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年來營收前3年增長,後兩年萎縮,營業利潤和淨利潤也類似,總體是萎縮的。 2023上半年營收增長22.1%,營業利潤增長36.6%,淨利潤受出售資產收益波動影響大幅增長1.5倍。 目前市盈率34.4,市盈率TTM降到了20.1,如果全年淨利潤增長1.5倍,市盈率將下降到13.8,如果按5年平均淨利1.4億計算,市盈率爲15.8,市淨率1.7,股息率7.1%,吸引力不大。
National Health Investors股票討論區
2023上半年營收增長22.1%,營業利潤增長36.6%,淨利潤受出售資產收益波動影響大幅增長1.5倍。
目前市盈率34.4,市盈率TTM降到了20.1,如果全年淨利潤增長1.5倍,市盈率將下降到13.8,如果按5年平均淨利1.4億計算,市盈率爲15.8,市淨率1.7,股息率7.1%,吸引力不大。
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