Análisis Argos
OHI
OHICara1 señal de riesgo
Omega Healthcare Investors, Inc. · Real Estate
US$ 49.40
precio al 2026-07-04
Valor justo Argos*
US$ 29–31
vs. su valor justo
58% por encima
Score Argos
49/100
LA RESPUESTA
El mercado le pide crezca 19.8% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 11% por debajo de su valor justo.
Las ganancias crecieron 45% el último año.
Reparte dividendo sostenible (5.43%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
!Beneish M-Score sugiere manipulación (-1.73)
VALOR1/6FUTURO1/6PASADO3/6SALUD0/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO1/6PASADO3/6SALUD0/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos49de 100Cara
Ingresos14%
US$ 1.2 B
Margen operativo0%
62.6%
Flujo de caja libre24%
US$ 0.9 B
Deuda neta
US$ 4.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 14.7B
P/E24.9x
EV/EBITDA17.6x
FCF yield6%
ROIC7.8%
Margen operativo62.6%
Crecim. ingresos+14.0%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 2 jul
Omega Announces Second Quarter Earnings Release Date and Conference Call
HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended June 30, 2026, on Wednesday, July 29, 2026, after market close. In conjunction with its release, Omega will conduct a conference call on Thursday, July 30, 2026, at 10 a.m. Eastern Time to review its 2026 second quarter results and current developments. Investors and other interested parties may access the conference call in th.
zacks.com · 29 jun
PINE vs. OHI: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?
seekingalpha.com · 17 jun
Omega Healthcare: Still A Great Company, But No Longer The Bargain It Was
Omega Healthcare Investors is downgraded from bullish to neutral as valuation now reflects its recovery and growth prospects. OHI's dividend is well covered, with payout ratios at 82% of AFFO and 86% of FAD, and management hints at a possible raise in 2027. Active portfolio management, capital recycling, and a strategic pivot toward RIDEA and senior housing are driving operational improvements and future growth potential.
247wallst.com · 17 jun
Here Are Wednesday's Best Wall Street Analyst Research Calls: Block, Charles River Laboratories, Cognizant Technology, Constellation Energy, Credicorp, First Solar, GE Vernova, Huntsman, Macerich, and More
Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX) or SpaceX IPO rush is starting to fade somewhat.
zacks.com · 11 jun
PINE or OHI: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or Omega Healthcare Investors (OHI). But which of these two stocks offers value investors a better bang for their buck right now?
seekingalpha.com · 5 jun
Omega Healthcare Investors: High Yield, Improving Fundamentals, Attractive Price
Omega Healthcare Investors offers a compelling high-yield opportunity after a recent price pullback, now yielding over 6%. OHI's fundamentals are robust, with FAD per share up 9.5% YoY, improved dividend coverage at 86%, and tenant rent coverage at a decade high. Strategic expansion into RIDEA structures and value-added acquisitions positions OHI for potentially strong total returns.
zacks.com · 26 may
PINE vs. OHI: Which Stock Is the Better Value Option?
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Alpine Income (PINE) and Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?
businesswire.com · 21 may
Omega Announces Its Planned Leadership Transition
HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) today announced that Matthew Gourmand, President of Omega, will become the Company's Chief Executive Officer in conjunction with the planned retirement of Taylor Pickett effective October 1, 2026. Mr. Pickett will step down from the Board of Directors upon his retirement, and the Board of Directors intends to appoint Mr. Gourmand to the Board, effective on that date. Omega also announced t.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.