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National HealthCare Corporation (NHC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6359061008

CUSIP

635906100

Sector

Healthcare

IPO Date

Jan 20, 1987

Highlights

Market Cap

$1.90B

EPS (TTM)

$7.99

PE Ratio

15.44

Total Revenue (TTM)

$1.23B

Gross Profit (TTM)

$466.33M

EBITDA (TTM)

$211.17M

Year Range

$86.11 - $137.81

Target Price

$6.15

Short %

3.03%

Short Ratio

8.15

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NHC vs. ENSG NHC vs. SCHD NHC vs. ^SP500TR NHC vs. SPY NHC vs. NVDA NHC vs. CRWD NHC vs. VRTX NHC vs. SYK
Popular comparisons:
NHC vs. ENSG NHC vs. SCHD NHC vs. ^SP500TR NHC vs. SPY NHC vs. NVDA NHC vs. CRWD NHC vs. VRTX NHC vs. SYK

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in National HealthCare Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
5.13%
10.26%
NHC (National HealthCare Corporation)
Benchmark (^GSPC)

Returns By Period

National HealthCare Corporation had a return of 22.49% year-to-date (YTD) and 16.73% in the last 12 months. Over the past 10 years, National HealthCare Corporation had an annualized return of 8.78%, while the S&P 500 had an annualized return of 11.23%, indicating that National HealthCare Corporation did not perform as well as the benchmark.


NHC

YTD

22.49%

1M

-12.01%

6M

5.26%

1Y

16.73%

5Y*

8.99%

10Y*

8.78%

^GSPC (Benchmark)

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

Monthly Returns

The table below presents the monthly returns of NHC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.67%6.04%-3.59%-3.85%16.37%3.09%25.61%0.71%-7.83%-7.74%7.90%22.49%
20230.07%-6.42%5.26%-0.28%4.82%2.83%-4.53%11.74%-2.09%5.28%13.67%21.44%60.84%
2022-3.74%-0.58%8.84%-3.09%3.28%0.27%1.62%-2.22%-8.02%-3.82%1.18%-2.56%-9.42%
2021-3.55%8.59%12.79%-9.75%4.12%-3.81%11.09%-4.89%-4.53%-0.06%-7.79%6.19%5.39%
2020-2.90%-11.57%-2.63%-4.68%-1.90%-4.58%-6.49%7.38%-1.37%1.59%-1.71%7.57%-20.66%
20192.40%1.34%-6.19%-0.59%2.97%5.17%7.95%-7.76%1.94%0.40%3.43%2.31%13.02%
20182.35%-5.93%2.45%2.77%8.36%6.75%2.42%6.92%-1.55%5.52%4.93%-5.38%32.43%
2017-1.24%-0.31%-3.85%4.38%-7.95%3.09%-7.09%-4.34%1.15%2.29%3.67%-7.44%-17.26%
20162.35%1.55%-2.21%3.45%-3.91%5.28%-0.22%0.59%2.26%-1.95%6.03%11.12%26.12%
20150.21%0.06%1.65%-0.64%-0.60%3.92%-2.75%-4.49%2.19%7.21%5.85%-10.14%1.25%
2014-3.54%-0.96%8.92%-1.86%-1.33%4.87%-2.36%4.26%-2.53%8.65%-0.10%4.85%19.30%
20132.36%-3.66%-0.77%1.55%2.28%1.34%0.48%-3.94%3.12%2.35%15.34%-2.83%17.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NHC is 68, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NHC is 6868
Overall Rank
The Sharpe Ratio Rank of NHC is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of NHC is 6262
Sortino Ratio Rank
The Omega Ratio Rank of NHC is 5959
Omega Ratio Rank
The Calmar Ratio Rank of NHC is 7979
Calmar Ratio Rank
The Martin Ratio Rank of NHC is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for National HealthCare Corporation (NHC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NHC, currently valued at 0.58, compared to the broader market-4.00-2.000.002.000.582.16
The chart of Sortino ratio for NHC, currently valued at 1.00, compared to the broader market-4.00-2.000.002.004.001.002.87
The chart of Omega ratio for NHC, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.40
The chart of Calmar ratio for NHC, currently valued at 0.90, compared to the broader market0.002.004.006.000.903.19
The chart of Martin ratio for NHC, currently valued at 2.25, compared to the broader market0.0010.0020.002.2513.87
NHC
^GSPC

The current National HealthCare Corporation Sharpe ratio is 0.58. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of National HealthCare Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
0.58
2.16
NHC (National HealthCare Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

National HealthCare Corporation provided a 2.16% dividend yield over the last twelve months, with an annual payout of $2.40 per share. The company has been increasing its dividends for 7 consecutive years.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.40$2.34$2.26$2.11$2.08$2.06$1.98$1.89$1.75$1.94$1.34$1.26

Dividend yield

2.16%2.53%3.80%3.11%3.13%2.38%2.52%3.10%2.31%3.14%2.13%2.34%

Monthly Dividends

The table displays the monthly dividend distributions for National HealthCare Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.59$0.00$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.00$1.81
2023$0.00$0.00$0.57$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$2.34
2022$0.00$0.00$0.55$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$2.26
2021$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.55$2.11
2020$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$2.08
2019$0.00$0.00$0.50$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$2.06
2018$0.00$0.00$0.48$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$1.98
2017$0.00$0.00$0.45$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$1.89
2016$0.00$0.00$0.40$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.75
2015$0.00$0.00$0.34$0.00$0.00$0.40$0.00$0.00$0.80$0.00$0.00$0.40$1.94
2014$0.00$0.00$0.32$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$1.34
2013$0.30$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$1.26

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.2%
National HealthCare Corporation has a dividend yield of 2.16%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%30.1%
National HealthCare Corporation has a payout ratio of 30.07%, which is quite average when compared to the overall market. This suggests that National HealthCare Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.44%
-0.82%
NHC (National HealthCare Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National HealthCare Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the National HealthCare Corporation was 94.71%, occurring on Oct 18, 2000. Recovery took 1329 trading sessions.

The current National HealthCare Corporation drawdown is 18.44%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.71%Oct 2, 1997746Oct 18, 20001329Feb 22, 20062075
-50%Aug 11, 1987281Nov 14, 1988258Dec 6, 1989539
-43.31%Nov 17, 20061188Aug 8, 2011370Jan 29, 20131558
-35.27%Jan 9, 202046Mar 16, 2020937Dec 4, 2023983
-31.03%Oct 23, 199141Dec 19, 199143Feb 21, 199284

Volatility

Volatility Chart

The current National HealthCare Corporation volatility is 7.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.37%
3.96%
NHC (National HealthCare Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of National HealthCare Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of National HealthCare Corporation compared to its peers in the Medical Care Facilities industry.


PE Ratio
50.0100.0150.0200.0250.015.4
The chart displays the price to earnings (P/E) ratio for NHC in comparison to other companies of the Medical Care Facilities industry. Currently, NHC has a PE value of 15.4. This PE ratio falls in the average range for the industry.
PEG Ratio
-1.00.01.02.03.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for NHC in comparison to other companies of the Medical Care Facilities industry. Currently, NHC has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for National HealthCare Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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