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Upturn AI SWOT - About
National Health Investors Inc (NHI)
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Upturn Advisory Summary
04/22/2025: NHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $80.86
Year Target Price $80.86
| 3 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 40.39% | Avg. Invested days 47 | 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 04/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.27B USD | Price to earnings Ratio 22.19 | 1Y Target Price 80.86 |
Price to earnings Ratio 22.19 | 1Y Target Price 80.86 | ||
Volume (30-day avg) 8 | Beta 0.77 | 52 Weeks Range 63.53 - 82.03 | Updated Date 06/30/2025 |
52 Weeks Range 63.53 - 82.03 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 5.08% | Basic EPS (TTM) 3.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 41.09% | Operating Margin (TTM) 62.55% |
Management Effectiveness
Return on Assets (TTM) 4.56% | Return on Equity (TTM) 10.31% |
Valuation
Trailing PE 22.19 | Forward PE 12.84 | Enterprise Value 4435760653 | Price to Sales(TTM) 9.53 |
Enterprise Value 4435760653 | Price to Sales(TTM) 9.53 | ||
Enterprise Value to Revenue 12.93 | Enterprise Value to EBITDA 16.53 | Shares Outstanding 46693700 | Shares Floating 43890027 |
Shares Outstanding 46693700 | Shares Floating 43890027 | ||
Percent Insiders 2.21 | Percent Institutions 70.08 |
Analyst Ratings
Rating 3 | Target Price 80.86 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
National Health Investors Inc
Company Overview
History and Background
National Health Investors, Inc. (NHI) was founded in 1991. It operates as a real estate investment trust (REIT) specializing in healthcare properties. Initially focused on nursing homes, it has diversified into assisted living facilities, independent living facilities, medical office buildings, and specialty hospitals.
Core Business Areas
- Real Estate Investments: NHI invests in income-producing healthcare properties, leasing them to operators or providing financing through mortgages and other structures.
- Leasing: A significant portion of NHI's revenue comes from leasing its properties to healthcare operators under long-term lease agreements.
- Mortgage Financing: NHI provides mortgage loans to healthcare operators, generating income from interest payments.
Leadership and Structure
NHI is led by a board of directors and an executive management team. The organizational structure includes departments responsible for investments, asset management, finance, and legal compliance.
Top Products and Market Share
Key Offerings
- Triple-Net Leases: These are long-term leases where the tenant pays rent, property taxes, insurance, and maintenance expenses. Market share data specific to NHI's triple-net lease segment is not publicly available. Competitors include other healthcare REITs such as Ventas (VTR) and Welltower (WELL).
- Mortgage Loans: NHI provides mortgage financing secured by healthcare properties. Market share data specific to NHI's mortgage loan portfolio is not publicly available. Competitors include other healthcare REITs and financial institutions.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population, increasing demand for senior housing and healthcare services, and the need for capital to fund healthcare infrastructure. The industry is competitive and subject to regulatory changes and economic cycles.
Positioning
NHI is a mid-sized healthcare REIT focused on diversification across property types and operators. Its competitive advantages include its experienced management team, long-term relationships with operators, and disciplined investment approach.
Total Addressable Market (TAM)
The total addressable market for healthcare REITs is estimated to be in the hundreds of billions of dollars, encompassing senior housing, skilled nursing facilities, hospitals, and medical office buildings. NHI is positioned to capture a portion of this market through strategic acquisitions and development activities.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of healthcare properties
- Experienced management team
- Strong relationships with operators
- Disciplined investment approach
- Consistent dividend payout
Weaknesses
- Concentration of revenue from a few key tenants
- Exposure to tenant credit risk
- Sensitivity to interest rate changes
- Smaller market capitalization compared to larger REITs
Opportunities
- Acquisitions of high-quality healthcare properties
- Expansion into new geographic markets
- Development of new healthcare facilities
- Increased demand for senior housing and healthcare services
Threats
- Regulatory changes affecting healthcare operators
- Economic downturn impacting tenant financial performance
- Increased competition from other REITs
- Rising interest rates
Competitors and Market Share
Key Competitors
- VTR
- WELL
- HCN
Competitive Landscape
NHI faces competition from larger REITs with greater access to capital. NHI's advantages include its focus on diversification and its strong relationships with operators. These figures are estimates and the exact market share is not publicly available for each individual company.
Major Acquisitions
Arbor Health
- Year: 2018
- Acquisition Price (USD millions): 240
- Strategic Rationale: Expanded NHI's presence in the skilled nursing facility market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth in the healthcare sector.
Future Projections: Future growth projections are based on analyst estimates and company guidance, which can be found on financial websites.
Recent Initiatives: Recent strategic initiatives include acquisitions of healthcare properties and investments in new development projects.
Summary
National Health Investors is a healthcare REIT with a diversified portfolio and consistent dividend history. While smaller than its peers, it maintains strong operator relationships and a disciplined investment approach. Potential challenges include tenant concentration and interest rate sensitivity. The company's diversification strategy and experience provides positive momentum for growth and future investments in the healthcare real estate market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company presentations
- Financial websites (Yahoo Finance, Google Finance, Bloomberg)
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is based on estimates and may not be precise. Actual results may vary. Consult with a qualified financial advisor before making any investment decisions.
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 National Health Investors Inc
Exchange NYSE | Headquaters Murfreesboro, TN, United States | ||
IPO Launch date 1991-10-09 | President, CEO & Director Mr. D. Eric Mendelsohn | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 30 | Website https://www.nhireit.com |
Full time employees 30 | Website https://www.nhireit.com | ||
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent living, assisted living and memory care communities, entrance-fee retirement communities, skilled nursing facilities, and specialty hospitals.
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