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Side-by-side financial comparison of AvalonBay Communities (AVB) 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 $1.8M, roughly 173.9× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 51.6%, a 8988.9% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs 5.5%). AvalonBay Communities produced more free cash flow last quarter ($322.5M vs $203.9M). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% CAGR vs 1.1%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
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.
AVB vs OHI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.8M | $319.2M |
| Net Profit | $166.0M | $164.8M |
| Gross Margin | — | — |
| Operating Margin | — | 53.7% |
| Net Margin | 9040.6% | 51.6% |
| Revenue YoY | 5.5% | 14.3% |
| Net Profit YoY | -41.2% | 45.4% |
| EPS (diluted) | $1.18 | $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 | $1.8M | $319.2M | ||
| Q3 25 | $1.9M | $311.6M | ||
| Q2 25 | $1.6M | $282.5M | ||
| Q1 25 | $1.7M | $276.8M | ||
| Q4 24 | $1.7M | $279.3M | ||
| Q3 24 | $1.7M | $276.0M | ||
| Q2 24 | $1.8M | $252.7M | ||
| Q1 24 | $1.8M | $243.3M |
| Q4 25 | $166.0M | $164.8M | ||
| Q3 25 | $381.3M | $179.7M | ||
| Q2 25 | $268.7M | $136.6M | ||
| Q1 25 | $236.6M | $109.0M | ||
| Q4 24 | $282.1M | $113.3M | ||
| Q3 24 | $372.5M | $111.8M | ||
| Q2 24 | $253.9M | $113.9M | ||
| Q1 24 | $173.4M | $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 | 9040.6% | 51.6% | ||
| Q3 25 | 20390.7% | 57.7% | ||
| Q2 25 | 16854.8% | 48.4% | ||
| Q1 25 | 13581.9% | 39.4% | ||
| Q4 24 | 16212.2% | 40.6% | ||
| Q3 24 | 21708.6% | 40.5% | ||
| Q2 24 | 13876.2% | 45.1% | ||
| Q1 24 | 9662.9% | 27.7% |
| Q4 25 | $1.18 | $0.56 | ||
| Q3 25 | $2.68 | $0.59 | ||
| Q2 25 | $1.88 | $0.46 | ||
| Q1 25 | $1.66 | $0.33 | ||
| Q4 24 | $1.99 | $0.41 | ||
| Q3 24 | $2.61 | $0.42 | ||
| Q2 24 | $1.78 | $0.45 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $27.0M |
| Total DebtLower is stronger | $9.3B | $4.3B |
| Stockholders' EquityBook value | $11.6B | $5.2B |
| Total Assets | $22.2B | $10.0B |
| Debt / EquityLower = less leverage | 0.80× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $27.0M | ||
| Q3 25 | $123.3M | $737.2M | ||
| Q2 25 | $102.8M | $734.2M | ||
| Q1 25 | $53.3M | $368.0M | ||
| Q4 24 | $108.6M | $518.3M | ||
| Q3 24 | $552.4M | $342.4M | ||
| Q2 24 | $545.8M | $35.2M | ||
| Q1 24 | $287.9M | $361.8M |
| Q4 25 | $9.3B | $4.3B | ||
| Q3 25 | $8.7B | $5.0B | ||
| Q2 25 | $8.7B | $5.0B | ||
| Q1 25 | $8.3B | $4.4B | ||
| Q4 24 | $8.1B | $4.8B | ||
| Q3 24 | $8.4B | $4.9B | ||
| Q2 24 | $8.4B | $4.7B | ||
| Q1 24 | $8.0B | $5.0B |
| Q4 25 | $11.6B | $5.2B | ||
| Q3 25 | $11.9B | $5.0B | ||
| Q2 25 | $11.9B | $5.0B | ||
| Q1 25 | $11.9B | $4.7B | ||
| Q4 24 | $11.9B | $4.5B | ||
| Q3 24 | $11.9B | $4.2B | ||
| Q2 24 | $11.7B | $3.7B | ||
| Q1 24 | $11.7B | $3.5B |
| Q4 25 | $22.2B | $10.0B | ||
| Q3 25 | $21.9B | $10.6B | ||
| Q2 25 | $21.8B | $10.5B | ||
| Q1 25 | $21.2B | $9.7B | ||
| Q4 24 | $21.0B | $9.9B | ||
| Q3 24 | $21.3B | $9.6B | ||
| Q2 24 | $21.0B | $8.8B | ||
| Q1 24 | $20.6B | $9.0B |
| Q4 25 | 0.80× | 0.82× | ||
| Q3 25 | 0.73× | 0.99× | ||
| Q2 25 | 0.72× | 1.00× | ||
| Q1 25 | 0.70× | 0.94× | ||
| Q4 24 | 0.68× | 1.07× | ||
| Q3 24 | 0.70× | 1.15× | ||
| Q2 24 | 0.71× | 1.26× | ||
| Q1 24 | 0.68× | 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 | $400.4M | $230.6M |
| Free Cash FlowOCF − Capex | $322.5M | $203.9M |
| FCF MarginFCF / Revenue | 17563.8% | 63.9% |
| Capex IntensityCapex / Revenue | 4246.2% | 8.4% |
| Cash ConversionOCF / Net Profit | 2.41× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $400.4M | $230.6M | ||
| Q3 25 | $477.0M | $226.7M | ||
| Q2 25 | $377.8M | $239.3M | ||
| Q1 25 | $415.9M | $182.0M | ||
| Q4 24 | $328.8M | $229.0M | ||
| Q3 24 | $486.2M | $184.9M | ||
| Q2 24 | $380.0M | $184.1M | ||
| Q1 24 | $412.9M | $151.5M |
| Q4 25 | $322.5M | $203.9M | ||
| Q3 25 | $402.2M | $205.5M | ||
| Q2 25 | $317.1M | $226.5M | ||
| Q1 25 | $367.5M | $161.8M | ||
| Q4 24 | $271.9M | $213.5M | ||
| Q3 24 | $434.2M | $176.6M | ||
| Q2 24 | $333.0M | $177.0M | ||
| Q1 24 | $375.4M | $144.5M |
| Q4 25 | 17563.8% | 63.9% | ||
| Q3 25 | 21507.4% | 65.9% | ||
| Q2 25 | 19896.0% | 80.2% | ||
| Q1 25 | 21098.3% | 58.4% | ||
| Q4 24 | 15626.2% | 76.4% | ||
| Q3 24 | 25305.2% | 64.0% | ||
| Q2 24 | 18195.7% | 70.0% | ||
| Q1 24 | 20914.5% | 59.4% |
| Q4 25 | 4246.2% | 8.4% | ||
| Q3 25 | 3998.4% | 6.8% | ||
| Q2 25 | 3806.1% | 4.5% | ||
| Q1 25 | 2776.7% | 7.3% | ||
| Q4 24 | 3271.1% | 5.5% | ||
| Q3 24 | 3026.3% | 3.0% | ||
| Q2 24 | 2568.9% | 2.8% | ||
| Q1 24 | 2088.6% | 2.9% |
| Q4 25 | 2.41× | 1.40× | ||
| Q3 25 | 1.25× | 1.26× | ||
| Q2 25 | 1.41× | 1.75× | ||
| Q1 25 | 1.76× | 1.67× | ||
| Q4 24 | 1.17× | 2.02× | ||
| Q3 24 | 1.31× | 1.65× | ||
| Q2 24 | 1.50× | 1.62× | ||
| Q1 24 | 2.38× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
