TORVANTA
Other · S&P 500 · data as of 2026-10-05

OHI stock analysis: OHI

OHI (OHI) is an S&P 500 company in Other. It grades strongest on profitability.

The model's view of OHI · subscribers

Where OHI ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with OHI · updated 2026-10-05 · from prices and SEC filings

OHI price performance

OHI against the S&P 500, one year
+0%+20%S&P 500 +18%OHI +16%2025-09-292026-10-05
Year to date+6.8%S&P 500 +14.5% · behind by 7.7 pts
1 year+16.9%S&P 500 +17.0% · behind by 0.1 pts
3 years+69.2%S&P 500 +89.3% · behind by 20.0 pts
5 years+127.5%S&P 500 +91.3% · ahead by 36.2 pts

Total returns with dividends reinvested.

OHI factor grades

Each grade compares OHI with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 16.2x (industry 20.1x)FCF yield 6.5% (industry 6.0%)
BGrowthRevenue growth +15% (industry +8%)EPS growth +73% (industry +10%)
A-Profitability
B-Momentum12-month change +17%From 52-wk high -11%

OHI in plain numbers

OHI key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$13.7B
Revenue growth (y/y)+15%
Free-cash-flow yield6.5%
Dividend yield5.9%
Next earnings (expected)2026-10-29
Valuation measures
Market value$13.7B
Enterprise value$13.7B
P/E (trailing)16.2x
Forward P/E (Torvanta estimate)12.8x
PEG (Torvanta estimate)0.49
Price / sales10.7x
Price / book2.5x
EV / revenue10.7x
Financial highlights
Revenue, last 12 months$1.3B
Net income, last 12 months$858.4M
EPS, last 12 months (GAAP)$2.80
Net margin67.0%
Return on equity16.5%
Cash$39.0M

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

OHI earnings trends

Revenue vs earnings
$0$90.7M$181.4M$272.1M$362.8MSep 2024 Revenue: $276.0MDec 2024 Revenue: $279.3MMar 2025 Revenue: $276.8MJun 2025 Revenue: $282.5MSep 2025 Revenue: $311.6MDec 2025 Revenue: $319.2MMar 2026 Revenue: $323.0MJun 2026 Revenue: $328.2MSep 2024 Net income: $114.9MDec 2024 Net income: $116.5MMar 2025 Net income: $109.0MJun 2025 Net income: $136.6MSep 2025 Net income: $179.7MDec 2025 Net income: $164.8MMar 2026 Net income: $151.0MJun 2026 Net income: $362.8MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 41.6%Net margin: 41.7%Net margin: 39.4%Net margin: 48.4%Net margin: 57.7%Net margin: 51.6%Net margin: 46.8%Net margin: 110.5%0%55%111%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.3$0.6$0.9$1.2Sep 2024 EPS (GAAP, diluted): $0.4Dec 2024 EPS (GAAP, diluted): $0.4Mar 2025 EPS (GAAP, diluted): $0.3Jun 2025 EPS (GAAP, diluted): $0.5Sep 2025 EPS (GAAP, diluted): $0.6Dec 2025 EPS (GAAP, diluted): $0.6Mar 2026 EPS (GAAP, diluted): $0.5Jun 2026 EPS (GAAP, diluted): $1.2Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +40% · Dec 2025 +34% · Mar 2026 +42% · Jun 2026 +159%

From the company's 10-Q and 10-K filings with the SEC.

OHI financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$1.1B$878.2M$949.7M$1.1B$1.2B
Net income$428.3M$438.8M$248.8M$417.8M$590.2M
EPS (GAAP)$1.76$1.80$0.99$1.55$1.93

OHI earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-29$1.19+159%+16%-2.5%
2026-04-28$0.47+42%+17%+0.6%
2026-02-04$0.55+34%+14%+7.9%
2025-10-30$0.59+40%+13%+7.1%
2025-07-31$0.46+2%+12%+4.9%
2025-05-01$0.33+22%+14%-7.4%

Companies similar to OHI

CompanyMarket valueP/ERevenue growthOperating margin12-month change
OHI OHI$13.7B16.2x+15%n/a+17%
NLY NLY$13.8B4.5xn/an/a+1%compare
SUI SUI$13.8B10.1x-22%n/a-11%compare
CACI CACI$13.8B25.8x+11%9.6%+18%compare
JLL JLL$13.9B14.5x+11%4.7%+2%
ULS ULS$13.9B27.5x+7%17.9%-5%
MLI MLI$13.9B16.4x+15%23.0%+27%

All Other stock ratings

Frequently asked questions

Is OHI stock a buy?

Torvanta does not tell individuals what to buy. Its grades for OHI are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is OHI's P/E ratio?

OHI trades at about 16.2 times its last 12 months of GAAP earnings reported to the SEC, and about 12.8 times Torvanta's own estimate of the next 12 months.

When does OHI report earnings next?

Based on its filing history, Torvanta expects OHI to report around 2026-10-29.

Does OHI pay a dividend?

Yes. Its dividend yield is about 5.9%.

How has OHI performed against the S&P 500?

Over the past year OHI returned +16.9%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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