Analyst Connor Siversky predicts OHI and NHI's rent coverage will increase due to improving portfolio metrics. However, he doubts VTR's senior housing portfolio improvement will offset high leverage and limited investment opportunities. He also suggests OHI's dividend will be covered in late 2024, and NHI is set to drive growth with a strong liquidity profile.
$National Health Investors(NHI.US)$5年来营收前3年增长,后两年萎缩,营业利润和净利润也类似,总体是萎缩的。 2023上半年营收增长22.1%,营业利润增长36.6%,净利润受出售资产收益波动影响大幅增长1.5倍。 目前市盈率34.4,市盈率TTM降到了20.1,如果全年净利润增长1.5倍,市盈率将下降到13.8,如果按5年平均净利1.4亿计算,市盈率为15.8,市净率1.7,股息率7.1%,吸引力不大。
National Health Investors股票讨论区
2023上半年营收增长22.1%,营业利润增长36.6%,净利润受出售资产收益波动影响大幅增长1.5倍。
目前市盈率34.4,市盈率TTM降到了20.1,如果全年净利润增长1.5倍,市盈率将下降到13.8,如果按5年平均净利1.4亿计算,市盈率为15.8,市净率1.7,股息率7.1%,吸引力不大。
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