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Upturn AI Summary - About
Ventas Inc(VTR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VTR
11/06/2026: VTR (3-star) is currently NOT-A-BUY. Pass it for now.
Ventas Inc is a large healthcare REIT that owns a diversified portfolio of seniors housing, medical office buildings, and life science research facilities. The company benefits from the long-term tailwinds of an aging population and high demand for specialized healthcare infrastructure. While it has established a leading position in the sector, it faces risks related to labor cost inflation in seniors housing and sensitivity to interest rate changes. The stock may suit dividend-focused investors seeking exposure to essential healthcare real estate, though potential investors should monitor occupancy trends and leverage levels. Balancing growth in life sciences with operational stability in seniors housing remains the core strategic story.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the business grows through acquisitions, it is primarily a yield-driven REIT rather than a high-growth tech or consumer stock. |
| Momentum investor | Mixed fit | Momentum appeal depends on market sentiment regarding interest rates and sector-specific occupancy trends. |
| Value investor | Strong fit | Ventas is often evaluated on its FFO multiples relative to other healthcare REITs. |
| Dividend investor | Strong fit | As a REIT, the company is structured to distribute a significant portion of cash flow as dividends to shareholders. |
| Low-risk investor | Mixed fit | The company carries exposure to operational risks and interest rate volatility inherent in the healthcare real estate sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate stock prices often fluctuate based on interest rate expectations. |
| Valuation risk | Medium | REIT valuations are sensitive to cap rate movements in the broader real estate market. |
| Competition risk (healthcare real estate) | Medium | Large competitors like Welltower compete for the same high-quality healthcare assets. |
| Business quality | Strong | Ventas holds a portfolio of institutional-grade, well-located healthcare assets. |
| Dividend income | Medium / high | Dividend reliability depends on the company maintaining healthy FFO payout ratios. |
| Execution risk | Medium | Success in seniors housing management requires consistent operational performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 62.25% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.93B USD | Price to earnings Ratio 170.67 | 1Y Target Price 99 |
Price to earnings Ratio 170.67 | 1Y Target Price 99 | ||
Volume (30-day avg) 3.8M shares | Beta 0.77 | 52 Weeks Range 72.49 - 100.99 | Updated Date 11/08/2026 |
52 Weeks Range 72.49 - 100.99 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.29% | Basic EPS (TTM) 0.52 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Seniors Housing | Rental income and operational revenue from assisted living and memory care facilities. | This is a primary growth engine, but it is sensitive to occupancy rates and labor costs. |
| Medical Office Buildings | Long-term triple-net and other lease structures from medical outpatient providers. | Provides stable, predictable cash flow to the company. |
| Research & Innovation | Leases from life science companies and academic research centers. | A modern growth pillar catering to high-demand biotech infrastructure. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 0.98 | Actual 0.99 |
Profitability
Profit Margin 3.89% | Operating Margin (TTM) 15.02% |
Management Effectiveness
Return on Assets (TTM) 2.14% | Return on Equity (TTM) 1.87% |
Valuation
Trailing PE 170.67 | Forward PE 129.87 | Enterprise Value 59.40B | Price to Sales(TTM) 6.96 |
Enterprise Value 59.40B | Price to Sales(TTM) 6.96 | ||
Enterprise Value to Revenue 8.76 | Enterprise Value to EBITDA 24.1 | Shares Outstanding 528.82M | Shares Floating 526.39M |
Shares Outstanding 528.82M | Shares Floating 526.39M | ||
Percent Insiders 0.49 | Percent Institutions 101.73 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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