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U.S. Healthcare REITs Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies18
  • 7D4.8%
  • 3M15.3%
  • 1Y40.3%
  • YTDn/a

The Healthcare REITs industry is up 3.6% in the last week, with Welltower up 4.0%. This takes the industry's 12 month performance to a gain of 38%. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$299.7bUS$34.5bUS$1.6b35.6x189.8x8.7x
Sun, 31 May 2026US$275.9bUS$34.7bUS$1.6b38.4x170.7x8x
Tue, 28 Apr 2026US$272.3bUS$33.1bUS$361.5m51x753.3x8.2x
Thu, 26 Mar 2026US$252.0bUS$32.5bUS$355.1m35.7x709.6x7.7x
Sat, 21 Feb 2026US$266.6bUS$32.7b-US$257,791,000.0045.7x-1034.2x8.1x
Mon, 19 Jan 2026US$246.7bUS$31.5bUS$440.3m33x560.3x7.8x
Wed, 17 Dec 2025US$242.4bUS$31.5bUS$440.3m32.7x550.7x7.7x
Fri, 14 Nov 2025US$243.9bUS$31.5bUS$460.3m30.6x530x7.7x
Sun, 12 Oct 2025US$217.3bUS$30.4bUS$354.3m30.2x613.4x7.1x
Tue, 09 Sep 2025US$223.0bUS$30.4bUS$354.3m33.4x629.6x7.3x
Thu, 07 Aug 2025US$218.6bUS$30.8bUS$171.0m34.1x1278.3x7.1x
Sat, 05 Jul 2025US$200.6bUS$29.4bUS$68.9m37x2911.3x6.8x
Mon, 02 Jun 2025US$199.2bUS$29.7bUS$181.8m31.8x1095.3x6.7x
Wed, 30 Apr 2025US$198.2bUS$29.4b-US$1,080,472,000.0033.1x-183.5x6.7x
Fri, 28 Mar 2025US$202.2bUS$28.7b-US$1,068,162,000.0034x-189.3x7x
Sun, 23 Feb 2025US$196.2bUS$28.1b-US$1,436,327,000.0033.7x-136.6x7x
Tue, 21 Jan 2025US$179.3bUS$27.4b-US$1,625,663,000.0041.2x-110.3x6.6x
Thu, 19 Dec 2024US$181.5bUS$27.4b-US$1,625,663,000.0041.1x-111.7x6.6x
Sat, 16 Nov 2024US$161.6bUS$22.6b-US$1,559,161,000.0044.3x-103.6x7.2x
Mon, 14 Oct 2024US$182.3bUS$26.2b-US$1,429,354,000.0053.7x-127.6x7x
Wed, 11 Sep 2024US$182.8bUS$26.2b-US$1,429,354,000.0054x-127.9x7x
Fri, 09 Aug 2024US$167.7bUS$26.7b-US$1,102,979,000.0050.8x-152.1x6.3x
Sun, 07 Jul 2024US$155.4bUS$26.1b-US$1,195,454,000.0044.6x-130x6x
Tue, 04 Jun 2024US$152.6bUS$26.1b-US$1,195,454,000.0042.4x-127.6x5.9x
Thu, 02 May 2024US$121.3bUS$22.9b-US$283,893,000.0042.1x-427.2x5.3x
Sat, 30 Mar 2024US$117.7bUS$22.6b-US$276,709,000.0041.8x-425.3x5.2x
Mon, 26 Feb 2024US$115.5bUS$23.0b-US$277,711,000.0035.9x-416x5x
Wed, 24 Jan 2024US$116.1bUS$24.3bUS$48.6m44.3x2388.7x4.8x
Fri, 22 Dec 2023US$117.2bUS$24.3bUS$48.6m46.4x2411.3x4.8x
Sun, 19 Nov 2023US$110.7bUS$24.3bUS$48.6m39.9x2278.1x4.6x
Tue, 17 Oct 2023US$108.5bUS$23.9bUS$463.1m29.4x234.3x4.5x
Thu, 14 Sep 2023US$108.5bUS$24.0bUS$472.6m32.8x229.5x4.5x
Sat, 12 Aug 2023US$113.3bUS$23.9bUS$531.6m35.3x213.1x4.7x
Mon, 10 Jul 2023US$110.9bUS$23.3bUS$746.1m32.6x148.6x4.7x
Price to Earnings Ratio

