Narrative Update • Jun 24

All of the companies in the Healthcare REITs industry have been up over the last week, with the industry up 7.6%. This takes the industry's 12 month performance to a gain of 34%. Earnings are forecast to grow by 25% annually.
Has the U.S. Healthcare REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | US$293.4b | US$34.7b | US$1.6b | 39x | 181.6x | 8.5x |
| Mon, 25 May 2026 | US$286.9b | US$34.7b | US$1.6b | 39x | 177.5x | 8.3x |
| Wed, 22 Apr 2026 | US$262.2b | US$30.3b | US$291.0m | 41.8x | 901x | 8.6x |
| Fri, 20 Mar 2026 | US$267.1b | US$32.5b | US$355.1m | 37.1x | 752x | 8.2x |
| Sun, 15 Feb 2026 | US$267.8b | US$32.7b | -US$262,410,000.00 | 36x | -1020.6x | 8.2x |
| Tue, 13 Jan 2026 | US$239.5b | US$31.5b | US$440.3m | 32.7x | 544.1x | 7.6x |
| Thu, 11 Dec 2025 | US$245.8b | US$31.5b | US$440.3m | 32x | 558.3x | 7.8x |
| Sat, 08 Nov 2025 | US$239.1b | US$31.9b | US$460.6m | 30.9x | 519.1x | 7.5x |
| Mon, 06 Oct 2025 | US$228.7b | US$30.4b | US$354.3m | 31.9x | 645.7x | 7.5x |
| Wed, 03 Sep 2025 | US$222.1b | US$30.4b | US$332.7m | 34.5x | 667.6x | 7.3x |
| Fri, 01 Aug 2025 | US$213.2b | US$30.4b | -US$104,663,000.00 | 34.1x | -2037.3x | 7x |
| Sun, 29 Jun 2025 | US$196.9b | US$29.4b | US$68.9m | 36.3x | 2857.9x | 6.7x |
| Tue, 27 May 2025 | US$194.5b | US$29.7b | US$181.8m | 31.7x | 1069.5x | 6.6x |
| Thu, 24 Apr 2025 | US$196.9b | US$28.7b | -US$1,068,162,000.00 | 34.1x | -184.3x | 6.8x |
| Sat, 22 Mar 2025 | US$201.3b | US$28.7b | -US$1,068,162,000.00 | 33.8x | -188.4x | 7x |
| Mon, 17 Feb 2025 | US$197.8b | US$28.1b | -US$1,397,179,000.00 | 40x | -141.6x | 7x |
| Wed, 15 Jan 2025 | US$175.9b | US$27.4b | -US$1,625,663,000.00 | 40.9x | -108.2x | 6.4x |
| Fri, 13 Dec 2024 | US$181.9b | US$27.4b | -US$1,625,663,000.00 | 42.3x | -111.9x | 6.6x |
| Sun, 10 Nov 2024 | US$195.3b | US$26.9b | -US$1,599,897,000.00 | 47.6x | -122.1x | 7.3x |
| Tue, 08 Oct 2024 | US$182.5b | US$26.2b | -US$1,429,354,000.00 | 53.9x | -127.7x | 7x |
| Thu, 05 Sep 2024 | US$178.2b | US$26.2b | -US$1,429,354,000.00 | 53.3x | -124.7x | 6.8x |
| Sat, 03 Aug 2024 | US$165.5b | US$26.6b | -US$1,040,350,000.00 | 52.5x | -159.1x | 6.2x |
| Mon, 01 Jul 2024 | US$153.3b | US$26.1b | -US$1,195,454,000.00 | 44.5x | -128.2x | 5.9x |
| Wed, 29 May 2024 | US$127.4b | US$23.1b | -US$1,239,528,000.00 | 40x | -102.8x | 5.5x |
| Fri, 26 Apr 2024 | US$118.9b | US$22.6b | -US$275,868,000.00 | 42.8x | -431.1x | 5.3x |
| Sun, 24 Mar 2024 | US$114.7b | US$22.6b | -US$276,709,000.00 | 40.9x | -414.6x | 5.1x |
| Tue, 20 Feb 2024 | US$115.3b | US$23.5b | US$220.0m | 35.4x | 523.9x | 4.9x |
| Thu, 18 Jan 2024 | US$115.7b | US$24.3b | US$48.6m | 45.8x | 2380.6x | 4.8x |
| Sat, 16 Dec 2023 | US$119.1b | US$24.3b | US$48.6m | 45.3x | 2452.1x | 4.9x |
| Mon, 13 Nov 2023 | US$109.0b | US$24.3b | US$22.1m | 37.2x | 4931.7x | 4.5x |
| Wed, 11 Oct 2023 | US$107.1b | US$23.9b | US$463.1m | 30.8x | 231.3x | 4.5x |
| Fri, 08 Sep 2023 | US$109.4b | US$24.0b | US$472.6m | 32.8x | 231.5x | 4.6x |
| Sun, 06 Aug 2023 | US$115.0b | US$23.8b | US$834.5m | 34x | 137.8x | 4.8x |
| Tue, 04 Jul 2023 | US$111.9b | US$23.3b | US$746.1m | 32.7x | 149.9x | 4.8x |
149.9x
How does U.S. Healthcare REITs compare with similar industries?
| US Market | -2.65% | |
| Real Estate | 4.05% | |
| REITS | 3.58% | |
| Healthcare REITs | 9.21% | |
| Residential REITs | 6.80% | |
| Retail REITs | 5.95% | |
| Specialized REITs | 4.20% | |
| Diversified REITs | 3.58% | |
| Hotel and Resort REITs | 1.90% | |
| Industrial REITs | 1.18% | |
| Office REITs | -0.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WELL Welltower | US$227.33 | 10.0% +US$14.6b | 49.4% | PB3.7x | |
| VTR Ventas | US$89.05 | 9.1% +US$3.6b | 41.6% | PB3.3x | |
| DOC Healthpeak Properties | US$21.55 | 10.2% +US$1.4b | 24.1% | PB1.9x | |
| OHI Omega Healthcare Investors | US$48.06 | 7.9% +US$1.1b | 31.4% | PB2.8x | |
| CTRE CareTrust REIT | US$40.83 | 10.2% +US$890.6m | 33.4% | PB2.3x |