BMO starts Extendicare coverage with Market Perform rating

Published 28/01/2025, 22:58
BMO starts Extendicare coverage with Market Perform rating

On Tuesday, BMO Capital Markets began coverage on Extendicare Inc. (EXE:CN) (OTC: EXETF), a company operating in the long-term care (LTC) and home health sectors. The firm assigned a "Market Perform" rating to the stock, alongside setting a price target of Cdn$11.00. According to InvestingPro data, the company currently trades at a P/E ratio of 13.7 and offers a dividend yield of 4.7%.

Extendicare’s recent performance has been noted, with significant improvements in its operating metrics within the LTC and home health businesses over the past 12-18 months. This has resulted in Extendicare’s shares achieving a strong price performance in comparison to its Canadian senior care industry peers over the trailing twelve months (TTM), with revenue growth of 12.6% and a remarkable 41.6% price return over the past year. InvestingPro analysis reveals the company has maintained dividend payments for 21 consecutive years, demonstrating strong financial stability.

Despite the positive developments, BMO Capital’s Market Perform rating reflects a cautious outlook. The firm acknowledges the potential for Extendicare’s valuation to increase as the company continues to expand and develop its LTC redevelopments. The neutral stance is based on two primary factors: the possibility of higher total returns in other investments within BMO Capital’s coverage group and a current preference for exposure to private-pay retirement operations. InvestingPro subscribers can access detailed valuation metrics and 10+ additional ProTips that provide deeper insights into Extendicare’s investment potential.

Extendicare’s strategy includes expanding capital-light income streams, which could contribute to its growth and re-rating of valuation over time. The company’s efforts in LTC redevelopment are part of its broader plan to enhance its service offerings and financial performance.

The price target of Cdn$11.00 set by BMO Capital suggests where the firm believes the stock price will settle in the medium term, based on their analysis of the company’s prospects and industry conditions.

Investors and market watchers now have BMO Capital’s perspective on Extendicare as they consider the company’s position within the competitive landscape of the Canadian senior care sector.

In other recent news, Extendicare reported a robust financial performance in its third quarter of 2024. The company’s consolidated revenue saw an 11.3% increase, reaching $359.1 million, primarily fueled by long-term care funding increases, home care volume growth, and managed services expansion. Notably, Extendicare’s adjusted AFFO per share doubled to $0.28.

The company also unveiled a $275 million senior secured credit facility and plans for new long-term care redevelopment projects. Extendicare is set to commence construction on two additional homes soon, with sales to the joint venture with Axium expected in Q1 2025.

Despite not providing specific guidance on future growth, the company’s executives expressed confidence in Extendicare’s growth potential, supported by strategic acquisitions and operational efficiency. The management team remains focused on meeting the growing needs of Canada’s senior population. These are among the recent developments that have shaped the company’s operations and strategy.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.