PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
National Health Investors, Inc. (NHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US63633D1046

CUSIP

63633D104

Sector

Real Estate

IPO Date

Oct 9, 1991

Highlights

Market Cap

$3.26B

EPS (TTM)

$2.91

PE Ratio

24.66

PEG Ratio

1.99

Total Revenue (TTM)

$330.34M

Gross Profit (TTM)

$262.05M

EBITDA (TTM)

$259.94M

Year Range

$49.62 - $85.21

Target Price

$83.43

Short %

6.76%

Short Ratio

7.73

Share Price Chart


Loading data...

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
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.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%4,500.00%JulyAugustSeptemberOctoberNovemberDecember
3,570.91%
1,474.00%
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Returns By Period

National Health Investors, Inc. had a return of 30.03% year-to-date (YTD) and 29.61% in the last 12 months. Over the past 10 years, National Health Investors, Inc. had an annualized return of 5.90%, while the S&P 500 had an annualized return of 11.06%, indicating that National Health Investors, Inc. did not perform as well as the benchmark.


NHI

YTD

30.03%

1M

-9.45%

6M

7.20%

1Y

29.61%

5Y*

3.32%

10Y*

5.90%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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%0.00%30.03%
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%8.67%-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%3.68%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%4.73%-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

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 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of NHI is 8282
Sortino Ratio Rank
The Omega Ratio Rank of NHI is 7979
Omega Ratio Rank
The Calmar Ratio Rank of NHI is 8383
Calmar Ratio Rank
The Martin Ratio Rank of NHI is 8383
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.


Sharpe ratio
The chart of Sharpe ratio for NHI, currently valued at 1.41, compared to the broader market-4.00-2.000.002.001.412.10
The chart of Sortino ratio for NHI, currently valued at 2.00, compared to the broader market-4.00-2.000.002.004.002.002.80
The chart of Omega ratio for NHI, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.39
The chart of Calmar ratio for NHI, currently valued at 1.14, compared to the broader market0.002.004.006.001.143.09
The chart of Martin ratio for NHI, currently valued at 5.67, compared to the broader market-5.000.005.0010.0015.0020.0025.005.6713.49
NHI
^GSPC

The current National Health Investors, Inc. Sharpe ratio is 1.41. 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 Ratio1.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
1.41
2.10
NHI (National Health Investors, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

National Health Investors, Inc. provided a 5.15% 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

5.15%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$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%20.0%5.2%
National Health Investors, Inc. has a dividend yield of 5.15%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-17.08%
-2.62%
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 17.08%.


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 5.46%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.46%
3.79%
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
100.0200.0300.0400.0500.0600.0700.024.7
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 24.7. 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..


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab