Added to YB: 2026-01-06
Pitch date: 2026-01-02
HCA [bullish]
HCA Healthcare, Inc.
+3.33%
current return
Author Info
No bio for this author
Company Info
HCA Healthcare, Inc., through its subsidiaries, owns and operates hospitals and related healthcare entities in the United States.
Market Cap
$109.0B
Pitch Price
$468.01
Price Target
N/A
Dividend
0.60%
EV/EBITDA
9.69
P/E
18.51
EV/Sales
2.12
Sector
Health Care Providers and Services
Category
growth
Deep Dive: HCA Healthcare Inc (HCA)
HCA (deep dive): 2026 margin expansion thesis driven by AI productivity + labor normalization. Contract labor down to 4.2% from peaks, targeting $600-800M efficiency gains. AI rollouts in revenue cycle, scheduling & clinical workflow to boost cash flow & reduce costs. Strong FCF (~$6-7B) funding aggressive buybacks. Risk: payer mix deterioration if ACA subsidies expire. Add on dips
Read full article (19 min)