Added to YB: 2026-01-06
Pitch date: 2026-01-02
HCA [bullish]
HCA Healthcare, Inc.
+12.96%
current return
Author Info
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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
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)