Janus Living Inc. Class A-1 Common Stock (JAN)

FairStock Score: 19/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I start with the business: Janus Living is described as the only U.S. publicly traded REIT focused exclusively on senior housing, with 34 communities and 10,422 units at December 31, 2025, heavily concentrated in Florida and Texas. That demographic niche may have a long tailwind, but the concentration cuts both ways. The filed trend is real: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $216.5M and net income was $10.7M, with diluted EPS of $0.05. A year earlier, in fiscal Q2 2025, revenue was $148.9M and net loss was $2.6M, with diluted EPS of $0.00. In fiscal Q1 2026, revenue was $200.3M and net income was $27.9M, with diluted EPS of -$0.05, versus fiscal Q1 2025 revenue of $148.9M and net loss of $2.1M. So operations are improving, though profits are thin and uneven. The right REIT measures, FFO and AFFO, are not in the data, so I lean on dividend yield, leverage, revenue trend and price-to-book. At the $28.85 close on 2026-10-13, FairStock's P/B is 2.28, which is not cheap for a REIT with ROE of 0.49% and ROCE of 0.48%. FairStock also shows P/E -96.17, dividend yield 1.98%, FCF yield 1.1%, EV/EBITDA 29.26, Piotroski 4/9, Altman Z 4.89, and a FairStock Score of 19/100. D/E is N/A, so leverage is unknown. No Lynch category exists because only 0 years of filed results are available and three are needed. I see improvement, but not obvious cheapness.

In plain English: Janus Living owns and runs senior housing communities, mostly in Florida and Texas. Revenue is rising and the company swung from losses to a small profit in its latest reported quarter, but the stock still looks expensive next to its modest profit and accounting value. Because the cash-flow measures normally used for property companies are missing, it is hard to call the shares cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer