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DLR vs. OHI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DLR vs. OHI - Performance Comparison

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

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Returns By Period

In the year-to-date period, DLR achieves a 18.54% return, which is significantly higher than OHI's 1.72% return. Over the past 10 years, DLR has underperformed OHI with an annualized return of 9.65%, while OHI has yielded a comparatively higher 11.37% annualized return.


DLR

1D
-2.48%
1M
-6.74%
YTD
18.54%
6M
12.87%
1Y
6.01%
3Y*
24.45%
5Y*
6.09%
10Y*
9.65%

OHI

1D
-1.51%
1M
-7.18%
YTD
1.72%
6M
-1.29%
1Y
24.57%
3Y*
20.56%
5Y*
11.79%
10Y*
11.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DLR vs. OHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DLR
Digital Realty Trust, Inc.
18.54%-10.07%35.90%39.95%-41.00%30.66%20.37%16.52%-3.00%19.80%
OHI
Omega Healthcare Investors, Inc.
1.72%25.52%33.57%19.93%3.50%-12.06%-6.81%29.01%40.06%-4.70%

Correlation

The correlation between DLR and OHI is 0.08, 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

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2004

0.47

Over the past year, the correlation between DLR and OHI has dropped to 0.08 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.

Fundamentals

EPS

DLR:

$4.53

OHI:

$2.79

PE Ratio

DLR:

40.18

OHI:

15.67

PEG Ratio

DLR:

1.08

OHI:

1.47

PS Ratio

DLR:

9.37

OHI:

8.17

Total Revenue (TTM)

DLR:

$5.09B

OHI:

$1.24B

Gross Profit (TTM)

DLR:

$1.67B

OHI:

$739.29M

EBITDA (TTM)

DLR:

$3.18B

OHI:

$1.21B

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Return for Risk

DLR vs. OHI — Risk / Return Rank

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

DLR
DLR Risk / Return Rank: 4848
Overall Rank
DLR Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
DLR Sortino Ratio Rank: 4545
Sortino Ratio Rank
DLR Omega Ratio Rank: 4343
Omega Ratio Rank
DLR Calmar Ratio Rank: 5151
Calmar Ratio Rank
DLR Martin Ratio Rank: 5252
Martin Ratio Rank

OHI
OHI Risk / Return Rank: 7777
Overall Rank
OHI Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
OHI Sortino Ratio Rank: 7575
Sortino Ratio Rank
OHI Omega Ratio Rank: 7272
Omega Ratio Rank
OHI Calmar Ratio Rank: 7878
Calmar Ratio Rank
OHI Martin Ratio Rank: 8181
Martin Ratio Rank
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.

DLR vs. OHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Digital Realty Trust, Inc. (DLR) 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.


DLROHIDifference
Sharpe ratioReturn per unit of total volatility

-1.00

Sortino ratioReturn per unit of downside risk

-1.39

Omega ratioGain probability vs. loss probability

1.06

1.23

-0.17

Calmar ratioReturn relative to maximum drawdown

0.36

2.27

-1.91

Martin ratioReturn relative to average drawdown

0.90

6.35

-5.45

DLR vs. OHI - Sharpe Ratio Comparison

The current DLR Sharpe Ratio is 0.27, which is lower than the OHI Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of DLR 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.


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Sharpe Ratios by Period


DLROHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

1.27

-1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.49

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.33

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.26

+0.29

Drawdowns

DLR vs. OHI - Drawdown Comparison

The maximum DLR drawdown since its inception was -56.80%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for DLR and OHI.


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Drawdown Indicators


DLROHIDifference

Max Drawdown

Largest peak-to-trough decline

-56.80%

-94.85%

+38.05%

Max Drawdown (1Y)

Largest decline over 1 year

-16.83%

-10.86%

-5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-29.40%

-15.47%

-13.93%

Max Drawdown (5Y)

Largest decline over 5 years

-48.52%

-27.26%

-21.26%

Max Drawdown (10Y)

Largest decline over 10 years

-48.52%

-66.92%

+18.40%

Current Drawdown

Current decline from peak

-10.67%

-10.59%

-0.08%

Average Drawdown

Average peak-to-trough decline

-11.13%

-24.05%

+12.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.70%

3.90%

+2.80%

Volatility

DLR vs. OHI - Volatility Comparison

Digital Realty Trust, Inc. (DLR) has a higher volatility of 6.99% compared to Omega Healthcare Investors, Inc. (OHI) at 6.55%. This indicates that DLR'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.


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Volatility by Period


DLROHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.99%

6.55%

+0.44%

Volatility (6M)

Calculated over the trailing 6-month period

16.34%

14.62%

+1.72%

Volatility (1Y)

Calculated over the trailing 1-year period

22.64%

19.48%

+3.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.57%

24.20%

+4.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.19%

34.25%

-6.06%

Dividends

DLR vs. OHI - Dividend Comparison

DLR's dividend yield for the trailing twelve months is around 2.68%, less than OHI's 6.12% yield.


PositionTTM20252024202320222021202020192018201720162015
DLR
Digital Realty Trust, Inc.
2.68%3.15%2.75%3.63%4.87%2.62%3.21%3.61%3.79%3.27%3.58%4.50%
OHI
Omega Healthcare Investors, Inc.
6.12%6.04%7.08%8.74%9.59%9.06%7.38%6.26%7.51%9.22%7.55%6.23%

Financials

DLR vs. OHI - Financials Comparison

This section allows you to compare key financial metrics between Digital Realty Trust, Inc. and Omega Healthcare 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20222023202420252026
303.36M
322.96M
(DLR) Total Revenue
(OHI) Total Revenue
Values in USD except per share items

DLR vs. OHI - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
Portfolio components
DLR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Digital Realty Trust, Inc. reported a gross profit of 0.00 and revenue of 303.36M. 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%.

DLR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Digital Realty Trust, Inc. reported an operating income of 195.64M and revenue of 303.36M, resulting in an operating margin of 64.5%.

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%.

DLR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Digital Realty Trust, Inc. reported a net income of -12.46M and revenue of 303.36M, resulting in a net margin of -4.1%.

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


DLR and OHI have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DLR has higher volatility (6.99%) compared to OHI (6.55%). In terms of maximum drawdown, DLR dropped -56.80% vs OHI's -94.85%.

OHI currently has the higher Sharpe Ratio (1.27 vs 0.27), 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.

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