DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Healthcare
Updated 1m ago
ENSG logo

The Ensign Group, Inc.NasdaqGS:ENSG Stock Report

Market Cap US$10.1b
Updated 1m ago
Share Price
n/a
1Y4.7%
7D1.9%
1D0.7%
Portfolio Value
​
View

The Ensign Group, Inc.

NasdaqGS:ENSG Stock Report

Market Cap: US$10.1b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Ensign Group (ENSG) Stock Overview

Provides skilled nursing, senior living, and rehabilitative services. More details

ENSG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance3/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 12.6% below our estimate of its fair value

Earnings are forecast to grow 12.82% per year

Earnings have grown 14.2% per year over the past 5 years

Analysts in good agreement that stock price will rise by 26.5%

Risk Analysis

No risks detected for ENSG from our risk checks.

ENSG Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
20.9% undervalued intrinsic discount
AnalystConsensusTarget
•2d ago

Ageing Demographics And Quality Metrics Will Support A Durable Post Acute Care Upside Narrative

0
0
1

Top Analyst Narratives

ENSG logo
Ensign Group
20.9% undervalued intrinsic discount
New

Ageing Demographics And Quality Metrics Will Support A Durable Post Acute Care Upside Narrative

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Published 12 Sep
Read Narrative
View all narratives

The Ensign Group, Inc. Competitors

Universal Health Services

Symbol: NYSE:UHS
Market cap: US$10.3b

Encompass Health

Symbol: NYSE:EHC
Market cap: US$12.0b

PACS Group

Symbol: NYSE:PACS
Market cap: US$7.1b

Tenet Healthcare

Symbol: NYSE:THC
Market cap: US$21.2b

Price History & Performance

Summary of share price highs, lows and changes for Ensign Group
Historical stock prices
Current Share PriceUS$173.98
52 Week HighUS$218.00
52 Week LowUS$141.58
Beta0.69
1 Month Change-4.22%
3 Month Change10.86%
1 Year Change4.67%
3 Year Change85.46%
5 Year Change126.45%
Change since IPO2,055.89%

Recent News & Updates

User avatar
New Narrative • Sep 12

Ageing Demographics And Quality Metrics Will Support A Durable Post Acute Care Upside Narrative

Catalysts About Ensign Group Ensign Group operates a large portfolio of skilled nursing and senior care facilities in the United States with an affiliated healthcare REIT platform. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 04

The Ensign Group: Why Cash Burn And Regulatory Risks Make It A Hold

Summary The Ensign Group receives a Hold rating with a fair value of $125–140 per share due to acquisition-driven growth and rising risks. ENSG's Q2 growth was 64% inorganic, heavily reliant on acquisitions, while organic growth from existing assets was only 6.6%. Regulatory headwinds, including the OBBB Act and California's OHCA, threaten Medicaid funding and acquisition pipelines, directly pressuring ENSG's future margins and growth. Rapid cash burn from acquisitions is depleting reserves; continued investment outflows could force ENSG to take on debt, risking EPS compression in a high-rate environment. Read the full article on Seeking Alpha

Recent updates

User avatar
New Narrative • Sep 12

Ageing Demographics And Quality Metrics Will Support A Durable Post Acute Care Upside Narrative

Catalysts About Ensign Group Ensign Group operates a large portfolio of skilled nursing and senior care facilities in the United States with an affiliated healthcare REIT platform. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Aug 04

The Ensign Group: Why Cash Burn And Regulatory Risks Make It A Hold

Summary The Ensign Group receives a Hold rating with a fair value of $125–140 per share due to acquisition-driven growth and rising risks. ENSG's Q2 growth was 64% inorganic, heavily reliant on acquisitions, while organic growth from existing assets was only 6.6%. Regulatory headwinds, including the OBBB Act and California's OHCA, threaten Medicaid funding and acquisition pipelines, directly pressuring ENSG's future margins and growth. Rapid cash burn from acquisitions is depleting reserves; continued investment outflows could force ENSG to take on debt, risking EPS compression in a high-rate environment. Read the full article on Seeking Alpha
Analysis Article • Jan 04

Is Ensign Group (NASDAQ:ENSG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Oct 28

Estimating The Intrinsic Value Of The Ensign Group, Inc. (NASDAQ:ENSG)

