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

Performance

SURYY vs. OHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Realty & Development Co. Ltd (SURYY) 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, SURYY achieves a -21.20% return, which is significantly lower than OHI's 7.78% return.


SURYY

1D
0.00%
1M
-19.78%
YTD
-21.20%
6M
-21.20%
1Y
-40.58%
3Y*
-4.73%
5Y*
10Y*

OHI

1D
2.90%
1M
-3.11%
YTD
7.78%
6M
8.96%
1Y
32.42%
3Y*
24.28%
5Y*
13.63%
10Y*
12.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SURYY vs. OHI - Yearly Performance Comparison


2026 (YTD)2025202420232022
SURYY
Sumitomo Realty & Development Co. Ltd
-21.20%-24.29%44.95%-0.60%1.21%
OHI
Omega Healthcare Investors, Inc.
7.78%25.52%33.57%19.93%-5.99%

Correlation

The correlation between SURYY and OHI is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

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

0.07

Correlation (All Time)
Calculated using the full available price history since Oct 21, 2022

0.05

Fundamentals

EPS

SURYY:

¥115.63

OHI:

$2.79

PE Ratio

SURYY:

14.12

OHI:

16.61

PEG Ratio

SURYY:

1.25

OHI:

1.55

PS Ratio

SURYY:

2.83

OHI:

8.66

Total Revenue (TTM)

SURYY:

¥1.07T

OHI:

$1.24B

Gross Profit (TTM)

SURYY:

¥349.64B

OHI:

$739.29M

EBITDA (TTM)

SURYY:

¥379.18B

OHI:

$1.21B

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Return for Risk

SURYY vs. OHI — Risk / Return Rank

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

SURYY
SURYY Risk / Return Rank: 2020
Overall Rank
SURYY Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
SURYY Sortino Ratio Rank: 2727
Sortino Ratio Rank
SURYY Omega Ratio Rank: 2121
Omega Ratio Rank
SURYY Calmar Ratio Rank: 1818
Calmar Ratio Rank
SURYY Martin Ratio Rank: 1515
Martin Ratio Rank

OHI
OHI Risk / Return Rank: 8383
Overall Rank
OHI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
OHI Sortino Ratio Rank: 8383
Sortino Ratio Rank
OHI Omega Ratio Rank: 8080
Omega Ratio Rank
OHI Calmar Ratio Rank: 8383
Calmar Ratio Rank
OHI Martin Ratio Rank: 8484
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.

SURYY vs. OHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Realty & Development Co. Ltd (SURYY) 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.

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.


SURYYOHIDifference
Sharpe ratioReturn per unit of total volatility

-2.14

Sortino ratioReturn per unit of downside risk

-2.67

Omega ratioGain probability vs. loss probability

0.94

1.29

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.66

3.00

-3.66

Martin ratioReturn relative to average drawdown

-1.22

7.85

-9.08

SURYY vs. OHI - Sharpe Ratio Comparison

The current SURYY Sharpe Ratio is -0.50, which is lower than the OHI Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of SURYY 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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Drawdowns

SURYY vs. OHI - Drawdown Comparison

The maximum SURYY drawdown since its inception was -61.66%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for SURYY and OHI.


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Drawdown Indicators


SURYYOHIDifference

Max Drawdown

Largest peak-to-trough decline

-61.66%

-94.85%

+33.19%

Max Drawdown (1Y)

Largest decline over 1 year

-61.66%

-10.86%

-50.80%

Max Drawdown (3Y)

Largest decline over 3 years

-61.66%

-15.47%

-46.19%

Max Drawdown (5Y)

Largest decline over 5 years

-26.70%

Max Drawdown (10Y)

Largest decline over 10 years

-66.92%

Current Drawdown

Current decline from peak

-61.66%

-5.27%

-56.39%

Average Drawdown

Average peak-to-trough decline

-20.15%

-24.03%

+3.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.22%

4.15%

+29.07%

Volatility

SURYY vs. OHI - Volatility Comparison

Sumitomo Realty & Development Co. Ltd (SURYY) has a higher volatility of 20.76% compared to Omega Healthcare Investors, Inc. (OHI) at 7.97%. This indicates that SURYY'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


SURYYOHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.76%

7.97%

+12.79%

Volatility (6M)

Calculated over the trailing 6-month period

89.07%

15.48%

+73.59%

Volatility (1Y)

Calculated over the trailing 1-year period

81.07%

19.94%

+61.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.37%

24.27%

+38.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.37%

34.30%

+28.07%

Dividends

SURYY vs. OHI - Dividend Comparison

SURYY has not paid dividends to shareholders, while OHI's dividend yield for the trailing twelve months is around 5.77%.


PositionTTM20252024202320222021202020192018201720162015
OHI
Omega Healthcare Investors, Inc.
5.77%6.04%7.08%8.74%9.59%9.06%7.38%6.26%7.51%9.22%7.55%6.23%
SURYY
Sumitomo Realty & Development Co. Ltd
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SURYY vs. OHI - Financials Comparison

This section allows you to compare key financial metrics between Sumitomo Realty & Development Co. Ltd 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


0.0050.00B100.00B150.00B200.00B250.00B300.00B350.00B20222023202420252026
283.74B
322.96M
(SURYY) Total Revenue
(OHI) Total Revenue
Please note, different currencies. SURYY values in JPY, OHI values in USD

SURYY vs. OHI - Profitability Comparison

The chart below illustrates the profitability comparison between Sumitomo Realty & Development Co. Ltd 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%20222023202420252026
23.2%
0
Portfolio components
SURYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a gross profit of 65.77B and revenue of 283.74B. Therefore, the gross margin over that period was 23.2%.

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%.

SURYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported an operating income of 62.29B and revenue of 283.74B, resulting in an operating margin of 22.0%.

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%.

SURYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Realty & Development Co. Ltd reported a net income of 38.35B and revenue of 283.74B, resulting in a net margin of 13.5%.

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%.


Frequently Asked Questions


SURYY and OHI have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SURYY has higher volatility (20.76%) compared to OHI (7.97%). In terms of maximum drawdown, SURYY dropped -61.66% vs OHI's -94.85%.

OHI currently has the higher Sharpe Ratio (1.63 vs -0.50), 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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