JAN Stock Analysis: Janus Living | NYSE

REIT - Residential | NYSE, USA | Market Cap: 9.231m USD | 12M Return: 31.3% | US4710241096 | Charts, Fundamentals & Technical Analysis

Senior Housing, Retirement Communities, Residential Rentals
Total Rating 54
Safety 72
Buy Signal 0.61
REIT - Residential
Industry Rotation: -6.4
Market Cap: 9.23B
Avg Turnover: 47.8M
Risk 3d forecast
Volatility29.9%
VaR 5th Pctl5.18%
VaR vs Median5.03%
Reward TTM
Sharpe Ratio2.09
Rel. Str. IBD81.9
Rel. Str. Peer Group95.5
Character TTM
Beta-0.381
Beta Downside-1.506
Hurst Exponent0.490
Drawdowns 3y
Max DD11.71%
CAGR/Max DD7.37
CAGR/Mean DD27.64
EPS (Earnings per Share) EPS (Earnings per Share) of JAN over the last years for every Quarter: "2024-12": null, "2025-03": null, "2025-06": null, "2025-12": null, "2026-03": 0.01, "2026-06": 0.24,
Qual. Beats: 0
Revenue Revenue of JAN over the last years for every Quarter: 2024-12: 568.475, 2025-03: 148.927, 2025-06: 148.855, 2025-12: 771.165, 2026-03: 200.345, 2026-06: 216.456,
Qual. Beats: 0

Warnings

Interest Coverage Ratio Critical

Tailwinds

Idiosyncratic Leader
Avwap Ph Week

Seasonality 0.4 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: JAN Janus Living

Janus Living, Inc. (JAN) is a Denver-based Real Estate Investment Trust (REIT) focused exclusively on the senior housing sector. As of late 2025, the company’s portfolio consisted of 34 communities totaling 10,422 units, with a heavy geographic concentration in Florida and Texas. The firm utilizes a RIDEA structure for all assets, allowing the REIT to participate directly in the operating income of its facilities rather than receiving fixed rent payments from a third-party operator.

This business model prioritizes private-pay residents over government reimbursement programs like Medicare or Medicaid, which reduces exposure to legislative pricing shifts and provides more predictable cash flow. The senior housing industry currently faces high demand driven by the silver tsunami, as the U.S. population aged 80 and older is projected to grow significantly over the next decade. Investors may find ValueRay useful for evaluating how these demographic trends impact the companys long-term valuation.

The company maintains a mid-cap market position and operates within the residential REIT industry. By focusing on major retirement markets, Janus Living aims to capture high occupancy rates in regions with dense elderly populations and favorable climate conditions.

Headlines to Watch Out For
  • RIDEA structure shifts operational risk and margin upside to shareholders
  • Concentration in Florida and Texas exposes portfolio to regional climate risks
  • Private-pay model reduces exposure to federal and state reimbursement volatility
  • Aging demographics in major retirement markets drive occupancy and rental rates
Piotroski VR-10 (Strict) 1.5
Net Income: 37.4m TTM > 0 and > 6% of Revenue
FCF/TA: 0.00 > 0.02 and ΔFCF/TA -2.36 > 1.0
NWC/Revenue: 123.5% < 20% (prev -131.6%; Δ 255.1% < -1%)
CFO/TA 0.01 > 3% & CFO 70.3m > Net Income 37.4m
Net Debt/EBITDA: error (cannot be calculated)
Current Ratio: 2.26 > 1.5 & < 3
Outstanding Shares: last fiscal year (180.9m) vs prev 0.0% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 20.26% > 50% (prev 24.26%; Δ -4.00% > 0%)
Interest Coverage Ratio: -0.12 > 6 (EBIT TTM -321k / Interest Expense TTM 2.60m)
Altman Z'' 4.07
A: 0.19 (Total Current Assets 1.58b - Total Current Liabilities 699.2m) / Total Assets 4.71b
B: -0.01 (Retained Earnings -31.8m / Total Assets 4.71b)
C: -0.00 (EBIT TTM -321k / Avg Total Assets 3.53b)
D: 2.72 (Book Value of Equity 2.74b / Total Liabilities 1.01b)
Altman-Z'' = 4.07 = AA
Beneish M -3.60
DSRI: 0.19 (Receivables 24.1m/100.8m, Revenue 714.6m/568.5m)
GMI: 1.0 (GM 100.0% / 100.0%)
AQI: 0.85 (AQ_t 0.20 / AQ_t-1 0.24)
SGI: 1.26 (Revenue 714.6m / 568.5m)
TATA: -0.01 (NI 37.4m - CFO 70.3m) / TA 4.71b)
Beneish M = -3.60 (Cap -4..+1) = AAA
What is the price of JAN shares?

