SVCService Properties Trust

Real Estate Investment Trusts · $811M market cap · 900 employees

6.1×

More likely than average to be taken private

Top 1% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

Buyout-sizedYes
$811M market cap
Market cap $500M–$5B
Recurring revenueYes
8 of 10
10-K business scored 7+ of 10 for recurring revenue
Active 13DYes
1 filing
Active-intent 13D in 18 months

12 other checks

TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
—
Cash flow under 80% of net income
Dilutive SBCNo
—
Over 10% of revenue
Payouts exceed cash flowNo
6% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
—
Over 40% of assets
Shareholder dissentNo
84% lowest support
Any vote under 80% support
Low revenue per employeeNo
$2M · 63rd pct
Bottom quartile of its SIC industry
Quiet on AINo
1.9 per 10K words · 54th pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
7.2× EBITDA net debt
More cash than debt, positive EBITDA
AI-rollup shapedNo
1 of 10
10-K business scored 5+ of 10 as an AI-rollup target
Net insider sellingNo
$50M net
Net sales over $10M in 12 months

Metric	FY2021	FY2022	FY2023	FY2024	FY2025	YoY
Revenue	$1.1B	$1.5B	$1.5B	$1.5B	$1.4B	5.6%
Net income	−$545M	−$132M	−$33M	−$276M	−$202M	27%
Operating cash flow	$50M	$243M	$486M	$139M	$118M	15%
Buybacks	$790K	$470K	$802K	$751K	$660K	12%
Dividends	$7M	$38M	$132M	$101M	$7M	93%

Filed	Filer	Form	Stake	Intent
Apr 9, 2026	RMR Group LLC	SCHEDULE 13D	6.8%	Active

+$50Mnet buying by insiders, open market, last 12 months

Bought $50M · 5 tradesSold $400K · 3 trades

No pay-versus-performance disclosure yet.