Ventas Inc
VTR
Market Cap$29.79B
Close$
Earnings Call Q1 2025
May 1, 2025 - AI Summary
Strong Financial Performance: Ventas reported a normalized FFO of $0.84 per share for Q1 2025, representing an 8% increase year-over-year. The company's same-store cash NOI grew by 7%, driven predominantly by a 14% growth in its Senior Housing Operating Portfolio (SHOP), showcasing strong demand and operational improvements.
Positive Growth Projections: The company continues to project a 7% normalized FFO per share growth for the full year 2025, with expectations that the senior housing business will account for over half of Ventas's NOI by year-end. This projection is supported by strong demographic trends, particularly with the over-80 population increasing significantly.
Increased Investment Activity: Ventas has expanded its full-year investment guidance from $1 billion to $1.5 billion due to a robust pipeline of opportunities in senior housing. The company has successfully closed approximately $900 million in senior housing investments year-to-date, demonstrating a commitment to growing its portfolio in high-demand markets.
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$51.22
20.2% downside
Current Fair Value
20.2% downsideOvervalued by 20.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $29.79 Billion |
|---|---|
| Enterprise Value | $29.61 Billion |
| Dividend Yield | $1.83 (2.77230722617785%) |
| Earnings per Share | $0.2 |
| Beta | 0.97 |
| Outstanding Shares | 439,931,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 304.19 |
|---|---|
| PEG | -304.19 |
| Price to Sales | 5.83 |
| Price to Book Ratio | 2.47 |
| Enterprise Value to Revenue | 5.83 |
| Enterprise Value to EBIT | 133.67 |
| Enterprise Value to Net Income | 89720745 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Ventas Inc
CEO: Debra Cafaro