OHI vs. SBS
OHI (Omega Healthcare Investors, Inc.) and SBS (Companhia de Saneamento Básico do Estado de São Paulo - SABESP) are both stocks. OHI operates in REIT - Healthcare Facilities (Real Estate), while SBS operates in Utilities - Regulated Water (Utilities). Over the past 10 years, OHI returned 11.91%/yr vs 16.43%/yr for SBS. At a 0.23 correlation, their price movements are largely independent.
Performance
OHI vs. SBS - Performance Comparison
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Returns By Period
In the year-to-date period, OHI achieves a 6.29% return, which is significantly lower than SBS's 15.28% return. Over the past 10 years, OHI has underperformed SBS with an annualized return of 11.91%, while SBS has yielded a comparatively higher 16.43% annualized return.
OHI
- 1D
- 1.08%
- 1M
- -3.30%
- YTD
- 6.29%
- 6M
- 7.19%
- 1Y
- 31.58%
- 3Y*
- 22.48%
- 5Y*
- 12.56%
- 10Y*
- 11.91%
SBS
- 1D
- -0.18%
- 1M
- -4.55%
- YTD
- 15.28%
- 6M
- 14.60%
- 1Y
- 38.60%
- 3Y*
- 40.12%
- 5Y*
- 32.68%
- 10Y*
- 16.43%
OHI vs. SBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 6.29% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP | 15.28% | 80.60% | -4.21% | 46.89% | 48.42% | -13.79% | -40.98% | 91.22% | -20.37% | 23.83% |
Correlation
The correlation between OHI and SBS is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 10, 2002 | 0.23 |
The correlation between OHI and SBS shifts across timeframes, from 0.12 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
Fundamentals
OHI:
$2.79
SBS:
R$2.48
OHI:
16.38
SBS:
11.24
OHI:
1.53
SBS:
0.22
OHI:
8.54
SBS:
2.48
OHI:
$1.24B
SBS:
R$38.70B
OHI:
$739.29M
SBS:
R$13.96B
OHI:
$1.21B
SBS:
R$14.87B
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Return for Risk
OHI vs. SBS — Risk / Return Rank
OHI
SBS
OHI vs. SBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OHI | SBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 1.55 | +1.37 |
| Martin ratioReturn relative to average drawdown | 7.97 | 4.65 | +3.32 |
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Drawdowns
OHI vs. SBS - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than SBS's maximum drawdown of -76.49%. Use the drawdown chart below to compare losses from any high point for OHI and SBS.
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Drawdown Indicators
| OHI | SBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -76.49% | -18.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -24.88% | +14.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -24.88% | +9.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -30.35% | +3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -61.91% | -5.01% |
Current DrawdownCurrent decline from peak | -6.57% | -22.90% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -24.04% | -25.70% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 8.28% | -4.31% |
Volatility
OHI vs. SBS - Volatility Comparison
The current volatility for Omega Healthcare Investors, Inc. (OHI) is 7.52%, while Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) has a volatility of 8.92%. This indicates that OHI experiences smaller price fluctuations and is considered to be less risky than SBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OHI | SBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.52% | 8.92% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.17% | 24.61% | -9.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 33.86% | -14.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.26% | 36.90% | -12.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 43.51% | -9.24% |
Dividends
OHI vs. SBS - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 5.86%, more than SBS's 2.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 5.86% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP | 2.33% | 4.68% | 1.96% | 1.66% | 1.88% | 0.97% | 2.93% | 1.99% | 3.86% | 2.76% | 0.65% | 1.91% |
Financials
OHI vs. SBS - Financials Comparison
This section allows you to compare key financial metrics between Omega Healthcare Investors, Inc. and Companhia de Saneamento Básico do Estado de São Paulo - SABESP. 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. SBS - 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%.
SBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a gross profit of 3.79B and revenue of 9.78B. Therefore, the gross margin over that period was 38.8%.
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%.
SBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported an operating income of 3.33B and revenue of 9.78B, resulting in an operating margin of 34.1%.
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%.
SBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a net income of 1.72B and revenue of 9.78B, resulting in a net margin of 17.6%.
Frequently Asked Questions
OHI and SBS have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBS has higher volatility (8.92%) compared to OHI (7.52%). In terms of maximum drawdown, OHI dropped -94.85% vs SBS's -76.49%.
OHI currently has the higher Sharpe Ratio (1.60 vs 1.14), 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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