Added to YB: 2026-05-18
Pitch date: 2026-03-09
ENSG [bullish]
The Ensign Group, Inc.
-15.71%
current return
Author Info
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Company Info
The Ensign Group, Inc. provides skilled nursing, senior living, and rehabilitative services. It operates through two segments: Skilled Services and Standard Bearer.
Market Cap
$10.3B
Pitch Price
$208.68
Price Target
N/A
Dividend
0.15%
EV/EBITDA
14.45
P/E
28.99
EV/Sales
2.27
Sector
Health Care Providers and Services
Category
growth
The Ensign Group, Inc. - $ENSG
ENSG: Largest US SNF operator (2.6% share) w/ superior decentralized model drives 7pp margin premium vs peers + 19% higher CMS quality scores. Highly fragmented industry (2/3 <10 facilities, 47% unprofitable) ripe for rollup. 10% annual inorganic growth since 2015 delivered 22% EPS growth. 3yr algo: 11% M&A + 4% organic + 2% margin + 4% buyback = 22% EPS growth. ~23% blended M&A ROIC. 85%+ gov't reimbursement risk mitigated by political sensitivity & marginal operators. 28x NTM pricey but 16% IRR to 24x exit warrants premium for visibility into decade+ mid-teens growth runway.
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