Key Insights Ensign Group's estimated fair value is US$165 based on 2 Stage Free Cash Flow to Equity Ensign Group's...
User avatar
Narrative Update • Oct 08

Rising US Eldercare Demand And Acquisitions Will Drive Expansion

Narrative Update: Analyst Price Target Increased for Ensign Group Analysts have raised their price target on Ensign Group by $3 to $180, citing a continued recovery and positive operating momentum in the skilled nursing facility sector. Analyst Commentary Recent analyst discussions and price target adjustments reflect a renewed optimism in Ensign Group’s prospects as well as a careful eye on sector dynamics.
Analysis Article • Sep 27

What Does The Ensign Group, Inc.'s (NASDAQ:ENSG) Share Price Indicate?

The Ensign Group, Inc. ( NASDAQ:ENSG ), is not the largest company out there, but it saw a significant share price rise...
User avatar
Narrative Update • Sep 20

Rising US Eldercare Demand And Acquisitions Will Drive Expansion

With both Ensign Group’s future P/E and consensus revenue growth forecasts holding steady, analysts have made only a marginal upward adjustment to the fair value target, raising the consensus price target from $174.67 to $177.40. What's in the News Ensign Group settled a whistleblower case for over $47.3 million, resolving allegations of Medicare and Medicaid fraud, kickbacks to physicians, and violations of the False Claims Acts and Anti-Kickback Statutes.
User avatar
Narrative Update • Sep 05

Rising US Eldercare Demand And Acquisitions Will Drive Expansion

With no changes observed in either Ensign Group’s future P/E ratio or net profit margin, the consensus analyst price target remains stable at $174.67. What's in the News Ensign Group settled a whistleblower lawsuit for over $47.3 million, resolving allegations of nationwide Medicare and Medicaid fraud, kickbacks, and violations of federal and state laws, as well as breaching a prior Corporate Integrity Agreement.
Seeking Alpha • Nov 18

Ensign Group: Expensive Despite Excellent Growth Prospects

Summary The Ensign Group's unique local, field-driven management structure contributes to high service quality and leadership retention. Astonishing revenue growth at a 15% CAGR over 10 years, but rising costs and capex hinder free cash flow, making the stock expensive. Recent strategic acquisitions of distressed assisted living facilities in Wisconsin and Nebraska signal sustainable growth and value-add opportunities. Shares are a hold with a price target of $150. Read the full article on Seeking Alpha
User avatar
New Narrative • Aug 27

Calculated Acquisitions And Market Expansion Fuel Robust Growth Prospects

Ensign Group's strategy for growth involves acquisitions, geographical expansion, and operational efficiency, indicating a potential for increased revenue and margins.

Shareholder Returns

ENSGUS HealthcareUS Market
7D1.9%-1.8%-0.9%
1Y4.7%17.3%13.9%

Return vs Industry: ENSG underperformed the US Healthcare industry which returned 17.3% over the past year.

Return vs Market: ENSG underperformed the US Market which returned 13.9% over the past year.

Price Volatility

Is ENSG's price volatile compared to industry and market?
ENSG volatility
ENSG Average Weekly Movement3.5%
Healthcare Industry Average Movement7.1%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: ENSG has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ENSG's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199946,000Barry Portensigngroup.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 Ensign Group, Inc. Fundamentals Summary

How do Ensign Group's earnings and revenue compare to its market cap?
ENSG fundamental statistics
Market capUS$10.05b
Earnings (TTM)US$378.70m
Revenue (TTM)US$5.49b
26.6x
P/E Ratio
1.8x
P/S Ratio

Is ENSG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ENSG income statement (TTM)
RevenueUS$5.49b
Cost of RevenueUS$4.58b
Gross ProfitUS$908.93m
Other ExpensesUS$530.22m
EarningsUS$378.70m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)6.55
Gross Margin16.57%
Net Profit Margin6.90%
Debt/Equity Ratio5.7%

How did ENSG perform over the long term?

See historical performance and comparison

Dividends

0.1%
Current Dividend Yield
4%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 05:35
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Ensign Group, Inc. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tao QiuBerenberg
Joseph FranceCantor Fitzgerald & Co.
Peter MartinCitizens JMP Securities, LLC

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide