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Upturn AI SWOT - About
Pennant Group Inc (PNTG)
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Upturn Advisory Summary
04/01/2025: PNTG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 37.14% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 874.87M USD | Price to earnings Ratio 36.3 | 1Y Target Price 32.6 |
Price to earnings Ratio 36.3 | 1Y Target Price 32.6 | ||
Volume (30-day avg) 227955 | Beta 2.06 | 52 Weeks Range 19.37 - 37.13 | Updated Date 04/1/2025 |
52 Weeks Range 19.37 - 37.13 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.7 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.24% | Operating Margin (TTM) 4.93% |
Management Effectiveness
Return on Assets (TTM) 3.84% | Return on Equity (TTM) 10.64% |
Valuation
Trailing PE 36.3 | Forward PE 22.78 | Enterprise Value 1115792123 | Price to Sales(TTM) 1.26 |
Enterprise Value 1115792123 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 1.6 | Enterprise Value to EBITDA 25.11 | Shares Outstanding 34430000 | Shares Floating 30608949 |
Shares Outstanding 34430000 | Shares Floating 30608949 | ||
Percent Insiders 4 | Percent Institutions 90.72 |
Analyst Ratings
Rating 4 | Target Price 36 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Pennant Group Inc
Company Overview
History and Background
The Pennant Group, Inc. was founded in 2019 as a holding company spun off from The Ensign Group, Inc. It focuses on healthcare services in rural and suburban markets.
Core Business Areas
- Home Health and Hospice: Provides in-home healthcare services, including skilled nursing, therapy, and hospice care.
- Senior Living: Operates assisted living communities offering residential care services.
Leadership and Structure
Daniel Walker serves as the CEO. The company operates with a decentralized leadership model, empowering local leaders within each operating unit.
Top Products and Market Share
Key Offerings
- Home Health Services: Provides a range of medical and personal care services in patients' homes. Market share data is difficult to pinpoint precisely at a national level, but Pennant competes with national players like LHC Group (LHCG) and Amedisys (AMED), as well as numerous regional and local providers. Revenue contribution from this segment is significant but not publicly broken down individually.
- Hospice Care: Offers end-of-life care services to patients and their families. Similar to home health, hospice care market share is fragmented. Competitors include the same as Home Health Services and also AccentCare (private). Revenue contribution from this segment is significant but not publicly broken down individually.
- Senior Living Communities: Operates assisted living facilities, providing housing, meals, and personal care assistance. Competitors include Brookdale Senior Living (BKD) and Five Star Senior Living (FIVE).
Market Dynamics
Industry Overview
The healthcare services industry, particularly home health and senior living, is experiencing growth due to the aging population and increasing preference for in-home care. The industry faces challenges related to reimbursement pressures, regulatory compliance, and labor shortages.
Positioning
Pennant focuses on smaller, underserved markets, aiming to provide high-quality, cost-effective care. Its decentralized model is intended to foster innovation and responsiveness at the local level.
Total Addressable Market (TAM)
The TAM for home health, hospice, and senior living is substantial and continues to grow. Estimates project hundreds of billions of dollars. Pennant's focus on specific niches and geographies positions it to capture a portion of this market, but its relative market share is small compared to the overall TAM.
Upturn SWOT Analysis
Strengths
- Decentralized operating model
- Focus on underserved markets
- Strong local leadership
- Integrated care services
Weaknesses
- Smaller scale compared to national competitors
- Reliance on government reimbursement
- Exposure to labor shortages
- Geographic concentration
Opportunities
- Expansion into new geographic markets
- Acquisition of smaller operators
- Development of new service lines
- Increased demand for home-based care
Threats
- Changes in government reimbursement policies
- Increased competition
- Rising labor costs
- Economic downturn impacting senior living occupancy
Competitors and Market Share
Key Competitors
- LHCG
- AMED
- BKD
Competitive Landscape
Pennant faces competition from larger, more established players. Its decentralized model and focus on underserved markets provide a competitive advantage in certain areas.
Major Acquisitions
Numerous small home health and hospice agencies
- Year: 2023
- Acquisition Price (USD millions): 5
- Strategic Rationale: Expansion into new markets and strengthening existing service lines.
Growth Trajectory and Initiatives
Historical Growth: Growth has been achieved through organic expansion and acquisitions. Review historical financial statements for specifics.
Future Projections: Analyst estimates vary depending on market conditions and company performance. Look for consensus estimates from financial data providers. Typically look for 10-15% growth for healthcare
Recent Initiatives: Recent strategic initiatives include acquisitions of home health and hospice agencies, and the implementation of technology to improve operational efficiency.
Summary
Pennant Group operates within a growing healthcare market with a focus on underserved communities, leveraging a decentralized model for local responsiveness. While their approach has potential, they face strong competition from larger, established players and are sensitive to changes in government reimbursement. Growth is propelled by acquisitions and organic expansion, but financial performance needs to be closely monitored. Maintaining a strong balance sheet and managing labor costs will be critical for future success.
Similar Companies
AMED
Amedisys Inc
AMED
Amedisys Inc
BKD
Brookdale Senior Living Inc
BKD
Brookdale Senior Living Inc
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Industry Reports
- Financial News Articles
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated and may not be precise. Future performance is subject to various risks and uncertainties.
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 Pennant Group Inc
Exchange NASDAQ | Headquaters Eagle, ID, United States | ||
IPO Launch date 2019-10-01 | CEO & Chairman Mr. Brent J. Guerisoli | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 7000 | Website https://pennantgroup.com |
Full time employees 7000 | Website https://pennantgroup.com | ||
The Pennant Group, Inc. provides healthcare services in the United States. It operates in two segments, Home Health and Hospice Services, and Senior Living Services. The company offers home health services, including clinical services, such as nursing, speech, occupational and physical therapy, medical social work, and home health aide services; and hospice services comprising clinical care, education, and counseling services for the physical, spiritual, and psychosocial needs of terminally ill patients and their families. It also provides senior living services, such as residential accommodations, activities, meals, housekeeping, and assistance in the activities of daily living to seniors who are independent or who require some support. The company operates home health, hospice, and home care agencies, as well as senior living communities in Arizona, California, Colorado, Idaho, Montana, Nevada, Oklahoma, Oregon, Texas, Utah, Washington, Wisconsin, and Wyoming. The Pennant Group, Inc. was incorporated in 2019 and is headquartered in Eagle, Idaho.
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