OHI vs. SUI: Omega Healthcare Investors vs. Sun Communities Stock Comparison

Company Profile

Omega Healthcare Investors (OHI) and Sun Communities (SUI) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but OHI is classified in Health Care REITs while SUI is classified in Residential REITs.

Both Omega Healthcare Investors (OHI) and Sun Communities (SUI) 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

Omega Healthcare Investors (OHI) at 14.48% sits in the top ROE quartile, while Sun Communities (SUI) at 4.89% is closer to the peer norm — stronger capital efficiency for OHI.

Neither Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) nor Sun Communities (SUI) 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 Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) and Sun Communities (SUI) 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 Sun Communities (SUI) at 0.77% is closer to the peer norm — faster top-line expansion for OHI.

EPS growth isn't a meaningful figure for either Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) or Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Sun Communities (SUI) at 3.07 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.

Both Omega Healthcare Investors (OHI) at 0.70 and Sun Communities (SUI) at 0.72 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

Financial Strength Metrics

Dividends

Both Omega Healthcare Investors (OHI) at 5.63% and Sun Communities (SUI) at 3.60% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

An earnings-based payout ratio fits neither Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) nor Sun Communities (SUI) 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 Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs) or Sun Communities (SUI) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Sun Communities (SUI) at 6.39 is priced about in line with its industry on P/S ratio, while Omega Healthcare Investors (OHI) at 12.18 sits in the pricier quartile — OHI costs more per dollar of sales.

Both Omega Healthcare Investors (OHI) at 2.66 and Sun Communities (SUI) at 2.76 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics