UPDATED Sep 20, 2023
5 companies
UnitedHealth Group Incorporated operates as a diversified health care company in the United States.
Higher expenditure on healthcare in elderly populations.
Trading at 38.9% below our estimate of its fair value
Earnings are forecast to grow 10.25% per year
Earnings grew by 15.6% over the past year
Significant insider selling over the past 3 months
Ventas Inc., an S&P 500 company, operates at the intersection of two large and dynamic industries – healthcare and real estate.
Greater demand expected for senior housing as our population ages.
Trading at 35.4% below our estimate of its fair value
Earnings are forecast to grow 25.46% per year
Earnings grew by 378.3% over the past year
Interest payments are not well covered by earnings
Large one-off items impacting financial results
Carnival Corporation & plc engages in the provision of leisure travel services.
The largest demographic for cruise ship passengers is on the rise.
Trading at 5.8% below our estimate of its fair value
Earnings are forecast to grow 79.64% per year
No risks detected for CCL from our risks checks.
THOR Industries, Inc. designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Canada, and Europe.
RV/Campervan travel remains popular among retirees.
Trading at 6.9% below our estimate of its fair value
Earnings are forecast to decline by an average of 4.4% per year for the next 3 years
Significant insider selling over the past 3 months
Profit margins (4.6%) are lower than last year (6.8%)
ACADIA Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization innovative medicines that address unmet medical needs in central nervous system (CNS) disorders and rare diseases.
Treatments for some of the diseases affecting elderly populations.
Trading at 87.2% below our estimate of its fair value
Earnings are forecast to grow 61.96% per year
Earnings have grown 8.8% per year over the past 5 years
No risks detected for ACAD from our risks checks.
Simply Wall St analyst Bailey Pemberton and Simply Wall St have no position in any of the companies mentioned.