Professional
Added to YB: 2026-02-23
Pitch date: 2026-02-18
DR.TO [neutral]
Medical Facilities Corporation
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
Medical Facilities Corporation, through its subsidiaries, owns and operates specialty surgical hospitals and ambulatory surgery center in the United States.
Market Cap
CAD 211.7M
Pitch Price
CAD 16.50
Price Target
N/A
Dividend
2.21%
EV/EBITDA
3.58
P/E
6.25
EV/Sales
0.76
Sector
Health Care Providers and Services
Category
value
Smoak Capital Portfolio Holding: Medical Facilities Corporation
DR.TO (holding update): Sold BSH at 9x EBIT, OSH at 9-10x EBIT. Trades 4.7x EV/EBIT vs facilities worth 9-10x. Large cash from OSH sale likely means another tender after prior buyback. 15%+ yield via buybacks+divs. 2 remaining hospitals (ASH, SF) worth ≥sold facilities. Holding for value convergence or full sale.
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