Strawberry Fields REIT, Inc.
Dividend yield (indicated)
4.78%
"Strawberry Fields REIT, Inc. engages in the ownership, acquisition, development, and leasing of skilled nursing and certain other healthcare-related properties."
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STRW PEGY 1.05 — mildly overvalued. Monitor for multiple compression.
STRW EPS growth 15.31% — solid, in line with market leaders.
STRW revenue growing 24.57% YoY — strong top-line supports market-beating returns.
STRW gross margin 89.90% — strong moat, characteristic of long-run market beaters.
STRW FCF $17.50M positive — real cash generation, the #1 long-run predictor of market outperformance.
STRW D/E ratio 0.55 — conservative leverage, balance sheet resilience favors outperformance.
Dividend yield (indicated)
4.78%
"Strawberry Fields REIT, Inc. engages in the ownership, acquisition, development, and leasing of skilled nursing and certain other healthcare-related properties."
---------------------------------
STRW PEGY 1.05 — mildly overvalued. Monitor for multiple compression.
STRW EPS growth 15.31% — solid, in line with market leaders.
STRW revenue growing 24.57% YoY — strong top-line supports market-beating returns.
STRW gross margin 89.90% — strong moat, characteristic of long-run market beaters.
STRW FCF $17.50M positive — real cash generation, the #1 long-run predictor of market outperformance.
STRW D/E ratio 0.55 — conservative leverage, balance sheet resilience favors outperformance.
Catatan
I updated the real time screener I made to help me scan stock's. Update to STRW:PEGY 0.46 — undervalued vs growth. Strong market beater.
EPS growth 43.9% — above-market.
Revenue growing 7.1% YoY — steady.
Gross margin 89.9% — strong moat.
FCF margin 37.4% — real cash generation.
D/E 15.58 — high leverage.
The company's name is an homage to the Beatles song 'Strawberry Fields Forever,' representing the CEO's vision of creating a peaceful and stable environment for healthcare.
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STRW debuted on the NYSE American in 2023 via a direct listing, which is a less common path to public markets compared to a traditional IPO.
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The portfolio primarily consists of Skilled Nursing Facilities (SNFs) and assisted living facilities, which are essential infrastructure for the aging U.S. population.
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The company utilizes a 'Triple-Net' lease structure where the tenants are responsible for nearly all property-related expenses, including taxes, insurance, and maintenance.
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Strawberry Fields has a significant market presence in the Midwest, particularly Indiana, which serves as a core hub for their operations.
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The company focuses on partnering with experienced operators who have a deep understanding of local regulatory environments and healthcare needs.
Pernyataan Penyangkalan
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Pernyataan Penyangkalan
Informasi dan publikasi ini tidak dimaksudkan, dan bukan merupakan, saran atau rekomendasi keuangan, investasi, trading, atau jenis lainnya yang diberikan atau didukung oleh TradingView. Baca selengkapnya di Ketentuan Penggunaan.