Omega Healthcare Investors (BSP:O2HI34) 3-Year ROIIC % : 38.59% (As of Dec. 2025) — 918% Above Median


BSP:O2HI34 Omega Healthcare Investors Inc BSP:O2HI34
49 GF Score
Price R$77.02
GF Value R$60.64
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Omega Healthcare Investors 3-Year ROIIC %?

Omega Healthcare Investors BSP:O2HI34 -0.03% 49 3-Year ROIIC % is 38.59 as of Dec. 2025, which is 918% above its 10-year median of 3.79. GuruFocus rates BSP:O2HI34 with a GF Score™ of 49/100 and a GF Value™ of R$60.64 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 700 REITs companies, Omega Healthcare Investors ranks better than 94.57% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Omega Healthcare Investors's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 38.59%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Omega Healthcare Investors's 3-Year ROIIC % or its related term are showing as below:

BSP:O2HI34's 3-Year ROIIC % is ranked better than
94.57% of 700 companies
in the REITs industry
Industry Median: 3.46 vs BSP:O2HI34: 38.59

Omega Healthcare Investors  (BSP:O2HI34) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Omega Healthcare Investors 3-Year ROIIC % Related Terms


Omega Healthcare Investors 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Omega Healthcare Investors's 3-Year ROIIC % 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 3-Year ROIIC % Chart

Omega Healthcare Investors Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.50 24.23 -5.77 -28.18 38.59

Omega Healthcare Investors Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year ROIIC % 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 0.00 0.00 0.00 38.59 0.00

BSP:O2HI34 vs DOC, AHR, CTRE: 3-Year ROIIC % Comparison

For the REIT - Healthcare Facilities subindustry, Omega Healthcare Investors's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, Omega Healthcare Investors's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Omega Healthcare Investors's 3-Year ROIIC % falls into.


BSP:O2HI34
49GF Score
Omega Healthcare Investors Inc BSP:O2HI34
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Omega Healthcare Investors 3-Year ROIIC % Calculation

Omega Healthcare Investors's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 3962.9332316 (Dec. 2025) - 2036.044675 (Dec. 2022) )/( 52753.814 (Dec. 2025) - 46122.87 (Dec. 2022) )
=1926.8885566/6630.944
=29.06%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 38.59 mean?
Omega Healthcare Investors (BSP:O2HI34) has a 3-Year ROIIC % of 38.59 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Omega Healthcare Investors and its competitors. This is 918% above median its historical median of 3.79. According to the industry distribution chart, Omega Healthcare Investors ranks #38 out of 700 companies in the REITs industry, placing it in the top 5.4%.
Is Omega Healthcare Investors' 3-Year ROIIC % too high?
Omega Healthcare Investors' current 3-Year ROIIC % of 38.59 is 918% above median its 10-year median of 3.79. The REITs industry median 3-Year ROIIC % is 3.46. Omega Healthcare Investors' value of 38.59 is 1015.3% above this industry median. Based on the distribution chart, Omega Healthcare Investors ranks #38 out of 700 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Omega Healthcare Investors has a GF Score™ of 49/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Omega Healthcare Investors' 3-Year ROIIC % compare to DOC and AHR?
According to the REITs industry distribution chart, Omega Healthcare Investors ranks #38 out of 700 companies for 3-Year ROIIC %. This places Omega Healthcare Investors in the top 5% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 3.46. Omega Healthcare Investors' value of 38.59 is 1015.3% above this benchmark. While the company's 10-year median is 3.79 vs. the industry median of 3.46, 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 3-Year ROIIC % for a REITs company?
The median 3-Year ROIIC % among REITs companies is 3.46, based on 700 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Omega Healthcare Investors's current 3-Year ROIIC % of 38.59 is 1015.3% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Omega Healthcare Investors and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Omega Healthcare Investors's current 3-Year ROIIC % is 38.59, which is 918% above median its own 10-year median of 3.79. 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$60.64, compared to a current price of R$77.02 — trading 27% above its estimated fair value. The current 3-Year ROIIC % is 38.59, which is 918% above median its 10-year median of 3.79 and 1015.3% above the REITs industry median of 3.46. Omega Healthcare Investors' overall GF Score™ is 49/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Omega Healthcare Investors (BSP:O2HI34), the current 3-Year ROIIC % is 38.59 as of Dec. 2025. 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$77.02 is trading 27% above its estimated GF Value™ of R$60.64. GuruFocus considers Omega Healthcare Investors to be Modestly Overvalued.

Key valuation signals for BSP:O2HI34:

  • 3-Year ROIIC %: 38.59 (918% above median its 10-year median of 3.79)
  • GF Value™: R$60.64 vs. price of R$77.02 (27% above fair value)
  • GF Score™: 49/100 with 6 warning signs
  • Industry Position: 1015.3% above the REITs median (#38 of 700)

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.
49GF Score

Get the complete analysis for BSP:O2HI34

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$77.02
Price
R$60.64
GF Value