Chartwell Retirement Residences (CWSRF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Chartwell Retirement Residences (CWSRF) trades at $16.50 with AI Score 58/100 (Grade B). Chartwell Retirement Residences is the largest operator in the Canadian seniors living sector, managing over 200 retirement communities. Market cap: $5.35B, Sector: Real estate.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for CWSRF: CWSRF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CWSRF against Real Estate peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
CWSRF: 1/4 perspectives are bullish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Chartwell Retirement Residences (CWSRF) Real Estate Portfolio & Strategy
Chartwell Retirement Residences, the largest Canadian seniors living operator, offers a spectrum of housing and care services. With over 200 properties, Chartwell focuses on independent and assisted living, and long-term care, distinguishing itself through its scale and commitment to resident well-being within the growing seniors housing market.
What Is the Investment Thesis for CWSRF?
Chartwell Retirement Residences presents a compelling investment case based on its dominant position in the Canadian seniors living market. With a market capitalization of $5.35B and a dividend yield of 2.88%, the company offers a blend of stability and income potential. Growth catalysts include increasing demand for senior housing due to demographic trends and expansion through property development. However, investors may want to evaluate the high P/E ratio of 1681.8 and the relatively low profit margin of 2.7% as potential risks. The company's beta of 0.88 suggests lower volatility compared to the overall market. Ongoing expansion and strategic acquisitions could drive future growth, while maintaining high occupancy rates will be crucial for profitability.
Based on FMP financials and quantitative analysis
CWSRF Key Highlights
- Chartwell is the largest operator in the Canadian seniors living sector.
- The company manages over 200 retirement communities across four provinces.
- Market capitalization of $5.35B indicates a significant presence in the real estate market.
- Dividend yield of 2.88% provides an income stream for investors.
- Profit margin of 2.7% suggests potential for improvement through operational efficiencies.
Who Are CWSRF's Competitors?
CWSRF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AANNF Aroundtown S.A. | $2.74 | +0.00% | $3.00B | 62 |
| CDPYF Canadian Apartment Properties Real Estate Investment Trust | $25.06 | -0.79% | $3.84B | 43 |
| CNRAF Vicinity Centres | $1.80 | +0.00% | $8.38B | 50 |
| FBGGF Fabege AB (publ) | $8.41 | +0.00% | $2.65B | 53 |
| KRYPF Kerry Properties Limited | $3.06 | +0.00% | $4.43B | 58 |
| OMH Ohmyhome Limited operates an online property platform in Singapore, Malaysia, and the Philippines, offering real estate brokerage services. The company | $0.50 | -0.82% | $11.48M | 68 |
| CRSS Crossroads Impact Corp. | $7.00 | +0.00% | $74.33M | 66 |
| SDWHF Soundwill Holdings Limited | $0.87 | -0.01% | $246.92M | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CWSRF's Key Strengths?
- Largest operator in the Canadian seniors living sector.
- Comprehensive range of housing and care services.
- Extensive portfolio of retirement communities.
- Strong brand reputation and commitment to resident well-being.
What Are CWSRF's Weaknesses?
- Relatively low profit margin of 2.7%.
- High P/E ratio of 1681.8.
- Dependence on government funding and regulations.
- Exposure to economic downturns and healthcare costs.
What Could Drive CWSRF Stock Higher?
- Increasing demand for senior housing due to demographic trends.
- Potential acquisitions of smaller regional operators.
- Property development projects expanding the company's portfolio.
- Enhanced service offerings improving resident satisfaction.
- Government support and funding for senior care.
What Are the Key Risks for CWSRF?
- Financial-distress signal — its Altman Z-Score of 1.03 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 1681.8 runs well above the Real Estate sector’s ~20x, leaving little room for a miss.
- Changes in government regulations and funding policies.
- Competition from other senior housing operators.
- Economic downturns and reduced consumer spending.
- Rising healthcare costs and labor shortages.
- High P/E ratio and relatively low profit margin.
