PACS Group (PACS) Stock Overview
Through its subsidiaries, operates skilled nursing facilities and assisted living facilities in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 6/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
PACS Community Fair Values
Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
PACS Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$42.12 |
| 52 Week High | US$49.49 |
| 52 Week Low | US$10.31 |
| Beta | -0.13 |
| 1 Month Change | -4.84% |
| 3 Month Change | 15.11% |
| 1 Year Change | 251.88% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 83.13% |
Recent News & Updates
PACS Group: The Peer Check Stopped Me From Calling It Cheap
Summary I rate PACS a Buy and value the shares at $49.58, about 17% above the August 31 closing price. Q2 revenue rose 9.1%, operating income grew 35.8%, and same-store occupancy reached 90.6%. Eduro adds 3,633 beds. My 2027 model includes $260 million of incremental revenue after a 27% haircut. My valuation subtracts the $181.1 million refund liability and a separate $96.5 million legal reserve. Read the full article on Seeking Alpha
PACS: Raised 2026 Guidance And Eduro Expansion Will Drive Repricing Potential
Analysts increased their fair value estimate for PACS Group to $59.75 from $52.67, pointing to refreshed models that incorporate updated revenue growth assumptions, a slightly higher discount rate, a modestly lower profit margin outlook, and higher future P/E expectations. These expectations are broadly in line with recent price target moves toward $60.Recent updates
PACS Group: The Peer Check Stopped Me From Calling It Cheap
Summary I rate PACS a Buy and value the shares at $49.58, about 17% above the August 31 closing price. Q2 revenue rose 9.1%, operating income grew 35.8%, and same-store occupancy reached 90.6%. Eduro adds 3,633 beds. My 2027 model includes $260 million of incremental revenue after a 27% haircut. My valuation subtracts the $181.1 million refund liability and a separate $96.5 million legal reserve. Read the full article on Seeking AlphaPACS: Raised 2026 Guidance And Eduro Expansion Will Drive Repricing Potential
Analysts increased their fair value estimate for PACS Group to $59.75 from $52.67, pointing to refreshed models that incorporate updated revenue growth assumptions, a slightly higher discount rate, a modestly lower profit margin outlook, and higher future P/E expectations. These expectations are broadly in line with recent price target moves toward $60.PACS: Q1 Execution And Eduro Deal Will Drive Repricing Potential
The analyst price target for PACS Group in this update shifts higher to $52.67 from $49.67, reflecting analysts' refreshed models following recent earnings, updated 2026 guidance, and a series of upward target revisions from firms covering the stock. Analyst Commentary Recent research updates on PACS Group highlight how analysts are recalibrating their views after the latest earnings and 2026 guidance, with several price targets now above the current consensus level used in this report.PACS: Q1 Execution And 2026 Outlook Will Drive Repricing Potential
Analysts have raised their average price target on PACS Group from about $35 to roughly $49.67, citing updated models following the company's recent Q1 results and refreshed 2026 guidance, along with what they describe as a strong quarter that has helped the stock regain traction with the Street. Analyst Commentary Recent research updates on PACS Group focus heavily on how the latest Q1 results and refreshed 2026 guidance feed into valuation, execution risk, and the stock's growth profile.PACS Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
PACS Group, Inc. ( NYSE:PACS ) investors will be delighted, with the company turning in some strong numbers with its...PACS Group: Under The Radar Healthcare Stock To Buy On Corrections
Summary PACS Group is a hidden gem stock with strong growth potential in the skilled nursing and assisted living facility industry. The company has shown aggressive growth through acquisitions, and as SNF facilities mature, growth is likely to remain healthy. Despite limited analyst coverage, PACS stock has shown an uptrend and is expected to outperform index and healthcare sector returns in the next three to five years. Read the full article on Seeking AlphaPACS Group: A Healthy Debut For This Acute Care Provider
Summary PACS Group shares rose 10% on the first day of trading after its IPO. The company operates 208 facilities across 9 states, providing post-acute care to 20,000 patients on a daily basis. Concerns about leverage, earnings power, and risks such as reimbursement policies and competition make investors cautious. Read the full article on Seeking AlphaShareholder Returns
| PACS | US Healthcare | US Market | |
|---|---|---|---|
| 7D | -5.9% | -1.8% | 0.5% |
| 1Y | 251.9% | 17.0% | 12.0% |
Return vs Industry: PACS exceeded the US Healthcare industry which returned 17% over the past year.
Return vs Market: PACS exceeded the US Market which returned 12% over the past year.
Price Volatility
| PACS volatility | |
|---|---|
| PACS Average Weekly Movement | 5.6% |
| Healthcare Industry Average Movement | 7.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: PACS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: PACS's weekly volatility has decreased from 13% to 6% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 47,455 | Jason Murray | pacs.com |
PACS Group, Inc., through its subsidiaries, operates skilled nursing facilities and assisted living facilities in the United States. It also provides senior care and independent living facilities. The company engages in the acquisition, ownership, and leasing of health care-related properties.
PACS Group, Inc. Fundamentals Summary
| PACS fundamental statistics | |
|---|---|
| Market cap | US$6.66b |
| Earnings (TTM) | US$269.17m |
| Revenue (TTM) | US$5.55b |
Is PACS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PACS income statement (TTM) | |
|---|---|
| Revenue | US$5.55b |
| Cost of Revenue | US$4.59b |
| Gross Profit | US$961.21m |
| Other Expenses | US$692.04m |
| Earnings | US$269.17m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.70 |
| Gross Margin | 17.32% |
| Net Profit Margin | 4.85% |
| Debt/Equity Ratio | 22.1% |
How did PACS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/18 21:46 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
PACS Group, Inc. is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jason Cassorla | Citigroup Inc |
| Lisa Gill | J.P. Morgan |
| Calvin Sternick | J.P. Morgan |