American Healthcare REIT, Inc. (AHR)vsNational Health Investors Inc (NHI)
AHR
American Healthcare REIT, Inc.
$47.48
-0.73%
REAL ESTATE · Cap: $9.59B
NHI
National Health Investors Inc
$70.43
+3.09%
REAL ESTATE · Cap: $3.49B
Smart Verdict
WallStSmart Research — data-driven comparison
American Healthcare REIT, Inc. generates 486% more annual revenue ($2.37B vs $404.71M). NHI leads profitability with a 36.6% profit margin vs 4.2%. NHI trades at a lower P/E of 23.3x. NHI earns a higher WallStSmart Score of 48/100 (D+).
AHR
Hold48
out of 100
Grade: D+
NHI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AHR.
Margin of Safety
+31.7%
Fair Value
$129.13
Current Price
$70.43
$58.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Reasonable price relative to book value
Revenue surging 20.9% year-over-year
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 61.3%
Reasonable price relative to book value
Areas to Watch
ROE of 0.0% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
Earnings declined 43.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AHR
The strongest argument for AHR centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 36.6% and operating margin at 61.3%.
Bear Case : AHR
The primary concerns for AHR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 78.6x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : NHI
The primary concerns for NHI are Piotroski F-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
AHR profiles as a growth stock while NHI is a declining play — different risk/reward profiles.
AHR carries more volatility with a beta of 0.94 — expect wider price swings.
AHR is growing revenue faster at 20.9% — sustainability is the question.
NHI generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
AHR scores higher overall (48/100 vs 48/100) and 20.9% revenue growth. NHI offers better value entry with a 31.7% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Healthcare REIT, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
American Healthcare REIT, Inc. is a prominent real estate investment trust (REIT) focused on acquiring and managing a diversified portfolio of premium healthcare facilities across the United States, including senior housing, skilled nursing, and medical office properties. The company partners with leading operators in the healthcare sector to provide stable cash flows and long-term growth, all while enhancing the quality of care for residents and patients. As the healthcare real estate market continues to grow, American Healthcare REIT presents an attractive investment proposition for institutional investors seeking exposure to a vital and resilient segment of the economy.
Visit Website →National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
Visit Website →Compare with Other REIT - HEALTHCARE FACILITIES Stocks
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