NHI:NYE-National Health Investors Inc. (USD)

EQUITY | REIT - Healthcare Facilities | New York Stock Exchange

Last Closing

USD 84.06

Change

+1.07 (+1.29)%

Market Cap

USD 2.83B

Volume

0.38M

Analyst Target

USD 61.22
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

National Health Investors Inc is a real estate investment trust. The Company is engaged in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing & medical investments.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

+0.83 (+0.65%)

USD 77.48B
VTR Ventas Inc

+0.29 (+0.45%)

USD 26.47B
DOC Healthpeak Properties Inc

+0.27 (+1.19%)

USD 15.80B
CTRE CareTrust REIT Inc.

+0.10 (+0.33%)

USD 4.74B
AHR American Healthcare REIT, Inc.

-0.02 (-0.08%)

USD 3.99B
CWSRF Chartwell Retirement Residence..

-0.04 (-0.35%)

USD 3.10B
LTC LTC Properties Inc

+0.07 (+0.19%)

USD 1.60B
SILA Sila Realty Trust, Inc.

-0.14 (-0.55%)

USD 1.38B
UHT Universal Health Realty Income..

+0.20 (+0.44%)

USD 0.63B
CHCT Community Healthcare Trust Inc

+0.31 (+1.74%)

USD 0.47B

ETFs Containing NHI

SRET Global X SuperDividend® .. 4.80 % 0.59 %

-0.01 (-0.04%)

USD 0.23B
DIV Global X SuperDividend U... 2.93 % 0.46 %

+0.05 (+-0.04%)

USD 0.65B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Healthcare Facilities) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 50.51% 84% B 96% N/A
Dividend Return 4.83% 28% F 78% C+
Total Return 55.34% 84% B 96% N/A
Trailing 12 Months  
Capital Gain 64.63% 84% B 93% A
Dividend Return 7.05% 41% F 80% B-
Total Return 71.68% 84% B 94% A
Trailing 5 Years  
Capital Gain 2.62% 70% C- 46% F
Dividend Return 23.39% 46% F 74% C
Total Return 26.02% 63% D 48% F
Average Annual (5 Year Horizon)  
Capital Gain -0.07% N/A N/A 35% F
Dividend Return 6.17% N/A N/A 51% F
Total Return 6.23% N/A N/A 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 22.98% N/A N/A 45% F
Risk Adjusted Return 26.83% N/A N/A 45% F
Market Capitalization 2.83B 54% F 73% C

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Healthcare Facilities) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.40 86% 26%
Price/Book Ratio 2.93 23% 30%
Price / Cash Flow Ratio 19.80 38% 18%
Price/Free Cash Flow Ratio 18.90 41% 20%
Management Effectiveness  
Return on Equity 9.90% 88% 60%
Return on Invested Capital -2.29% 4% 19%
Return on Assets 4.62% 96% 72%
Debt to Equity Ratio 90.52% 41% 38%

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:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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.

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 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