Added to YB: 2026-03-19
Pitch date: 2026-03-17
NUTX [neutral]
Nutex Health Inc.
Author Info
Company Info
Nutex Health Inc. operates as a healthcare services and operations company in the United States. It operates through three segments: Hospital, Population Health Management (PHM), and Real Estate.
Market Cap
$646.0M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.17
P/E
8.85
EV/Sales
1.03
Sector
Health Care Providers and Services
Category
growth
A Primer on Nutex Health
NUTX (overview): Physician-led healthcare w/ 26 micro-hospitals (7-8 ERs, 2-10 beds each) + 4 IPAs managing 38K members. FY25 rev $875.3M (vs $479.9M FY24), 63% from IDR arbitration (88% win rate, 4x in-network rates). Major risks: Aug 2026 end of IDR enforcement discretion, 19-22% rejection rates, QPA anchor tightening. Strategy: shift to pop health, in-network contracts, new hospitals/IPAs, $25M buyback. $186M cash.
Read full article (4 min)