vs
Side-by-side financial comparison of American Assets Trust, Inc. (AAT) and OMEGA HEALTHCARE INVESTORS INC (OHI). Click either name above to swap in a different company.
OMEGA HEALTHCARE INVESTORS INC is the larger business by last-quarter revenue ($319.2M vs $9.6M, roughly 33.1× American Assets Trust, Inc.). On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs -5.5%). OMEGA HEALTHCARE INVESTORS INC produced more free cash flow last quarter ($203.9M vs $23.0M). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% CAGR vs -5.2%).
Personal Assets Trust is a large British investment trust. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Iain Ferguson CBE.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
AAT vs OHI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | ||
|---|---|---|
| Revenue | $9.6M | $319.2M |
| Net Profit | — | $164.8M |
| Gross Margin | — | — |
| Operating Margin | — | 53.7% |
| Net Margin | — | 51.6% |
| Revenue YoY | -5.5% | 14.3% |
| Net Profit YoY | — | 45.4% |
| EPS (diluted) | $0.06 | $0.56 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $9.6M | $319.2M | ||
| Q3 25 | $10.1M | $311.6M | ||
| Q2 25 | $10.2M | $282.5M | ||
| Q1 25 | $9.9M | $276.8M | ||
| Q4 24 | $10.2M | $279.3M | ||
| Q3 24 | $11.4M | $276.0M | ||
| Q2 24 | $10.6M | $252.7M | ||
| Q1 24 | $10.7M | $243.3M |
| Q4 25 | — | $164.8M | ||
| Q3 25 | $4.5M | $179.7M | ||
| Q2 25 | $5.5M | $136.6M | ||
| Q1 25 | $42.5M | $109.0M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $16.7M | $111.8M | ||
| Q2 24 | $11.9M | $113.9M | ||
| Q1 24 | $19.3M | $67.4M |
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | — | 51.6% | ||
| Q3 25 | 44.6% | 57.7% | ||
| Q2 25 | 53.2% | 48.4% | ||
| Q1 25 | 429.3% | 39.4% | ||
| Q4 24 | — | 40.6% | ||
| Q3 24 | 145.5% | 40.5% | ||
| Q2 24 | 111.9% | 45.1% | ||
| Q1 24 | 179.4% | 27.7% |
| Q4 25 | $0.06 | $0.56 | ||
| Q3 25 | $0.07 | $0.59 | ||
| Q2 25 | $0.09 | $0.46 | ||
| Q1 25 | $0.70 | $0.33 | ||
| Q4 24 | $0.14 | $0.41 | ||
| Q3 24 | $0.28 | $0.42 | ||
| Q2 24 | $0.20 | $0.45 | ||
| Q1 24 | $0.32 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $129.4M | $27.0M |
| Total DebtLower is stronger | $1.7B | $4.3B |
| Stockholders' EquityBook value | $1.2B | $5.2B |
| Total Assets | $2.9B | $10.0B |
| Debt / EquityLower = less leverage | 1.48× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $129.4M | $27.0M | ||
| Q3 25 | $138.7M | $737.2M | ||
| Q2 25 | $143.7M | $734.2M | ||
| Q1 25 | $143.9M | $368.0M | ||
| Q4 24 | $425.7M | $518.3M | ||
| Q3 24 | $533.0M | $342.4M | ||
| Q2 24 | $114.9M | $35.2M | ||
| Q1 24 | $98.6M | $361.8M |
| Q4 25 | $1.7B | $4.3B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | $2.0B | $4.8B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $5.0B |
| Q4 25 | $1.2B | $5.2B | ||
| Q3 25 | $1.2B | $5.0B | ||
| Q2 25 | $1.2B | $5.0B | ||
| Q1 25 | $1.2B | $4.7B | ||
| Q4 24 | $1.2B | $4.5B | ||
| Q3 24 | $1.2B | $4.2B | ||
| Q2 24 | $1.2B | $3.7B | ||
| Q1 24 | $1.2B | $3.5B |
| Q4 25 | $2.9B | $10.0B | ||
| Q3 25 | $2.9B | $10.6B | ||
| Q2 25 | $3.0B | $10.5B | ||
| Q1 25 | $3.0B | $9.7B | ||
| Q4 24 | $3.3B | $9.9B | ||
| Q3 24 | $3.4B | $9.6B | ||
| Q2 24 | $3.0B | $8.8B | ||
| Q1 24 | $3.0B | $9.0B |
| Q4 25 | 1.48× | 0.82× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | 1.72× | 1.07× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.26× | ||
| Q1 24 | — | 1.43× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $40.6M | $230.6M |
| Free Cash FlowOCF − Capex | $23.0M | $203.9M |
| FCF MarginFCF / Revenue | 238.4% | 63.9% |
| Capex IntensityCapex / Revenue | 182.1% | 8.4% |
| Cash ConversionOCF / Net Profit | — | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $94.9M | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.6M | $230.6M | ||
| Q3 25 | $40.5M | $226.7M | ||
| Q2 25 | $49.2M | $239.3M | ||
| Q1 25 | $36.9M | $182.0M | ||
| Q4 24 | $40.6M | $229.0M | ||
| Q3 24 | $52.4M | $184.9M | ||
| Q2 24 | $59.3M | $184.1M | ||
| Q1 24 | $54.8M | $151.5M |
| Q4 25 | $23.0M | $203.9M | ||
| Q3 25 | $23.1M | $205.5M | ||
| Q2 25 | $28.4M | $226.5M | ||
| Q1 25 | $20.4M | $161.8M | ||
| Q4 24 | $21.5M | $213.5M | ||
| Q3 24 | $28.0M | $176.6M | ||
| Q2 24 | $43.6M | $177.0M | ||
| Q1 24 | $43.8M | $144.5M |
| Q4 25 | 238.4% | 63.9% | ||
| Q3 25 | 228.3% | 65.9% | ||
| Q2 25 | 276.7% | 80.2% | ||
| Q1 25 | 206.1% | 58.4% | ||
| Q4 24 | 210.4% | 76.4% | ||
| Q3 24 | 244.4% | 64.0% | ||
| Q2 24 | 409.9% | 70.0% | ||
| Q1 24 | 408.5% | 59.4% |
| Q4 25 | 182.1% | 8.4% | ||
| Q3 25 | 172.4% | 6.8% | ||
| Q2 25 | 203.1% | 4.5% | ||
| Q1 25 | 166.0% | 7.3% | ||
| Q4 24 | 187.6% | 5.5% | ||
| Q3 24 | 213.5% | 3.0% | ||
| Q2 24 | 147.4% | 2.8% | ||
| Q1 24 | 101.9% | 2.9% |
| Q4 25 | — | 1.40× | ||
| Q3 25 | 8.98× | 1.26× | ||
| Q2 25 | 9.01× | 1.75× | ||
| Q1 25 | 0.87× | 1.67× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 3.15× | 1.65× | ||
| Q2 24 | 4.98× | 1.62× | ||
| Q1 24 | 2.84× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.