Omega Healthcare Investors (BSP:O2HI34) Cyclically Adjusted Price-to-FCF: 14.28 (As of Aug. 09, 2026) — Near Median

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BSP:O2HI34 Omega Healthcare Investors Inc BSP:O2HI34
46 GF Score
Price R$81.84
GF Value R$70.35
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Omega Healthcare Investors Cyclically Adjusted Price-to-FCF?

Omega Healthcare Investors BSP:O2HI34 46 Cyclically Adjusted Price-to-FCF is 14.28 as of Aug. 09, 2026, which is 5% above its 10-year median of 13.64. GuruFocus rates BSP:O2HI34 with a GF Score™ of 46/100 and a GF Value™ of R$70.35 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 437 REITs companies, Omega Healthcare Investors ranks worse than 57.44% on this metric.

As of today (2026-08-09), Omega Healthcare Investors's current share price is R$81.84. Omega Healthcare Investors's Cyclically Adjusted FCF per Share for the quarter that ended in Jun. 2026 was R$5.73. Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF for today is 14.28.

The historical rank and industry rank for Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF or its related term are showing as below:

BSP:O2HI34' s Cyclically Adjusted Price-to-FCF Range Over the Past 10 Years
Min: 8.34   Med: 13.64   Max: 65.35
Current: 14.74

During the past years, Omega Healthcare Investors's highest Cyclically Adjusted Price-to-FCF was 65.35. The lowest was 8.34. And the median was 13.64.

BSP:O2HI34's Cyclically Adjusted Price-to-FCF is ranked worse than
57.44% of 437 companies
in the REITs industry
Industry Median: 12.79 vs BSP:O2HI34: 14.74

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Omega Healthcare Investors's adjusted free cash flow per share data for the three months ended in Jun. 2026 was R$3.528. Add all the adjusted free cash flow per share for the past 10 years together and divide 10 will get our Cyclically Adjusted FCF per Share, which is R$5.73 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Omega Healthcare Investors  (BSP:O2HI34) Cyclically Adjusted Price-to-FCF Explanation

Compared with the regular Price-to-Free-Cash-Flow, which works poorly for cyclical businesses, the Cyclically Adjusted Price-to-FCF smoothed out the fluctuations of free cash flow during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted Price-to-FCF should give similar results to regular Price-to-Free-Cash-Flow.


Omega Healthcare Investors Cyclically Adjusted Price-to-FCF Related Terms


Omega Healthcare Investors Cyclically Adjusted Price-to-FCF Historical Data

* Premium members only.

The historical data trend for Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Omega Healthcare Investors Cyclically Adjusted Price-to-FCF Chart

Omega Healthcare Investors Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Price-to-FCF
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.99 8.83 9.56 11.74 13.64

Omega Healthcare Investors Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted Price-to-FCF Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 11.21 12.90 13.64 13.31 14.50

BSP:O2HI34 vs DOC, AHR, CTRE: Cyclically Adjusted Price-to-FCF Comparison

For the REIT - Healthcare Facilities subindustry, Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Omega Healthcare Investors Cyclically Adjusted Price-to-FCF vs REITs Industry

For the REITs industry and Real Estate sector, Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF falls into.


BSP:O2HI34
46GF Score
Omega Healthcare Investors Inc BSP:O2HI34
Cyclically Adjusted Price-to-FCF is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Omega Healthcare Investors Cyclically Adjusted Price-to-FCF Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted Price-to-FCF takes the Free Cash Flow per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/FCF calculation. Because it considers this 10-year average, it's often referred to as the CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF.

Omega Healthcare Investors's Cyclically Adjusted Price-to-FCF for today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/ Cyclically Adjusted FCF per Share
=81.84/5.73
=14.28

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Omega Healthcare Investors's Cyclically Adjusted FCF per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Omega Healthcare Investors's adjusted Free Cash Flow per Share data for the three months ended in Jun. 2026 was:

Adj_FreeCashFlowPerShare=Free Cash Flow per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=3.528/333.9520*333.9520
=3.528

Current CPI (Jun. 2026) = 333.9520.

Omega Healthcare Investors Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201609 2.715 241.428 3.755
201612 2.742 241.432 3.793
201703 1.707 243.801 2.338
201706 2.418 244.955 3.297
201709 2.472 246.819 3.345
201712 2.390 246.524 3.238
201803 0.835 249.554 1.117
201806 2.972 251.989 3.939
201809 2.564 252.439 3.392
201812 2.763 251.233 3.673
201903 1.980 254.202 2.601
201906 2.717 256.143 3.542
201909 2.552 256.759 3.319
201912 2.664 256.974 3.462
202003 2.898 258.115 3.749
202006 4.212 257.797 5.456
202009 4.193 260.280 5.380
202012 4.288 260.474 5.498
202103 4.133 264.877 5.211
202106 4.172 271.696 5.128
202109 4.009 274.310 4.881
202112 3.585 278.802 4.294
202203 2.658 287.504 3.087
202206 3.589 296.311 4.045
202209 3.596 296.808 4.046
202212 3.317 296.797 3.732
202303 2.385 301.836 2.639
202306 3.360 305.109 3.678
202309 3.300 307.789 3.581
202312 3.151 306.746 3.430
202403 2.932 312.332 3.135
202406 3.791 314.175 4.030
202409 3.716 315.301 3.936
202412 4.860 315.605 5.143
202503 3.552 319.799 3.709
202506 4.376 322.561 4.531
202509 3.945 324.800 4.056
202512 4.016 324.054 4.139
202603 3.576 330.213 3.616
202606 3.528 333.952 3.528

