<- Go home

Added to YB: 2026-01-06

Pitch date: 2026-01-02

HCA [bullish]

HCA Healthcare, Inc.

+12.96%

current return

Author Info

No bio for this author

Company Info

HCA Healthcare, Inc., through its subsidiaries, provides health care services in the United States. The company owns, manages, and operates hospitals, ASCs, freestanding emergency care facilities, urgent care facilities, walk-in clinics, diagnostic and imaging centers, radiation and oncology therapy centers, as well as rehabilitation and physical therapy centers, physician practices, home health agencies, hospices, outpatient physical therapy providers, home and community-based services providers, and various other facilities.

Market Cap

$119.6B

Pitch Price

$468.01

Price Target

N/A

Dividend

0.58%

EV/EBITDA

10.27

P/E

18.88

EV/Sales

2.25

Sector

Health Care Providers and Services

Category

growth

Show full summary:
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)