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SBRA

SBRA

Real Estate · REIT - Healthcare Facilities

$18.64+0.30%
Mkt Cap: $4.70BDY: 6.46%

Performance

SBRA (SBRA) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

SBRA (SBRA) operates in the REIT - Healthcare Facilities space within the Real Estate sector. With a market cap of $4.7B, it qualifies as a small-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case6
  • Forward P/E (25.1×) is lower than trailing P/E (29.6×) — analysts expect earnings to improve
  • Revenue grew 22% year-over-year — exceptional top-line expansion
  • Healthy profit margin of 19.1%
  • Current ratio of 2.6× — ample short-term liquidity
  • Dividend yield of 6.46% provides consistent income on top of price appreciation
  • Low beta of 0.63 — less volatile than the market, suitable for conservative portfolios
Bear Case3
  • P/E of 29.6× is above average — valuation requires continued strong growth to justify
  • Earnings fell 6% YoY — profitability is under pressure
  • High debt-to-equity of 95.86× increases financial risk, especially with elevated interest rates

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

6.46%

5Y Avg Annual

$1.0800

Last Payment

$0.3000

Ex-Date

05/15/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest05/15/2026
05/29/2026$0.30006.44%
02/13/2026
02/27/2026$0.30006.44%
11/17/2025
12/01/2025$0.30006.44%
08/15/2025
08/29/2025$0.30006.44%
05/16/2025
05/30/2025$0.30006.44%
02/14/2025
02/28/2025$0.30006.44%
11/15/2024
11/29/2024$0.30006.44%
08/19/2024
09/02/2024$0.30006.44%

Magic Number

Shares needed to self-fund your next purchase

$18.64

Price

÷

$0.3000

Last div. (quarterly)

=

63

shares

Own 63 SBRA shares ($1,174.01) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$1,174.01

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

EPS (TTM)

$0.63

P/E (TTM)

29.6

Fwd P/E

25.1

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$4.70B
P/E Ratio29.58
Forward P/E25.07
P/B Ratio
PEG Ratio5.28
EPS (TTM)$0.63

Trading

Open
Day High
Day Low
52W High$21.28
52W Low$17.17
Volume
Avg Volume (3M)2,414,025
Beta0.63

Dividends

Dividend Yield6.46%
Annual Rate$1.20
Ex-Div Date2026-05-15
Payout Ratio190.48%

Profitability

Profit Margin19.15%
Operating Margin31.41%
ROE5.68%
ROA3.09%
Revenue Growth21.70%
Earnings Growth-5.60%

Balance Sheet

Total Revenue$815.66M
Total Debt$2.67B
Debt / Equity95.86
Current Ratio2.62
Free Cash Flow$197.84M

Fair Value Estimates

Current price: $18.64

Graham Number

√(22.5 × EPS × Book Value)

$12.51

-32.8% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$20.00

+7.3% upside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

7/10

70% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

5.7%

Return on equity — measures how efficiently capital is used

Positive profit margin

19.1%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+21.7%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-5.6%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

95.86×

Low financial leverage reduces risk of distress

Current ratio above 1

2.62×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$45M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

6.46%

Stock must distribute income to shareholders

Related Assets

Real Estate

About SBRA

Sabra Health Care REIT, Inc. operates as a self-administered, self-managed real estate investment trust that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada. Sabra Health Care REIT, Inc. is incorporated on May 10th, 2010 and is based in Tustin, United States.

Sector

Real Estate

Industry

REIT - Healthcare Facilities

Location

Tustin, United States

Employees

58