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ENSG ENSIGN GROUP, INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-27, not restated
Healthcare

Scale

Market cap
$10.3bn
Revenue TTM
$5.5bn
Net income TTM
$379m
Free cash flow
Composite score
59.5
Sector rank
#701

Valuation

P / E
27.2
EV / EBITDA
17.4
EV / sales
1.9
FCF yield
Earnings yield vs 10-yr
-1.05pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.0%
EBITDA margin
10.7%
ROE
15.5%
ROIC
20.7%
Revenue growth
18.3%

Insider activity, last 90 days

Net open-market
$-0.27m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

CMS is proposing a 2.4% net increase in SNF payment rates, reflecting a 3.2% market basket update offset by a 0.8% productivity adjustment, excluding any adjustments under the SNF Value-Based Purchasing (VBP) Program. Under the ACA, provider taxes were capped at 6% of a provider's net patient revenue. Medicare Medicare presently accounts for approximately 24.9% of our skilled nursing services revenue year-to-date, being our second-largest revenue payor. …ENSIGN GROUP, INC, 10-Q, period ended 2026-06-30, filed 2026-07-27

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