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 |
|---|
