Added to YB: 2025-02-10
Pitch date: 2025-02-07
DR.TO [bullish]
Medical Facilities Corporation
-2.31%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. Sign up for the newsletter.
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 183.8M
Pitch Price
CAD 16.38
Price Target
18.00 (+13%)
Dividend
2.58%
EV/EBITDA
3.28
P/E
6.20
EV/Sales
0.69
Sector
Health Care Providers and Services
Category
value
An Update on Medical Facilities Corp.(DR.TO)
DR.TO: Hospital portfolio, mgmt focus on buybacks. Black Hills sale + $80M tender offer at CAD 17.50. Intrinsic value CAD 24-26. 5x EV/EBIT, double-digit FCF yield. Upside from asset sales, buybacks. 3 remaining hospitals worth $337M. NAV $18/share USD post-tender, 56% upside.
Read full article (3 min)