Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Health Care REITs Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies18
  • 7D-2.2%
  • 3M10.2%
  • 1Y35.4%
  • YTD19.5%

Over the last 7 days, the Health Care REITs industry has dropped 2.2%, driven by a pullback from Welltower of 1.9%. Over the past 12 months, the industry was up 35%. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

Has the U.S. Health Care REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Jul 2026US$301.6bUS$34.5bUS$1.6b33.5x191.1x8.7x
Mon, 08 Jun 2026US$273.7bUS$34.7bUS$1.6b38.3x169.4x7.9x
Wed, 06 May 2026US$281.3bUS$34.4bUS$1.5b51x193.7x8.2x
Fri, 03 Apr 2026US$258.3bUS$33.1bUS$361.5m39.8x714.6x7.8x
Sun, 01 Mar 2026US$267.8bUS$32.9bUS$344.5m38.8x777.2x8.1x
Tue, 27 Jan 2026US$240.3bUS$31.5bUS$440.3m32.7x545.7x7.6x
Thu, 25 Dec 2025US$240.6bUS$31.5bUS$440.3m32.1x546.5x7.6x
Sat, 22 Nov 2025US$248.6bUS$31.5bUS$462.4m31.4x537.6x7.9x
Mon, 20 Oct 2025US$227.0bUS$30.4bUS$354.3m30.6x640.9x7.5x
Wed, 17 Sep 2025US$224.8bUS$30.4bUS$354.3m33.2x634.7x7.4x
Fri, 15 Aug 2025US$214.5bUS$30.4bUS$332.7m33.9x644.7x7.1x
Sun, 13 Jul 2025US$201.9bUS$29.4bUS$68.9m36.5x2931x6.9x
Tue, 10 Jun 2025US$199.3bUS$29.7bUS$181.8m32.1x1096.1x6.7x
Thu, 08 May 2025US$198.0bUS$29.6bUS$158.3m32.3x1250.4x6.7x
Sat, 05 Apr 2025US$202.6bUS$28.7b-US$1,068,162,000.0033.3x-189.7x7x
Mon, 03 Mar 2025US$205.3bUS$28.7b-US$1,136,972,000.0033.7x-180.6x7.2x
Wed, 29 Jan 2025US$188.2bUS$27.4b-US$1,598,658,000.0041.4x-117.7x6.9x
Fri, 27 Dec 2024US$177.3bUS$27.4b-US$1,625,663,000.0041.6x-109.1x6.5x
Sun, 24 Nov 2024US$191.3bUS$27.4b-US$1,625,663,000.0044.8x-117.7x7x
Tue, 22 Oct 2024US$190.1bUS$26.2b-US$1,429,354,000.0054.9x-133x7.3x
Thu, 19 Sep 2024US$186.0bUS$26.2b-US$1,429,354,000.0053.7x-130.1x7.1x
Sat, 17 Aug 2024US$170.4bUS$26.2b-US$1,429,354,000.0050x-119.2x6.5x
Mon, 15 Jul 2024US$157.3bUS$26.1b-US$1,195,454,000.0046.9x-131.6x6x
Wed, 12 Jun 2024US$150.7bUS$26.1b-US$1,195,454,000.0041.5x-126x5.8x
Fri, 10 May 2024US$125.6bUS$23.0b-US$1,267,278,000.0040.3x-99.1x5.4x
Sun, 07 Apr 2024US$115.5bUS$22.6b-US$276,709,000.0042.3x-417.5x5.1x
Tue, 05 Mar 2024US$113.2bUS$22.5b-US$257,971,000.0037.7x-438.7x5x
Thu, 01 Feb 2024US$111.4bUS$22.9bUS$87.5m42.3x1272.8x4.9x
Sat, 30 Dec 2023US$119.4bUS$22.9bUS$87.5m45.5x1364.5x5.2x
Mon, 27 Nov 2023US$112.3bUS$22.9bUS$87.5m40.1x1283.1x4.9x
Wed, 25 Oct 2023US$103.2bUS$22.6bUS$502.0m28.2x205.7x4.6x
Fri, 22 Sep 2023US$106.9bUS$22.6bUS$502.0m30.9x213x4.7x
Sun, 20 Aug 2023US$107.7bUS$22.6bUS$511.5m33.4x210.5x4.8x
Tue, 18 Jul 2023US$111.8bUS$22.0bUS$785.0m32.9x142.4x5.1x
Price to Earnings Ratio

