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Side-by-side financial comparison of AGNC Investment Corp. (AGNC) 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 $206.0M, roughly 1.5× AGNC Investment Corp.). AGNC Investment Corp. runs the higher net margin — 463.1% vs 51.6%, a 411.5% gap on every dollar of revenue. On growth, AGNC Investment Corp. posted the faster year-over-year revenue change (79.1% vs 14.3%). Over the past eight quarters, AGNC Investment Corp.'s revenue compounded faster (187.1% CAGR vs 14.5%).
The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The index is market cap weighted, meaning larger companies have a greater influence on the index than smaller companies.
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.
AGNC vs OHI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $206.0M | $319.2M |
| Net Profit | $954.0M | $164.8M |
| Gross Margin | — | — |
| Operating Margin | — | 53.7% |
| Net Margin | 463.1% | 51.6% |
| Revenue YoY | 79.1% | 14.3% |
| Net Profit YoY | 682.0% | 45.4% |
| EPS (diluted) | $0.90 | $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 | $206.0M | $319.2M | ||
| Q3 25 | $148.0M | $311.6M | ||
| Q2 25 | $162.0M | $282.5M | ||
| Q1 25 | $159.0M | $276.8M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | $-64.0M | $276.0M | ||
| Q2 24 | $-3.0M | $252.7M | ||
| Q1 24 | $-30.0M | $243.3M |
| Q4 25 | $954.0M | $164.8M | ||
| Q3 25 | $806.0M | $179.7M | ||
| Q2 25 | $-140.0M | $136.6M | ||
| Q1 25 | $50.0M | $109.0M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $346.0M | $111.8M | ||
| Q2 24 | $-48.0M | $113.9M | ||
| Q1 24 | $443.0M | $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 | 463.1% | 51.6% | ||
| Q3 25 | 544.6% | 57.7% | ||
| Q2 25 | -86.4% | 48.4% | ||
| Q1 25 | 31.4% | 39.4% | ||
| Q4 24 | — | 40.6% | ||
| Q3 24 | -540.6% | 40.5% | ||
| Q2 24 | 1600.0% | 45.1% | ||
| Q1 24 | -1476.7% | 27.7% |
| Q4 25 | $0.90 | $0.56 | ||
| Q3 25 | $0.72 | $0.59 | ||
| Q2 25 | $-0.17 | $0.46 | ||
| Q1 25 | $0.02 | $0.33 | ||
| Q4 24 | — | $0.41 | ||
| Q3 24 | $0.39 | $0.42 | ||
| Q2 24 | $-0.11 | $0.45 | ||
| Q1 24 | $0.59 | $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 | $450.0M | $27.0M |
| Total DebtLower is stronger | — | $4.3B |
| Stockholders' EquityBook value | $12.4B | $5.2B |
| Total Assets | $115.1B | $10.0B |
| Debt / EquityLower = less leverage | — | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.0M | $27.0M | ||
| Q3 25 | $450.0M | $737.2M | ||
| Q2 25 | $656.0M | $734.2M | ||
| Q1 25 | $455.0M | $368.0M | ||
| Q4 24 | — | $518.3M | ||
| Q3 24 | $507.0M | $342.4M | ||
| Q2 24 | $530.0M | $35.2M | ||
| Q1 24 | $505.0M | $361.8M |
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $5.0B |
| Q4 25 | $12.4B | $5.2B | ||
| Q3 25 | $11.4B | $5.0B | ||
| Q2 25 | $10.3B | $5.0B | ||
| Q1 25 | $10.0B | $4.7B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $9.7B | $4.2B | ||
| Q2 24 | $8.7B | $3.7B | ||
| Q1 24 | $8.6B | $3.5B |
| Q4 25 | $115.1B | $10.0B | ||
| Q3 25 | $109.0B | $10.6B | ||
| Q2 25 | $102.0B | $10.5B | ||
| Q1 25 | $95.9B | $9.7B | ||
| Q4 24 | — | $9.9B | ||
| Q3 24 | $89.6B | $9.6B | ||
| Q2 24 | $79.7B | $8.8B | ||
| Q1 24 | $71.9B | $9.0B |
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 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 | $128.0M | $230.6M |
| Free Cash FlowOCF − Capex | — | $203.9M |
| FCF MarginFCF / Revenue | — | 63.9% |
| Capex IntensityCapex / Revenue | — | 8.4% |
| Cash ConversionOCF / Net Profit | 0.13× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $128.0M | $230.6M | ||
| Q3 25 | $153.0M | $226.7M | ||
| Q2 25 | $180.0M | $239.3M | ||
| Q1 25 | $192.0M | $182.0M | ||
| Q4 24 | — | $229.0M | ||
| Q3 24 | $7.0M | $184.9M | ||
| Q2 24 | $-20.0M | $184.1M | ||
| Q1 24 | $20.0M | $151.5M |
| Q4 25 | — | $203.9M | ||
| Q3 25 | — | $205.5M | ||
| Q2 25 | — | $226.5M | ||
| Q1 25 | — | $161.8M | ||
| Q4 24 | — | $213.5M | ||
| Q3 24 | — | $176.6M | ||
| Q2 24 | — | $177.0M | ||
| Q1 24 | — | $144.5M |
| Q4 25 | — | 63.9% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 80.2% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 64.0% | ||
| Q2 24 | — | 70.0% | ||
| Q1 24 | — | 59.4% |
| Q4 25 | — | 8.4% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 2.9% |
| Q4 25 | 0.13× | 1.40× | ||
| Q3 25 | 0.19× | 1.26× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 3.84× | 1.67× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 0.02× | 1.65× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | 0.05× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
