Price (90d)
$59.16Signal Score (90d)
100Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $265.95M | $114.44M | $3.98 |
| 2024 | $308.52M | $161.66M | $5.58 |
| 2023 | $309.51M | $165.59M | $5.82 |
| 2022 | $276.36M | $154.39M | $5.57 |
| 2021 | $204.55M | $113.99M | $4.69 |
Social Signal Score
Earnings
Mon, Nov 2(in 3 months)
Consensus estimate $1.08 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$1.36 vs $1.02beat
- Mon, May 4$1.04 vs $1.07miss
- Mon, Feb 23$1.88 vs $1.05beat
- Mon, Nov 3$1.71 vs $1.71beat
- Wed, Aug 6$1.71 vs $1.61beat
- Wed, May 7$1.94 vs $1.99miss
Estimates and results for IIPR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from IIPR's reported EPS growth of -4.0% a year over 4 years.
- EPS in 5 years
- $3.33
- Implied price
- $39.98
- Return from $55.99
- -6.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $19.88 — -64.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 8 | 10 | 12 | 14 | 16 |
|---|---|---|---|---|---|
| -14.0% | -22.8% | -19.3% | -16.3% | -13.6% | -11.3% |
| -9.0% | -18.3% | -14.6% | -11.4% | -8.6% | -6.1% |
| -4.0% | -13.8% | -9.9% | -6.5% | -3.6% | -1.0% |
| 1.0% | -9.3% | -5.2% | -1.6% | 1.4% | 4.2% |
| 6.0% | -4.8% | -0.5% | 3.2% | 6.5% | 9.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (1)
- Newsseekingalpha.com·7d ago·Neutral
1 REIT To Sell And 1 Better REIT To Buy Not all REITs are equally attractive. Capital recycling is key to maximizing returns. I present an example of a REIT to sell and one to buy.
View source ↗
