Extendicare Inc (EXE.TO) Buy, Sell or Hold

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Extendicare Inc (EXE.TO)

38.05

-0.22 (0.57%)

as of Jul 21, 2026, 3:46:53 pm Market Open.

171 watching

Investor Insights

Jul 21, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Extendicare Inc. (EXE-T) is recognized for its strong position in the home and long-term care healthcare market, especially amidst favorable demographic trends and increasing government funding in Ontario. Several experts note that it has an impressive growth trajectory and efficient margin management, suggesting potential price appreciation towards the mid-high $30s. However, there are cautionary notes regarding the overall market dynamics, particularly with competition from well-financed private equity that may influence supply. While some deem the stock's price has already incorporated much of the growth potential, others appreciate its unique corporate structure compared to traditional REITs. Despite these insights, there's uncertainty on how to assign a fair value to the stock considering its long-term prospects.

Consensus

Cautious

Valuation

Fair Value

Similar

CSH.UN

DON'T BUY

Long-term care facilities in Canada and skilled nursing facilities in the US. Has never been a big holder of this one. You are exposed to risks that you cannot quantify or anticipate.

COMMENT

Had warned they might do something about the government payout ratios and then cut it by 15% or so. Very hard to be comfortable with the US pricing. His guess is that they will sustain the yield.

DON'T BUY

Trades at about 12X AFFO (After Funds from Operations), which is reasonable. The problem is that the payout is about 95%. Of both US and Canadian assets and it is very hard to understand the US regulatory rules. He prefers Leisureworld (LW-T) in this sector, which is all in Ontario and has long-term care facilities with some retirement homes.

COMMENT

Doesn't follow this activity because they have a huge exposure to the US nursing home sector, which has been a minefield of problems over a 15 year period. They are at the vagaries of government policy, which changes rapidly. He is also less favourably inclined to the US. A much better bet would be Leisureworld (LW-T).

DON'T BUY

Nursing homes in Canada and US. This is a very difficult business to operate in. Costs are constantly rising and moving the revenue stream higher is extremely difficult. Management has done a great job in turning this business around. Have cut costs and sold some assets. 10.5% yield is probably sustainable over the next couple of years. Doesn't expect the industry will be seeing any growth pattern over the next couple of years.

BUY

Forming a basic pattern which looks to be a pretty good thing. Healthcare is a good sector to be in. If you buy, put a Stop in below the $7 range.

PAST TOP PICK

(A Top Pick Nov 12/10. Down 28.03%.) Got hit when the US changed their Medicaid policy. Well managed. Now yielding 11%. Good entry point.

DON'T BUY

He has been consistently negative on it. US nursing facilities and long term care facilities in Canada. US has cut reimbursements on some procedures buy as much as 11%. They can mitigate with lower refinancing, but nothing is going to replace that 11% of revenue. This has weighed on the stock. You are exposed to volatility with this one. Payout is sustainable.

COMMENT

It is very hard to find out what is going on. Generally a good operation, but it has been up and down. Took a big hit in the US.

DON'T BUY

Doesn’t own as a main position because you are dealing with the US retirement market and the regulations. 10% decrease in funding. Hard to understand balance sheet, properties and the US. Not sure if payout is safe, but it is still a viable entity. Shies away from it because of transparency of business plan.

HOLD

A slightly higher risk RIET due to them being in the US, with Medicare/Medicad cuts. Distribution in Canadian will offset. If you have many REITS in your portfolio then it's good to own, if you you only have one or two then not good.

DON'T BUY

Stock had done very well from 2000 and 90 broke down this year. 12% dividend. This is a falling knife. There is a minor chance that if the market is going to have a year-end rally, the stock could have a bit of a rally back to $9 or so. If you own, that would be a time to Sell.

HOLD

Chart shows an upward trend line that is broken at around $10. Have some US exposure at had some negative regulatory news recently. Even if the markets improve, this may not but he would stay with it for a while.

WAIT

You would like this to be a defensive name in Canada. IF it broke lower with momentum, you are looking at the $6 level. At 11% you have to ask if it is sustainable or has the market miss-priced it, or will the distribution come down.

DON'T BUY

Dividend isn’t too safe right now. Earnings are less than what they are paying out. Good company and they do a good job but they expanded substantially into the US where 70% of their revenue comes from. Expect state and federal governments are going to squeeze and squeeze.

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Extendicare Inc (EXE.TO)