PACS Group, Inc.

NYSE:PACS Stock Report

Market Cap: US$6.6b

PACS Group Past Earnings Performance

Past criteria checks 6/6

PACS Group has been growing earnings at an average annual rate of 22.9%, while the Healthcare industry saw earnings growing at 2.7% annually. Revenues have been growing at an average rate of 22.2% per year. PACS Group's return on equity is 23.4%, and it has net margins of 4.5%.

Key information

22.89%

Earnings growth rate

16.07%

EPS growth rate

Healthcare Industry Growth8.50%
Revenue growth rate22.15%
Return on equity23.39%
Net Margin4.49%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Narrative Update Jun 26

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.
Analysis Article May 14

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...
Seeking Alpha May 13

PACS Group: Strong Comeback That's Backed By Improving Fundamentals

Summary PACS Group is reaffirmed as a 'Buy' for long-term investors, following a 257% rebound from oversold lows. PACS demonstrates robust credit health with $795M liquidity, 0.1x net leverage, and strong interest coverage, supporting aggressive organic and acquisition-driven growth. Guidance for FY26 includes 8% revenue growth and 22% adjusted EBITDA growth, with margin expansion driven by facility maturation and industry consolidation opportunities. Despite a recent rally, PACS trades at a forward EV/EBITDA of 12.4 versus its peer NHC at 17.2, making it attractive on corrections. Read the full article on Seeking Alpha
Seeking Alpha Aug 21

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 Alpha
Seeking Alpha Apr 12

PACS 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 Alpha

Revenue & Expenses Breakdown

How PACS Group makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:PACS Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 265,4322444680
31 Dec 255,2891924540
30 Sep 255,1391694270
30 Jun 254,8211323930
31 Mar 254,447494270
31 Dec 244,090563750
30 Sep 243,735533280
30 Jun 243,498573070
31 Mar 243,3231102310
31 Dec 233,1111132400
31 Dec 222,4221501700
31 Dec 211,167481060

Quality Earnings: PACS has high quality earnings.

Growing Profit Margin: PACS's current net profit margins (4.5%) are higher than last year (1.1%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: PACS's earnings have grown significantly by 22.9% per year over the past 5 years.

Accelerating Growth: PACS's earnings growth over the past year (393.3%) exceeds its 5-year average (22.9% per year).

Earnings vs Industry: PACS earnings growth over the past year (393.3%) exceeded the Healthcare industry 16%.


Return on Equity

High ROE: PACS's Return on Equity (23.4%) is considered high.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/29 11:42
End of Day Share Price 2026/06/26 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 world class team 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.

AnalystInstitution
Jason CassorlaCitigroup Inc
Lisa GillJ.P. Morgan
Calvin SternickJ.P. Morgan