Professional
Added to YB: 2024-06-27
Pitch date: 2024-06-21
VTR [bullish]
Ventas, Inc.
+78.36%
current return
Author Info
No bio for this author
Company Info
Ventas, Inc. is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population.
Market Cap
$41.3B
Pitch Price
$47.93
Price Target
69.00 (-19%)
Dividend
2.39%
EV/EBITDA
24.13
P/E
160.91
EV/Sales
9.31
Sector
Health Care REITs
Category
growth
Ventas, Inc.: Improving Senior Housing Fundamentals Should Drive Growth for Ventas Over Next Decade
VTR: Healthcare REIT benefiting from aging population & ACA. Diverse portfolio: senior housing, MOBs, life science, hospitals. Strong partnerships w/ top operators. Senior housing recovering post-COVID. Acquisitions & development driving growth. FV $69, 4% cap rate, 22x FFO. 5.1% avg annual NOI growth. Risks: regulation, tenant concentration. Exemplary capital allocation. Sound balance sheet, fair investments, appropriate dividend.
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