Seeking Alpha • Aug 18

Over the last 7 days, the Healthcare REITs industry has remained flat. The past year has been better, since the industry has gained 28% in that time. Earnings are forecast to grow by 19% annually.
Has the U.S. Healthcare REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Aug 2026 | US$313.2b | US$36.2b | US$2.4b | 27.9x | 131.6x | 8.7x |
| Tue, 28 Jul 2026 | US$325.3b | US$34.5b | US$1.6b | 36.2x | 206.1x | 9.4x |
| Thu, 25 Jun 2026 | US$285.4b | US$34.7b | US$1.6b | 38.6x | 176.6x | 8.2x |
| Sat, 23 May 2026 | US$286.7b | US$34.7b | US$1.6b | 39x | 177.4x | 8.3x |
| Mon, 20 Apr 2026 | US$275.4b | US$33.1b | US$361.5m | 42.8x | 761.8x | 8.3x |
| Wed, 18 Mar 2026 | US$268.4b | US$32.5b | US$355.1m | 38.1x | 755.9x | 8.3x |
| Fri, 13 Feb 2026 | US$265.5b | US$32.7b | -US$426,906,000.00 | 35.8x | -622x | 8.1x |
| Sun, 11 Jan 2026 | US$239.5b | US$31.5b | US$440.3m | 32.4x | 544x | 7.6x |
| Tue, 09 Dec 2025 | US$254.3b | US$31.5b | US$440.3m | 31.9x | 577.6x | 8.1x |
| Thu, 06 Nov 2025 | US$236.0b | US$31.8b | US$391.0m | 30.1x | 603.6x | 7.4x |
| Sat, 04 Oct 2025 | US$229.1b | US$30.4b | US$354.3m | 31.9x | 646.6x | 7.5x |
| Mon, 01 Sep 2025 | US$222.1b | US$30.4b | US$332.7m | 34.8x | 667.6x | 7.3x |
| Wed, 30 Jul 2025 | US$206.4b | US$30.2b | -US$151,521,000.00 | 34.1x | -1362.3x | 6.8x |
| Fri, 27 Jun 2025 | US$199.5b | US$29.4b | US$68.9m | 36.2x | 2895.5x | 6.8x |
| Sun, 25 May 2025 | US$194.5b | US$29.7b | US$181.8m | 31.7x | 1069.5x | 6.6x |
| Tue, 22 Apr 2025 | US$197.3b | US$28.7b | -US$1,068,162,000.00 | 33.3x | -184.7x | 6.9x |
| Thu, 20 Mar 2025 | US$203.5b | US$28.7b | -US$1,068,162,000.00 | 35.2x | -190.6x | 7.1x |
| Sat, 15 Feb 2025 | US$198.5b | US$28.2b | -US$1,397,179,000.00 | 40x | -142x | 7x |
| Mon, 13 Jan 2025 | US$172.7b | US$27.4b | -US$1,625,663,000.00 | 40.4x | -106.2x | 6.3x |
| Wed, 11 Dec 2024 | US$184.1b | US$27.4b | -US$1,625,663,000.00 | 43.7x | -113.3x | 6.7x |
| Fri, 08 Nov 2024 | US$189.2b | US$27.0b | -US$820,081,000.00 | 49.1x | -230.7x | 7x |
| Sun, 06 Oct 2024 | US$182.5b | US$26.2b | -US$1,429,354,000.00 | 54x | -127.7x | 7x |
| Tue, 03 Sep 2024 | US$177.6b | US$26.2b | -US$1,429,354,000.00 | 52.5x | -124.3x | 6.8x |
| Thu, 01 Aug 2024 | US$164.4b | US$26.5b | -US$996,249,000.00 | 53.1x | -165x | 6.2x |
| Sat, 29 Jun 2024 | US$152.1b | US$26.1b | -US$1,195,454,000.00 | 44.5x | -127.3x | 5.8x |
| Mon, 27 May 2024 | US$127.4b | US$23.1b | -US$1,239,464,000.00 | 37.6x | -102.8x | 5.5x |
| Wed, 24 Apr 2024 | US$118.5b | US$22.6b | -US$276,709,000.00 | 43x | -428.4x | 5.3x |
| Fri, 22 Mar 2024 | US$115.7b | US$22.5b | -US$241,386,000.00 | 41.6x | -479.5x | 5.1x |
| Sun, 18 Feb 2024 | US$115.3b | US$23.5b | US$220.0m | 35.4x | 523.9x | 4.9x |
| Tue, 16 Jan 2024 | US$119.0b | US$24.3b | US$48.6m | 47.7x | 2449.1x | 4.9x |
| Thu, 14 Dec 2023 | US$114.5b | US$24.3b | US$48.6m | 44.5x | 2356.8x | 4.7x |
| Sat, 11 Nov 2023 | US$107.2b | US$24.3b | US$27.8m | 37.2x | 3851x | 4.4x |
| Mon, 09 Oct 2023 | US$104.1b | US$23.9b | US$463.1m | 30.7x | 224.7x | 4.3x |
| Wed, 06 Sep 2023 | US$108.9b | US$24.0b | US$472.6m | 32.8x | 230.4x | 4.5x |
230.4x
How does U.S. Healthcare REITs compare with similar industries?
| US Market | 0.28% | |
| Real Estate | -1.23% | |
| REITS | -0.82% | |
| Healthcare REITs | -0.92% | |
| Office REITs | 0.023% | |
| Residential REITs | -0.17% | |
| Diversified REITs | -0.82% | |
| Industrial REITs | -1.01% | |
| Retail REITs | -1.12% | |
| Specialized REITs | -1.41% | |
| Hotel and Resort REITs | -1.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SBRA Sabra Health Care REIT | US$20.61 | 1.1% +US$56.2m | 7.8% | PB1.9x | |
| LTC LTC Properties | US$40.62 | 0.9% +US$18.9m | 11.3% | PB1.7x | |
| UHT Universal Health Realty Income Trust | US$41.46 | 0.5% +US$3.1m | 2.1% | PB4x | |
| CHCT Community Healthcare Trust | US$14.95 | 0.5% +US$2.2m | -3.0% | PB1x |