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

Correlation

The correlation between NHI and OHI is 0.49, 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.


-0.50.00.51.00.5

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.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
-4.44%
7.35%
NHI
OHI

Key characteristics

Sharpe Ratio

NHI:

1.44

OHI:

1.79

Sortino Ratio

NHI:

2.01

OHI:

2.60

Omega Ratio

NHI:

1.25

OHI:

1.33

Calmar Ratio

NHI:

1.17

OHI:

2.23

Martin Ratio

NHI:

4.30

OHI:

8.76

Ulcer Index

NHI:

7.07%

OHI:

3.94%

Daily Std Dev

NHI:

21.11%

OHI:

19.27%

Max Drawdown

NHI:

-83.30%

OHI:

-94.62%

Current Drawdown

NHI:

-17.03%

OHI:

-11.40%

Fundamentals

Market Cap

NHI:

$3.13B

OHI:

$10.28B

EPS

NHI:

$2.91

OHI:

$1.36

PE Ratio

NHI:

23.70

OHI:

27.26

PEG Ratio

NHI:

1.99

OHI:

1.13

Total Revenue (TTM)

NHI:

$250.87M

OHI:

$777.27M

Gross Profit (TTM)

NHI:

$185.36M

OHI:

$608.74M

EBITDA (TTM)

NHI:

$196.52M

OHI:

$699.00M

Returns By Period

In the year-to-date period, NHI achieves a -0.46% return, which is significantly higher than OHI's -2.06% return. Over the past 10 years, NHI has underperformed OHI with an annualized return of 4.99%, while OHI has yielded a comparatively higher 6.24% annualized return.


NHI

YTD

-0.46%

1M

0.74%

6M

-4.44%

1Y

34.67%

5Y*

1.97%

10Y*

4.99%

OHI

YTD

-2.06%

1M

-2.93%

6M

7.35%

1Y

39.37%

5Y*

5.43%

10Y*

6.24%

*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 8181
Overall Rank
The Sharpe Ratio Rank of NHI is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of NHI is 8080
Sortino Ratio Rank
The Omega Ratio Rank of NHI is 7878
Omega Ratio Rank
The Calmar Ratio Rank of NHI is 8282
Calmar Ratio Rank
The Martin Ratio Rank of NHI is 7979
Martin Ratio Rank

OHI
The Risk-Adjusted Performance Rank of OHI is 8989
Overall Rank
The Sharpe Ratio Rank of OHI is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of OHI is 8888
Sortino Ratio Rank
The Omega Ratio Rank of OHI is 8686
Omega Ratio Rank
The Calmar Ratio Rank of OHI is 9191
Calmar Ratio Rank
The Martin Ratio Rank of OHI is 8989
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.


Sharpe ratio
The chart of Sharpe ratio for NHI, currently valued at 1.44, compared to the broader market-2.000.002.004.001.441.79
The chart of Sortino ratio for NHI, currently valued at 2.01, compared to the broader market-4.00-2.000.002.004.006.002.012.60
The chart of Omega ratio for NHI, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.33
The chart of Calmar ratio for NHI, currently valued at 1.17, compared to the broader market0.002.004.006.001.172.23
The chart of Martin ratio for NHI, currently valued at 4.30, compared to the broader market0.0010.0020.0030.004.308.76
NHI
OHI

The current NHI Sharpe Ratio is 1.44, which is comparable to the OHI Sharpe Ratio of 1.79. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
1.44
1.79
NHI
OHI

Dividends

NHI vs. OHI - Dividend Comparison

NHI's dividend yield for the trailing twelve months is around 5.22%, less than OHI's 7.23% yield.


TTM20242023202220212020201920182017201620152014
NHI
National Health Investors, Inc.
5.22%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.
7.23%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 -94.62%. Use the drawdown chart below to compare losses from any high point for NHI and OHI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-17.03%
-11.40%
NHI
OHI

Volatility

NHI vs. OHI - Volatility Comparison

National Health Investors, Inc. (NHI) has a higher volatility of 6.73% compared to Omega Healthcare Investors, Inc. (OHI) at 6.11%. This indicates that NHI'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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
6.73%
6.11%
NHI
OHI

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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