8-K Announcements
6Material company update
May 8, 2026·SEC
Material company update
May 8, 2026·SEC
Material company update
May 7, 2026·SEC
Strawberry Fields REIT LLC(STRW)Earnings, Financials & Key Ratios
STRW•AMEX•REIT / Real Estate
$13.78
23.0× P/E·Price updated Jul 7, 2026
AboutStrawberry Fields REIT LLC, a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. Its portfolio consists of 79 healthcare properties with an aggregate of 10,426 licensed beds. These properties are located across Arkansas, Illinois, Indiana, Kentucky, Michigan, Ohio, Oklahoma, Tennessee, and Texas. The company is based in South Bend, Indiana.Show more
- Revenue$155M+32.4%
- FFO$54M+40.6%
- FFO/Share4.24-21.1%
- FFO Payout14.18%+34.6%
- FFO per Share4.24-21.1%
- NOI Margin30.09%-65.4%
- FFO Margin34.73%+6.2%
- ROE11.3%+80.5%
- ROA0.91%+55.3%
STRW Price & Volume
Strawberry Fields REIT LLC (STRW) stock price & volume — 10-year historical chart
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Aggressive Acquisition Strategy Drives Volatile Margin Performance
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Expanding
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Operator credit and regulatory
Key Thesis Takeaways
- Strawberry Fields REIT is pursuing an aggressive acquisition-led growth strategy, evidenced by a 32.41% year-over-year revenue expansion that prioritizes portfolio scale within the skilled nursing sector.
- While FFO per share has improved to 2.11 as of 2026Q1, investors should remain cautious regarding the sustainability of earnings given the significant volatility in NOI margins, which compressed from 89.8% to 32.8% over the last year.
- The company's reliance on a thin $12.2M equity base to support $878.6M in total assets necessitates close monitoring of operator credit risks and potential future capital requirements.
Verdict Logic
while the company has successfully grown FFO per share to 2.11, the extreme volatility in NOI margins and high debt-to-equity ratio of 15.58 warrant a cautious wait-and-see approach.
STRW Growth Metrics
Strawberry Fields REIT LLC (STRW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years13.01%
3 Years18.76%
TTM24.57%
Profit CAGR
10 Years-
5 Years-8.62%
3 Years59.92%
TTM359.34%
EPS CAGR
10 Years-
5 Years-
3 Years24.62%
TTM6.67%
Return on Capital
10 Years8.59%
5 Years8.77%
3 Years9.22%
Last Year10.33%
STRW Recent Earnings
Strawberry Fields REIT LLC (STRW) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (50%)●Beat Revenue 5/12 qtrs (50%)
Q2 2026Latest
May 8, 2026Metric
Actual
Est
EPS
$0.17+4.1%
$0.16
Rev
$40M-0.7%
$40M
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.16+12.3%
$0.14
Rev
$40M-0.5%
$40M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.16+23.1%
$0.13
Rev
$40M+3.4%
$38M
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$0.16-46.7%
$0.30
Rev
$38M+0.6%
$38M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 8, 2026 | $0.17vs $0.16+4.1% | $40Mvs $40M-0.7% |
| Q1 2026 | Feb 19, 2026 | $0.16vs $0.14+12.3% | $40Mvs $40M-0.5% |
| Q4 2025 | Nov 6, 2025 | $0.16vs $0.13+23.1% | $40Mvs $38M+3.4% |
| Q3 2025 | Aug 8, 2025 | $0.16vs $0.30-46.7% | $38Mvs $38M+0.6% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Strawberry Fields REIT LLC (STRW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.78 | $185.02M | 22.97 | 32.41% | 4.89% | 11.3% | 4.36% | |
| $20.06 | $5.06B | 31.34 | 10.15% | 19.21% | 5.6% | — | |
| $41.80 | $9.87B | 26.62 | 108.79% | 71.55% | 8.63% | — | |
| $39.23 | $2.01B | 15.57 | 25.26% | 39.08% | 10.9% | — | |
| $35.74 | $94.26M | 115.29 | 7.08% | -8.18% | -2.31% | — | |
| $49.62 | $14.78B | 25.58 | 13.95% | 51.02% | 11.85% | — |
Compare STRW vs Peers
Strawberry Fields REIT LLC (STRW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
STRW SEC Filings & Documents
Strawberry Fields REIT LLC (STRW) SEC filings — annual & quarterly reports (10-K, 10-Q)
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STRW Frequently Asked Questions
Strawberry Fields REIT LLC (STRW) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Strawberry Fields REIT LLC's revenue?
Strawberry Fields REIT LLC (STRW) reported $157.7M in revenue for fiscal year 2025. This represents a 87% increase from $84.1M in 2020.
How fast is Strawberry Fields REIT LLC growing?
Strawberry Fields REIT LLC (STRW) grew revenue by 32.4% over the past year. This is strong growth.
Is STRW profitable?
Yes, Strawberry Fields REIT LLC (STRW) is profitable, generating $22.7M in net income for fiscal year 2025 (4.9% net margin).
Dividend & Returns
Does STRW pay dividends?
Yes, Strawberry Fields REIT LLC (STRW) pays a dividend with a yield of 4.36%. This makes it attractive for income-focused investors.
What is STRW's return on equity?
Strawberry Fields REIT LLC (STRW) has a return on equity (ROE) of 11.3%. This is reasonable for most industries.
Industry Metrics
What is Strawberry Fields REIT LLC's FFO?
Strawberry Fields REIT LLC (STRW) generated Funds From Operations (FFO) of $69.4M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Is STRW a good dividend stock?
Strawberry Fields REIT LLC (STRW) offers a 4.36% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.