Added to YB: 2025-01-02
Pitch date: 2024-11-13
ENSG [bullish]
The Ensign Group, Inc.
+37.91%
current return
Author Info
No bio for this author
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
$12.3B
Pitch Price
$148.49
Price Target
N/A
Dividend
0.12%
EV/EBITDA
17.62
P/E
36.53
EV/Sales
2.76
Sector
Health Care Providers and Services
Category
growth
The Ensign Group, Inc. - $ENSG
ENSG: Top US SNF operator, 2% market share. Acquires & improves underperforming facilities. Strong workforce system, cluster model. Fragmented market (5000+ small operators), rising demand, declining supply. High-teens growth via 10% annual acquisitions, 30% portfolio in turnaround. Catalysts: acquisitions, occupancy/margin expansion, aging population.
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