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Select Medical Holdings Community
NYSE:SEM Community
3
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Select Medical Holdings
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Undervalued
Overvalued
Select Medical Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging Population And Chronic Illnesses Will Expand Post-Acute Demand
Key Takeaways Expansion in inpatient rehab and outpatient system upgrades are driving accelerated margin recovery and earnings growth, positioning Select Medical as a market leader. Demographic shifts and hospital outsourcing trends fuel ongoing demand, while technology-driven efficiency and strong clinical reputation enable sustained profitability improvements.
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US$21.00
FV
39.5% undervalued
intrinsic discount
5.51%
Revenue growth p.a.
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1 day ago
author updated this narrative
Select Medical Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Inpatient Rehab Facility Expansion And Consolidation Will Drive Future Strength
Key Takeaways Strategic expansion and partnerships strengthen market presence, drive higher patient volumes, and enhance resilience amid evolving healthcare demands. Operational improvements and healthcare policy trends position post-acute and rehab offerings for sustained revenue and margin growth.
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US$17.83
FV
28.7% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
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0
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3 days ago
author updated this narrative
Select Medical Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
CMS Changes And Debt Will Curb Margins With Modest Recovery
Key Takeaways Heavy dependence on government reimbursement and tightening regulations presents ongoing risks to revenue growth and margin stability. High debt burden and labor cost pressures may restrict investment flexibility and threaten sustained earnings improvement.
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US$14.00
FV
9.2% undervalued
intrinsic discount
5.12%
Revenue growth p.a.
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about 16 hours ago
author updated this narrative
Your Valuation for
SEM
SEM
Select Medical Holdings
Your Fair Value
US$
Current Price
US$12.71
8.0% 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$6.7b
Earnings US$103.5m
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