CWSRF:OTC-Chartwell Retirement Residences (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 9.38

Change

+0.01 (+0.11)%

Market Cap

USD 2.24B

Volume

2.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-28 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

N/A

USD 61.60B
VTR Ventas Inc

N/A

USD 20.18B
DOC Healthpeak Properties Inc

N/A

USD 13.79B
OHI Omega Healthcare Investors Inc

N/A

USD 8.72B
HR Healthcare Realty Trust Incorp..

N/A

USD 6.31B
CTRE CareTrust REIT Inc.

N/A

USD 3.57B
NHI National Health Investors Inc

N/A

USD 2.90B
MPW Medical Properties Trust Inc

N/A

USD 2.88B
AHR American Healthcare REIT Inc

N/A

USD 1.75B
LTC LTC Properties Inc

N/A

USD 1.48B

ETFs Containing CWSRF

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Healthcare Facilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.32% 60% D- 76% C+
Dividend Return 3.40% 47% F 79% B-
Total Return 12.73% 60% D- 79% B-
Trailing 12 Months  
Capital Gain 31.37% 87% B+ 89% A-
Dividend Return 8.38% 93% A 88% B+
Total Return 39.75% 87% B+ 91% A-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.86% 87% B+ 53% F
Dividend Return 7.03% 87% B+ 57% F
Total Return 4.17% 27% F 73% C
Risk Return Profile  
Volatility (Standard Deviation) 32.31% 13% F 31% F
Risk Adjusted Return 21.75% 73% C 46% F
Market Capitalization 2.24B 50% F 66% D+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector