VTR:NYE-Ventas Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 64.21

Change

-0.22 (-0.34)%

Market Cap

USD 26.84B

Volume

2.49M

Analyst Target

USD 38.42
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population. With approximately 1,350 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy. The Company's growth is fueled by its approximately 800 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities. The Company aims to deliver outsized performance by leveraging its unmatched operational expertise, data-driven insights from its Ventas OITM platform, extensive relationships and strong financial position. Ventas's seasoned team of talented professionals shares a commitment to excellence, integrity and a common purpose of helping people live longer, healthier, happier lives.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

+0.21 (+0.16%)

USD 79.04B
DOC Healthpeak Properties Inc

+0.18 (+0.82%)

USD 15.67B
CTRE CareTrust REIT Inc.

-0.06 (-0.19%)

USD 4.79B
NHI National Health Investors Inc

+0.41 (+0.48%)

USD 3.63B
AHR American Healthcare REIT, Inc.

+0.22 (+0.90%)

USD 3.23B
LTC LTC Properties Inc

+0.04 (+0.11%)

USD 1.64B
UHT Universal Health Realty Income..

+0.20 (+0.43%)

USD 0.64B
CHCT Community Healthcare Trust Inc

-0.11 (-0.63%)

USD 0.46B
GMRE-PA Global Medical REIT Inc

-0.32 (-1.23%)

USD 0.41B
GMRE Global Medical REIT Inc

-0.01 (-0.10%)

N/A

ETFs Containing VTR

BYRE Principal Exchange-Traded.. 8.52 % 0.00 %

-0.10 (-0.61%)

USD 0.01B
WTRE WisdomTree New Economy Re.. 6.85 % 0.00 %

-0.12 (-0.61%)

USD 0.02B
WNER:LSE WisdomTree New Economy Re.. 6.82 % 0.00 %

-0.18 (-0.61%)

USD 0.76M
WTNR:LSE WisdomTree New Economy Re.. 6.82 % 0.00 %

-17.20 (-0.61%)

USD 2.76M
WTRE:XETRA WisdomTree New Economy Re.. 6.68 % 0.00 %

-0.17 (-0.61%)

USD 2.55M
WTER:XETRA WisdomTree New Economy Re.. 6.68 % 0.00 %

-0.18 (-0.61%)

USD 3.55M
WNEW:LSE WisdomTree New Economy Re.. 5.92 % 0.00 %

-17.30 (-0.61%)

N/A
WTRE:LSE WisdomTree New Economy Re.. 5.92 % 0.00 %

-0.06 (-0.61%)

N/A
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 5.21 % 0.00 %

-0.84 (-0.61%)

USD 0.22B
CSYZ:F Credit Suisse Index Fund .. 5.21 % 0.00 %

-0.54 (-0.61%)

USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 5.21 % 0.00 %

-0.70 (-0.61%)

USD 0.19B
REZ iShares Residential and M.. 4.90 % 0.48 %

+0.03 (+-0.61%)

USD 1.04B
JPRE JPMorgan Realty Income ET.. 4.38 % 0.00 %

-0.18 (-0.61%)

USD 0.38B
RSPR Invesco S&P 500® Equal.. 3.51 % 0.00 %

+0.07 (+-0.61%)

USD 0.12B
DJRE:AU SPDR Dow Jones Global Rea.. 2.22 % 0.00 %

-0.24 (-0.61%)

USD 0.43B
RENT:AU 2.03 % 0.00 %

N/A

N/A
NFRA:LSE Rize Global Sustainable I.. 1.86 % 0.00 %

-0.03 (-0.61%)

USD 0.11B
HOMZ The Hoya Capital Housing .. 1.75 % 0.00 %

+0.02 (+-0.61%)

USD 0.05B
RSPE Invesco Exchange-Traded F.. 0.66 % 0.00 %

-0.03 (-0.61%)

USD 0.01B
2B77:F iShares Ageing Population.. 0.64 % 0.00 %

+0.01 (+-0.61%)

N/A
IUSF:LSE iShares IV Public Limited.. 0.39 % 0.00 %

-7.00 (-0.61%)

USD 0.23B
IUSZ:LSE iShares Edge MSCI USA Siz.. 0.39 % 0.00 %

-0.06 (-0.61%)

USD 0.23B
ISPE:LSE iShares S&P 500 Equal Wei.. 0.25 % 0.00 %

-0.03 (-0.61%)

USD 0.48B
XEWG:LSE Xtrackers S&P 500 Equal W.. 0.25 % 0.00 %

-0.04 (-0.61%)

USD 0.08B
SPED:LSE Invesco S&P 500 Equal Wei.. 0.25 % 0.00 %

-0.27 (-0.61%)

USD 0.09B
DRW 0.00 % 0.58 %

N/A

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
OLD 0.00 % 0.50 %

N/A

N/A
SPYD SPDR® Portfolio S&P 500 .. 0.00 % 0.08 %

-0.01 (-0.61%)

USD 6.57B
WREI 0.00 % 0.32 %

N/A

N/A
CGRE:CA CI Global REIT Private Po.. 0.00 % 0.00 %

N/A

CAD 0.07B

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 28.83% 57% F 91% A-
Dividend Return 1.81% 7% C- 40% F
Total Return 30.64% 57% F 91% A-
Trailing 12 Months  
Capital Gain 46.00% 64% D 91% A-
Dividend Return 4.09% 14% F 58% F
Total Return 50.09% 64% D 91% A-
Trailing 5 Years  
Capital Gain -11.08% 54% F 31% F
Dividend Return 13.89% 8% B- 51% F
Total Return 2.81% 46% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 4.93% 79% B- 56% F
Dividend Return 8.78% 79% B- 59% D-
Total Return 3.85% 21% F 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 31.76% 7% C- 32% F
Risk Adjusted Return 27.64% 64% D 46% F
Market Capitalization 26.84B 90% A- 92% A

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 Dividend Growth

This stock has shown top quartile dividend 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.

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 Earnings Growth

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

Low Revenue Growth

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