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U.S. Healthcare REITs Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies18
  • 7D5.0%
  • 3M16.7%
  • 1Y38.0%
  • YTDn/a

All of the companies in the Healthcare REITs industry have been up over the last week, with the industry up 4.9%. In the last 12 months, the industry was up 40%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$319.6bUS$34.5bUS$1.6b35.5x202.5x9.3x
Sat, 20 Jun 2026US$272.8bUS$34.7bUS$1.6b37.1x168.8x7.9x
Mon, 18 May 2026US$283.2bUS$34.7bUS$1.6b39.2x175.3x8.2x
Wed, 15 Apr 2026US$268.7bUS$33.1bUS$361.5m41.9x743.4x8.1x
Fri, 13 Mar 2026US$264.3bUS$32.5bUS$355.1m37.7x744.1x8.1x
Sun, 08 Feb 2026US$252.5bUS$31.8b-US$385,221,000.0035.2x-655.4x8x
Tue, 06 Jan 2026US$237.3bUS$31.5bUS$440.3m31.8x539x7.5x
Thu, 04 Dec 2025US$254.2bUS$31.5bUS$440.3m32.8x577.4x8.1x
Sat, 01 Nov 2025US$232.3bUS$31.3bUS$435.5m29.5x533.4x7.4x
Mon, 29 Sep 2025US$228.3bUS$30.4bUS$354.3m32.6x644.4x7.5x
Wed, 27 Aug 2025US$218.6bUS$30.4bUS$332.7m34.8x657.3x7.2x
Fri, 25 Jul 2025US$211.1bUS$29.4b-US$83,637,000.0034.1x-2524.4x7.2x
Sun, 22 Jun 2025US$198.4bUS$29.7bUS$181.8m33.2x1091.1x6.7x
Tue, 20 May 2025US$197.8bUS$29.7bUS$181.8m32.7x1087.8x6.7x
Thu, 17 Apr 2025US$196.5bUS$28.7b-US$1,068,162,000.0034.1x-184x6.8x
Sat, 15 Mar 2025US$198.0bUS$28.7b-US$1,133,751,000.0035.3x-174.6x6.9x
Mon, 10 Feb 2025US$187.4bUS$27.6b-US$1,606,706,000.0040.6x-116.7x6.8x
Wed, 08 Jan 2025US$173.5bUS$27.4b-US$1,625,663,000.0040.9x-106.7x6.3x
Fri, 06 Dec 2024US$186.9bUS$27.4b-US$1,625,663,000.0044.5x-115x6.8x
Sun, 03 Nov 2024US$189.8bUS$26.9b-US$784,989,000.0047.6x-241.8x7x
Tue, 01 Oct 2024US$185.7bUS$26.2b-US$1,429,354,000.0055x-129.9x7.1x
Thu, 29 Aug 2024US$176.2bUS$26.2b-US$1,429,354,000.0052.9x-123.3x6.7x
Sat, 27 Jul 2024US$159.7bUS$26.3b-US$1,143,916,000.0049.2x-139.6x6.1x
Mon, 24 Jun 2024US$150.9bUS$26.1b-US$1,195,454,000.0043.9x-126.3x5.8x
Wed, 22 May 2024US$128.6bUS$23.1b-US$1,239,464,000.0039.1x-103.7x5.6x
Fri, 19 Apr 2024US$116.1bUS$22.6b-US$276,709,000.0042x-419.7x5.1x
Sun, 17 Mar 2024US$113.9bUS$22.5b-US$241,386,000.0040.2x-471.7x5.1x
Tue, 13 Feb 2024US$111.9bUS$23.0bUS$174.1m39.8x642.7x4.9x
Thu, 11 Jan 2024US$116.4bUS$24.3bUS$48.6m45.7x2395.3x4.8x
Sat, 09 Dec 2023US$114.0bUS$24.3bUS$48.6m43.2x2346.7x4.7x
Mon, 06 Nov 2023US$110.9bUS$24.3b-US$5,483,000.0036.3x-20231.7x4.6x
Wed, 04 Oct 2023US$105.8bUS$23.9bUS$463.1m30.2x228.5x4.4x
Fri, 01 Sep 2023US$111.2bUS$24.0bUS$472.6m34.1x235.2x4.6x
Sun, 30 Jul 2023US$114.4bUS$23.4bUS$683.0m34.2x167.5x4.9x
Price to Earnings Ratio

