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PACS PACS Group, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Healthcare

Scale

Market cap
$7.1bn
Revenue TTM
$5.5bn
Net income TTM
$269m
Free cash flow
Composite score
64.2
Sector rank
#887

Valuation

P / E
26.2
EV / EBITDA
EV / sales
1.3
FCF yield
Earnings yield vs 10-yr
-0.91pp

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
4.8%
EBITDA margin
ROE
24.2%
ROIC
34.6%
Revenue growth
16.7%

Insider activity, last 90 days

Net open-market
$-50.03m
Buyers
0
Sellers
5

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

Moreover, many small and independent operators face pressure due to billing requirements, regulations, competition on quality of care and facilities, staffing shortages and competition, and the cessation of COVID-related provider relief funding, which has led them to pursue sales of their facilities or businesses. The demand for healthcare services in the United States has increased in recent years and is expected to continue growing, largely due to a rapidly aging population and an increasing prevalence of chronic conditions. According to CMS, approximately 72% of SNF revenue in 2022 was derived from government sources, including Medicare and Medicaid. …PACS Group, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-04

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