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Upturn AI SWOT - About
National Health Investors Inc (NHI)
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Upturn Advisory Summary
03/11/2025: NHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 38.25% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.39B USD | Price to earnings Ratio 23.73 | 1Y Target Price 82.14 |
Price to earnings Ratio 23.73 | 1Y Target Price 82.14 | ||
Volume (30-day avg) 219841 | Beta 1.12 | 52 Weeks Range 55.01 - 83.08 | Updated Date 04/1/2025 |
52 Weeks Range 55.01 - 83.08 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.87% | Basic EPS (TTM) 3.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 41.12% | Operating Margin (TTM) 62.55% |
Management Effectiveness
Return on Assets (TTM) 4.63% | Return on Equity (TTM) 10.28% |
Valuation
Trailing PE 23.73 | Forward PE 12.84 | Enterprise Value 4496263396 | Price to Sales(TTM) 10.11 |
Enterprise Value 4496263396 | Price to Sales(TTM) 10.11 | ||
Enterprise Value to Revenue 13.41 | Enterprise Value to EBITDA 17.02 | Shares Outstanding 45687900 | Shares Floating 43858390 |
Shares Outstanding 45687900 | Shares Floating 43858390 | ||
Percent Insiders 4.72 | Percent Institutions 70.58 |
Analyst Ratings
Rating 3.88 | Target Price 79.57 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
National Health Investors Inc
Company Overview
History and Background
National Health Investors, Inc. (NHI) was founded in 1991. It operates as a real estate investment trust (REIT) specializing in healthcare properties. NHI has evolved from a small REIT to a significant player in the healthcare real estate sector.
Core Business Areas
- Real Estate Investments: NHI invests primarily in senior housing and skilled nursing facilities, diversifying its portfolio across various property types and geographic locations.
- Leasing: NHI leases its properties to healthcare operators under various lease structures, generating rental income.
- Mortgage and Mezzanine Financing: NHI provides mortgage and mezzanine financing to healthcare operators, earning interest income.
Leadership and Structure
NHI is led by a board of directors and a management team headed by the CEO. The organizational structure includes departments for investments, finance, asset management, and legal.
Top Products and Market Share
Key Offerings
- Senior Housing Properties: NHI's portfolio includes independent living, assisted living, and memory care facilities. While precise market share data is not publicly available, the senior housing market is highly fragmented. Competitors include Welltower (WELL), Ventas (VTR), and Healthpeak Properties (PEAK).
- Skilled Nursing Facilities: NHI also invests in skilled nursing facilities. Similar to senior housing, the market share data is not directly available, but competitors remain WELL, VTR and PEAK.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population, increasing demand for senior housing and healthcare services, and the need for capital in the healthcare sector.
Positioning
NHI is a mid-sized player in the healthcare REIT market. Its competitive advantages include a diversified portfolio, strong relationships with operators, and a focus on quality properties.
Total Addressable Market (TAM)
The TAM for healthcare REITs is estimated in the hundreds of billions of dollars, influenced by demographics and healthcare spending. NHI is positioned to capture a portion of this market through strategic investments and partnerships.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Strong operator relationships
- Experienced management team
- Consistent dividend payments
Weaknesses
- Exposure to operator credit risk
- Sensitivity to interest rate changes
- Relatively smaller market capitalization compared to larger REITs
- Concentration of revenue with top tenants
Opportunities
- Growing demand for senior housing
- Potential for acquisitions and portfolio expansion
- Development of new healthcare properties
- Strategic partnerships with healthcare providers
Threats
- Economic downturns impacting occupancy rates
- Changes in healthcare regulations and reimbursement
- Increased competition from other REITs
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- WELL
- VTR
- PEAK
Competitive Landscape
NHI is a smaller player compared to WELL and VTR. Its advantages include focused strategies and strong relations while it is disadvantaged due to smaller size.
Major Acquisitions
Holiday Retirement Portfolio
- Year: 2007
- Acquisition Price (USD millions): 475
- Strategic Rationale: Diversified the portfolio into the Independent Living sector.
Growth Trajectory and Initiatives
Historical Growth: NHI's historical growth has been driven by acquisitions and organic growth in its portfolio. Further information needed for analysis.
Future Projections: Future growth projections are needed from financial analysts and other reports.
Recent Initiatives: Any recent strategic initiatives undertaken by NHI. Input data as needed.
Summary
National Health Investors is a mid-sized healthcare REIT with a diversified portfolio of senior housing and skilled nursing facilities. Its strengths lie in its strong operator relationships and consistent dividend payouts. However, it faces challenges related to operator credit risk and sensitivity to interest rate changes. The aging population presents a significant growth opportunity, but increased competition and regulatory changes pose potential threats.
Similar Companies
- WELL
- VTR
- PEAK
- MPW
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About National Health Investors Inc
Exchange NYSE | Headquaters Murfreesboro, TN, United States | ||
IPO Launch date 1991-10-09 | President, CEO & Director Mr. D. Eric Mendelsohn | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 30 | Website https://www.nhireit.com |
Full time employees 30 | Website https://www.nhireit.com | ||
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent living, assisted living and memory care communities, entrance-fee retirement communities, skilled nursing facilities, and specialty hospitals.
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