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U.S. Healthcare REITs Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies19
  • 7D-1.3%
  • 3M15.5%
  • 1Y27.9%
  • YTDn/a

In the last week, Healthcare REITs has been flat. As for the the longer term, the industry is up 28% over the past 12 months. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 31 Aug 2026US$313.2bUS$36.2bUS$2.4b27.9x131.6x8.7x
Wed, 29 Jul 2026US$325.8bUS$35.5bUS$1.7b35.9x189.1x9.2x
Fri, 26 Jun 2026US$290.3bUS$34.7bUS$1.6b38.6x179.6x8.4x
Sun, 24 May 2026US$286.9bUS$34.7bUS$1.6b39x177.5x8.3x
Tue, 21 Apr 2026US$275.4bUS$33.1bUS$361.5m51x761.8x8.3x
Thu, 19 Mar 2026US$270.7bUS$32.5bUS$355.1m37.7x762.3x8.3x
Sat, 14 Feb 2026US$264.8bUS$32.8b-US$386,508,000.0036x-685.2x8.1x
Mon, 12 Jan 2026US$239.5bUS$31.5bUS$440.3m32.4x544x7.6x
Wed, 10 Dec 2025US$247.5bUS$31.5bUS$440.3m32x562.1x7.9x
Fri, 07 Nov 2025US$238.3bUS$31.8bUS$367.9m29.8x647.7x7.5x
Sun, 05 Oct 2025US$228.7bUS$30.4bUS$354.3m31.9x645.7x7.5x
Tue, 02 Sep 2025US$222.1bUS$30.4bUS$332.7m34.8x667.6x7.3x
Thu, 31 Jul 2025US$213.7bUS$30.2b-US$153,540,000.0033.9x-1392.1x7.1x
Sat, 28 Jun 2025US$199.8bUS$29.4bUS$68.9m36.3x2900.2x6.8x
Mon, 26 May 2025US$194.5bUS$29.7bUS$181.8m31.7x1069.5x6.6x
Wed, 23 Apr 2025US$193.0bUS$28.7b-US$1,068,162,000.0033.8x-180.7x6.7x
Fri, 21 Mar 2025US$202.3bUS$28.7b-US$1,068,162,000.0035x-189.4x7x
Sun, 16 Feb 2025US$197.8bUS$28.1b-US$1,397,179,000.0040x-141.6x7x
Tue, 14 Jan 2025US$172.7bUS$27.4b-US$1,625,663,000.0040.4x-106.2x6.3x
Thu, 12 Dec 2024US$183.2bUS$27.4b-US$1,625,663,000.0043x-112.7x6.7x
Sat, 09 Nov 2024US$193.2bUS$27.3b-US$1,602,625,000.0047.6x-120.6x7.1x
Mon, 07 Oct 2024US$182.5bUS$26.2b-US$1,429,354,000.0054x-127.7x7x
Wed, 04 Sep 2024US$177.6bUS$26.2b-US$1,429,354,000.0052.6x-124.3x6.8x
Fri, 02 Aug 2024US$164.4bUS$26.5b-US$996,249,000.0052.9x-165x6.2x
Sun, 30 Jun 2024US$153.3bUS$26.1b-US$1,195,454,000.0044.5x-128.2x5.9x
Tue, 28 May 2024US$127.4bUS$23.1b-US$1,239,528,000.0037.6x-102.8x5.5x
Thu, 25 Apr 2024US$118.7bUS$22.6b-US$276,709,000.0043.4x-428.9x5.3x
Sat, 23 Mar 2024US$114.7bUS$22.6b-US$221,280,000.0040.9x-518.4x5.1x
Mon, 19 Feb 2024US$115.3bUS$23.5bUS$220.0m35.4x523.9x4.9x
Wed, 17 Jan 2024US$119.0bUS$24.3bUS$48.6m47.4x2449.1x4.9x
Fri, 15 Dec 2023US$119.2bUS$24.3bUS$48.6m46.1x2453.2x4.9x
Sun, 12 Nov 2023US$109.0bUS$24.3bUS$22.1m37.2x4931.7x4.5x
Tue, 10 Oct 2023US$105.1bUS$23.9bUS$463.1m30.8x227x4.4x
Thu, 07 Sep 2023US$109.6bUS$24.0bUS$472.6m32.8x231.9x4.6x
Price to Earnings Ratio

231.9x


Total Market Cap: US$109.6bTotal Earnings: US$472.6mTotal Revenue: US$24.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 372.3x202420252026
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 132x which is lower than its 3-year average PE of 372x.
  • The 3-year average PS ratio of 6.7x 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 71% per year over the last three years.
  • Revenues for these companies have grown 15% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Healthcare REITs compare with similar industries?

