Ventas (VTR) is a health care reits company in the Real Estate sector. Listed on the NASDAQ, Ventas is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $84.35.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $84.35 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 14.03% |
| Risk / Std Dev (Annualized) | 25.03% |
| Sharpe Ratio (rf=4.5%) | 0.38 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Health Care REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 14.03% with an annualized volatility of 25.03%. The Sharpe ratio of 0.38 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 41.01B |
| Enterprise Value | 54.0B |
| Trailing P/E | 153.36 |
| Forward P/E | 99.63 |
| Price to Book | 3.12 |
| Price to Sales | 6.71 |
| EV/Revenue | 8.83 |
| EV/EBITDA | 23.6 |
| Profitability | | | Profit Margin | 4.26% | | Operating Margin | 13.77% | | ROE | 2.14% | | ROA | 2.21% |
| Growth | | | Revenue Growth | 21.9% | | Earnings Growth | 10.0% |
| Dividend | | | Dividend Yield | 237.0% | | Payout Ratio | 356.36% | | 5Y Avg Yield | 331.0% |
| Financial Health | | | Total Revenue | 6.11B | | Total Debt | 12.73B | | Total Cash | 0.18B | | Free Cash Flow | 1.48B | | Operating Cash Flow | 1.72B |
| Price & Technical | | | 52W High | $91.06$ | | 52W Low | $61.76$ | | 50-Day Avg | $85.09$ | | 200-Day Avg | $78.78$ | | Beta | 0.73 | | Shares Outstanding | 0.49B | | Float Shares | 0.48B | | Insider Holdings | 0.53% | | Institutional Holdings | 106.95% | | Short Ratio | 4.63 | | Short % of Float | 5.5% |
| Analyst Targets | | | Target High | $110.0$ | | Target Low | $86.0$ | | Target Mean | $96.8$ | | Target Median | $95.5$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.