What Are the Growth Opportunities for CWSRF?
- Expansion through Property Development: Chartwell has properties under development, representing an opportunity to increase its portfolio and revenue. The Canadian seniors housing market is experiencing growing demand, and strategic development in key regions can drive occupancy rates and profitability. The timeline for these developments varies, but successful execution can lead to significant growth within the next 3-5 years. This expansion allows Chartwell to cater to evolving senior living preferences and capture a larger market share.
- Strategic Acquisitions: Chartwell can pursue strategic acquisitions of smaller regional operators to expand its geographic reach and service offerings. The seniors housing market is fragmented, and acquisitions can provide access to new markets and economies of scale. The timeline for acquisitions is dependent on market conditions and available opportunities, but successful integration can drive long-term growth and enhance Chartwell's competitive position. This approach allows for rapid expansion and diversification of services.
- Enhanced Service Offerings: Chartwell can enhance its service offerings to cater to the evolving needs of seniors, including specialized care programs and technology-enabled services. The demand for personalized care and innovative solutions is increasing, and Chartwell can differentiate itself by providing comprehensive and tailored services. The timeline for implementing these enhancements is ongoing, and successful execution can improve resident satisfaction and attract new customers. This focus on innovation can drive long-term growth and enhance Chartwell's brand reputation.
- Demographic Trends: The aging population in Canada is driving increased demand for seniors housing and care services. Chartwell is well-positioned to benefit from this demographic trend, with its extensive portfolio of retirement communities and comprehensive service offerings. The timeline for this growth is long-term, as the aging population continues to increase. By catering to the needs of seniors, Chartwell can capitalize on this demographic shift and drive sustainable growth.
- Increased Occupancy Rates: Chartwell can focus on increasing occupancy rates in its existing properties through targeted marketing and enhanced resident engagement. Higher occupancy rates translate to increased revenue and profitability. The timeline for improving occupancy rates is ongoing, and successful execution requires a focus on resident satisfaction and community engagement. By maximizing occupancy, Chartwell can optimize its existing assets and drive financial performance.
What Opportunities Does CWSRF Have?
- Expansion through property development and acquisitions.
- Enhanced service offerings to cater to evolving senior needs.
- Capitalizing on demographic trends and aging population.
- Increasing occupancy rates in existing properties.
What Threats Does CWSRF Face?
- Competition from other senior housing operators.
- Changes in government regulations and funding policies.
- Economic downturns and reduced consumer spending.
- Rising healthcare costs and labor shortages.
What Are CWSRF's Competitive Advantages?
- Scale: Largest operator in the Canadian seniors living sector.
- Geographic Reach: Extensive portfolio across four provinces.
- Comprehensive Services: Offers a complete range of housing and care options.
- Brand Reputation: Established brand with a commitment to resident well-being.
What Does CWSRF Do?
Chartwell Retirement Residences, an unincorporated, open-ended real estate trust, stands as the largest operator in Canada's seniors living sector. The company owns and operates a diverse portfolio of over 200 retirement communities across four provinces, encompassing independent supportive living, assisted living, and long-term care facilities. Chartwell's commitment extends to providing a fulfilling life experience for its residents, encapsulated in its vision of 'Making People's Lives BETTER'. Chartwell's evolution has been marked by strategic growth and a focus on providing quality care and housing options for seniors. The company's properties under development indicate a continued expansion and adaptation to the evolving needs of the aging population. Chartwell's scale and geographic reach provide a competitive advantage in the Canadian market, allowing it to cater to a wide range of senior living preferences and care requirements. The company's dedication to resident well-being and its comprehensive service offerings position it as a key player in the seniors housing industry.
What Products and Services Does CWSRF Offer?
- Owns and operates retirement communities.
- Provides independent supportive living.
- Offers assisted living services.
- Manages long-term care facilities.
- Develops new retirement properties.
- Focuses on senior housing in Canada.
How Does CWSRF Make Money?
- Generates revenue from resident fees for housing and care services.