142.4x


Total Market Cap: US$111.8bTotal Earnings: US$785.0mTotal Revenue: US$22.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Health Care REITs Industry Price to Earnings3Y Average 347.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Health Care REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 191x which is lower than its 3-year average PE of 348x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market0.74%
Real Estate-1.10%
Health Care REITs-2.16%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HR Healthcare Realty TrustUS$20.690.4%
+US$27.7m		28.5%PB1.6x
NHP National Healthcare PropertiesUS$14.951.0%
+US$10.9m		n/aPB1.8x

Latest News

HR
US$20.69
Healthcare Realty Trust
7D
0.4%
1Y
28.5%
OHI
US$48.30
Omega Healthcare Investors
7D
-2.2%
1Y
28.7%
NHP
US$14.95
National Healthcare Properties
7D
1.0%
1Y
n/a
DOC
US$21.65
Healthpeak Properties
7D
-1.1%
1Y
17.3%
Narrative Update • Jul 10

DOC: Index Additions And Higher Earnings Outlook Will Support Future Upside

Analysts have raised their price target for Healthpeak Properties from $25.80 to $26.94, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. What’s in the News for Healthpeak Properties Healthpeak Properties, Inc.
SBRA
US$19.62
Sabra Health Care REIT
7D
-2.7%
1Y
6.3%
Seeking Alpha • Jul 09

Sabra Health Care: Pivoting To Win From An Unstoppable Demographic Tailwind

Summary Sabra Health Care REIT remains a Buy, driven by its aggressive pivot into the Seniors Housing Operating Portfolio model. SBRA's SHOP transition offers direct exposure to demographic tailwinds from the 'Silver Tsunami,' positioning for significant potential occupancy and AFFO growth. Q1 results were strong, with AFFO at $0.39/share, nearly reaching the annual investment target, and a 77% dividend payout ratio supporting a ~6% yield. Despite near-term macro headwinds and increased operational risk, SBRA's intrinsic value estimate of $23.41/share implies re-rating potential above current levels. Read the full article on Seeking Alpha
AHR
US$53.57
American Healthcare REIT
7D
-2.7%
1Y
46.2%
ARE
US$47.88
Alexandria Real Estate Equities
7D
-8.9%
1Y
-39.8%
Narrative Update • Jul 08

ARE: Softer Margins And Widening Revenue Contraction Will Pressure Overvalued Shares

Analysts have trimmed their fair value estimate and implied price target for Alexandria Real Estate Equities from $50.00 to $42.00, reflecting slightly lower assumptions for revenue growth, profit margins, and future P/E multiples, along with a modest adjustment to the discount rate. What's in the News for Alexandria Real Estate Equities Alexandria Real Estate Equities, Inc.
WELL
US$231.59
Welltower
7D
-1.9%
1Y
49.3%
Narrative Update • Jul 07

WELL: Senior Housing Momentum And 2026 Dividend Outlook Will Support Balanced View

Analysts have adjusted their price target for Welltower to about $238.73 per share from $233.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Analysts are watching for Welltower’s Q2 2026 earnings, with expectations for a double digit profit increase and continued focus on senior housing performance, according to recent earnings previews.
VTR
US$90.66
Ventas
7D
-2.0%
1Y
40.0%
CTRE
US$40.22
CareTrust REIT
7D
-3.7%
1Y
30.9%