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COLD vs NHI

COLD
Americold Realty Trust, Inc.
BEARISH
Price
$12.83
Market Cap
$3.68B
Sector
Real Estate
AI Confidence
95%
NHI
National Health Investors, Inc.
BEARISH
Price
$76.91
Market Cap
$3.73B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
COLD
--
NHI
25.47
Forward P/E
COLD
171.07
NHI
21.19
P/B Ratio
COLD
1.27
NHI
2.44
P/S Ratio
COLD
1.41
NHI
9.83
EV/EBITDA
COLD
14.62
NHI
18.59

Profitability

Gross Margin
COLD
32.21%
NHI
81.04%
Operating Margin
COLD
7.87%
NHI
61.34%
Profit Margin
COLD
-4.41%
NHI
37.48%
ROE
COLD
-3.7%
NHI
9.63%
ROA
COLD
1.44%
NHI
4.52%

Growth

Revenue Growth
COLD
-1.2%
NHI
-2.6%
Earnings Growth
COLD
--
NHI
-43.0%

Financial Health

Debt/Equity
COLD
1.54
NHI
0.98
Current Ratio
COLD
0.32
NHI
0.54
Quick Ratio
COLD
0.3
NHI
0.5

Dividends

Dividend Yield
COLD
7.17%
NHI
4.76%
Payout Ratio
COLD
763.64%
NHI
120.53%

AI Verdict

COLD BEARISH

Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Strengths
Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
Risks
Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)
NHI BEARISH

NHI exhibits a precarious fundamental profile, anchored by a Piotroski F-Score of 4/9, which indicates only marginal stability. The stock is trading at a severe premium to both its Graham Number ($46.26) and its growth-based Intrinsic Value ($21.14), suggesting significant overvaluation. Most concerning is the dividend payout ratio of 120.53%, indicating that the current dividend is unsustainable and not covered by earnings. With negative YoY revenue and earnings growth and a 0/100 technical trend, the data suggests a high risk of price correction.

Strengths
Strong operating margins (61.34%)
High gross margins (81.04%)
Manageable Debt/Equity ratio (0.98) compared to sector average
Risks
Unsustainable dividend payout ratio (120.53%)
Severe earnings contraction (YoY Earnings Growth -43.00%)
Poor liquidity indicated by a Current Ratio of 0.54

Compare Another Pair

COLD vs NHI: Head-to-Head Comparison

This page compares Americold Realty Trust, Inc. (COLD) and National Health Investors, Inc. (NHI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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