US Market0.67%
Real Estate-1.75%
REITS-1.30%
Healthcare REITs-1.25%
Residential REITs-1.06%
Diversified REITs-1.30%
Office REITs-1.78%
Hotel and Resort REITs-1.81%
Industrial REITs-1.83%
Retail REITs-2.06%
Specialized REITs-2.42%
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
SBRA Sabra Health Care REITUS$20.610.7%
+US$35.8m		7.8%PB1.9x
LTC LTC PropertiesUS$40.620.5%
+US$10.8m		11.3%PB1.7x

Latest News

DOC
US$20.96
Healthpeak Properties
7D
-2.1%
1Y
16.8%
WELL
US$238.07
Welltower
7D
-0.8%
1Y
41.5%
LTC
US$40.62
LTC Properties
7D
0.5%
1Y
11.3%
ARE
US$51.57
Alexandria Real Estate Equities
7D
-4.6%
1Y
-37.4%
JAN
US$30.50
Janus Living
7D
-2.2%
1Y
n/a
CTRE
US$39.03
CareTrust REIT
7D
-1.6%
1Y
13.4%
Seeking Alpha • Aug 18

CareTrust: Buy The Dip On This Income And Growth Machine

Summary CareTrust REIT is upgraded to 'Buy' after a price pullback, offering a rare blend of yield and high growth. CTRE's diversified platform, robust pipeline, and focus on quality operators underpin 16% FFO/share growth guidance for 2026. A strong balance sheet and 4% yield support continued dividend growth and total return potential. Despite trading at an 18.95x forward P/FFO premium, demographic tailwinds and disciplined acquisitions justify expectations for double-digit annualized returns. Read the full article on Seeking Alpha
SBRA
US$20.61
Sabra Health Care REIT
7D
0.7%
1Y
7.8%
AHR
US$55.53
American Healthcare REIT
7D
-1.2%
1Y
29.8%
Narrative Update • Aug 14

AHR: Public Equity Raise For Senior Housing Acquisition Will Support Future Upside

Analysts have modestly raised the American Healthcare REIT price target to $61.53 from $60.07, reflecting updated assumptions for slower revenue growth, higher profit margins, and a slightly higher future P/E multiple. What’s in the News for American Healthcare REIT American Healthcare REIT priced an underwritten public offering of 13,250,000 common shares, with closing expected on August 12, 2026, to fund a pending senior housing portfolio acquisition, support potential future investments, and for general corporate purposes.
OHI
US$45.99
Omega Healthcare Investors
7D
-1.3%
1Y
8.0%
Narrative Update • Aug 04

OHI: Tenant Credit Improvements And Dividend Reset Are Expected To Shape Returns

Omega Healthcare Investors' updated analyst price target moves modestly higher to $51.94 as analysts weigh mixed sector views, refined valuation models, and tenant credit trends across recent research. Analyst Commentary Recent research on Omega Healthcare Investors shows a split view on the stock, with price targets ranging from US$46 to US$54 and ratings spread across Buy, Outperform, Hold, Sector Perform, Underperform, and Underweight.
VTR
US$91.81
Ventas
7D
-1.8%
1Y
34.9%
Narrative Update • Aug 01

VTR: Index Additions And Earnings Outlook Will Support Steady 2026 Position

Analysts have lifted their implied fair value estimate for Ventas from about $96.80 to roughly $99.05, reflecting updated assumptions that combine slightly stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. What’s in the News for Ventas Ventas revised its full year 2026 attributable net income per share guidance to a range of $0.58 to $0.63, with a midpoint of $0.61.