JANJanus Living, Inc.
Real Estate Investment Trusts
- Revenue
- $604M
- 6.2% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $7.7B
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Takeover score 0 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo22× net incomeCash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo0% of assetsOver 40% of assets
- Shareholder dissentNo—Any vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo—Bottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$7.7B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$4M netNet sales over $10M in 12 months
Financials
| Metric | FY2024 | FY2025 | YoY |
|---|---|---|---|
| Revenue | $568M | $604M | 6.2% |
| Net income | −$50M | $6M | 113% |
| Operating cash flow | $129M | $137M | 6.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $4M · 6
- Open-market sells, 12 mo
- $0 · 0
- Net
- $4M
Pay vs performance
No pay-versus-performance disclosure yet.