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National Health Investors, Inc. (NHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

National Health Investors, Inc. (NHI)

Equity · Currency in USD · Last updated Nov 12, 2024

Company Info

ISINUS63633D1046
CUSIP63633D104
SectorReal Estate
IndustryREIT - Healthcare Facilities
IPO DateOct 9, 1991

Highlights

Market Cap$3.68B
EPS (TTM)$2.91
PE Ratio27.87
PEG Ratio1.99
Total Revenue (TTM)$316.57M
Gross Profit (TTM)$248.18M
EBITDA (TTM)$253.12M
Year Range$49.62 - $85.21
Target Price$86.00
Short %8.41%
Short Ratio9.38

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: NHI vs. OHI, NHI vs. OLP, NHI vs. MPW, NHI vs. STAG, NHI vs. HST, NHI vs. DLR, NHI vs. ENSG, NHI vs. SPY, NHI vs. WELL, NHI vs. LTC

Performance

Performance Chart

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

-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%JuneJulyAugustSeptemberOctoberNovember
24.46%
14.38%
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Returns By Period

National Health Investors, Inc. had a return of 50.95% year-to-date (YTD) and 68.47% in the last 12 months. Over the past 10 years, National Health Investors, Inc. had an annualized return of 8.23%, while the S&P 500 had an annualized return of 11.43%, indicating that National Health Investors, Inc. did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date50.95%25.82%
1 month4.00%3.20%
6 months26.14%14.94%
1 year68.47%35.92%
5 years (annualized)7.00%14.22%
10 years (annualized)8.23%11.43%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.78%8.07%10.95%0.37%4.79%3.88%10.53%8.78%4.35%-8.82%50.95%
202312.66%-6.51%-4.52%-3.51%4.70%2.35%4.75%-6.88%2.26%-2.57%8.43%4.57%14.57%
20220.63%-7.82%12.36%-12.68%14.79%3.99%6.98%1.03%-12.33%0.30%-0.78%-5.57%-3.26%
2021-6.26%5.29%7.46%1.56%-10.22%3.09%1.76%-12.33%-9.08%0.52%-2.86%11.75%-11.74%
20203.56%-3.14%-38.16%11.19%0.78%11.51%2.11%0.40%-1.42%-7.00%15.36%8.68%-8.67%
201910.22%-6.28%2.01%-3.97%4.14%0.71%1.73%4.51%0.57%4.13%-5.59%1.90%13.67%
2018-6.43%-8.02%5.32%1.46%8.13%1.17%1.57%5.89%-3.31%-2.82%6.15%-1.84%5.93%
2017-0.24%2.34%-2.78%0.74%3.21%6.15%-2.46%3.79%-2.40%-1.42%2.38%-2.14%6.88%
2016-0.31%3.68%7.21%2.36%2.56%8.86%4.63%2.18%-1.12%-3.47%-6.60%6.12%28.08%
20156.86%-4.79%0.96%-6.04%-0.87%-4.52%4.74%-15.56%5.87%2.17%2.81%2.19%-8.18%
201412.25%-2.02%-0.74%2.03%1.67%0.98%-4.43%7.89%-10.25%15.35%0.56%6.72%31.02%
201313.02%1.81%2.09%1.21%-5.99%-2.64%4.56%-12.29%4.95%9.90%-5.84%-3.48%4.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of NHI is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of NHI is 9595
Combined Rank
The Sharpe Ratio Rank of NHI is 9797Sharpe Ratio Rank
The Sortino Ratio Rank of NHI is 9696Sortino Ratio Rank
The Omega Ratio Rank of NHI is 9595Omega Ratio Rank
The Calmar Ratio Rank of NHI is 9191Calmar Ratio Rank
The Martin Ratio Rank of NHI is 9696Martin 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 Health Investors, Inc. (NHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

NHI
Sharpe ratio
The chart of Sharpe ratio for NHI, currently valued at 3.34, compared to the broader market-4.00-2.000.002.004.003.34
Sortino ratio
The chart of Sortino ratio for NHI, currently valued at 4.32, compared to the broader market-4.00-2.000.002.004.006.004.32
Omega ratio
The chart of Omega ratio for NHI, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for NHI, currently valued at 2.50, compared to the broader market0.002.004.006.002.50
Martin ratio
The chart of Martin ratio for NHI, currently valued at 19.39, compared to the broader market0.0010.0020.0030.0019.39
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market-4.00-2.000.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market-4.00-2.000.002.004.006.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market0.501.001.502.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.002.004.006.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0010.0020.0030.0020.05

Sharpe Ratio

The current National Health Investors, Inc. Sharpe ratio is 3.34. 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 Health Investors, Inc. 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 Ratio1.502.002.503.003.504.00JuneJulyAugustSeptemberOctoberNovember
3.34
3.08
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

National Health Investors, Inc. provided a 4.44% dividend yield over the last twelve months, with an annual payout of $3.60 per share.

4.50%5.00%5.50%6.00%6.50%7.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.60$3.60$3.60$3.80$4.41$4.20$4.00$3.80$3.60$3.40$3.08$3.12

Dividend yield

4.44%6.45%6.89%6.62%6.38%5.15%5.30%5.04%4.85%5.59%4.40%5.56%

Monthly Dividends

The table displays the monthly dividend distributions for National Health Investors, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$2.70
2023$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.60
2022$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.60
2021$0.00$0.00$1.10$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.80
2020$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$4.41
2019$0.00$0.00$1.05$0.00$0.00$1.05$0.00$0.00$1.05$0.00$0.00$1.05$4.20
2018$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$4.00
2017$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$3.80
2016$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$3.60
2015$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$3.40
2014$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$3.08
2013$0.22$0.00$0.70$0.00$0.00$0.74$0.00$0.00$0.74$0.00$0.00$0.74$3.12

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%4.4%
National Health Investors, Inc. has a dividend yield of 4.44%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%123.7%
National Health Investors, Inc. has a payout ratio of 123.71%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.

-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.74%
0
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National Health Investors, Inc.. 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 Health Investors, Inc. was 83.30%, occurring on Aug 16, 2000. Recovery took 840 trading sessions.

The current National Health Investors, Inc. drawdown is 3.74%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.3%Dec 17, 1997672Aug 16, 2000840Dec 22, 20031512
-63.04%Feb 24, 202018Mar 18, 20201077Jun 28, 20241095
-45.52%Oct 1, 200838Nov 21, 2008174Aug 4, 2009212
-27.41%Jan 30, 2015152Sep 4, 2015192Jun 10, 2016344
-27.34%Apr 1, 200427May 10, 2004142Dec 1, 2004169

Volatility

Volatility Chart

The current National Health Investors, Inc. volatility is 7.43%, 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%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
7.43%
3.89%
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of National Health Investors, Inc. 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 Health Investors, Inc. compared to its peers in the REIT - Healthcare Facilities industry.

PE Ratio
20.040.060.080.0100.027.9
The chart displays the price to earnings (P/E) ratio for NHI in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, NHI has a PE value of 27.9. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-25.0-20.0-15.0-10.0-5.00.05.02.0
The chart displays the price to earnings to growth (PEG) ratio for NHI in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, NHI has a PEG value of 2.0. 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 Health Investors, Inc..

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Income Statement

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Values in undefined except per share items