148.6x


Total Market Cap: US$110.9bTotal Earnings: US$746.1mTotal Revenue: US$23.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 373.2x202420252026
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 184x which is lower than its 3-year average PE of 373x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market1.38%
Real Estate0.93%
REITS0.34%
Healthcare REITs4.77%
Office REITs6.14%
Residential REITs3.97%
Specialized REITs1.03%
Retail REITs0.55%
Diversified REITs0.34%
Industrial REITs0.26%
Hotel and Resort REITs-3.41%
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
WELL WelltowerUS$236.065.5%
+US$8.7b		54.5%PB3.8x
VTR VentasUS$92.525.8%
+US$2.5b		47.0%PB3.4x
AHR American Healthcare REITUS$55.048.1%
+US$794.0m		48.5%PB3x
OHI Omega Healthcare InvestorsUS$49.403.7%
+US$530.1m		34.7%PB2.8x
CTRE CareTrust REITUS$41.764.9%
+US$463.0m		33.8%PB2.4x

Latest News

OHI
US$49.40
Omega Healthcare Investors
7D
3.7%
1Y
34.7%
AHR
US$55.04
American Healthcare REIT
7D
8.1%
1Y
48.5%
WELL
US$236.06
Welltower
7D
5.5%
1Y
54.5%
MPT
US$4.59
Medical Properties Trust
7D
5.5%
1Y
4.8%
Narrative Update • Jun 30

MPT: Higher Required Return To Test Funding And Tenant Execution Resilience

Analysts have trimmed their fair value estimate for Medical Properties Trust from $5.00 to $4.50, citing a slightly higher required return of 12.46% and updated assumptions that combine a slower revenue decline with a higher long term profit margin and a lower future P/E multiple. Analyst Commentary Recent valuation work on Medical Properties Trust reflects a more guarded stance from bearish analysts, who have responded to company specific risks by trimming fair value assumptions and requiring a higher return to justify exposure.
VTR
US$92.52
Ventas
7D
5.8%
1Y
47.0%
DOC
US$21.89
Healthpeak Properties
7D
3.1%
1Y
20.1%
CTRE
US$41.76
CareTrust REIT
7D
4.9%
1Y
33.8%
DHC
US$9.23
Diversified Healthcare Trust
7D
-2.7%
1Y
146.1%
ARE
US$52.58
Alexandria Real Estate Equities
7D
-1.3%
1Y
-31.6%
Narrative Update • Jun 24

ARE: NYC Life Science Megacampus Leadership Will Support Future Upside

Analysts have adjusted their price target for Alexandria Real Estate Equities slightly higher to about $65.74 from roughly $65.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News for Alexandria Real Estate Equities Alexandria Real Estate Equities highlighted its role as a leading owner, operator, and developer of collaborative life science and advanced technology megacampus ecosystems in premier clusters, with a focus on New York City life sciences.
SBRA
US$20.16
Sabra Health Care REIT
7D
4.4%
1Y
8.3%
Analysis Article • Jun 18

Sabra Health Care REIT (SBRA) Stock Could Be 20.7% Undervalued After Recent Pullback

Recent Performance Puts Sabra Health Care REIT Under Closer Investor Scrutiny Sabra Health Care REIT (SBRA) has drawn investor attention after recent share performance. The stock is down about 14% over the past month and roughly 11% over the past 3 months, despite a positive 1 year total return. See our latest analysis for Sabra Health Care REIT. At a share price of $18.05, Sabra Health Care REIT has seen short term share price momentum fade, even though its 1 year total shareholder return of...