Canaccord initiates Extendicare with Buy, sets C$13 target

Published 05/02/2025, 10:10
Canaccord initiates Extendicare with Buy, sets C$13 target

On Wednesday, Extendicare Inc. (EXE:CN) (OTC: EXETF), currently trading at $7.43, received a new Buy rating from Canaccord Genuity analysts, accompanied by a price target of C$13.00. The stock has shown remarkable momentum, delivering a 51% return over the past year and trading near its 52-week high of $7.80. Extendicare, a prominent player in the long-term care (LTC) sector in Canada, operates a network of 122 homes with a total capacity of 16,900 beds, which accounts for approximately 8% of the nation’s capacity. The company’s portfolio includes 51 owned and 71 managed homes.

Extendicare has not only cemented its status as the largest LTC operator in Canada but has also become one of the country’s foremost providers of home health care (HHC). With revenue growth of 12.6% in the last twelve months and an EBITDA of $92.8 million, the company demonstrates strong operational performance. Canaccord Genuity’s analysts underscored the strategic advantage of Extendicare’s ability to share its scale economies and expertise with third-party LTC homes through its managed services business.

The firm’s transition to a capital-light business model, which emphasizes high-margin managed services, has been identified as a key factor in its potential to tap into the increasing demand for LTC and HHC in Canada. According to InvestingPro, the company has maintained dividend payments for 21 consecutive years, currently offering a 4.5% yield, demonstrating its commitment to shareholder returns. Analysts believe that Extendicare’s leadership position and strategic business decisions position it well to benefit from the sector’s growth.

Canaccord Genuity also highlighted Extendicare’s financial health, noting its "pristine balance sheet." The analysts suggest that the company’s current market valuation does not fully reflect its intrinsic value, presenting what they view as a compelling investment opportunity. InvestingPro analysis reveals several additional bullish indicators for Extendicare, with 12 more exclusive ProTips available to subscribers, along with comprehensive valuation metrics and peer comparison tools in the Pro Research Report. The new price target of C$13.00 represents Canaccord Genuity’s confidence in Extendicare’s future performance and growth prospects.

In other recent news, Extendicare Inc. has been making significant strides. BMO Capital Markets initiated coverage of the company, assigning a "Market Perform" rating and setting a price target of Cdn$11.00. This rating is based on the company’s recent improvements in operating metrics and the potential for valuation increases as it continues to expand its long-term care redevelopments. However, BMO Capital’s cautious outlook is due to the possibility of higher total returns in other investments and a preference for private-pay retirement operations.

Additionally, Extendicare reported robust growth in its third quarter of 2024. The company’s consolidated revenue increased by 11.3% to $359.1 million, primarily driven by long-term care funding increases, home care volume growth, and managed services expansion. The company’s adjusted AFFO per share also doubled to $0.28. Extendicare’s executives expressed confidence in the company’s growth potential, emphasizing strategic acquisitions and operational efficiency.

These are recent developments that investors should consider when evaluating Extendicare’s position within the competitive landscape of the Canadian senior care sector. The company’s strategy includes expanding capital-light income streams, which could contribute to its growth over time. Extendicare’s efforts in long-term care redevelopment are part of its broader plan to enhance its service offerings and financial performance.

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