Loading...
Back to narrative

Update shared on20 Sep 2025

Fair value Increased 1.56%
AnalystConsensusTarget's Fair Value
US$180.40
2.8% undervalued intrinsic discount
08 Oct
US$175.34
Loading
1Y
19.1%
7D
-0.03%

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.
  • Ensign acquired multiple facilities: Pine Crest Health and Memory Care in Wisconsin; Crystal Heights Care Center in Iowa; Duncanville Healthcare and Rehabilitation Center in Texas (real estate only); Timber Springs Transitional Care in Idaho; and eleven new facilities in California, adding over 1,200 beds/units to its portfolio.
  • The company announced a $20 million share repurchase program, but had not repurchased any shares as of late June 2025.
  • Ensign raised its 2025 earnings guidance to $6.34–$6.46 per diluted share and increased revenue guidance to $4.99–$5.02 billion, reflecting strong performance and recent acquisitions.

Valuation Changes


Summary of Valuation Changes for Ensign Group

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $174.67 to $177.40.
  • The Future P/E for Ensign Group remained effectively unchanged, moving only marginally from 25.36x to 25.76x.
  • The Consensus Revenue Growth forecasts for Ensign Group remained effectively unchanged, at 12.2% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.