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← CockpitCompetitor Analysis › JAN Janus Living, Inc. Class AOpen in the cockpit ↗

Janus Living, Inc. Class AJANCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts

Senior housing REIT spun out of Healthpeak in 2026, operating independent/assisted-living communities under RIDEA leases.

Momentum strong 79
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$9.93B
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$95.8M
20-day average traded
Fwd P/E
782.8×
forward earnings
ROIC−WACC
n/a
WACC 8.3%
Hurdle
n/a
no reverse DCF
Next earnings
111 days
25 Feb 2027
Close · USD$31.99
1D+4.0%
1W+12.2%
1M+13.8%
3M+6.0%
6M+14.6%
YTDn/a
1Yn/a
ATR %3.5%
52w lowhigh2.6% off high

What Janus Living does

Senior housing REIT spun out of Healthpeak in 2026, operating independent/assisted-living communities under RIDEA leases.

Under RIDEA, a US structure that lets a REIT own the operating business, it receives the communities' resident fees less running costs rather than fixed rent, so results move with occupancy and care pricing. Third-party operators manage the sites for a fee.

Products and services

  • Independent living communities
  • Assisted living communities
  • RIDEA operator partnerships

Customers

  • Senior residents and families in retirement market

Where it sits in the supply chain

  • Real estate
  • Healthcare REITs
  • Senior housing (RIDEA-operated)

What could go right

  • Aging baby-boomer demographics
  • Limited new senior-housing construction

What could go wrong

  • Senior-housing labor cost inflation
  • New entity execution risk post spin-off

Moat: narrow (installed base, scale). Concentrated portfolio in high-growth retirement markets, but senior housing operations are labor-intensive and competitive.

Headquarters: Denver, Colorado, United States · Founded: 2026

Named competitors

Janus Living at a glance

Size Janus Living (JAN) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $9.93B, the 780th largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.99 on 6 Nov 2026.

Performance Over six months the shares gained 14.6%, against -1.3% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth The operating margin is -15.2% (peer median 36.1%).

Valuation It trades at 782.8× forward earnings against a peer median of 28.5× (most expensive of 20).

Short interest Short interest is 4.7% of the free float (15 Oct 2026).

Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026JAN 117Peer median 99
Six months, rebased to 100: Janus Living against the median of its 20 peers (local-currency closes).

Janus Living financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025
Revenuen/a$771M
Revenue growth——
Gross profitn/a-$79.2M
EBITDAn/a$161M
Net incomen/a-$61.1M
Total debt$0$0

Quarterly statements and history in the cockpit →

Janus Living competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%0%+10%CUBEFRTBXPEGP9CIBRXRHPADCCTRELINEA17UAGNCGLPIUDRAMHMRLREXRVCXCHP-UNJAN6-month return →1-month return →
Up and to the right = strong over both horizons. Janus Living is the large dot.

Janus Living competitors and peer comparison

Head to head with its named competitors (JAN vs WELL vs VTR vs AHR)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Janus Living JAN$9.93B+15%n/a-15%782.8×n/a
Welltower WELL$180B+15%+39%7%83.9×n/a
Ventas VTR$47.9B+2%+22%15%106.4×n/a
American Healthcare REIT AHR$12.7B+12%+16%7%81.7×n/a
National Health Investors NHI$3.50B-5%+24%45%20.6×n/a

How Janus Living compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Janus Living against its 20 peers (data as of 6 Nov 2026)
MeasureJANPeer medianRank in peer set
1-month return+13.8%+6.8%2nd highest of 21
6-month return+14.6%-1.3%2nd highest of 21
Distance from 52-week high-2.6%-12.7%highest of 21
Operating margin-15.2%36.1%lowest of 21
Forward P/E782.8×28.5×most expensive of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Janus Living JANUnited States$9.93B+15%n/a-15%782.8×n/an/a
CubeSmart CUBEUnited States$10.1B+11%+3%41%28.2×n/an/a
Federal Realty Investment Trust FRTUnited States$9.74B-2%+8%34%36.7×n/an/a
BXP BXPUnited States$10.4B+11%+3%29%31.2×n/an/a
EastGroup Properties EGPUnited States$10.4B-6%+10%41%35.1×n/an/a
CapitaLand Investment 9CI.SISingapore$9.22B-11%-15%29%19.3×n/an/a
Brixmor Property BRXUnited States$9.21B+1%+5%37%28.5×n/an/a
Ryman Hospitality Properties RHPUnited States$9.11B+19%+13%20%26.4×n/an/a
Agree Realty ADCUnited States$9.09B-8%+18%48%35.9×n/an/a
CareTrust REIT CTREUnited States$9.03B-8%+53%65%24.2×n/an/a
Lineage LINEUnited States$8.91B-2%+1%4%n/an/an/a
CapitaLand Ascendas REIT A17U.SISingapore$8.83B-9%+7%55%15.1×n/an/a
AGNC Investment AGNCUnited States$11.2B-19%+152%35%6.1×n/an/a
Gaming and Leisure Properties GLPIUnited States$11.3B-19%+7%79%11.8×n/an/a
UDR UDRUnited States$11.6B-1%+1%19%62.0×n/an/a
American Homes 4 Rent AMHUnited States$11.8B+2%+4%25%41.0×n/an/a
MERLIN Properties SOCIMI MRL.MCSpain$8.05B-23%+13%71%21.9×n/an/a
Equity LifeStyle Properties ELSUnited States$12.3B0%+3%34%29.2×n/an/a
Rexford Industrial Realty REXRUnited States$8.02B+4%-2%40%29.5×n/an/a
Vicinity Centres VCX.AXAustralia$8.01B0%+3%52%15.3×n/an/a
Choice Properties Real Estate Investment Trust CHP-UN.TOCanada$7.95B-1%+4%20%40.5×n/an/a

Questions

Who are Janus Living's main competitors?
Named competitors: Welltower (WELL), Ventas (VTR), American Healthcare REIT (AHR), National Health Investors (NHI). The cockpit's measured peer set (industry) also includes CubeSmart (CUBE), Federal Realty Investment Trust (FRT), BXP (BXP), EastGroup Properties (EGP), CapitaLand Investment (9CI.SI), Brixmor Property (BRX).
Is Janus Living expensive compared with its peers?
On forward p/e it trades at 782.8× against a peer median of 28.5×, most expensive of 20 in its peer set.
How has Janus Living stock performed?
Over six months to 6 Nov 2026 the shares returned +14.6% against -1.3% for the median peer.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.