UHT vs. NHI
Compare and contrast key facts about Universal Health Realty Income Trust (UHT) and National Health Investors, Inc. (NHI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHT or NHI.
Correlation
The correlation between UHT and NHI 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
UHT vs. NHI - Performance Comparison
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Key characteristics
UHT:
0.58
NHI:
0.89
UHT:
1.03
NHI:
1.31
UHT:
1.12
NHI:
1.16
UHT:
0.22
NHI:
0.88
UHT:
1.33
NHI:
1.84
UHT:
10.78%
NHI:
9.96%
UHT:
22.59%
NHI:
20.98%
UHT:
-69.20%
NHI:
-83.30%
UHT:
-59.55%
NHI:
-8.48%
Fundamentals
UHT:
$548.38M
NHI:
$3.51B
UHT:
$1.35
NHI:
$3.16
UHT:
29.33
NHI:
23.79
UHT:
0.00
NHI:
1.99
UHT:
5.50
NHI:
10.21
UHT:
3.19
NHI:
2.46
UHT:
$74.47M
NHI:
$342.97M
UHT:
$40.57M
NHI:
$331.65M
UHT:
$55.72M
NHI:
$268.28M
Returns By Period
In the year-to-date period, UHT achieves a 8.35% return, which is significantly lower than NHI's 9.79% return. Over the past 10 years, UHT has underperformed NHI with an annualized return of 2.81%, while NHI has yielded a comparatively higher 7.21% annualized return.
UHT
8.35%
3.15%
1.03%
13.95%
-9.63%
2.81%
NHI
9.79%
-0.79%
-0.83%
18.75%
13.63%
7.21%
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Risk-Adjusted Performance
UHT vs. NHI — Risk-Adjusted Performance Rank
UHT
NHI
UHT vs. NHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and National Health Investors, Inc. (NHI). 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.
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Dividends
UHT vs. NHI - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.40%, more than NHI's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 7.40% | 7.85% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% | 5.24% |
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% |
Drawdowns
UHT vs. NHI - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, smaller than the maximum NHI drawdown of -83.30%. Use the drawdown chart below to compare losses from any high point for UHT and NHI. For additional features, visit the drawdowns tool.
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Volatility
UHT vs. NHI - Volatility Comparison
The current volatility for Universal Health Realty Income Trust (UHT) is 4.81%, while National Health Investors, Inc. (NHI) has a volatility of 5.50%. This indicates that UHT experiences smaller price fluctuations and is considered to be less risky than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UHT vs. NHI - Financials Comparison
This section allows you to compare key financial metrics between Universal Health Realty Income Trust and National Health 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.
Total Revenue: Total amount of money received from sales and other business activities
UHT vs. NHI - Profitability Comparison
UHT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported a gross profit of 23.18M and revenue of 24.55M. Therefore, the gross margin over that period was 94.4%.
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%.
UHT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported an operating income of 7.67M and revenue of 24.55M, resulting in an operating margin of 31.2%.
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%.
UHT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Universal Health Realty Income Trust reported a net income of 4.78M and revenue of 24.55M, resulting in a net margin of 19.5%.
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%.