OHI vs. EPR
OHI (Omega Healthcare Investors, Inc.) and EPR (EPR Properties) are both stocks. Both are in the Real Estate sector — OHI in REIT - Healthcare Facilities, EPR in REIT - Retail. Over the past 10 years, OHI returned 11.37%/yr vs 3.47%/yr for EPR. At a 0.48 correlation, their price movements are largely independent.
Performance
OHI vs. EPR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OHI achieves a 1.72% return, which is significantly lower than EPR's 18.74% return. Over the past 10 years, OHI has outperformed EPR with an annualized return of 11.37%, while EPR has yielded a comparatively lower 3.47% annualized return.
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%
EPR
- 1D
- 0.49%
- 1M
- -0.57%
- YTD
- 18.74%
- 6M
- 17.27%
- 1Y
- 8.77%
- 3Y*
- 16.38%
- 5Y*
- 8.88%
- 10Y*
- 3.47%
OHI vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EPR EPR Properties | 18.74% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between OHI and EPR is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 1997 | 0.48 |
The correlation between OHI and EPR shifts across timeframes, from 0.34 (1 year) to 0.53 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
OHI:
$2.79
EPR:
$3.55
OHI:
15.67
EPR:
16.24
OHI:
1.47
EPR:
0.35
OHI:
8.17
EPR:
6.30
OHI:
$1.24B
EPR:
$700.22M
OHI:
$739.29M
EPR:
$568.77M
OHI:
$1.21B
EPR:
$582.57M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OHI vs. EPR — Risk / Return Rank
OHI
EPR
OHI vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and EPR Properties (EPR). 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.
| OHI | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 0.45 | +1.82 |
| Martin ratioReturn relative to average drawdown | 6.35 | 0.90 | +5.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| OHI | EPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.40 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.34 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.08 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.30 | -0.04 |
Drawdowns
OHI vs. EPR - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than EPR's maximum drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for OHI and EPR.
Loading charts...
Drawdown Indicators
| OHI | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -82.02% | -12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -19.51% | +8.65% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -19.51% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -27.26% | -35.63% | +8.37% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -82.02% | +15.10% |
Current DrawdownCurrent decline from peak | -10.59% | -3.10% | -7.49% |
Average DrawdownAverage peak-to-trough decline | -24.05% | -16.59% | -7.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 9.81% | -5.91% |
Volatility
OHI vs. EPR - Volatility Comparison
Omega Healthcare Investors, Inc. (OHI) has a higher volatility of 6.55% compared to EPR Properties (EPR) at 4.60%. This indicates that OHI's price experiences larger fluctuations and is considered to be riskier than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OHI | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.55% | 4.60% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 16.41% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.48% | 22.33% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.20% | 26.15% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.25% | 42.45% | -8.20% |
Dividends
OHI vs. EPR - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 6.12%, less than EPR's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 6.22% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
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
OHI vs. EPR - Financials Comparison
This section allows you to compare key financial metrics between Omega Healthcare Investors, Inc. and EPR Properties. 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
OHI vs. EPR - Profitability Comparison
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%.
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
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%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
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%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
Frequently Asked Questions
OHI and EPR have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OHI has higher volatility (6.55%) compared to EPR (4.60%). In terms of maximum drawdown, OHI dropped -94.85% vs EPR's -82.02%.
OHI currently has the higher Sharpe Ratio (1.27 vs 0.40), 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.
Find the right allocation for OHI and EPR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer