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
JHC Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held