Positioning no disclosures inside 60 days, left as found
Options put/call open interest 7.20, read 2026-11-02
Ethical does not pass the values gate
Price47.99 USD
Fair value42.12
Ethical score70.0/100
Value readOvervaluedas of 5 Nov 2026
Our investment reviews on this name
2026-10-27Read Markup47.01+2.1% to today ✓Distribution gives way to Markup first Markup read since August
2026-10-25Read Distribution45.09+6.4% to today Markdown gives way to Distribution
2026-10-11Read Markdown44.14+8.7% to today Accumulation gives way to Markdown after a 6% slide in 9 days
2026-10-02Read Accumulation46.83+2.5% to today ✓Distribution gives way to Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Omega Healthcare Investors Inc holds its Markup at $47.99. Consolidating, no directional conviction, held for 56 days.
As held on the ledger · 2026-11-05
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 56 days
Price at the screen
$47.99
Valuation
16.79 trailing · 23.09 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.53
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
42.35%
Below 33%
Interest-bearing debt is 42.4% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
3.11%
Below 49%
Money owed to the company is 3.1% of assets, under the 49% limit.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Omega Healthcare Investors's business is in a permissible area, but its interest-bearing debt is about 42% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today OHI does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Overvalued vs our fair value, as of 5 Nov 2026: it trades above our $42.12 fair value estimate, narrow competitive moat, 11.20% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. The price runs 13.9% above the base estimate.
Third-party analyst targets: 19 covering, consensus Buy. The average target sits +8% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Where our models see it going: fair-value estimate $42.12, with a range of $40.50 to $48.44, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Elderly Care REIT Offers Little Margin of Safety
When families place loved ones in care homes, someone has to fund the buildings and the leases behind them. We pass on this healthcare REIT because the shares trade 17% above our fair value and carry a forward multiple of 24.7 times that leaves scant room for the narrow moat on offer.
Revenue is expanding at 14% with 51% profit margins and a 13% return on equity, yet none of these figures overcome the fact that the current price already bakes in optimistic assumptions. Analyst targets may sit near the last trade, but our valuation work sees clear overpayment.
Interest rate moves can still hammer property values and tenant problems in skilled nursing remain a constant threat to rental income. The ethical screen is clean, yet price discipline keeps us away.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
OHI trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-03Markup$46.98+0.0%Entry 17
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Markup$46.98+0.0%Entry 16
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Markup$46.98-0.1%Entry 15
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Markup$47.01+0.0%Entry 14
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Markup$47.01+0.0%Entry 13
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-29Markup$47.01+0.0%Entry 12
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Markup$47.01+0.0%Entry 11
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markup · changed$47.01+4.3%Entry 10
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 0% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51.
2026-10-18Markdown$45.09+2.2%Entry 8
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (17 analysts) rates it buy, with a mean price target of $51.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
