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Ventas, Inc. VTR

Real Estate · REIT - Healthcare Facilities · United States · S&P 500

41
Profitability
14
Growth
64
Valuation
12
Financial strength
36
Momentum
80

Based on the available data, Ventas, Inc. gets an algorithmic score of 41/100. It trades at 86.91 $, with a bullish technical trend (RSI 36.1) and 22.2% annual volatility.

Updated: 2026-09-30

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Strengths

  • Sustained revenue growth (12.2% compound annual).
  • Low beta (0.27): defensive profile.

Weaknesses

  • Low ROE (2.0%).
  • Demanding valuation (P/E 110.0): the market prices in a lot of growth.

Fundamentals

P/E158.02
Forward P/E110.01
PEG4.94
P/B3.04
EV/EBITDA24.30
P/S6.95
ROE %2.01
ROA %2.17
Gross margin %39.97
Operating margin %14.81
Net margin %4.09
Revenue growth % (y/y)21.70
Earnings growth % (y/y)-6.70
Revenue CAGR %12.21
Debt/Equity %84.93
Current ratio0.29
FCF yield %2.25
Dividend yield %2.39
Payout %363.64

Returns

1 month-5.3 %
3 months-2.1 %
6 months+7.8 %
YTD+13.8 %
1 year+29.2 %
3 years+124.2 %
5 years+82.3 %

Risk

1-year volatility22.2 %
Beta0.27
5-year max drawdown-41.8 %
Sharpe 1A1.09

Macroeconomic context

Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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