- Expands through property development and acquisitions.
- Manages operational costs to maintain profitability.
What Industry Does CWSRF Operate In?
Chartwell operates within the growing Canadian seniors housing market, driven by an aging population and increasing demand for specialized care facilities. The industry is characterized by a mix of large national operators and smaller regional players. Chartwell's scale and comprehensive service offerings provide a competitive edge. Key market trends include a shift towards more independent living options and increasing demand for specialized care services. Competitors include AANNF (Atria Senior Living), CDPYF (Diversicare Healthcare Services), CNRAF (CareTrust REIT), FBGGF (Five Star Senior Living), and KRYPF (Kiely Corp).
Who Are CWSRF's Key Customers?
- Seniors seeking independent living.
- Seniors requiring assisted living.
- Seniors needing long-term care.
- Families seeking housing and care for their elderly relatives.
FY2026 estForward Outlook
Wall Street analysts project Chartwell Retirement Residences revenue of about $1.34B for fiscal 2026, with EPS near $0.28. The estimate reflects 6 contributing analysts.
Quarterly Financial Performance: Chartwell Retirement Residences
Revenue for Chartwell Retirement Residences came in at $310.2M during Q1 2026, a 1.8% improvement versus the preceding quarter. The company recorded net income of $8.0M, with diluted EPS of $0.03. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Real Estate company. Across the four most recent quarters, CWSRF averaged $0.00 in diluted EPS.
CWSRF Valuation & Market Position
With a $5.35B market cap, Chartwell Retirement Residences sits in the mid-cap segment of the market. Relative to its peer group, CWSRF's quantitative score of 58/100 is roughly in line with the peer average of 53/100.
ROE 0%Key Financial Metrics
Return on equity for Chartwell Retirement Residences stands at 0.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.1%, showing how much profit it generates from its asset base. Its free cash flow yield is 2.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.62 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.1%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Chartwell Retirement Residences's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.03 places it in the distress zone, a signal of elevated financial risk.
Company Profile
Chartwell Retirement Residences operates in the REIT - Healthcare Facilities industry within the Real Estate sector. It is headquartered in Mississauga, CA. The company is led by CEO Vlad Volodarski. CWSRF has traded publicly since 2009.
CWSRF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that executives believe in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting the increasing demand for retirement living solutions as the population ages.
- Chartwell's strategic expansions and new developments have been well-received, showcasing their commitment to enhancing resident experiences.
- Positive media coverage on the company's initiatives in senior care has bolstered its reputation, attracting more investor interest.
Bear Case
- Concerns about rising operational costs have been voiced, which could affect profit margins in the near term.
- Some community members express skepticism regarding the sustainability of growth, especially in a competitive market for retirement residences.
- Recent reports indicate potential regulatory challenges that could impact the company's operations and expansion plans.
- Market perception remains cautious, with some investors fearing that economic downturns could reduce disposable income for potential residents.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $310M | $8M | $0.03 |
| Q4 2025 | $305M | $7M | $0.02 |
| Q3 2025 | $280M | -$5M | -$0.02 |
| Q2 2025 | $272M | -$6M | -$0.02 |
Based on FMP financials and quantitative analysis
CWSRF Latest News
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Chartwell Announces the Election of Directors and Other Voting Results
Yahoo! Finance: CWSRF News · Jun 19, 2026
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Chartwell Retirement Residences (CSH.UN:CA) Shareholder/Analyst Call Transcript
seekingalpha.com · Jun 18, 2026
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Chartwell Announces June 2026 Distribution and Provides Update on Same Property Occupancy and Portfolio Composition
Yahoo! Finance: CWSRF News · Jun 15, 2026
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Chartwell Completes Strategic Transactions to Strengthen Portfolio and Support Long-Term Growth
Yahoo! Finance: CWSRF News · Jun 2, 2026
CWSRF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CWSRF.
Price Targets
Wall Street price target analysis for CWSRF.
