If you do a comparative analysis between REG, JHC and EHE, JHC has the lowest market cap per bed, a low PE ratio and the list goes on. This is largely because the business isnt as well run and profitable. If JHC can get their shit together, there is a lot of upside here.
Here are a few stats i pulled together - there are a few holes in them and I'm not going to guarantee them all, but it tells the story
EHE REG JHC 1 SP $1.47 $1.49 $0.59 2 Shares 261 301 267 3 Market Cap 382.7842 446.6 157.648 4 Beds 6,180 7,142 4,385 5 NPAT H1 14.3 12.1 5.4 6 Dividend Mar 20 0.054 0.04 0.02 7 Dividend Oct 19 0.078 0.071 0.034 8 Rev H1 216 361.5 212.6 9 Homes 69 63 50 10 Avg beds per site 89.56522 113.3651 87.7 11 Occupancy 93.70% 92.60% 12 Operating cashflow 35.7 74 13 Net bank debt 96.6 185.3 14 Rev growth -0.10% 15 Yield 9% 7% 9% 16 EPS 0.109459 0.080468 0.040419 17 PE 13.38406 18.45455 14.59704 18 NPAT per bed $2,314 $1,694 $1,231 19 Market Cap per bed $62 $63 $36
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If you do a comparative analysis between REG, JHC and EHE, JHC...
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