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Canadian operator of long-term care homes and retirement residences, mainly in Ontario and British Columbia.
Canadian operator of long-term care homes and retirement residences, mainly in Ontario and British Columbia.
Provincial governments fund most of the revenue from long-term care homes through per-bed funding, while retirement residents pay rent privately, so funding rules in Ontario and British Columbia matter and occupancy drives the retirement side.
In one line: A senior living/long-term care operator like a smaller Brookdale Senior Living.
Moat: narrow (regulatory licence, installed base). Licensed long-term care beds and provincial funding relationships are regulated and slow for competitors to expand.
Headquarters: Markham, Canada · Founded: 2010 · Employees: 15,000
Size Sienna Senior Living (SIA.TO) is a Canada Health Care company (Hospital/Nursing Management) with a market value of $1.63B, the 201st largest of 420 Canada companies the cockpit tracks. Shares closed at C$20.58 on 6 Nov 2026.
Performance Over six months the shares fell 10.8%, against -3.0% for the median peer and +5.2% for the Canada market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 16.1% over the last twelve months (peer median +6.5%); the operating margin is 10.3% (peer median 8.8%).
Valuation It trades at 38.1× forward earnings against a peer median of 27.3× (8th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +11 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.2 points below its cost of capital (7.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$1.08B | C$1.00B | C$893M | C$785M | C$719M |
| Revenue growth | — | +13% | +14% | +9% | — |
| Gross profit | C$152M | C$140M | C$138M | C$96.7M | C$91.0M |
| EBITDA | C$185M | C$157M | C$155M | C$117M | C$108M |
| Net income | C$52.1M | C$44.5M | C$38.4M | C$7.04M | C$10.7M |
| Free cash flow | C$11.2M | -C$42.9M | C$11.9M | C$56.2M | C$49.6M |
| Capital expenditure | C$114M | C$140M | C$150M | C$64.1M | C$57.6M |
| Total debt | C$1.42B | C$1.43B | C$1.01B | C$1.01B | C$978M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sienna Senior Living SIA.TO | $1.63B | -11% | +16% | 10% | 38.1× | 19.6% |
| Extendicare EXE.TO | $1.87B | -9% | +31% | 9% | 19.4× | 11.2% |
| Chartwell Retirement Residences CSH-UN.TO | $5.25B | +3% | +24% | 13% | 147.6× | n/a |
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.
| Measure | SIA.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.5% | -0.3% | 5th highest of 21 |
| 6-month return | -10.8% | -3.0% | 8th lowest of 21 |
| Distance from 52-week high | -14.5% | -22.2% | 7th highest of 21 |
| Revenue growth (TTM) | +16.1% | +6.5% | 7th highest of 21 |
| Operating margin | 10.3% | 8.8% | 9th highest of 20 |
| Forward P/E | 38.1× | 27.3× | 8th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 19.6% | 13.6% | 6th most demanding of 16 |
| Growth delivered (Del g) | +8.6% | +10.2% | 7th lowest of 16 |
| Hurdle (Req g minus delivered) | +11.0 pp | +2.7 pp | 4th most demanding of 16 |
| ROIC minus cost of capital | -3.2 pp | -1.5 pp | 6th lowest of 20 |
| EV / EBITDA | 18.8× | 12.6× | 6th most expensive of 15 |
| Net debt / EBITDA | 6.5× | 2.5× | 4th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sienna Senior Living SIA.TO | Canada | $1.63B | -11% | +16% | 10% | 38.1× | 19.6% | +8.6% |
| Xi'an International Medical Investment 000516.SZ | China | $1.54B | 0% | -1% | -2% | n/a | 13.6% | +20.6% |
| Aevis Victoria AEVS.SW | Switzerland | $1.49B | +9% | +15% | -6% | 107.9× | 26.6% | +10.2% |
| Sanbo Hospital Management 301293.SZ | China | $1.48B | -21% | +17% | 6% | 148.9× | n/a | n/a |
| Extendicare EXE.TO | Canada | $1.87B | -9% | +31% | 9% | 19.4× | 11.2% | +8.5% |
| Huaxia Eye Hospital 301267.SZ | China | $1.92B | -16% | +2% | 15% | 24.7× | 3.8% | +10.4% |
| Spire Healthcare SPI.L | United Kingdom | $1.34B | +68% | +2% | 8% | 19.5× | 9.8% | +11.4% |
| Rainbow Childrens Medicare RAINBOW.NS | India | $1.34B | -4% | +23% | 22% | 39.4× | 30.2% | +21.2% |
| Raffles Medical BSL.SI | Singapore | $1.25B | -15% | -3% | 11% | 27.3× | -2.4% | +6.1% |
| Brookdale Senior Living BKD | United States | $2.15B | -31% | -4% | 5% | 127.7× | 22.4% | -1.4% |
| CVS CVSG.L | United Kingdom | $1.23B | +20% | +6% | 11% | 14.3× | 13.7% | +6.9% |
| Park Medi World PARKHOSPS.NS | India | $1.15B | +2% | +21% | n/a | 28.3× | 30.5% | +10.2% |
| Ramsay Generale de Sante GDS.PA | France | $1.09B | -15% | +3% | 4% | n/a | 6.3% | +6.0% |
| Ardent Health ARDT | United States | $2.44B | +71% | +3% | 4% | 14.5× | 4.0% | +8.7% |
| Rhon-klinikum RHK.DE | Germany | $1.08B | +14% | +5% | 3% | 22.5× | n/a | n/a |
| Topchoice Medical 600763.SS | China | $2.51B | -11% | +7% | 26% | 26.7× | 13.6% | +6.9% |
| Yatharth Hospital and Trauma Care Services YATHARTH.NS | India | $1.05B | +25% | +50% | 16% | 41.0× | n/a | n/a |
| Jupiter Life Line Hospitals JLHL.NS | India | $1,000M | +14% | +17% | 16% | 48.5× | n/a | n/a |
| Thomson Medical A50.SI | Singapore | $953M | -21% | +6% | 10% | n/a | 20.9% | +11.8% |
| HealthCare Global Enterprises HCG.NS | India | $950M | -2% | +14% | 8% | 67.3× | n/a | n/a |
| Clinica Baviera CBAV.MC | Spain | $940M | -7% | +11% | 20% | 18.2× | 0.7% | +19.7% |