公司概况 - 公司总部位于加州圣胡安卡皮斯特拉诺，主要提供专业护理、老年生活、康复等服务，并拥有盈利的房地产业务 [4] - 公司市值为78亿美元 [4] - 公司股票在过去一个月上涨22%，表现优于行业和标普500指数 [1] 财务表现与估值 - 2024年和2025年的每股收益（EPS）预计分别同比增长151%和107% [5] - 2024年和2025年的收入预计分别同比增长14%和11% [5] - 公司过去四个季度的盈利均超出预期，平均超出幅度为13% [6] - 公司当前的前瞻市盈率为2239倍，低于行业平均的3129倍，估值相对较低 [7] - 公司获得Zacks Rank 2（买入）评级 [7] 增长动力 - 服务收入和租金收入的增长将推动公司收入增长，预计2024年服务收入同比增长14%，2025年增长超过10% [9] - 公司入住率和患者天数持续上升，预计2024年总设施入住率将达到807%，2025年达到838%，较2023年的785%有所提升 [9] - 2024年前九个月实际患者天数同比增长94%，预计这一趋势将持续 [9] 战略与收购 - 公司通过战略收购实现增长，专注于房地产和急性后期护理业务 [10] - 公司近期收购了田纳西州的八家专业护理设施和阿拉巴马州的一家设施 [10] - 公司长期债务与资本比率为75%，远低于行业平均的762%，资产负债表稳健 [10] 其他医疗行业股票 - LifeStance Health Group（LFST）2024年盈利预计同比增长608%，收入预计同比增长173% [13] - US Physical Therapy（USPH）2024年盈利预计同比增长43%，收入预计同比增长98% [14] - Medpace Holdings（MEDP）2024年盈利预计同比增长344%，收入预计达到21亿美元，同比增长118% [15]

The Ensign Group, Inc. (ENSG) recently purchased the operations of eight skilled nursing facilities in Tennessee and one such facility in Alabama. While it already boasts of a strong foothold in Tennessee, the latest move of acquiring operations of one Huntsville-based facility seems to mark ENSG’s entry in the state of Alabama. The eight skilled nursing facilities of Tennessee are named Meadowbrook Healthcare and Rehabilitation Center, Wellpark Health and Rehabilitation, Legacy Park Health and Rehabilitati ...

股价表现 - 公司股票在过去六个月上涨11.5% 而行业增长仅为2.9% [1] - 医疗板块同期下跌9.7% 标普500指数上涨10.3% [1] 财务预测 - 2024年每股收益预计为5.49美元 同比增长15.1% [2] - 2024年收入预计为43亿美元 同比增长14% [2] - 2025年每股收益预计为6.07美元 同比增长10.7% [11] - 2025年收入预计为47亿美元 同比增长11% [11] 业务驱动因素 - 公司收入增长主要来自高级医疗服务 包括专业护理 康复和老年生活设施 [4] - 美国人口老龄化将持续推动对老年生活服务的强劲需求 [4] - 标准承载部门通过三重净租赁协议产生租金收入 并将物业相关费用转移给租户 [5] 战略扩张 - 2024年12月公司在阿拉斯加 华盛顿 俄勒冈和加利福尼亚收购了8家医疗机构 [6] - 目前公司运营330家医疗机构 拥有134处房地产资产 [6] - 收购是公司资本配置战略的首要任务 [6] - 公司通过收购美国各地设施 与当地护理团队合作 更好地满足区域医疗需求 [14] 财务实力 - 公司拥有充足的现金储备和现金生成能力 支持持续投资 [17] - 公司连续22年增加股息支付 最近董事会批准将季度现金股息提高4.2% [17] 同行表现 - Embecta Corp (EMBC) 和 Veracyte Inc (VCYT) 获得Zacks Rank 1评级 [7] - CareDx Inc (CDNA) 获得Zacks Rank 2评级 [7] - CareDx 2024年每股收益预计增长167.2% 收入预计增长17.5% [8] - Veracyte 2024年每股收益预计增长137.3% 收入预计增长22.9% [16] - Embecta 2024年每股收益预计增长15.9% 但收入预计下降1.3% [18]

Shares of Ensign Group (ENSG) have been struggling lately and have lost 6% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earning ...

The Ensign Group, Inc. (ENSG) recently announced that it has agreed to buy eight healthcare facilities in Alaska, Washington, Oregon, and California, subject to approvals and closing conditions. These operations are being acquired from Providence Home and Community Care, and the real estate assets are being purchased by Standard Bearer Healthcare REIT, Inc., Ensign’s real estate subsidiary.This move will allow Ensign to enter new markets in Alaska and Oregon, enhancing its geographic reach and diversifying ...

SAN JUAN CAPISTRANO, Calif., Dec. 18, 2024 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (NASDAQ:ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it has agreed to acquire eight facilities in the states of Alaska, Washington, Oregon, and California, subject to the completion of certain regulatory appro ...

The Ensign Group, Inc.'s (ENSG) board of directors recently approved a 4.2% hike in its quarterly cash dividend to boost shareholders' value. The increased dividend is 6.25 cents per share compared with the previous payout of 6 cents. It will be paid out on or before Jan. 31, 2025, to shareholders of record as of Dec. 31, 2024.This marks the 22nd consecutive year of dividend increases for ENSG. Based on the Dec. 13 closing stock price of $142.42, the new dividend yield is 0.17%, slightly above the industry ...

SAN JUAN CAPISTRANO, Calif., Dec. 13, 2024 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before January 31, 2025, to shareholders of record as ...

The Ensign Group, Inc. (ENSG) is benefiting from improved service revenues, a series of acquisitions and a strong financial position. An optimistic 2024 business outlook also reinforces investors’ confidence in the stock.  Zacks Rank & Price PerformanceEnsign Group carries a Zacks Rank #3 (Hold) at present. The stock has gained 33.3% in the past year compared with the industry’s 24.6% growth. The Medical sector and the S&P 500 composite index have increased 2.5% and 30%, respectively, in the same time frame ...

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