The premium market rating already enjoyed by RYM implies that it can sustain its competitive advantage and high returns on invested capital for a long period and we are confident that this will occur. It has not only compelling demographics working in its favour, but it is a market leader in a relatively young industry. These factors mean it is unparalleled as a sustainable long-term NZ-focused growth story.
Jeremy Simpson, Equity analyst, Forsyth Barr
We view RYM as NZ's best operator in a secular (multi-decade) growth industry. The company's business model is exceptionally capital efficient delivering high returns on shareholder funds.
Matt Henry, Equity analyst, Goldman Sachs JBWere
We believe RYM is a quality growth story with a defensive business model and a strong earnings outlook, and it is a key player in a sector with a favourable growth profile. The company is well managed with an enviable track record of earnings and dividend growth, and strong cash flow generation.
Michelle Perkins, Research analyst, Craigs Investment Partners
Since listing in June 1999, Ryman Healthcare has delivered its shareholders a total return, which includes share price appreciate and dividends, of 1,043%, or 24.3%pa. By cracking the 1000% mark (i.e. returning 10 times the original investment) brokers will, with a good deal of admiration, refer to Ryman as a’10-bagger’.
Craigs Investment Partners