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U.S. Healthcare REITs Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies20
  • 7D2.8%
  • 3M13.9%
  • 1Y24.2%
  • YTDn/a

In the last week, the Healthcare REITs industry is up 2.8%, with all of the companies up. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Nov 2025US$251.1bUS$31.5bUS$462.4m31.4x543.1x8x
Sun, 26 Oct 2025US$229.4bUS$30.4bUS$151.3m28.2x1515.8x7.5x
Tue, 23 Sep 2025US$221.0bUS$30.4bUS$354.3m32.4x623.9x7.3x
Thu, 21 Aug 2025US$216.0bUS$30.4bUS$332.7m34.9x649.4x7.1x
Sat, 19 Jul 2025US$205.2bUS$29.4bUS$68.9m36x2978.8x7x
Mon, 16 Jun 2025US$198.5bUS$29.7bUS$181.8m32.5x1091.7x6.7x
Wed, 14 May 2025US$195.1bUS$29.7bUS$181.0m31.8x1077.6x6.6x
Fri, 11 Apr 2025US$190.3bUS$28.7b-US$1,068,162,000.0032.6x-178.1x6.6x
Sun, 09 Mar 2025US$201.1bUS$28.7b-US$1,137,918,000.0034.4x-176.7x7x
Tue, 04 Feb 2025US$183.7bUS$27.4b-US$1,598,658,000.0041.2x-114.9x6.7x
Thu, 02 Jan 2025US$176.6bUS$27.4b-US$1,625,663,000.0042.2x-108.6x6.5x
Sat, 30 Nov 2024US$193.1bUS$27.4b-US$1,625,663,000.0045.6x-118.8x7.1x
Mon, 28 Oct 2024US$186.6bUS$26.4b-US$1,264,782,000.0052.3x-147.6x7.1x
Wed, 25 Sep 2024US$187.5bUS$26.2b-US$1,429,354,000.0056x-131.2x7.2x
Fri, 23 Aug 2024US$171.3bUS$26.2b-US$1,429,354,000.0051.8x-119.8x6.5x
Sun, 21 Jul 2024US$160.4bUS$26.1b-US$1,195,454,000.0047.7x-134.2x6.2x
Tue, 18 Jun 2024US$152.2bUS$26.1b-US$1,195,454,000.0046x-127.3x5.8x
Thu, 16 May 2024US$127.7bUS$23.1b-US$1,239,464,000.0038.7x-103.1x5.5x
Sat, 13 Apr 2024US$114.1bUS$22.6b-US$276,709,000.0043.2x-412.5x5.1x
Mon, 11 Mar 2024US$112.6bUS$22.5b-US$232,205,000.0039.4x-484.8x5x
Wed, 07 Feb 2024US$109.8bUS$22.9bUS$87.5m41.3x1254.6x4.8x
Fri, 05 Jan 2024US$117.2bUS$24.3bUS$48.6m45x2412x4.8x
Sun, 03 Dec 2023US$116.6bUS$24.3bUS$48.6m42.4x2399.4x4.8x
Tue, 31 Oct 2023US$103.5bUS$23.9bUS$315.2m31.4x328.3x4.3x
Thu, 28 Sep 2023US$104.1bUS$23.9bUS$463.1m30.1x224.8x4.3x
Sat, 26 Aug 2023US$108.7bUS$24.0bUS$472.6m33.3x229.9x4.5x
Mon, 24 Jul 2023US$116.1bUS$23.3bUS$746.1m33.4x155.6x5x
Wed, 21 Jun 2023US$109.2bUS$23.3bUS$746.1m32.8x146.4x4.7x
Fri, 19 May 2023US$104.8bUS$23.3bUS$819.6m27.7x127.9x4.5x
Sun, 16 Apr 2023US$105.4bUS$22.8bUS$2.0b30.5x53.4x4.6x
Tue, 14 Mar 2023US$108.7bUS$22.7bUS$2.0b32.7x53.1x4.8x
Thu, 09 Feb 2023US$112.1bUS$20.6bUS$3.2b29.4x35.5x5.4x
Sat, 07 Jan 2023US$108.1bUS$20.7bUS$3.2b28.4x34.2x5.2x
Mon, 05 Dec 2022US$109.0bUS$20.7bUS$3.2b28.1x34.5x5.3x
Price to Earnings Ratio

34.5x


Total Market Cap: US$109.0bTotal Earnings: US$3.2bTotal Revenue: US$20.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 312x202320242025
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 543x which is higher than its 3-year average PE of 312x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have declined 47% per year over the last three years.
  • Meanwhile revenues for these companies have grown 15% 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 Comparison

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

US Market3.54%
Real Estate1.71%
REITS0.12%
Healthcare REITs2.84%
Office REITs4.68%
Hotel and Resort REITs1.95%
Industrial REITs1.93%
Residential REITs1.03%
Retail REITs0.97%
Specialized REITs0.50%
Diversified REITs0.12%
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
WELL WelltowerUS$208.384.2%
+US$5.8b		50.8%PB3.7x
VTR VentasUS$80.661.8%
+US$667.0m		25.9%PB3.1x
AHR American Healthcare REITUS$50.785.8%
+US$491.8m		70.3%PB3.4x
ARE Alexandria Real Estate EquitiesUS$53.675.5%
+US$480.5m		-51.3%PB0.6x
DOC Healthpeak PropertiesUS$18.262.4%
+US$291.9m		-17.0%PB1.7x

Latest News

ARE
US$53.67
Alexandria Real Estate Equities
7D
5.5%
1Y
-51.3%
AHR
US$50.78
American Healthcare REIT
7D
5.8%
1Y
70.3%

AHR: Upcoming Equity Offerings And Raised Guidance Will Drive Momentum

Analysts have raised their price target for American Healthcare REIT from $48.73 to $56.08. They cite a significantly improved revenue growth outlook, even though profit margin projections have been reduced.
MPW
US$5.76
Medical Properties Trust
7D
8.7%
1Y
31.2%

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$19.51
Sabra Health Care REIT
7D
4.2%
1Y
4.2%
WELL
US$208.38
Welltower
7D
4.2%
1Y
50.8%

WELL: Equity Offerings And Margin Improvement Will Offset Lower Income Outlook

Analysts have raised their price target for Welltower from $192.90 to $198.95, citing improved profit margins and a modestly higher discount rate in their latest assessment. What's in the News Welltower has filed a Follow-on Equity Offering totaling $7.5 billion, issuing common stock through an at-the-market offering.
VTR
US$80.66
Ventas
7D
1.8%
1Y
25.9%
DOC
US$18.26
Healthpeak Properties
7D
2.4%
1Y
-17.0%

DOC: Discount Rate Improvements Will Drive Margin Gains Ahead

Analysts have slightly lowered their price target for Healthpeak Properties from $21.03 to $20.86. They cite modest adjustments in growth and discount rate assumptions, while also noting a marginal improvement in profit margins.
OHI
US$45.94
Omega Healthcare Investors
7D
2.0%
1Y
13.1%

OHI: Future Margin Gains And Dividend Stability Will Support Sector Positioning

Omega Healthcare Investors' consensus fair value estimate has increased by $1.00 to $45.13, as analysts cite recent price target revisions and improvements in profit margin outlook as key supporting factors. Analyst Commentary Recent street research has pointed to multiple price target increases for Omega Healthcare Investors, supported by a constructive outlook on earnings growth, dividend coverage, and sector positioning within the REIT universe.