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NHI vs. OHI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NHI and OHI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

NHI vs. OHI - Performance Comparison

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

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Key characteristics

Sharpe Ratio

NHI:

0.89

OHI:

1.41

Sortino Ratio

NHI:

1.31

OHI:

1.92

Omega Ratio

NHI:

1.16

OHI:

1.24

Calmar Ratio

NHI:

0.88

OHI:

2.12

Martin Ratio

NHI:

1.84

OHI:

4.39

Ulcer Index

NHI:

9.96%

OHI:

6.54%

Daily Std Dev

NHI:

20.98%

OHI:

21.06%

Max Drawdown

NHI:

-83.30%

OHI:

-94.85%

Current Drawdown

NHI:

-8.48%

OHI:

-8.24%

Fundamentals

Market Cap

NHI:

$3.51B

OHI:

$11.02B

EPS

NHI:

$3.18

OHI:

$1.61

PE Ratio

NHI:

23.64

OHI:

23.00

PEG Ratio

NHI:

1.99

OHI:

1.13

PS Ratio

NHI:

10.21

OHI:

10.16

PB Ratio

NHI:

2.44

OHI:

2.22

Total Revenue (TTM)

NHI:

$342.97M

OHI:

$1.08B

Gross Profit (TTM)

NHI:

$331.65M

OHI:

$1.07B

EBITDA (TTM)

NHI:

$268.28M

OHI:

$989.65M

Returns By Period

In the year-to-date period, NHI achieves a 9.79% return, which is significantly higher than OHI's 1.43% return. Over the past 10 years, NHI has underperformed OHI with an annualized return of 7.14%, while OHI has yielded a comparatively higher 8.51% annualized return.


NHI

YTD

9.79%

1M

-0.79%

6M

-0.83%

1Y

18.75%

5Y*

13.31%

10Y*

7.14%

OHI

YTD

1.43%

1M

-2.22%

6M

-4.09%

1Y

29.68%

5Y*

13.78%

10Y*

8.51%

*Annualized

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Risk-Adjusted Performance

NHI vs. OHI — Risk-Adjusted Performance Rank

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

NHI
The Risk-Adjusted Performance Rank of NHI is 7575
Overall Rank
The Sharpe Ratio Rank of NHI is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of NHI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of NHI is 6969
Omega Ratio Rank
The Calmar Ratio Rank of NHI is 8181
Calmar Ratio Rank
The Martin Ratio Rank of NHI is 7171
Martin Ratio Rank

OHI
The Risk-Adjusted Performance Rank of OHI is 8787
Overall Rank
The Sharpe Ratio Rank of OHI is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of OHI is 8484
Sortino Ratio Rank
The Omega Ratio Rank of OHI is 8282
Omega Ratio Rank
The Calmar Ratio Rank of OHI is 9393
Calmar Ratio Rank
The Martin Ratio Rank of OHI is 8484
Martin 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.

NHI vs. OHI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) 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.


The current NHI Sharpe Ratio is 0.89, which is lower than the OHI Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of NHI and OHI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

NHI vs. OHI - Dividend Comparison

NHI's dividend yield for the trailing twelve months is around 4.79%, less than OHI's 7.24% yield.


TTM20242023202220212020201920182017201620152014
NHI
National Health Investors, Inc.
4.79%5.19%6.45%6.89%6.62%6.38%5.15%5.30%5.04%4.85%5.59%4.40%
OHI
Omega Healthcare Investors, Inc.
7.24%7.08%8.74%9.59%9.06%7.38%6.26%7.51%9.22%7.55%6.23%5.17%

Drawdowns

NHI vs. OHI - Drawdown Comparison

The maximum NHI drawdown since its inception was -83.30%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for NHI and OHI. For additional features, visit the drawdowns tool.


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Volatility

NHI vs. OHI - Volatility Comparison

The current volatility for National Health Investors, Inc. (NHI) is 5.50%, while Omega Healthcare Investors, Inc. (OHI) has a volatility of 6.65%. This indicates that NHI experiences smaller price fluctuations and is considered to be less risky than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

NHI vs. OHI - Financials Comparison

This section allows you to compare key financial metrics between National Health Investors, 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


50.00M100.00M150.00M200.00M250.00M300.00M20212022202320242025
89.30M
276.79M
(NHI) Total Revenue
(OHI) Total Revenue
Values in USD except per share items

NHI vs. OHI - Profitability Comparison

The chart below illustrates the profitability comparison between National Health Investors, 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

60.0%70.0%80.0%90.0%100.0%20212022202320242025
96.8%
98.8%
(NHI) Gross Margin
(OHI) Gross Margin
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 86.41M and revenue of 89.30M. Therefore, the gross margin over that period was 96.8%.

OHI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Omega Healthcare Investors, Inc. reported a gross profit of 273.47M and revenue of 276.79M. Therefore, the gross margin over that period was 98.8%.

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 47.88M and revenue of 89.30M, resulting in an operating margin of 53.6%.

OHI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Omega Healthcare Investors, Inc. reported an operating income of 156.45M and revenue of 276.79M, resulting in an operating margin of 56.5%.

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 34.17M and revenue of 89.30M, resulting in a net margin of 38.3%.

OHI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Omega Healthcare Investors, Inc. reported a net income of 109.03M and revenue of 276.79M, resulting in a net margin of 39.4%.