HST vs. OHI: Host Hotels & Resorts vs. Omega Healthcare Investors Stock Comparison

Company Profile

Host Hotels & Resorts (HST) and Omega Healthcare Investors (OHI) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but HST is classified in Hotel & Resort REITs while OHI is classified in Health Care REITs.

Both Host Hotels & Resorts (HST) and Omega Healthcare Investors (OHI) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Host Hotels & Resorts (HST) at 14.21% and Omega Healthcare Investors (OHI) at 14.48% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Neither Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) nor Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) and Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Omega Healthcare Investors (OHI) at 13.19% sits in the top revenue growth quartile, while Host Hotels & Resorts (HST) at 7.57% is closer to the peer norm — faster top-line expansion for OHI.

EPS growth isn't a meaningful figure for either Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) or Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Host Hotels & Resorts (HST) at 5.39 carries current ratio above its industry’s typical mid-range, while Omega Healthcare Investors (OHI) at 0.49 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Omega Healthcare Investors (OHI) at 0.70 keeps leverage in the lower industry quartile, while Host Hotels & Resorts (HST) at 0.86 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Omega Healthcare Investors (OHI) at 5.63% pays a yield in its industry’s typical range, while Host Hotels & Resorts (HST) at 3.25% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) nor Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) or Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Host Hotels & Resorts (HST) at 2.73 looks cheap on sales in the lower P/S ratio quartile, while Omega Healthcare Investors (OHI) at 12.18 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Both Host Hotels & Resorts (HST) at 2.66 and Omega Healthcare Investors (OHI) at 2.66 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics