
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT
- About
The Ensign Group Inc (ENSG)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: ENSG (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 31.23% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.60B USD | Price to earnings Ratio 25.88 | 1Y Target Price 164.83 |
Price to earnings Ratio 25.88 | 1Y Target Price 164.83 | ||
Volume (30-day avg) 431450 | Beta 0.98 | 52 Weeks Range 113.06 - 158.30 | Updated Date 04/2/2025 |
52 Weeks Range 113.06 - 158.30 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.19% | Basic EPS (TTM) 5.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.99% | Operating Margin (TTM) 8.9% |
Management Effectiveness
Return on Assets (TTM) 5.06% | Return on Equity (TTM) 17.88% |
Valuation
Trailing PE 25.88 | Forward PE 20.88 | Enterprise Value 8942671538 | Price to Sales(TTM) 1.78 |
Enterprise Value 8942671538 | Price to Sales(TTM) 1.78 | ||
Enterprise Value to Revenue 2.1 | Enterprise Value to EBITDA 18.69 | Shares Outstanding 57455400 | Shares Floating 54976194 |
Shares Outstanding 57455400 | Shares Floating 54976194 | ||
Percent Insiders 3.33 | Percent Institutions 93.71 |
Analyst Ratings
Rating 4.5 | Target Price 169.5 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
The Ensign Group Inc
Company Overview
History and Background
The Ensign Group, Inc. was founded in 1999. It has grown through acquisitions and internal development of skilled nursing, assisted living, and other healthcare-related businesses.
Core Business Areas
- Skilled Nursing: Provides a range of skilled nursing services, including short-term rehabilitation, complex medical care, and long-term care.
- Assisted Living: Offers assisted living services for seniors who need help with daily activities.
- Home Health and Hospice: Provides home health and hospice services to patients in their homes.
- Other Healthcare Services: Includes urgent care, pharmacy, and other healthcare-related businesses.
Leadership and Structure
Barry Port is the CEO. The company operates with a decentralized leadership model, empowering local leaders to manage their facilities.
Top Products and Market Share
Key Offerings
- Skilled Nursing Services: Provides short-term rehabilitation, complex medical care, and long-term care. Market share is fragmented, making exact figures difficult to ascertain. Competitors include large national chains like Brookdale Senior Living and smaller regional operators. A portion of revenue comes from government programs like Medicare and Medicaid.
- Assisted Living Services: Offers housing, meals, and personal care assistance. Similar to skilled nursing, market share is fragmented. Competitors include Sunrise Senior Living and Atria Senior Living. Revenue is primarily derived from private pay and long-term care insurance.
- Home Health & Hospice Services: In-home medical care and end-of-life care. Competitors include LHC Group and Amedisys.
Market Dynamics
Industry Overview
The healthcare industry, particularly skilled nursing and assisted living, is experiencing increasing demand due to the aging population. Regulatory pressures, reimbursement changes, and labor shortages pose challenges.
Positioning
The Ensign Group positions itself as a high-quality operator with a focus on clinical excellence and employee empowerment. This differentiates it from some competitors focused solely on cost reduction.
Total Addressable Market (TAM)
The total addressable market for skilled nursing and assisted living in the US is estimated to be hundreds of billions of dollars. Ensign is positioned to grow its market share through acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Decentralized operating model
- Strong focus on clinical outcomes
- Experienced management team
- Track record of successful acquisitions
- Strong balance sheet
Weaknesses
- Exposure to regulatory changes
- Dependence on government reimbursement
- Labor shortages
- Reputational risk associated with healthcare operations
Opportunities
- Acquisitions of underperforming facilities
- Expansion into new markets
- Development of new service lines
- Increasing demand for senior care services
Threats
- Changes in government reimbursement rates
- Increased competition
- Lawsuits and regulatory actions
- Economic downturn impacting occupancy rates
- Rising labor costs
Competitors and Market Share
Key Competitors
- NHC (NHC)
- Brookdale Senior Living (BKD)
- Five Star Senior Living (FVE)
Competitive Landscape
Ensign's decentralized model and clinical focus differentiate it, but it faces intense competition and regulatory scrutiny.
Major Acquisitions
Multiple small facilities are usually acquired each year
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expansion into new markets and strengthening existing operations.
Growth Trajectory and Initiatives
Historical Growth: Ensign has historically grown through acquisitions and organic growth, expanding its footprint and service offerings.
Future Projections: Future growth projections require analyst estimates, typically available from financial news sources.
Recent Initiatives: Recent initiatives omitted but would include any recently announced acquisitions, new service lines, or strategic partnerships.
Summary
The Ensign Group is a player in the fragmented healthcare industry. Its decentralized operating model and clinical focus are potential strengths. However, regulatory pressures and labor shortages are concerns. Continued growth through strategic acquisitions and organic improvements will be key to Ensign's success in the future.
Similar Companies

BKD

Brookdale Senior Living Inc



BKD

Brookdale Senior Living Inc

NHC

National HealthCare Corporation



NHC

National HealthCare Corporation
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Industry reports
- Financial news sources
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data. Consult a financial professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Ensign Group Inc
Exchange NASDAQ | Headquaters San Juan Capistrano, CA, United States | ||
IPO Launch date 2007-11-09 | CEO & Director Mr. Barry R. Port | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 39300 | Website https://ensigngroup.net |
Full time employees 39300 | Website https://ensigngroup.net |
The Ensign Group, Inc. provides skilled nursing, senior living, and rehabilitative services. It operates through two segments: Skilled Services and Standard Bearer. The Skilled Services segment provides short and long-term nursing care services for patients with chronic conditions, prolonged illness, and the elderly; specialty care, such as on-site dialysis, ventilator care, cardiac, and pulmonary management; and standard services, such as room and board, special nutritional programs, social services, recreational activities, entertainment, and other services. The Standard Bearer segment leases post-acute care properties to healthcare operators. In addition, the company operates senior living units; and provides ancillary services consisting of digital x-ray, ultrasound, electrocardiograms, sub-acute services, dialysis, respiratory, and long-term care pharmacy and patient transportation to people in their homes or at long-term care facilities, as well as mobile diagnostics. The company operates healthcare facilities in Alabama, Alaska, Arizona, Colorado, Idaho, Iowa, Kansas, Oregon, Nebraska, Nevada, South Carolina, Tennessee, Texas, Utah, Washington and Wisconsin. The company was incorporated in 1999 and is based in San Juan Capistrano, California.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.