Added to YB: 2026-04-09
Pitch date: 2026-04-07
DR.TO [bullish]
Medical Facilities Corporation
+3.57%
current return
Author Info
No bio for this author
Company Info
Medical Facilities Corporation, through its subsidiaries, owns and operates specialty surgical hospitals in the United States.
Market Cap
N/A
Pitch Price
CAD 16.81
Price Target
28.00 (+61%)
Dividend
2.08%
EV/EBITDA
N/A
P/E
17.17
EV/Sales
0.81
Sector
Health Care Providers and Services
Category
special_situation
Buying Hospitals at 60¢ on the Dollar - Medical Facilities Corporation
DR.TO: Canadian holding co owns 51% of 2 US specialty surgical hospitals (ASH, SFSH). Trades 40% below NAV: $228M mkt cap vs $248M midpoint fair value of hospitals + $80M cash. Mgmt sold 3 facilities at 8-10x EBIT, bought back 30% shares. Remaining assets: $54M EBIT worth $221-276M at 8-10x. Target 45-55% IRR over 12-18mo via buyback + asset sales. 7% earnings yield floor, 2% div. Risks: geographic concentration, Medicare exposure (39% rev), mgmt hoarding cash.
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