Omega Healthcare Investors (NYSE:OHI) & Brookfield Infrastructure Partners (NYSE:BIP) Head-To-Head Contrast

Omega Healthcare Investors (NYSE:OHI) and Brookfield Infrastructure Partners (NYSE:BIP) are both large-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, earnings, dividends, analyst recommendations, institutional ownership, valuation and profitability.

Institutional and Insider Ownership

65.3% of Omega Healthcare Investors shares are owned by institutional investors. Comparatively, 57.9% of Brookfield Infrastructure Partners shares are owned by institutional investors. 1.5% of Omega Healthcare Investors shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Earnings and Valuation

This table compares Omega Healthcare Investors and Brookfield Infrastructure Partners”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Omega Healthcare Investors	$1.05 billion	12.49	$406.33 million	$1.79	24.83
Brookfield Infrastructure Partners	$21.04 billion	0.75	$351.00 million	$0.67	50.88

Omega Healthcare Investors has higher earnings, but lower revenue than Brookfield Infrastructure Partners. Omega Healthcare Investors is trading at a lower price-to-earnings ratio than Brookfield Infrastructure Partners, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current ratings and price targets for Omega Healthcare Investors and Brookfield Infrastructure Partners, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Omega Healthcare Investors	0	6	6	0	2.50
Brookfield Infrastructure Partners	0	3	4	2	2.89

Omega Healthcare Investors currently has a consensus target price of $46.44, indicating a potential upside of 4.50%. Brookfield Infrastructure Partners has a consensus target price of $41.25, indicating a potential upside of 21.01%. Given Brookfield Infrastructure Partners’ stronger consensus rating and higher possible upside, analysts clearly believe Brookfield Infrastructure Partners is more favorable than Omega Healthcare Investors.

Dividends

Omega Healthcare Investors pays an annual dividend of $2.68 per share and has a dividend yield of 6.0%. Brookfield Infrastructure Partners pays an annual dividend of $1.72 per share and has a dividend yield of 5.0%. Omega Healthcare Investors pays out 149.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield Infrastructure Partners pays out 256.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield Infrastructure Partners has increased its dividend for 18 consecutive years. Omega Healthcare Investors is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares Omega Healthcare Investors and Brookfield Infrastructure Partners’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Omega Healthcare Investors	46.83%	10.72%	5.29%
Brookfield Infrastructure Partners	3.70%	2.74%	0.75%

Risk and Volatility

Omega Healthcare Investors has a beta of 0.56, indicating that its share price is 44% less volatile than the S&P 500. Comparatively, Brookfield Infrastructure Partners has a beta of 1.09, indicating that its share price is 9% more volatile than the S&P 500.

Summary

Omega Healthcare Investors beats Brookfield Infrastructure Partners on 11 of the 18 factors compared between the two stocks.

About Omega Healthcare Investors

Omega Healthcare Investors, Inc. engages in the provision of financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities, assisted living facilities, independent living facilities, rehabilitation and acute care facilities, and medical office buildings. The company was founded on March 31, 1992 and is headquartered in Hunt Valley, MD.

About Brookfield Infrastructure Partners

Brookfield Infrastructure Partners L.P. owns and operates utilities, transport, midstream, and data businesses in North and South America, Europe, and the Asia Pacific. The company's Utilities segment operates approximately 2,900 km of electricity transmission lines; 4,200 km of natural gas pipelines; 8.1 million electricity and natural gas connections; and 0.6 million long-term contracted sub-metering services. This segment also offers heating, cooling, and energy solutions; gas distribution; water heaters; and heating, ventilation, and air conditioner rental, as well as other home services. Its Transport segment offers transportation, storage, and handling services for merchandise goods, commodities, and passengers through a network of approximately 22,000 km of track; 5,500 km of track network; 9,800 km of rail; and 3,300 km of motorways. The company's Midstream segment offers natural gas transmission, gathering and processing, and storage services through approximately 15,000 km of natural gas transmission pipelines; 570 billion cubic feet of natural gas storage; 17 natural gas processing plants; and 10,600 km of gas gathering pipelines, as well as 525,000 tonnes polypropylene production capacity. Its Data segment operates approximately 228,000 operational telecom towers; approximately 54,000 kilometers of fiber optic cables; approximately 1 million fiber-to-the-premise connections; two semiconductor manufacturing facilities; and 70 distributed antenna systems, as well as 135 data centers and 750 megawatts of critical load capacity and an additional approximate 670 megawatts of contracted capacity. The company was incorporated in 2007 and is based in Hamilton, Bermuda. Brookfield Infrastructure Partners L.P. operates as a subsidiary of Brookfield Corporation.