NAS10029,644+0.67%S&P7,651+0.17%GOLD$4,416+0.37%BTC$81,118+6.17%VIX14.81−4.08%live tape · as of 09:00 UTC
The Screen · Real Estate · REIT - Healthcare Facilities
Omega Healthcare Investors Inc
OHI · the NYSE · USD · Market cap $14.9B · 69 employees
Omega Healthcare Investors, Inc.
FAIL · Does not pass the screen
46.66 USD
At the last full screen 2026-09-18
Screened 2026-09-18 · the tape above runs as of 09:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Omega Healthcare Investors Inc holds its Accumulation at $46.66. The statistical read favours the sellers, held for 3 days.
As held on the ledger · 2026-09-18
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 3 days
Price at the screen
$46.66
Valuation
16.60 trailing · 23.07 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.57
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
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
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.
Fair value range in USD, drawn from the 2026-09-18 screen. The gold marker is the market price at the same screen. The price runs 10.5% above the base estimate.
Third-party analyst targets: 18 covering, consensus Buy. The average target sits +10% 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.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-18 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.
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 framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 9.0% 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 D, 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.
2026-08-07Markup · changed$51.64+12.8%Entry 4
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 12.8% 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 D, 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.
2026-07-18Distribution$45.77+0.0%Entry 3
The framework reads distribution. 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: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it D, 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.
2026-07-03Distribution$45.77+0.0%Entry 2
The framework reads distribution. 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: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Distribution$45.77Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
