investors, Inc.	5.98%	6.04%	7.08%	8.74%	9.59%	9.06%	7.38%	6.26%	7.51%	9.22%	7.55%	6.23%

Financials

APEI vs. OHI - Profitability Comparison

The chart below illustrates the profitability comparison between American Public Education, Inc. and Omega Healthcare Investors, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

APEI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Public Education, Inc. reported a gross profit of 0.00 and revenue of 174.74M. Therefore, the gross margin over that period was 0.0%.

OHI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported a gross profit of 0.00 and revenue of 322.96M. Therefore, the gross margin over that period was 0.0%.

APEI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Public Education, Inc. reported an operating income of 0.00 and revenue of 174.74M, resulting in an operating margin of 0.0%.

OHI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported an operating income of 0.00 and revenue of 322.96M, resulting in an operating margin of 0.0%.

APEI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Public Education, Inc. reported a net income of 17.73M and revenue of 174.74M, resulting in a net margin of 10.2%.

OHI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Omega Healthcare Investors, Inc. reported a net income of 165.02M and revenue of 322.96M, resulting in a net margin of 51.1%.

Frequently Asked Questions

Can I hold both APEI and OHI in my portfolio?

APEI and OHI have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, APEI or OHI?

APEI has higher volatility (11.48%) compared to OHI (5.84%). In terms of maximum drawdown, APEI dropped -92.17% vs OHI's -94.85%.

Which has better risk-adjusted returns?

APEI currently has the higher Sharpe Ratio (1.86 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.