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Select Medical Holdings Community
NYSE:SEM Community
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Select Medical Holdings
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Select Medical Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Inpatient Rehab And Outpatient Access Improvements Will Secure Success
Key Takeaways Significant growth in the inpatient rehab division is driving revenue through expansion and increased patient capacity. Efforts in outpatient improvements and stock repurchases aim to enhance margins and shareholder returns despite regulatory challenges.
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US$20.50
FV
38.7% undervalued
intrinsic discount
5.28%
Revenue growth p.a.
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3 days ago
author updated this narrative
Select Medical Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging US Population And Technology Will Reshape Post-Acute Care
Key Takeaways Expansion in inpatient rehabilitation and partnerships with major health systems aim to boost patient volumes, broaden network reach, and fuel long-term revenue growth. Technology integration, operational efficiency, and industry consolidation position the company for margin expansion, scalable acquisitions, and sustained profit improvement.
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US$25.00
FV
49.7% undervalued
intrinsic discount
6.05%
Revenue growth p.a.
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10 days ago
author updated this narrative
Select Medical Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Regulatory Pressures And Labor Cost Hikes Will Compress Margins
Key Takeaways Exposure to regulatory changes, labor shortages, and reimbursement pressures is eroding margins and destabilizing predictable revenue across core business operations. Industry shifts toward telehealth and payer consolidation are shrinking Select Medical’s addressable market and curbing future growth opportunities.
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US$15.00
FV
16.2% undervalued
intrinsic discount
4.89%
Revenue growth p.a.
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3 months ago
author updated this narrative
Your Valuation for
SEM
SEM
Select Medical Holdings
Your Fair Value
US$
Current Price
US$12.57
11.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-32m
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$6.9b
Earnings US$105.5m
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