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Upturn AI SWOT - About
VTR 
Ventas Inc (VTR)
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Upturn Advisory Summary
03/24/2025: VTR (5-star) is a STRONG-BUY. BUY since 31 days. Profits (12.58%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 63.87% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 29.80B USD | Price to earnings Ratio 357.74 | 1Y Target Price 75.42 |
Price to earnings Ratio 357.74 | 1Y Target Price 75.42 | ||
Volume (30-day avg) 3433419 | Beta 1.4 | 52 Weeks Range 40.48 - 71.04 | Updated Date 03/27/2025 |
52 Weeks Range 40.48 - 71.04 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 2.82% | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.66% | Operating Margin (TTM) 15.99% |
Management Effectiveness
Return on Assets (TTM) 1.8% | Return on Equity (TTM) 0.84% |
Valuation
Trailing PE 357.74 | Forward PE 185.19 | Enterprise Value 42555108440 | Price to Sales(TTM) 6.1 |
Enterprise Value 42555108440 | Price to Sales(TTM) 6.1 | ||
Enterprise Value to Revenue 8.64 | Enterprise Value to EBITDA 21.97 | Shares Outstanding 437140000 | Shares Floating 435015480 |
Shares Outstanding 437140000 | Shares Floating 435015480 | ||
Percent Insiders 0.57 | Percent Institutions 99.91 |
Analyst Ratings
Rating 4.2 | Target Price 71.26 | Buy 4 | Strong Buy 10 |
Buy 4 | Strong Buy 10 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ventas Inc
Company Overview
History and Background
Ventas, Inc. was founded in 1998. It's a real estate investment trust (REIT) focused on senior living communities, healthcare facilities, and research and innovation centers. It has grown significantly through acquisitions and strategic investments.
Core Business Areas
- Senior Housing Operating Portfolio (SHOP): Owns and operates senior living communities, directly managing the operations and benefiting from occupancy and rate growth.
- Triple-Net Leased Properties: Owns properties leased to healthcare providers, generating stable rental income.
- Office: Owns medical office buildings and life science properties.
- Other: Includes loans and other investments.
Leadership and Structure
Debra A. Cafaro is the Chairman and CEO. The company has a board of directors and a management team responsible for various aspects of the business.
Top Products and Market Share
Key Offerings
- Market Share: Market share within the senior housing REIT sector varies and is subject to change based on acquisitions, divestitures, and operational performance.
- Senior Housing Communities: Ventas owns and operates a large portfolio of senior living communities. Competitors include Welltower (WELL) and Healthpeak Properties (PEAK). Ventas aims to capture a significant portion of the growing senior population's housing needs.
- Market Share: Market share within the medical office building sector is competitive, with multiple REITs vying for tenants and acquisitions.
- Medical Office Buildings: Medical office buildings leased to healthcare providers. Competitors include Healthcare Trust of America (HTA) and Physicians Realty Trust (DOC).
- Life Science and Innovation Centers: Properties dedicated to biomedical research, lab space and innovation.
- Market Share: Market share within life science REIT sector is competitive. Other Competitors are Alexandria Real Estate Equities (ARE) and Healthpeak Properties (PEAK).
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by demographic trends, including the aging population. Demand for senior housing and healthcare services is expected to increase. Economic conditions and interest rates also impact the industry.
Positioning
Ventas is a leading healthcare REIT with a diversified portfolio. Its size, scale, and relationships with healthcare providers provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for healthcare real estate is substantial, driven by the aging population and increasing healthcare spending. Ventas is positioned to capture a significant portion through its diversified portfolio and strategic investments.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Experienced management team
- Strong relationships with healthcare providers
- Scale and financial resources
- High-quality assets
Weaknesses
- Exposure to tenant credit risk
- Sensitivity to interest rate changes
- Operational challenges in SHOP segment
- Dependence on acquisitions for growth
Opportunities
- Acquisitions of high-quality assets
- Development of new senior living communities
- Expansion into new healthcare sectors
- Growth in the senior population
- Increasing demand for healthcare services
Threats
- Economic downturns
- Increased interest rates
- Changes in healthcare regulations
- Competition from other REITs
- Overbuilding in certain markets
Competitors and Market Share
Key Competitors
- WELL
- PEAK
- ARE
- DOC
- NHI
Competitive Landscape
Ventas competes with other healthcare REITs for tenants, acquisitions, and capital. Its competitive advantages include its scale, diversified portfolio, and relationships with healthcare providers. Disadvantages may include exposure to tenant credit risk and operational challenges in SHOP.
Major Acquisitions
New Senior Investment Group Portfolio
- Year: 2020
- Acquisition Price (USD millions): 2300
- Strategic Rationale: Expanded Ventas' presence in the senior housing market and added high-quality assets to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: Ventas has grown through acquisitions and organic growth. Historical growth rates have varied depending on market conditions and company strategy.
Future Projections: Analyst projections for Ventas' future growth are based on factors such as demographic trends, healthcare spending, and company-specific initiatives. These projections are subject to change.
Recent Initiatives: Recent strategic initiatives may include acquisitions, development projects, portfolio optimization, and capital allocation strategies.
Summary
Ventas is a major player in the healthcare REIT sector, benefiting from the aging population and demand for healthcare facilities. Its diversified portfolio provides stability, but it faces risks related to tenant credit, interest rates, and competition. The company's strategic acquisitions and development projects aim to drive future growth. Ventas should monitor changes in healthcare regulations and economic conditions to manage potential threats.
Similar Companies
- WELL
- PEAK
- ARE
- DOC
- NHI
- MPW
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Research
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. The data and analysis are based on publicly available information and may not be complete or accurate. Investment decisions should be made in consultation with a qualified financial advisor.
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 Ventas Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1998-05-04 | Chairman & CEO Ms. Debra A. Cafaro | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 498 | Website https://www.ventasreit.com |
Full time employees 498 | Website https://www.ventasreit.com | ||
Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population. With approximately 1,350 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy. The Company's growth is fueled by its over 800 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities. The Company aims to deliver outsized performance by leveraging its unmatched operational expertise, data-driven insights from its Ventas OI platform, extensive relationships and strong financial position. Ventas's seasoned team of talented professionals shares a commitment to excellence, integrity and a common purpose of helping people live longer, healthier, happier lives.
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