COMP <GO>
OHI vs SUI // 10Y YIELD & FRED MACRO BETA
Omega Healthcare Investors Inc. (NYSE) VS. Sun Communities Inc. (NYSE) • 15-METRIC TALLY: OHI 7
— SUI 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: OHI
LAST: $47.00 (+0.04%) • MKT CAP: $14.24B
macro-sensitivity
1.08
LAST: $116.81 (+3.13%) • MKT CAP: $13.52B
macro-sensitivity
0.91
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OHI VS. SUI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OHI | SUI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 15.90% | -15.90 | SUI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 8.3x | +86.70 | SUI | /valuation <GO> |
| Free Cash Flow Yield | 5.81% | 5.68% | +0.13 | OHI | /fcf-yield <GO> |
| Operating Margin | 0.10% | 74.80% | -74.70 | SUI | /operating-margins <GO> |
| Net Profit Margin | 0.10% | 61.30% | -61.20 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 2.00% | +11.20 | OHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.50% | 0.00% | +5.50 | OHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | OHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.7 | 46.4 | +10.30 | OHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.08 | 0.91 | +0.17 | OHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 8.8x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.24B | $13.52B | $716.2M | OHI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OHI REV | SUI REV | OHI GROSS % | SUI GROSS % | OHI FCF | SUI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.19B | $2.31B | — | — | $825.0M | $760.4M |
| FY 2024 | $1.05B | $2.26B | — | — | $702.1M | $759.3M |
| FY 2023 | $949.7M | $2.28B | — | — | $575.0M | $687.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OHI // BETA 1.08
SUI // BETA 0.91