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

Company Info

ISIN

US63633D1046

CUSIP

63633D104

IPO Date

Oct 9, 1991

Highlights

Market Cap

$3.52B

EPS (TTM)

$3.13

PE Ratio

24.06

PEG Ratio

1.99

Total Revenue (TTM)

$254.39M

Gross Profit (TTM)

$217.31M

EBITDA (TTM)

$208.23M

Year Range

$59.59 - $83.08

Target Price

$80.86

Short %

4.15%

Short Ratio

6.12

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.


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.


1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%NovemberDecember2025FebruaryMarchApril
3,951.10%
1,366.35%
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Returns By Period

National Health Investors, Inc. had a return of 9.78% year-to-date (YTD) and 26.13% in the last 12 months. Over the past 10 years, National Health Investors, Inc. had an annualized return of 6.80%, while the S&P 500 had an annualized return of 10.11%, indicating that National Health Investors, Inc. did not perform as well as the benchmark.


NHI

YTD

9.78%

1M

2.64%

6M

2.55%

1Y

26.13%

5Y*

15.50%

10Y*

6.80%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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
2025-1.72%5.23%4.31%1.76%9.78%
2024-4.78%8.07%10.95%0.37%4.79%3.88%10.53%8.78%4.35%-8.82%0.00%-8.39%30.71%
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%-5.60%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%3.67%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, NHI is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NHI is 8383
Overall Rank
The Sharpe Ratio Rank of NHI is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of NHI is 8383
Sortino Ratio Rank
The Omega Ratio Rank of NHI is 7979
Omega Ratio Rank
The Calmar Ratio Rank of NHI is 8787
Calmar Ratio Rank
The Martin Ratio Rank of NHI is 7878
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 Health Investors, Inc. (NHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NHI, currently valued at 1.24, compared to the broader market-2.00-1.000.001.002.003.00
NHI: 1.24
^GSPC: 0.46
The chart of Sortino ratio for NHI, currently valued at 1.76, compared to the broader market-6.00-4.00-2.000.002.004.00
NHI: 1.76
^GSPC: 0.77
The chart of Omega ratio for NHI, currently valued at 1.21, compared to the broader market0.501.001.502.00
NHI: 1.21
^GSPC: 1.11
The chart of Calmar ratio for NHI, currently valued at 1.24, compared to the broader market0.001.002.003.004.005.00
NHI: 1.24
^GSPC: 0.47
The chart of Martin ratio for NHI, currently valued at 2.65, compared to the broader market-5.000.005.0010.0015.0020.00
NHI: 2.65
^GSPC: 1.94

The current National Health Investors, Inc. Sharpe ratio is 1.24. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.24
0.46
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

National Health Investors, Inc. provided a 4.79% dividend yield over the last twelve months, with an annual payout of $3.60 per share. The company has been increasing its dividends for 2 consecutive years.


4.50%5.00%5.50%6.00%6.50%7.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.60$3.60$3.60$3.60$3.80$4.41$4.20$4.00$3.80$3.60$3.40$3.08

Dividend yield

4.79%5.19%6.45%6.89%6.62%6.38%5.15%5.30%5.04%4.85%5.59%4.40%

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
2025$0.00$0.00$0.90$0.00$0.90
2024$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
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$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$3.08

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NHI: 4.8%
National Health Investors, Inc. has a dividend yield of 4.79%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
NHI: 120.7%
National Health Investors, Inc. has a payout ratio of 120.67%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.49%
-10.07%
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 8.49%.


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 7.76%, 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%14.00%NovemberDecember2025FebruaryMarchApril
7.76%
14.23%
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 overview of how National Health Investors, Inc. is priced in the market compared to other companies in the REIT - Healthcare Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
NHI: 24.1
The chart displays the Price-to-Earnings (P/E) ratio for NHI, comparing it with other companies in the REIT - Healthcare Facilities industry. Currently, NHI has a P/E ratio of 24.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
2.03.04.05.0
NHI: 2.0
The chart shows the Price/Earnings to Growth (PEG) ratio for NHI compared to other companies in the REIT - Healthcare Facilities industry. NHI currently has a PEG ratio of 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
NHI: 10.5
This chart shows the Price-to-Sales (P/S) ratio for NHI relative to other companies in the REIT - Healthcare Facilities industry. Currently, NHI has a P/S ratio of 10.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
1.02.03.04.0
NHI: 2.6
The chart illustrates the Price-to-Book (P/B) ratio for NHI in comparison with other companies in the REIT - Healthcare Facilities industry. Currently, NHI has a P/B value of 2.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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