OHI vs WELL
Omega Healthcare Investors, Inc. and Welltower, both Real Estate
Welltower is the larger company at $146B against $15B. On trailing earnings OHI is the cheaper of the two at a P/E of 15.9 against 112.2, a gap that is only a bargain if the two are growing at similar rates. Over the past year WELL returned +37% against +12% for OHI.
| Figure | OHI | WELL |
|---|---|---|
| Last close | $44.40 | $225 |
| Market cap | $15B | $146B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 15.9 | 112.2 |
| Dividend yield | 6.0% | 1.3% |
| 1-year return | +12% | +37% |
| 5-year return | +100% | +187% |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Omega Healthcare Investors, Inc.
Revenue of $328M in Q2 2026, net income $363M.
Welltower
Revenue of $3.4B in Q1 2026, net income $752M. Its largest reported line is United States, 65% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.