167.5x


Total Market Cap: US$114.4bTotal Earnings: US$683.0mTotal Revenue: US$23.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 373.9x202420252026
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 200x which is lower than its 3-year average PE of 374x.
  • The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 9.2x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 32% 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 Market-1.35%
Real Estate1.17%
REITS3.16%
Healthcare REITs4.96%
Hotel and Resort REITs3.46%
Diversified REITs3.16%
Retail REITs2.53%
Industrial REITs1.17%
Specialized REITs0.46%
Residential REITs-0.011%
Office REITs-1.77%
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$245.045.0%
+US$8.3b		51.6%PB3.9x
VTR VentasUS$97.185.3%
+US$2.4b		44.1%PB3.6x
OHI Omega Healthcare InvestorsUS$50.615.5%
+US$792.2m		29.7%PB2.9x
SBRA Sabra Health Care REITUS$21.9812.6%
+US$620.4m		19.3%PB2x
AHR American Healthcare REITUS$57.085.3%
+US$557.0m		49.8%PB3.2x

Latest News

SBRA
US$21.98
Sabra Health Care REIT
7D
12.6%
1Y
19.3%
WELL
US$245.04
Welltower
7D
5.0%
1Y
51.6%
Narrative Update • Jul 22

WELL: Premium Pricing And Dividend Growth Will Support Future Upside Potential

Analysts have adjusted their price target for Welltower to $280.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Recent coverage highlights that Welltower, as a large senior housing REIT, has reported strong NOI and NFFO growth alongside Q1 2026 results.
AHR
US$57.08
American Healthcare REIT
7D
5.3%
1Y
49.8%
Narrative Update • Jul 21

AHR: Equity Raise And Index Shift Will Shape Balanced Return Outlook

Analysts have slightly raised their price target for American Healthcare REIT to about $60 per share, up from roughly $59, reflecting updated assumptions around revenue growth, margins, and the stock's future P/E multiple. What’s in the News Barclays initiated coverage on American Healthcare REIT with an overweight rating and a US$61.00 price target, citing the company’s RIDEA exposure and acquisition pipeline as key factors.
DOC
US$22.19
Healthpeak Properties
7D
2.1%
1Y
16.5%
OHI
US$50.61
Omega Healthcare Investors
7D
5.5%
1Y
29.7%
Seeking Alpha • Jul 16

Omega Healthcare: Structurally Advantaged With A Near 6% Yield

Summary Omega Healthcare (OHI) is a structurally advantaged healthcare REIT focused on skilled nursing and senior-care facilities, rated Buy for double-digit AFFO growth prospects. OHI benefits from an aging population, diversified operator base, and long lease terms, positioning it for sustained demand and rental income growth. Recent AFFO guidance was raised, with Q2 expectations for a 9% y/y AFFO/share increase and a consistent track record of modest quarterly beats. Despite a premium valuation and tenant/government reimbursement risks, OHI's 5.6% yield and manageable 3.1x leverage support further upside potential. Read the full article on Seeking Alpha
VTR
US$97.18
Ventas
7D
5.3%
1Y
44.1%
Seeking Alpha • Jul 12

Ventas: Ahead Of Q2 Results, Lots To Like About This Senior-Care REIT

Summary Ventas is positioned as both a dividend and growth REIT, benefiting from macro tailwinds in senior housing demand. VTR’s investment-grade balance sheet, geographic diversity, and expanding portfolio underpin its resilience and modest growth outlook. Despite a rich 23x forward earnings multiple, upside forecasts are only 7%–10%, warranting a more neutral valuation stance. Dividend coverage is strong at 1.7x AFFO/share, with a 57% payout ratio and a focus on growth and safety over yield. Read the full article on Seeking Alpha
JAN
US$30.77
Janus Living
7D
6.5%
1Y
n/a
CTRE
US$42.38
CareTrust REIT
7D
5.7%
1Y
35.5%