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Side-by-side financial comparison of OMEGA HEALTHCARE INVESTORS INC (OHI) and Sachem Capital Corp. (SACH). 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 $12.0M, roughly 26.6× Sachem Capital Corp.). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 53.9% vs 8.3%, a 45.6% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs -18.8%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% CAGR vs -13.4%).
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.
Sachem Capital Corp.SACHEarnings & Financial Report
Sachem Head Capital Management is an American value-oriented investment management firm based in New York City, managed by Scott Ferguson.
OHI vs SACH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $319.2M | $12.0M |
| Net Profit | $172.0M | $997.0K |
| Gross Margin | — | — |
| Operating Margin | 53.7% | -3.1% |
| Net Margin | 53.9% | 8.3% |
| Revenue YoY | 14.3% | -18.8% |
| Net Profit YoY | 47.7% | 119.7% |
| EPS (diluted) | $0.56 | $0.00 |
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 | $319.2M | — | ||
| Q3 25 | $311.6M | $12.0M | ||
| Q2 25 | $282.5M | $10.8M | ||
| Q1 25 | $276.8M | $11.4M | ||
| Q4 24 | $279.3M | $10.8M | ||
| Q3 24 | $276.0M | $14.8M | ||
| Q2 24 | $252.7M | $15.1M | ||
| Q1 24 | $243.3M | $16.8M |
| Q4 25 | $172.0M | — | ||
| Q3 25 | $179.7M | $997.0K | ||
| Q2 25 | $136.6M | $1.9M | ||
| Q1 25 | $109.0M | $904.0K | ||
| Q4 24 | $116.5M | $-36.1M | ||
| Q3 24 | $111.8M | $-5.1M | ||
| Q2 24 | $113.9M | $-3.1M | ||
| Q1 24 | $67.4M | $4.7M |
| Q4 25 | 53.7% | — | ||
| Q3 25 | 61.4% | -3.1% | ||
| Q2 25 | 52.1% | 9.9% | ||
| Q1 25 | 41.4% | 9.0% | ||
| Q4 24 | 42.5% | -131.1% | ||
| Q3 24 | 40.3% | -32.6% | ||
| Q2 24 | 47.1% | -20.6% | ||
| Q1 24 | 29.5% | 25.4% |
| Q4 25 | 53.9% | — | ||
| Q3 25 | 57.7% | 8.3% | ||
| Q2 25 | 48.4% | 17.5% | ||
| Q1 25 | 39.4% | 7.9% | ||
| Q4 24 | 41.7% | -335.6% | ||
| Q3 24 | 40.5% | -34.2% | ||
| Q2 24 | 45.1% | -20.2% | ||
| Q1 24 | 27.7% | 27.8% |
| Q4 25 | $0.56 | — | ||
| Q3 25 | $0.59 | $0.00 | ||
| Q2 25 | $0.46 | $0.02 | ||
| Q1 25 | $0.33 | $0.00 | ||
| Q4 24 | $0.41 | $-0.79 | ||
| Q3 24 | $0.42 | $-0.13 | ||
| Q2 24 | $0.45 | $-0.09 | ||
| Q1 24 | $0.27 | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $27.0M | $12.6M |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $5.2B | $175.6M |
| Total Assets | $10.0B | $484.4M |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.0M | — | ||
| Q3 25 | $737.2M | $12.6M | ||
| Q2 25 | $734.2M | $23.5M | ||
| Q1 25 | $368.0M | $25.8M | ||
| Q4 24 | $518.3M | $19.6M | ||
| Q3 24 | $342.4M | $7.4M | ||
| Q2 24 | $35.2M | $12.4M | ||
| Q1 24 | $361.8M | $56.8M |
| Q4 25 | $4.3B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.4B | $230.2M | ||
| Q4 24 | $4.8B | $230.2M | ||
| Q3 24 | $4.9B | $264.7M | ||
| Q2 24 | $4.7B | $264.7M | ||
| Q1 24 | $5.0B | $288.4M |
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.0B | $175.6M | ||
| Q2 25 | $5.0B | $177.9M | ||
| Q1 25 | $4.7B | $179.3M | ||
| Q4 24 | $4.5B | $181.7M | ||
| Q3 24 | $4.2B | $220.6M | ||
| Q2 24 | $3.7B | $230.2M | ||
| Q1 24 | $3.5B | $237.4M |
| Q4 25 | $10.0B | — | ||
| Q3 25 | $10.6B | $484.4M | ||
| Q2 25 | $10.5B | $501.8M | ||
| Q1 25 | $9.7B | $491.4M | ||
| Q4 24 | $9.9B | $492.0M | ||
| Q3 24 | $9.6B | $555.5M | ||
| Q2 24 | $8.8B | $586.3M | ||
| Q1 24 | $9.0B | $626.5M |
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 0.94× | 1.28× | ||
| Q4 24 | 1.07× | 1.27× | ||
| Q3 24 | 1.15× | 1.20× | ||
| Q2 24 | 1.26× | 1.15× | ||
| Q1 24 | 1.43× | 1.21× |
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 | $878.6M | $4.9M |
| Free Cash FlowOCF − Capex | $797.7M | — |
| FCF MarginFCF / Revenue | 249.9% | — |
| Capex IntensityCapex / Revenue | 25.3% | — |
| Cash ConversionOCF / Net Profit | 5.11× | 4.95× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $878.6M | — | ||
| Q3 25 | $226.7M | $4.9M | ||
| Q2 25 | $239.3M | $501.0K | ||
| Q1 25 | $182.0M | $191.0K | ||
| Q4 24 | $749.4M | $12.9M | ||
| Q3 24 | $184.9M | $2.3M | ||
| Q2 24 | $184.1M | $7.0M | ||
| Q1 24 | $151.5M | $4.2M |
| Q4 25 | $797.7M | — | ||
| Q3 25 | $205.5M | — | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $161.8M | — | ||
| Q4 24 | $711.7M | — | ||
| Q3 24 | $176.6M | — | ||
| Q2 24 | $177.0M | — | ||
| Q1 24 | $144.5M | — |
| Q4 25 | 249.9% | — | ||
| Q3 25 | 65.9% | — | ||
| Q2 25 | 80.2% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 254.8% | — | ||
| Q3 24 | 64.0% | — | ||
| Q2 24 | 70.0% | — | ||
| Q1 24 | 59.4% | — |
| Q4 25 | 25.3% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 2.9% | — |
| Q4 25 | 5.11× | — | ||
| Q3 25 | 1.26× | 4.95× | ||
| Q2 25 | 1.75× | 0.27× | ||
| Q1 25 | 1.67× | 0.21× | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 2.25× | 0.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
