Obermatt

Select Medical

NYQ:SEM · US81619Q1058
Health Care Providers & ServicesLarge

360

41
EV / EBIT51
Price / Owner Earnings18
Owner Earnings Yield39
Dividend Yield87
Price/Sales83
EV / Gross Profit66
Price/Book75
Return on Capital41
Cash Return on Capital30
Return on Equity55
EBIT Margin25
Gross Profitability41
Cash Conversion73
Accruals45
Owner Earnings Margin25
Sales growth38
Profit Growth58
Long-Term EPS Growth75
Owner Earnings Growth94
Reinvestment19
Price momentum52
Debt load34
Refinancing93
Debt Payback13
Liquidity51
Analyst ratings7
Opinion Changes18
Price Target Upside1
Market mood91
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Select Medical clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryHealth Care Providers & Services
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2004
Employees6,299
ISINUS81619Q1058
Last UpdateApr 2, 2026
Index & Theme
Infectious DiseasesNeurologyCardiovascularOutpatient CareOrthopaedicsSurgeryChronic DiseasesWellness and RecoveryPulmonologyRespiratory

Description

Select Medical Holdings Corporation operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States. As of December 31, 2025, the company had operations in 39 states and the District…

Analysis

Middle-of-the-road

Select Medical Holdings Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 50.4× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 19% yearly growth; analysts expect 14%. The gap between price and consensus is worth watching: demanding expectations.

The trajectory is solid and the balance sheet is stretched. The company scores 10/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
47
2023202420252026

All-time high

95

Aug 2023

All-time low

37

Mar 2026

Average rank

62

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
83
85
80
87
Price/Earnings
59
74
89
100
Price/Book
75
74
87
47
Dividend Yield
87
92
93
92
Value (overall)
94
100
100
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →