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U.S. Health Care REITs Industry Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies19
  • 7D-2.1%
  • 3M11.5%
  • 1Y26.7%
  • YTD34.7%

Over the last 7 days, the Health Care REITs industry has dropped 2.0%, driven by Welltower declining 2.1%. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025US$253.9bUS$31.5bUS$440.3m32.6x576.7x8.1x
Sun, 02 Nov 2025US$233.5bUS$31.7bUS$456.3m29.5x511.7x7.4x
Tue, 30 Sep 2025US$228.3bUS$30.4bUS$354.3m32.2x644.4x7.5x
Thu, 28 Aug 2025US$220.8bUS$30.4bUS$332.7m35x663.8x7.3x
Sat, 26 Jul 2025US$210.3bUS$29.4b-US$197,746,000.0033.9x-1063.6x7.1x
Mon, 23 Jun 2025US$196.9bUS$29.4bUS$68.9m35.6x2857.7x6.7x
Wed, 21 May 2025US$199.4bUS$29.7bUS$181.8m32.8x1096.5x6.7x
Fri, 18 Apr 2025US$195.5bUS$28.7b-US$1,068,162,000.0034.3x-183x6.8x
Sun, 16 Mar 2025US$201.1bUS$28.7b-US$1,133,751,000.0035.3x-177.4x7x
Tue, 11 Feb 2025US$187.4bUS$27.6b-US$1,606,706,000.0040.5x-116.7x6.8x
Thu, 09 Jan 2025US$173.5bUS$27.4b-US$1,625,663,000.0041.8x-106.7x6.3x
Sat, 07 Dec 2024US$186.6bUS$27.4b-US$1,625,663,000.0043.9x-114.8x6.8x
Mon, 04 Nov 2024US$189.8bUS$26.9b-US$784,989,000.0047.6x-241.8x7x
Wed, 02 Oct 2024US$186.7bUS$26.2b-US$1,429,354,000.0055x-130.6x7.1x
Fri, 30 Aug 2024US$176.9bUS$26.2b-US$1,429,354,000.0052.5x-123.8x6.8x
Sun, 28 Jul 2024US$162.8bUS$26.3b-US$1,143,916,000.0049.2x-142.3x6.2x
Tue, 25 Jun 2024US$150.9bUS$26.1b-US$1,195,454,000.0043.6x-126.3x5.8x
Thu, 23 May 2024US$128.7bUS$23.1b-US$1,239,464,000.0038.5x-103.8x5.6x
Sat, 20 Apr 2024US$116.1bUS$22.6b-US$276,709,000.0042x-419.7x5.1x
Mon, 18 Mar 2024US$113.9bUS$22.5b-US$241,386,000.0040.2x-471.7x5.1x
Wed, 14 Feb 2024US$110.4bUS$23.0bUS$174.1m38.1x634.4x4.8x
Fri, 12 Jan 2024US$116.4bUS$22.9bUS$87.5m46.4x1330.9x5.1x
Sun, 10 Dec 2023US$112.6bUS$22.9bUS$87.5m43.2x1287.2x4.9x
Tue, 07 Nov 2023US$109.8bUS$22.9bUS$31.6m35.8x3481.4x4.8x
Thu, 05 Oct 2023US$104.7bUS$22.6bUS$502.0m30.4x208.6x4.6x
Sat, 02 Sep 2023US$110.1bUS$22.6bUS$511.5m33.7x215.2x4.9x
Mon, 31 Jul 2023US$112.8bUS$22.0bUS$721.9m34.2x156.2x5.1x
Wed, 28 Jun 2023US$108.9bUS$22.0bUS$785.0m32.1x138.7x5x
Fri, 26 May 2023US$101.5bUS$21.8bUS$840.1m29.9x120.8x4.7x
Sun, 23 Apr 2023US$105.3bUS$21.2bUS$2.0b31.6x52.8x5x
Price to Earnings Ratio

51.4x


Total Market Cap: US$102.5bTotal Earnings: US$2.0bTotal Revenue: US$21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Health Care REITs Industry Price to Earnings3Y Average 318.8x20242025
Current Industry PE
  • Investors are optimistic on the American Health Care REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 577x which is higher than its 3-year average PE of 319x.
  • The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have declined 40% per year over the last three years.
  • Meanwhile revenues for these companies have grown 14% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market0.81%
Real Estate-1.26%
Health Care REITs-2.12%
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
VTR VentasUS$80.450.5%
+US$173.8m		29.5%PB3.1x
CTRE CareTrust REITUS$37.760.9%
+US$71.5m		28.3%PB2.1x
OHI Omega Healthcare InvestorsUS$45.910.2%
+US$26.6m		16.4%PB2.7x
STRW Strawberry Fields REITUS$13.205.3%
+US$8.8m		34.3%PB12.2x

Latest News

WELL
US$203.87
Welltower
7D
-2.1%
1Y
55.2%

WELL: Equity Issuance And Acquisition Plans Will Shape Future Income Outlook

Analysts have raised their price target for Welltower by approximately $8.40 per share to about $207.40. This reflects expectations for stronger revenue growth that more than offset a modestly lower profit margin outlook and a slightly higher assumed valuation multiple.
ARE
US$46.59
Alexandria Real Estate Equities
7D
-13.0%
1Y
-55.8%
CTRE
US$37.76
CareTrust REIT
7D
0.9%
1Y
28.3%

CTRE: Future Performance Will Reflect Skilled Nursing Exposure And International Expansion

Analysts have raised their price target for CareTrust REIT from $38.44 to $39.55, citing anticipated positive estimate revisions due to stronger investment volumes and robust rent coverage in skilled nursing facilities. Analyst Commentary Recent analyst coverage has focused on CareTrust REIT's outlook and valuation following its adjusted price target.
AHR
US$49.97
American Healthcare REIT
7D
-1.0%
1Y
73.3%
DOC
US$17.18
Healthpeak Properties
7D
-5.7%
1Y
-20.1%

DOC: Lower Discount Rate Will Support Improving Profit Margins Moving Forward

Analysts have modestly increased their price target for Healthpeak Properties from $20.86 to $20.92. This reflects slightly improved forward-looking profit margins and a lower discount rate, although it is partially tempered by a more conservative outlook for revenue growth.
LTC
US$35.43
LTC Properties
7D
-3.2%
1Y
-6.6%
VTR
US$80.45
Ventas
7D
0.5%
1Y
29.5%

VTR: Full Year 2025 Guidance Will Drive Improved Profitability Outlook

Analysts have raised their price target for Ventas from $79.90 to $82.95, citing stronger revenue growth and improved profit margin projections as key factors supporting the upward revision. What's in the News Ventas, Inc.
HR
US$17.46
Healthcare Realty Trust
7D
-4.5%
1Y
-4.6%

HR: Share Buybacks And Earnings Outlook Will Shape A Measured Path Forward

Healthcare Realty Trust’s average analyst price target has edged slightly higher from $19.30 to $19.50. Analysts attribute this change to modest adjustments in valuation assumptions and outlook.
OHI
US$45.91
Omega Healthcare Investors
7D
0.2%
1Y
16.4%

OHI: Future Investment Activity And Dividend Consistency Will Shape Sector Resilience

Omega Healthcare Investors' analyst price target has risen modestly from $45.13 to $45.94 per share, as analysts cite stronger investment volumes, a broad addressable market, and continued earnings resilience as key factors behind the upward revision. Analyst Commentary Recent analyst research has provided a mix of optimism and caution regarding Omega Healthcare Investors.
MPW
US$5.61
Medical Properties Trust
7D
-2.8%
1Y
35.5%

MPW: Future Performance Will Reflect Resilient Operations Amid Market Headwinds And Sector Shifts

The analyst price target for Medical Properties Trust was raised by $0.50 to $4.50, as analysts point to a "strong" Q3 earnings season for U.S. REITs despite broader market challenges. Analyst Commentary Recent Street research surrounding Medical Properties Trust highlights mixed perspectives regarding the company's performance and valuation trajectory.
SBRA
US$19.05
Sabra Health Care REIT
7D
-2.4%
1Y
5.6%
STRW
US$13.20
Strawberry Fields REIT
7D
5.3%
1Y
34.3%