Added to YB: 2026-04-10
Pitch date: 2026-04-08
SNDA [bullish]
Sonida Senior Living, Inc.
+0.22%
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
$1.5B
Pitch Price
$32.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.03
P/E
-7.76
EV/Sales
6.74
Sector
Health Care Providers and Services
Category
growth
Sonida Senior Living, Inc. ($SNDA)
SNDA: Merged w/ CHP for $1.8B (doubling size to 96 communities, 10.1k residents). Conversant owns 33%, aligned via Series A pref conversion & warrants. CEO/CFO PSUs vest at $40/$53/$67 (150/200/250% of $26.74). Buying at $151k/unit vs $224k trading value. 2025 NOI $65M (+8% YoY), targeting $100M as occupancy climbs, costs normalize & synergies hit. Silver tsunami: 80+ demo +4M by 2030. Supply constrained, demand inflecting post-Covid.
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