As of September 02, 2026, the stock is trading at USD 30.90 with a total of 2,733,152 shares traded. Over the past week, the price has changed by -1.44%, over one month by +4.74%, over three months by +19.98% and over the past year by +31.34%.

Current recommended Stop Loss: 29.70 (which is 3.9% or 1.4 ATR below the current price).

Is JAN a buy, sell or hold?

Janus Living has no consensus analysts rating.

Janus Living (JAN) - Fundamental Data Overview as of 02 September 2026
Market Cap USD = 9.23b (9.23b USD * 1.0 USD.USD)
P/S = 12.7677
P/B = 2.6282
Revenue TTM = 714.6m USD
EBIT TTM = -321k USD
EBITDA TTM = 171.5m USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = unknown
 Net Debt = unknown
 Enterprise Value = 7.67b USD (9.23b + (null Debt) - CCE 1.56b)
Interest Coverage Ratio = -0.12 (Ebit TTM -321k / Interest Expense TTM 2.60m)
EV/FCF = 466.5x (Enterprise Value 7.67b / FCF TTM 16.4m)
FCF Yield = 0.21% (FCF TTM 16.4m / Enterprise Value 7.67b)
FCF Margin = 2.30% (FCF TTM 16.4m / Revenue TTM 714.6m)
Net Margin = 5.23% (Net Income TTM 37.4m / Revenue TTM 714.6m)
 Gross Margin = unknown ((Revenue TTM 714.6m - Cost of Revenue TTM 0.0) / Revenue TTM)
 Tobins Q-Ratio = 1.63 (Enterprise Value 7.67b / Total Assets 4.71b)
 Interest Expense / Debt = unknown (Interest Expense 2.60m / Debt none)
 Taxrate = 10.25% (4.06m / 39.7m)
NOPAT = -288k (EBIT -321k * (1 - 10.25%)) [loss with tax shield]
Current Ratio = 2.26 (Total Current Assets 1.58b / Total Current Liabilities 699.2m)
 Debt / Equity = unknown (Debt none)
 Debt / EBITDA = unknown (Net Debt none / EBITDA 171.5m)
 Debt / FCF = unknown (Net Debt none / FCF TTM 16.4m)
 Total Stockholder Equity = 1.77b (last fiscal year from totalStockholderEquity)
RoA = 1.06% (Net Income 37.4m / Total Assets 4.71b)
RoE = 2.11% (Net Income TTM 37.4m / Total Stockholder Equity 1.77b)
RoCE = -0.01% (EBIT -321k / Capital Employed (Total Assets 4.71b - Current Liab 699.2m))
 RoIC = -0.01% (negative operating profit) (NOPAT -288k / Invested Capital 3.98b)
 WACC = 4.64% (E(9.23b)/V(9.23b) * Re(4.64%) + (debt-free company))
Discount Rate = 4.64% (= CAPM, Blume Beta Adj.)
[DCF] Terminal Value 73.10% ; FCFF base≈35.3m ; Y1≈30.9m ; Y5≈25.0m
[DCF] Fair Price = 1.71 (EV 401.1m - Net Debt 0.0 = Equity 401.1m / Shares 234.4m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: N/A | Revenue CAGR: N/A | SUE: N/A | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.04 | Chg30d=-8.41% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=0.23 | Chg30d=-5.68% | Revisions=+0% | GrowthEPS=+0.0% | GrowthRev=+53.8%
EPS next Year (2027-12-31): EPS=0.30 | Chg30d=+3.93% | Revisions=-25% | GrowthEPS=+30.2% | GrowthRev=+27.3%
[Analyst] Revisions Ratio: -40% (up=0, down=2)