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Ventas, Inc. (VTR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Ventas, Inc.

VTRMarket cap $42BPrice $81.8

Country🇺🇸United States

SectorReal Estate

IndustryHealthcare REITs

Owns and operates healthcare real estate including senior housing, medical offices, and hospitals across North America and the UK. Controls over $20 billion in properties that house America's aging population.

In Bastion Portfolios?

52W Return+17%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+12%7

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+15%8

Rev CAGR (5y)+10%7

Earnings Forecast

EPS Growth Y+1-12%3

EPS Growth Y+2+104%10

EPS Growth Y+3+26%8

Quality

Margins

EBIT Margin15%6

Net Income Margin4%3

Free Cash Flow Margin22%8

Debt

Net Debt/EBITDA5.32

Efficiency

ROE2%2

ROA1%3

Earnings Stability44

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)1131

P/E Ratio (Forward 3y)671

P/BV2.95

EV Multiples

EV/EBITDA Fwd212

EV/EBIT Fwd611

Yield

Free Cash Flow Yield3.3%5

Dividend Yield2.5%6

Momentum

Short term

1 month return-8%3

3 month return-10%3

YTD return+8%6

Mid term

Price vs 52wHigh81%6

1 year return+24%7

Long term

3 year return+119%8

5 year return+77%7

Risk Shield

Price Risk

Beta0.29

Volatility23%9

Free Cash Flow

Free Cash Flow Margin22%8

Free Cash Flow Yield3.3%5

Quality

ROCE4%3

Earnings Stability44

Net Debt/EBITDA5.32

02Growth

Is it actually growing, and how fast?

VTRVentas

Revenue FY25$5.8B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-12%3

EPS growth, FY27E+104%10

EPS growth, FY28E+26%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 12%/yr over the last 3 years and is set to grow 15%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

WATCH

Earnings are set to grow faster than sales (EPS about 26%/yr vs revenue 15%/yr), so margins should widen. One year dips: EPS falls 12% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE49 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-10%3

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high81%6

1-year return+24%7

3-year return+119%8

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +119% over three years and +77% over five, ahead of 70% of the market.

It's up 24% over the past year, but 19% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level so far this year (+8%).

WEAKNESSES

The stock is underperforming over the past month (-8%) and over three months (-10%).

BOTTOM LINE

Long-Term Winner, Cooling Off

Multi-year returns are elite even though the latest weeks are quieter. Often a quality compounder taking a breather rather than breaking down. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Ventas. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

VTRVentas

Revenue FY25$5.8B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%7

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-12%3

EPS growth, FY27E+104%10

EPS growth, FY28E+26%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 12%/yr over the last 3 years and is set to grow 15%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

WATCH

Earnings are set to grow faster than sales (EPS about 26%/yr vs revenue 15%/yr), so margins should widen. One year dips: EPS falls 12% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE49 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-10%3

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high81%6

1-year return+24%7

3-year return+119%8

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +119% over three years and +77% over five, ahead of 70% of the market.

It's up 24% over the past year, but 19% below its 52-week high. That is clearly ahead of the market.

WATCH

Returns sit at the market level so far this year (+8%).

WEAKNESSES

The stock is underperforming over the past month (-8%) and over three months (-10%).

BOTTOM LINE

Long-Term Winner, Cooling Off

04Value

Are you paying a fair price for it?

Stop guessing on Ventas. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community