American Healthcare REIT (AHR) vs. Its Rivals Critical Comparison

American Healthcare REIT (NYSE:AHR) is one of 291 public companies in the “Real estate investment trusts” industry, but how does it weigh in compared to its competitors? We will compare American Healthcare REIT to similar businesses based on the strength of its earnings, profitability, risk, valuation, institutional ownership, dividends and analyst recommendations.

Dividends

American Healthcare REIT pays an annual dividend of $1.00 per share and has a dividend yield of 3.5%. American Healthcare REIT pays out -208.3% of its earnings in the form of a dividend. As a group, “Real estate investment trusts” companies pay a dividend yield of 4.1% and pay out 166.2% of their earnings in the form of a dividend.

Valuation and Earnings

This table compares American Healthcare REIT and its competitors revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
American Healthcare REIT	$1.87 billion	-$71.47 million	-60.21
American Healthcare REIT Competitors	$1.01 billion	$120.77 million	19.95

American Healthcare REIT has higher revenue, but lower earnings than its competitors. American Healthcare REIT is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for American Healthcare REIT and its competitors, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
American Healthcare REIT	0	1	7	0	2.88
American Healthcare REIT Competitors	4308	14840	14674	400	2.33

American Healthcare REIT currently has a consensus price target of $25.13, suggesting a potential downside of 13.06%. As a group, “Real estate investment trusts” companies have a potential upside of 3.48%. Given American Healthcare REIT’s competitors higher possible upside, analysts plainly believe American Healthcare REIT has less favorable growth aspects than its competitors.

Institutional & Insider Ownership

16.7% of American Healthcare REIT shares are owned by institutional investors. Comparatively, 68.9% of shares of all “Real estate investment trusts” companies are owned by institutional investors. 1.0% of American Healthcare REIT shares are owned by insiders. Comparatively, 7.2% of shares of all “Real estate investment trusts” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares American Healthcare REIT and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
American Healthcare REIT	-1.84%	-1.87%	-0.80%
American Healthcare REIT Competitors	-2.39%	-192.49%	1.22%

Summary

American Healthcare REIT competitors beat American Healthcare REIT on 8 of the 14 factors compared.

American Healthcare REIT Company Profile

Formed by the successful merger of Griffin-American Healthcare REIT III and Griffin-American Healthcare REIT IV, as well as the acquisition of the business and operations of American Healthcare Investors, American Healthcare REIT is one of the larger healthcare-focused real estate investment trusts globally with assets totaling approximately $4.2 billion in gross investment value. The company benefits from a fully integrated management platform comprised of more than one hundred experienced and skilled professionals, many of whom have worked together since 2006 and have successfully invested in and managed healthcare real estate through multiple market cycles. The management team has a proven track record, deep industry relationships and unparalleled insight into each of the company's assets having built and nurtured the company's international portfolio since its original property acquisition in 2014. The strength of the management team, coupled with the quality of the assets, has American Healthcare REIT poised to capitalize on compelling growth driven by powerful demographic trends. With its 19 million-square-foot, 312-building portfolio of medical office buildings, senior housing communities, skilled nursing facilities and integrated senior health campuses diversified across 36 states and the United Kingdom, the tri-party transaction was a critical step in ideally positioning American Healthcare REIT for a future public listing or IPO on a national stock exchange at the most opportune time. By listing the company's shares on a national exchange, we believe the company will gain greater access to attractive capital that will fuel future growth, broaden our investor base and also provide liquidity to our fellow stockholders. American Healthcare REIT, Inc. operates as a subsidiary of Griffin Capital Company, LLC.