Added to YB: 2026-01-09
Pitch date: 2026-01-07
SNDA [bullish]
Sonida Senior Living, Inc.
+1.38%
current return
Author Info
No bio for this author
Company Info
Sonida Senior Living, Inc. owns and operates senior housing communities in the United States. The company provides independent living services, which include daily meals, transportation, social and recreational activities, laundry, housekeeping, and 24-hour staffing; and access to health screenings, periodic special services, and dietary and similar programs, as well as exercise and fitness classes.
Market Cap
$569.2M
Pitch Price
$31.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.86
P/E
-11.07
EV/Sales
4.00
Sector
Health Care Providers and Services
Category
special_situation
Sonida: A Compounder in Senior Living
SNDA: Senior living undergoing transformative CNL merger w/ float unlocking, exchange ratio fixed until $34.76 creating accretion. 80+ pop growing 2.4M 2024-29 vs minimal supply growth post-COVID. Recently acquired assets at 79% vs 87.7% stabilized occupancy = upside torque. Aggressive M&A strategy targets HSD+ NOI growth. Risks: deal close, rates, labor costs, CNL holder overhang.
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