MET - Metlifecare - one for the fundies?

[percy]

Goldman Sachs / JB Were have just released a research document saying Ryman is fully priced and Metlife is cheap. They base their report mostly on house price inflation comparisons. Their report is quite weak on healthcare analysis though, nowhere is the concept of dementia care mentioned, a real strength of Ryman over other RV operators.

I agree MET is cheaper than RYM, but does that make it a better company to invest in long term?

Sauce has always been right on the money with his Ryman valuations on the Ryman thread, and has shared his thoughts on both SUM and MET.