CluenexOmega Healthcare Investors OHI
Omega Healthcare Investors scores good on business quality (6.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Omega Healthcare Investors does
Omega Healthcare Investors is a real estate investment trust that leases skilled nursing and assisted living facilities to third-party operators, generating rental income from an aging demographic. The company is leaning into the senior housing boom by financing facility acquisitions and operator restructurings to capture growing demand.
- What it does best
Omega generates a gross margin of 97.4%, ranking in the top decile of its sector at the 98th percentile. This elite profitability stems from triple-net lease structures where tenants shoulder property taxes, insurance, and maintenance costs.
- The main risk
Operator financial distress remains a constant threat, as tenants rely on government reimbursement rates to pay rent. If occupancy rates drop or labor costs surge, operator defaults can quickly strain Omega's rental revenue streams.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at an exceptional 63.0%, driven by minimal property-level overhead in its lease model. With free cash flow margins at 93rd percentile sector ranks, the business converts revenue into cash efficiently at scale.
Scale and specialized real estate expertise form its moat, locking in healthcare operators who face high relocation costs. It sits in the top decile for operating margins at the 96th percentile, reflecting deep integration into the senior housing market.
Revenue reached $1.3 billion, backed by a revenue growth rate of 13.2% that places it in the top quartile of its sector at the 87th percentile. This top-line expansion accelerates compared to prior years as acquisition activity ramps up.
Total debt sits at $4.3 billion against interest coverage of 3.9x, meaning earnings cover debt servicing with a modest buffer. Free cash flow reached $531 million, showing strong cash generation that supports the balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on OHI
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Omega Healthcare Investors scores good on the Cluenex quality check (6.8 of 10), measured against its own industry. Profitability is strong, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See OHI today
- Today's verdict on OHI, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Omega Healthcare Investors (OHI)”, https://cluenex.com/stocks/ohi/, data as of Oct 10, 2026.