Omega Healthcare Investors (OHI) vs SBA Communications (SBAC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Omega Healthcare Investors (OHI) has outperformed SBA Communications (SBAC) over the past year, gaining 8.5% versus a loss of 9.6%. Over five years, OHI leads with a +41.2% price change compared with -47.9% for SBAC. SBA Communications is the larger company by market cap ($18.04 billion vs $14.09 billion), about 1.3 times the size, while Omega Healthcare Investors is growing revenue faster (+13.2% vs +5.1%).
On valuation, SBA Communications trades at a lower forward P/E (20.8x vs 21.8x for Omega Healthcare Investors). Omega Healthcare Investors offers the higher dividend yield (6.09% vs 2.78%). Omega Healthcare Investors converts more of its revenue into profit, with a net margin of 49.6% versus 37.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | OHI | SBAC |
|---|---|---|
| Share price | $44.14 | $170.01 |
| Market cap | $14.09B | $18.04B |
| 1-day change | +0.89% | -0.22% |
| YTD return | -0.45% | -11.92% |
| 1-year return | +8.51% | -9.63% |
| 5-year return | +41.16% | -47.88% |
| P/E ratio (TTM) | 15.76 | 18.34 |
| Forward P/E | 21.82 | 20.78 |
| EPS (TTM) | $2.80 | $9.27 |
| Dividend yield | 6.09% | 2.78% |
| Annual dividend | $2.69 | $4.72 |
| Revenue (latest FY) | $1.19B | $2.82B |
| Revenue growth (YoY) | +13.19% | +5.06% |
| Net income (latest FY) | $590.18M | $1.05B |
| Gross margin | — | 75.46% |
| Operating margin | — | 47.70% |
| Net margin | 49.59% | 37.43% |
| 52-week high | $52.39 | $224.46 |
| 52-week low | $39.26 | $156.60 |
| Distance from 52-week high | -15.75% | -24.26% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +17.31% | +33.05% |
| Average volume | 1.94M | 963.51K |
| Shares outstanding | 303.01M | 106.09M |
| Employees | 69 | 1,844 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- OHI has outperformed SBAC by 18.1 percentage points over the past year.
- Omega Healthcare Investors offers a meaningfully higher dividend yield (6.09% vs 2.78%).
- Omega Healthcare Investors is more profitable, keeping 49.6 cents of every revenue dollar as net income versus 37.4 cents for SBA Communications.
- Omega Healthcare Investors grew revenue faster in its latest fiscal year (+13.19% vs +5.06%).
About Omega Healthcare Investors
OHI stock →Omega Healthcare Investors, Inc. is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities.
Real Estate · Real Estate Investment Trusts · 69 employees
About SBA Communications
SBAC stock →SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, including tower structures, rooftops and other structures that support antennas used for wireless communications. In our site leasing business, we lease space to wireless service providers and other customers on assets we own or operate, and manage rooftop and tower sites for property owners under various contractual arrangements.
Real Estate · Real Estate Investment Trusts · 1,844 employees
OHI vs SBAC FAQ
Which is bigger, Omega Healthcare Investors or SBA Communications?
SBA Communications (SBAC) is larger, with a market capitalization of $18.04B compared with $14.09B for Omega Healthcare Investors (OHI).
Which stock has performed better over the past year, OHI or SBAC?
OHI returned +8.51% over the past 12 months, compared with -9.63% for SBAC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, OHI or SBAC?
OHI has the lower trailing P/E at 15.8, versus 18.3 for SBAC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Omega Healthcare Investors or SBA Communications?
Omega Healthcare Investors has the higher yield at 6.09%, compared with 2.78% for SBA Communications.
Are Omega Healthcare Investors and SBA Communications in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.