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Upturn AI SWOT - About
Diversified Healthcare Trust (DHC)
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Upturn Advisory Summary
06/27/2025: DHC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $3.25
Year Target Price $3.25
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 30.34% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 858.85M USD | Price to earnings Ratio - | 1Y Target Price 3.75 |
Price to earnings Ratio - | 1Y Target Price 3.75 | ||
Volume (30-day avg) - | Beta 2.43 | 52 Weeks Range 1.99 - 4.19 | Updated Date 06/29/2025 |
52 Weeks Range 1.99 - 4.19 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.13% | Basic EPS (TTM) -1.23 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -19.38% | Operating Margin (TTM) -1.24% |
Management Effectiveness
Return on Assets (TTM) -0.55% | Return on Equity (TTM) -13.96% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3354256641 | Price to Sales(TTM) 0.57 |
Enterprise Value 3354256641 | Price to Sales(TTM) 0.57 | ||
Enterprise Value to Revenue 2.22 | Enterprise Value to EBITDA 14.91 | Shares Outstanding 241251008 | Shares Floating 186091283 |
Shares Outstanding 241251008 | Shares Floating 186091283 | ||
Percent Insiders 10.15 | Percent Institutions 77.44 |
Analyst Ratings
Rating 3.33 | Target Price 3.25 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Diversified Healthcare Trust
Company Overview
History and Background
Diversified Healthcare Trust (DHC) was founded in 1998 as Senior Housing Properties Trust. It initially focused on senior housing but has since diversified its portfolio to include medical office buildings and life science properties. It rebranded to Diversified Healthcare Trust in 2019.
Core Business Areas
- Senior Housing Operating Portfolio (SHOP): Owns and leases senior living communities operated by third-party managers. Revenue is derived from rental income and services provided to residents.
- Medical Office Buildings (MOBs): Owns and leases medical office buildings to healthcare providers. Revenue is generated from rental income.
- Life Science Properties: Owns and leases properties to companies involved in life science research and development. Revenue is generated from rental income.
Leadership and Structure
Jennifer Francis is the President and Chief Executive Officer. The company operates as a real estate investment trust (REIT) with a board of trustees overseeing management.
Top Products and Market Share
Key Offerings
- Senior Housing: Owns a large portfolio of senior housing communities across the US. Market share is difficult to pinpoint exactly as it's fragmented, but DHC is a significant player. Competitors include Welltower, Ventas, and Healthpeak Properties. It derives a big chunk of revenue from this segment.
- Medical Office Buildings: Offers leasable medical office space to healthcare providers. The medical office building market is also fragmented. Competitors include Healthcare Realty Trust and Physicians Realty Trust. Stable revenue stream, however, not as high-yielding as Senior Housing.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by demographic trends, particularly the aging population. Demand for senior housing and medical office space is expected to grow. Life science properties are also benefiting from increased research and development spending.
Positioning
DHC is a diversified healthcare REIT with a portfolio of senior housing, medical office buildings, and life science properties. Its diversification provides some stability, but the senior housing segment has faced challenges. Competitors include larger, more financially sound REITs.
Total Addressable Market (TAM)
The total addressable market for healthcare REITs is significant and growing, expected to reach hundreds of billions USD. DHC holds a small percentage of the TAM with its $6.61 billion market capitalization.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across multiple healthcare real estate segments
- Established presence in the senior housing market
- Experienced management team
Weaknesses
- High leverage and debt burden
- Underperforming senior housing portfolio
- External management agreement with The RMR Group (may create conflicts of interest)
Opportunities
- Increasing demand for senior housing due to aging population
- Potential for improved performance in the senior housing portfolio through operational improvements
- Expansion of life science property portfolio
Threats
- Rising interest rates
- Economic downturn impacting senior housing occupancy
- Increased competition in the healthcare REIT market
- High inflation impacting operational costs
Competitors and Market Share
Key Competitors
- Welltower (WELL)
- Ventas (VTR)
- Healthpeak Properties (PEAK)
- National Health Investors (NHI)
Competitive Landscape
DHC faces significant competition from larger, more financially stable healthcare REITs. Its high leverage and underperforming assets put it at a disadvantage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to senior housing struggles.
Future Projections: Future projections are uncertain and depend on DHC's ability to improve the performance of its senior housing portfolio and manage its debt.
Recent Initiatives: Recent initiatives include efforts to improve occupancy and reduce operating expenses in the senior housing portfolio, and explore disposition opportunities to reduce debt.
Summary
Diversified Healthcare Trust is facing a challenging situation with a high debt burden, underperforming senior housing properties, and external management agreement headwinds. While it has diversification and the advantage of market tailwinds due to demographics, it needs to improve the operating environment within senior housing, reduce debt, and improve overall management practices to achieve growth. Recent management initiatives could yield some improvements, but the company is still financially weaker compared to its top-tier competitors. Investors should be aware of the high-risk profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Market Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Diversified Healthcare Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2000-02-23 | President, CEO & Managing Trustee Mr. Christopher J. Bilotto | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees - | Website https://www.dhcreit.com |
Full time employees - | Website https://www.dhcreit.com | ||
DHC is a real estate investment trust focused on owning high-quality healthcare properties located throughout the United States. DHC seeks diversification across the health services spectrum by care delivery and practice type, by scientific research disciplines and by property type and location. As of March 31, 2025, DHC's approximately $6.8 billion portfolio included 343 properties in 34 states and Washington, D.C., with more than 26,000 senior living units, approximately 7.6 million square feet of medical office and life science properties and occupied by approximately 450 tenants. DHC is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with approximately $40 billion in assets under management as of March 31, 2025 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. DHC is headquartered in Newton, MA.
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