Only one of our models could value this stock with confidence, so use it as a guide.
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Valued as a REIT (property company): Price to FFO and EV/EBITDA comparison.
ACCE opinionSabra Health Care REIT Inc. Common Stock (SBRA)
Fair value (3 models)
Not available
ACCE price target
$19.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $19.56 at the close on 23 Oct 2026, 22:00 CEST.
Models: EV/EBITDA comparison and Price to FFO.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
45
out of 100
Analysts
38% buy
16 covering
P/E
78.2x
forward 32.2x
1-year return
+7.4%
Dividend yield
6.12%
Sabra Health Care REIT Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Sabra Health Care REIT owns and leases skilled nursing, senior housing and behavioral health facilities, with its revenue coming mostly from triple-net master leases to operators such as Ensign Group and a portfolio of senior housing managed through partners. Its edge is the scale and diversity of that lease book across post-acute care, which gives it steadier cash flow than a single-asset owner, and an ageing US population is a long-run tailwind for the demand behind those beds. Revenue grew 25.3% in the latest reported period, which points to acquisitions and rent escalators adding to the top line, though the operating margin of -12.5% shows that growth is not yet converting into operating profit after interest and depreciation. At a 77.4 trailing P/E and 32.2 forward P/E, the market is pricing in a meaningful earnings recovery, and with a 2.4% return on equity the case rests on that recovery arriving. The score of 45/100 and absence from any major index make this a name to examine for the cash-flow bridge and lease coverage data, not one that is yet proven.