CWSRF MoonshotScore
What does this score mean?
The MoonshotScore rates CWSRF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Chartwell Announces the Election of Directors and Other Voting Results
Chartwell Retirement Residences (CSH.UN:CA) Shareholder/Analyst Call Transcript
Chartwell Announces June 2026 Distribution and Provides Update on Same Property Occupancy and Portfolio Composition
Chartwell Completes Strategic Transactions to Strengthen Portfolio and Support Long-Term Growth
Leadership: Vlad Volodarski
CEO
Vlad Volodarski serves as the CEO of Chartwell Retirement Residences, leading a team of over 13,000 employees. His background includes extensive experience in the real estate and seniors housing sectors. He has a proven track record of driving growth and innovation in the industry. His leadership is focused on enhancing resident experiences and delivering value to shareholders. He is responsible for the strategic direction and overall performance of the company.
Track Record: Under Vlad Volodarski's leadership, Chartwell has maintained its position as the largest operator in the Canadian seniors living sector. Key achievements include expanding the company's portfolio through strategic acquisitions and property development. He has also focused on enhancing resident care and improving operational efficiencies. His tenure has been marked by a commitment to Chartwell's vision of 'Making People's Lives BETTER'.
CWSRF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Chartwell Retirement Residences may not meet the minimum financial standards or disclosure requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial reporting and regulatory oversight compared to those listed on major exchanges like the NYSE or NASDAQ. This tier often includes companies with limited operating history or those undergoing restructuring. Investors should exercise caution and conduct thorough due diligence before investing in companies on the OTC Other tier.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited Financial Disclosure: The availability of financial information may be limited, making it difficult to assess the company's financial health.
- Lower Liquidity: Trading volume may be low, leading to wider bid-ask spreads and increased price volatility.
- Regulatory Oversight: The level of regulatory oversight is lower compared to major exchanges, increasing the risk of fraud or mismanagement.
- Price Volatility: OTC stocks are often more volatile than those listed on major exchanges.
- Information Asymmetry: Less information may be available to investors, creating an uneven playing field.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor.
- Check for any regulatory actions or legal proceedings.
- Established presence in the Canadian seniors living sector.
- Extensive portfolio of retirement communities.
- Commitment to resident well-being.
- Experienced management team.
- Publicly available information, even if limited.
Chartwell Retirement Residences Real Estate Stock: Key Questions Answered
What does Chartwell Retirement Residences do?
Chartwell Retirement Residences owns and operates a diverse portfolio of over 200 retirement communities across four provinces in Canada. They offer a complete range of housing options, from independent supportive living to assisted living and long-term care. Their business model revolves around providing housing and care services to seniors, generating revenue through resident fees. Chartwell aims to provide a fulfilling life experience for its residents, focusing on their well-being and quality of life.
What are the main risks for CWSRF?
The main risks for Chartwell Retirement Residences include changes in government regulations and funding policies, which can impact revenue and profitability. Competition from other senior housing operators can also put pressure on occupancy rates and pricing. Economic downturns and rising healthcare costs can affect consumer spending and operational expenses. Additionally, labor shortages and the need to maintain high standards of care pose ongoing challenges. The company's high P/E ratio and relatively low profit margin also warrant consideration.
What are the key factors to evaluate for CWSRF?
Chartwell Retirement Residences (CWSRF) holds an AI score of 58/100 (moderate). P/E: 1681.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does CWSRF data refresh on this page?
CWSRF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CWSRF's recent stock price performance?
Chartwell Retirement Residences (CWSRF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Largest operator in the Canadian seniors living sector. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CWSRF overvalued or undervalued right now?
Chartwell Retirement Residences (CWSRF) trades at 1681.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CWSRF?
Before investing in Chartwell Retirement Residences (CWSRF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CWSRF to a portfolio?
Key strength of Chartwell Retirement Residences (CWSRF): Largest operator in the Canadian seniors living sector. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than major exchange data.
- AI analysis is pending and may provide further insights.