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted Price-to-FCF of 14.28 mean?
Omega Healthcare Investors (BSP:O2HI34) has a Cyclically Adjusted Price-to-FCF of 14.28 as of Aug. 09, 2026. Cyclically Adjusted Price-to-FCF Ratio is the ratio of share price to a company's inflation-adjusted FCF per share over a 10-year period. View historical data on Omega Healthcare Investors and its competitors. This is near median its historical median of 13.64. Over the past decade, Omega Healthcare Investors' Cyclically Adjusted Price-to-FCF has ranged from 8.34 to 65.35. According to the industry distribution chart, Omega Healthcare Investors ranks #251 out of 437 companies in the REITs industry, placing it in the top 57.4%.
Is Omega Healthcare Investors' Cyclically Adjusted Price-to-FCF too high?
Omega Healthcare Investors' current Cyclically Adjusted Price-to-FCF of 14.28 is near median its 10-year median of 13.64. Over the past 10 years, this metric has ranged from a low of 8.34 to a high of 65.35. The REITs industry median Cyclically Adjusted Price-to-FCF is 12.79. Omega Healthcare Investors' value of 14.28 is 11.6% above this industry median. Based on the distribution chart, Omega Healthcare Investors ranks #251 out of 437 companies in the REITs industry, which is below the industry midpoint. Overall, Omega Healthcare Investors has a GF Score™ of 46/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Omega Healthcare Investors' Cyclically Adjusted Price-to-FCF compare to DOC and AHR?
According to the REITs industry distribution chart, Omega Healthcare Investors ranks #251 out of 437 companies for Cyclically Adjusted Price-to-FCF. This places Omega Healthcare Investors in the lower half of its industry. The industry median Cyclically Adjusted Price-to-FCF is 12.79. Omega Healthcare Investors' value of 14.28 is 11.6% above this benchmark. Historically, Omega Healthcare Investors' own Cyclically Adjusted Price-to-FCF has ranged from 8.34 to 65.35 over the past decade. While the company's 10-year median is 13.64 vs. the industry median of 12.79, Omega Healthcare Investors has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Price-to-FCF for a REITs company?
The median Cyclically Adjusted Price-to-FCF among REITs companies is 12.79, based on 437 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted Price-to-FCF significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted Price-to-FCF should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Omega Healthcare Investors's current Cyclically Adjusted Price-to-FCF of 14.28 is 11.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Price-to-FCF mean?
A high Cyclically Adjusted Price-to-FCF can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted Price-to-FCF Ratio is the ratio of share price to a company's inflation-adjusted FCF per share over a 10-year period. View historical data on Omega Healthcare Investors and its competitors. For the REITs industry, the median Cyclically Adjusted Price-to-FCF is 12.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Omega Healthcare Investors's current Cyclically Adjusted Price-to-FCF is 14.28, which is near median its own 10-year median of 13.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Omega Healthcare Investors stock overvalued right now?
Based on GuruFocus' analysis, Omega Healthcare Investors (BSP:O2HI34) is currently considered Modestly Overvalued. The stock's GF Value™ is R$70.35, compared to a current price of R$81.84 — trading 16.3% above its estimated fair value. The current Cyclically Adjusted Price-to-FCF is 14.28, which is near median its 10-year median of 13.64 and 11.6% above the REITs industry median of 12.79. Omega Healthcare Investors' overall GF Score™ is 46/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Price-to-FCF calculated?
Cyclically Adjusted Price-to-FCF is calculated from a company's financial statements. For Omega Healthcare Investors (BSP:O2HI34), the current Cyclically Adjusted Price-to-FCF is 14.28 as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Omega Healthcare Investors (BSP:O2HI34) Overvalued in 2026?

Based on GuruFocus' analysis, Omega Healthcare Investors stock appears to be overvalued. The current stock price of R$81.84 is trading 16.3% above its estimated GF Value™ of R$70.35. GuruFocus considers Omega Healthcare Investors to be Modestly Overvalued.

Key valuation signals for BSP:O2HI34:

  • Cyclically Adjusted Price-to-FCF: 14.28 (near median its 10-year median of 13.64)
  • GF Value™: R$70.35 vs. price of R$81.84 (16.3% above fair value)
  • GF Score™: 46/100 with 7 warning signs
  • Industry Position: 11.6% above the REITs median (#251 of 437)

No single metric tells the full story. See the BSP:O2HI34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Omega Healthcare Investors Business Description

Industry Real EstateREITs
Address 303 International Circle, Suite 200, Hunt Valley, MD, USA, 21030
Omega Healthcare Investors Inc is a real estate investment trust that invests in healthcare-related real estate properties located in the United States (U.S.), the United Kingdom (U.K.), and Canada. The company's objective is to provide attractive returns to investors while serving as the preferred capital partner to its third-party healthcare operating companies and affiliates, as well as other third-party healthcare operators, allowing them to focus on delivering a high level of care to their resident patients. Omega's investment portfolio mainly consists of skilled nursing facilities, assisted living facilities (ALFs), including care homes in the U.K., independent living facilities, rehabilitation and acute care facilities, and continuing care retirement communities.
46GF Score

Get the complete analysis for BSP:O2HI34

Cyclically Adjusted Price-to-FCF is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$81.84
Price
R$70.35
GF Value