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Chartwell Retirement Residences (CSH-UN.TO)

CAD23.09 +0.14 (+0.61%)
CA TSX Real Estate REIT - Healthcare Facilities
Address 7070 Derrycrest Drive L5W 0G5
Mississauga, ON, CA
CEO Vlad Volodarski
IPO 2005-12-19
ISIN CA16141A1030

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Also trades on Other OTC · CWSRF (USD) Toronto Stock Exchange · CSH-UN.TO (CAD)
Description

Chartwell, an unincorporated, open-ended real estate investment trust, indirectly holds ownership and oversees a comprehensive array of senior living communities. These communities provide a full continuum of care, from independent supportive living to assisted living and long-term care. It stands as the foremost provider in the Canadian seniors living sector, managing over 200 premium retirement properties across four provinces, including those actively being developed. Chartwell is unwavering in its commitment to its guiding philosophy of "Making People's Lives BETTER," striving to cultivate a more joyous, healthy, and enriching life experience for its residents.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CAD23.09 +0.14 (+0.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
474.1K
Beta
0.90
Float Shares
320.95M
Free Float %
99.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.68% -5.14% -1.91% -1.68% +4.26% +4.73% +16.88% +119.27% +66.27% +40.24% +79.91%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
23.09
DCF (Unlevered) 10.58 -54.2%
DCF (Levered) 1.02 -95.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 6 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.96
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +28.7% Q1'26: +22.0% (vs Q1'25)
  • EPS growth
    +16.3% Q1'26: -79.2% (vs Q1'25)
  • FCF margin
    Q1'26: +5.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +16.3% (vs Q1'25)
  • ROIC
    Q1'26: +2.7% (vs Q1'25)
  • Share dilution
    +12.8% Q1'26: +14.8% (vs Q1'25)
  • Debt / EBITDA
    6.71× Q1'26: 6.26× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.93) × ERP
WACC = 68% × Ke + 32% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 10.58 Current price: 23.09
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
1 EPS Ana.
Dec 2027
6 Rev. Ana.
1 EPS Ana.
Revenue
685.69M
est: 836.05M (-18.0%)
766.08M
est: 840.95M (-8.9%)
805.01M
est: 887.53M (-9.3%)
868.14M
est: 924.23M (-6.1%)
917.77M
est: 942.40M (-2.6%)
924.77M
est: 955.37M (-3.2%)
669.36M
est: 942.23M (-29.0%)
704.68M
est: 1.03B (-31.3%)
736.74M
est: 930.30M (-20.8%)
861.61M
est: 923.95M (-6.7%)
1.11B
est: 1.12B (-1.5%)
1.31B
1.28B – 1.34B
+16.6% YoY
1.40B
1.37B – 1.44B
+6.9% YoY
EBITDA
188.70M
est: 241.05M (-21.7%)
231.07M
est: 242.46M (-4.7%)
240.90M
est: 255.89M (-5.9%)
268.85M
est: 266.47M (+0.9%)
280.67M
est: 271.71M (+3.3%)
256.25M
est: 275.45M (-7.0%)
189.99M
est: 271.66M (-30.1%)
193.59M
est: 295.60M (-34.5%)
198.47M
est: 268.22M (-26.0%)
289.98M
est: 289.62M (+0.1%)
446.54M
est: 352.62M (+26.6%)
411.29M
401.04M – 418.69M
+16.6% YoY
439.71M
430.95M – 452.89M
+6.9% YoY
EBIT
74.28M
est: 69.51M (+6.9%)
84.31M
est: 69.91M (+20.6%)
89.34M
est: 73.79M (+21.1%)
98.26M
est: 76.84M (+27.9%)
102.59M
est: 78.35M (+30.9%)
83.63M
est: 79.43M (+5.3%)
40.24M
est: 78.34M (-48.6%)
41.52M
est: 85.24M (-51.3%)
45.43M
est: 77.34M (-41.3%)
124.56M
est: 93.33M (+33.5%)
199.29M
est: 113.62M (+75.4%)
132.53M
129.23M – 134.91M
+16.6% YoY
141.69M
138.86M – 145.93M
+6.9% YoY
Net Income
362.23M
est: 504.63M (-28.2%)
4.80M
est: -7.80M (+161.5%)
13.08M
est: 23.41M (-44.1%)
18.52M
est: 39.02M (-52.5%)
1.07M
est: 23.41M (-95.4%)
14.88M
est: -7.80M (+290.7%)
10.13M
est: -18.21M (+155.6%)
49.53M
est: -13.01M (+480.8%)
128.27M
est: 153.47M (-16.4%)
22.41M
est: 35.19M (-36.3%)
29.41M
est: 32.26M (-8.8%)
61.59M
59.80M – 63.53M
+90.9% YoY
87.99M
85.43M – 90.76M
+42.9% YoY
SGA
33.45M
est: 56.61M (-40.9%)
39.78M
est: 56.94M (-30.1%)
43.01M
est: 60.09M (-28.4%)
39.68M
est: 62.57M (-36.6%)
44.64M
est: 63.81M (-30.0%)
38.96M
est: 64.68M (-39.8%)
47.38M
est: 63.79M (-25.7%)
42.33M
est: 69.42M (-39.0%)
71.26M
est: 62.99M (+13.1%)
59.31M
est: 54.77M (+8.3%)
est: 66.68M (-100.0%)
77.78M
75.84M – 79.18M
+16.6% YoY
83.16M
81.50M – 85.65M
+6.9% YoY
EPS
1.99
est: 1.94 (+2.6%)
0.03
est: -0.03 (+184.0%)
0.06
est: 0.09 (-30.7%)
0.09
est: 0.15 (-41.5%)
0.01
est: 0.09 (-94.4%)
0.07
est: -0.03 (+329.7%)
0.05
est: -0.07 (+164.6%)
0.12
est: -0.05 (+340.0%)
0.54
est: 0.59 (-8.5%)
0.09
est: 0.12 (-28.3%)
0.10
est: 0.11 (-9.1%)
0.21
0.20 – 0.22
+90.9% YoY
0.30
0.29 – 0.31
+42.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-05-07 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-05-06 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-05-05 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-05-04 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-05-01 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-04-30 C 2/5 2/5 2/5 3/5 1/5 1/5 1/5
2026-04-29 C 2/5 3/5 2/5 3/5 1/5 1/5 1/5
2026-04-28 C 2/5 3/5 2/5 3/5 1/5 1/5 1/5
2026-04-27 C 2/5 3/5 2/5 3/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 3/5 2/5 4/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 3/5 2/5 4/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 3/5 2/5 4/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-16 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5
2026-04-15 C+ 2/5 3/5 2/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.11B
OE per share TTM
3.67
Owner's Yield
16.07%
Maintenance CapEx ratio
2,183.79%
Maint CapEx / Avg PPE
392.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1
Total invested
12.31M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2025 Q4
Investors holding
1
+1 vs prev Q
New positions
1
Closed positions
0
Increased
1
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BOWEN HANES & CO INC 840.0K +840.0K (+100.0%) 12.31M +12.3M (+100.0%) 0.28% +0.278 pp 0.31% +0.309 pp CAD20.10 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
15.2K
Shares Outstanding
324.00M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Vlad Volodarski Chief Executive Officer & Trustee 2M male
Karen Sullivan President & Chief Operating Officer 1M female
Jonathan Boulakia Chief Investment Officer, Chief Legal Officer & Secretary 933.5K male
Jeffrey S. Brown Chief Financial Officer 883.6K male
Gordon Chiu Chief Technology Officer male
Kim Gilliard Senior Vice President of People female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits