National Health Investors, Inc. (NHI) vs Strawberry Fields REIT, Inc. (STRW)

National Health Investors, Inc. and Strawberry Fields REIT, Inc. are both Reit Healthcare Facilities companies. National Health Investors, Inc. is the larger, with a market value of $3.3B against $742.6M — 4.4× the size. National Health Investors, Inc. trades at the lower P/E: 19.3× against 20.6×. National Health Investors, Inc. grew revenue faster over the last twelve months: 23.9% against 18.3%. National Health Investors, Inc. has the higher net margin (38.5% vs 5.30%) and the higher return on invested capital (4.39% vs 0.00%). Both pay a dividend; National Health Investors, Inc. yields more (6.82% vs 5.66%). Across the 20 metrics below, Strawberry Fields REIT, Inc. leads on 11 and National Health Investors, Inc. on 9.

Valuation

Metric NHI STRW Reit Healthcare Facilities median
P/E 19.29 20.62 23.53
P/S 7.50 1.13 5.39
P/B 2.05 5.53 1.88
Price to free cash flow n/m 29.08 17.82
EV/EBITDA 15.22 0.75 15.62
EV/Sales 10.38 0.64 8.52
Earnings yield 5.19% 4.85% 2.66%
Free cash flow yield (1.78%) 3.44% 3.37%

Profitability

Metric NHI STRW Reit Healthcare Facilities median
Gross margin 76.49% 89.90% 92.10%
Operating margin 45.90% 54.49% 21.06%
Net margin 38.54% 5.30% 10.19%
Free cash flow margin (13.33%) 3.88% 7.91%
Return on equity 10.86% 17.07% 4.06%
Return on assets 5.88% 0.95% 2.10%
Return on invested capital 4.39% 0.00% 1.96%

Growth

Metric NHI STRW Reit Healthcare Facilities median
Revenue growth (TTM) 23.94% 18.27% 15.71%
EPS growth (last fiscal year) (3.51%) 5.26% —
Revenue growth, 5-year CAGR 2.45% — 9.60%
Net income growth, 5-year CAGR (5.17%) — 0.00%

Health

Metric NHI STRW Reit Healthcare Facilities median
Debt to equity 0.81 0.00 0.84
Current ratio 6.78 2.39 3.05
Net debt to EBITDA 4.06 (0.50) 5.50

Dividend

Metric NHI STRW Reit Healthcare Facilities median
Dividend yield 6.82% 5.66% 7.11%
Payout ratio 1.42 — 2.85

Size

Metric NHI STRW Reit Healthcare Facilities median
Market cap 3.30b 742.60m 4.18b

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