Brookfield Infrastructure Partners (NYSE:BIP – Get Free Report) and Omega Healthcare Investors (NYSE:OHI – Get Free Report) are both large-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, risk, profitability and valuation.
Institutional and Insider Ownership
57.9% of Brookfield Infrastructure Partners shares are owned by institutional investors. Comparatively, 65.3% of Omega Healthcare Investors 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Analyst Ratings
This is a breakdown of current recommendations and price targets for Brookfield Infrastructure Partners and Omega Healthcare Investors, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Brookfield Infrastructure Partners | 0 | 3 | 4 | 2 | 2.89 |
| Omega Healthcare Investors | 0 | 6 | 6 | 0 | 2.50 |
Valuation and Earnings
This table compares Brookfield Infrastructure Partners and Omega Healthcare Investors”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Brookfield Infrastructure Partners | $21.04 billion | 0.77 | $351.00 million | $0.67 | 52.18 |
| Omega Healthcare Investors | $1.05 billion | 12.25 | $406.33 million | $1.79 | 24.34 |
Omega Healthcare Investors has lower revenue, but higher earnings 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.
Risk and Volatility
Brookfield Infrastructure Partners has a beta of 1.09, suggesting that its share price is 9% more volatile than the S&P 500. Comparatively, Omega Healthcare Investors has a beta of 0.56, suggesting that its share price is 44% less volatile than the S&P 500.
Profitability
This table compares Brookfield Infrastructure Partners and Omega Healthcare Investors’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Brookfield Infrastructure Partners | 3.70% | 2.74% | 0.75% |
| Omega Healthcare Investors | 46.83% | 10.72% | 5.29% |
Dividends
Brookfield Infrastructure Partners pays an annual dividend of $1.72 per share and has a dividend yield of 4.9%. Omega Healthcare Investors pays an annual dividend of $2.68 per share and has a dividend yield of 6.2%. 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. 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 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.
Summary
Omega Healthcare Investors beats Brookfield Infrastructure Partners on 11 of the 18 factors compared between the two stocks.
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.
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.
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