Select Medical Holdings Corporation

NYSE:SEM Stock Report

Market Cap: US$2.5b

Select Medical Holdings Management

Management criteria checks 1/4

Select Medical Holdings' CEO is David Chernow, appointed in Jan 2014, has a tenure of 10.92 years. total yearly compensation is $10.71M, comprised of 9.3% salary and 90.7% bonuses, including company stock and options. directly owns 0.73% of the company’s shares, worth $17.91M. The average tenure of the management team and the board of directors is 1.2 years and 14.6 years respectively.

Key information

David Chernow

Chief executive officer

US$10.7m

Total compensation

CEO salary percentage9.3%
CEO tenure10.9yrs
CEO ownership0.7%
Management average tenure1.2yrs
Board average tenure14.6yrs

Recent management updates

Here's Why Shareholders Should Examine Select Medical Holdings Corporation's (NYSE:SEM) CEO Compensation Package More Closely

Apr 19
Here's Why Shareholders Should Examine Select Medical Holdings Corporation's (NYSE:SEM) CEO Compensation Package More Closely

Recent updates

Should You Think About Buying Select Medical Holdings Corporation (NYSE:SEM) Now?

Nov 22
Should You Think About Buying Select Medical Holdings Corporation (NYSE:SEM) Now?

Select Medical Holdings' (NYSE:SEM) Dividend Will Be $0.125

Nov 04
Select Medical Holdings' (NYSE:SEM) Dividend Will Be $0.125

Returns Are Gaining Momentum At Select Medical Holdings (NYSE:SEM)

Oct 21
Returns Are Gaining Momentum At Select Medical Holdings (NYSE:SEM)

Select Medical Holdings: No Reason To Downgrade This One Just Yet

Oct 07

Does Select Medical Holdings (NYSE:SEM) Have A Healthy Balance Sheet?

Oct 03
Does Select Medical Holdings (NYSE:SEM) Have A Healthy Balance Sheet?

Select Medical Holdings' (NYSE:SEM) Dividend Will Be $0.125

Aug 05
Select Medical Holdings' (NYSE:SEM) Dividend Will Be $0.125

Select Medical Holdings' (NYSE:SEM) Returns On Capital Are Heading Higher

Jul 19
Select Medical Holdings' (NYSE:SEM) Returns On Capital Are Heading Higher

What Does Select Medical Holdings Corporation's (NYSE:SEM) Share Price Indicate?

Jul 01
What Does Select Medical Holdings Corporation's (NYSE:SEM) Share Price Indicate?

Does Select Medical Holdings (NYSE:SEM) Have A Healthy Balance Sheet?

Jun 13
Does Select Medical Holdings (NYSE:SEM) Have A Healthy Balance Sheet?

There's Reason For Concern Over Select Medical Holdings Corporation's (NYSE:SEM) Price

May 26
There's Reason For Concern Over Select Medical Holdings Corporation's (NYSE:SEM) Price

Results: Select Medical Holdings Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

May 05
Results: Select Medical Holdings Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Here's Why Shareholders Should Examine Select Medical Holdings Corporation's (NYSE:SEM) CEO Compensation Package More Closely

Apr 19
Here's Why Shareholders Should Examine Select Medical Holdings Corporation's (NYSE:SEM) CEO Compensation Package More Closely

Returns At Select Medical Holdings (NYSE:SEM) Appear To Be Weighed Down

Apr 11
Returns At Select Medical Holdings (NYSE:SEM) Appear To Be Weighed Down

Select Medical: Solid Growth Prospects And A Compelling Valuation

Mar 05

Cautious Investors Not Rewarding Select Medical Holdings Corporation's (NYSE:SEM) Performance Completely

Feb 18
Cautious Investors Not Rewarding Select Medical Holdings Corporation's (NYSE:SEM) Performance Completely

We Think Select Medical Holdings (NYSE:SEM) Is Taking Some Risk With Its Debt

Jan 15
We Think Select Medical Holdings (NYSE:SEM) Is Taking Some Risk With Its Debt

Returns On Capital At Select Medical Holdings (NYSE:SEM) Have Hit The Brakes

Dec 31
Returns On Capital At Select Medical Holdings (NYSE:SEM) Have Hit The Brakes

Select Medical Holdings (NYSE:SEM) Is Due To Pay A Dividend Of $0.125

Nov 06
Select Medical Holdings (NYSE:SEM) Is Due To Pay A Dividend Of $0.125

Select Medical: Market Expectations Appear Well Justified With Technical And Economic Factors

Oct 25

What Does Select Medical Holdings Corporation's (NYSE:SEM) Share Price Indicate?

Oct 04
What Does Select Medical Holdings Corporation's (NYSE:SEM) Share Price Indicate?

Is Select Medical Holdings (NYSE:SEM) Using Too Much Debt?

Sep 16
Is Select Medical Holdings (NYSE:SEM) Using Too Much Debt?

Select Medical: Capital Charge Now $6.1Bn At C.6% Trailing Returns, Reiterate Hold

Aug 11

Select Medical Holdings (NYSE:SEM) Will Pay A Dividend Of $0.125

Aug 07
Select Medical Holdings (NYSE:SEM) Will Pay A Dividend Of $0.125

Select Medical Holdings (NYSE:SEM) Has More To Do To Multiply In Value Going Forward

Jul 14
Select Medical Holdings (NYSE:SEM) Has More To Do To Multiply In Value Going Forward

At US$31.69, Is Select Medical Holdings Corporation (NYSE:SEM) Worth Looking At Closely?

Jun 29
At US$31.69, Is Select Medical Holdings Corporation (NYSE:SEM) Worth Looking At Closely?

Here's Why Select Medical Holdings (NYSE:SEM) Has A Meaningful Debt Burden

May 27
Here's Why Select Medical Holdings (NYSE:SEM) Has A Meaningful Debt Burden

Select Medical: Revising To Hold As Business Economics Roll Lower

May 26

Select Medical Holdings (NYSE:SEM) May Have Issues Allocating Its Capital

Apr 05
Select Medical Holdings (NYSE:SEM) May Have Issues Allocating Its Capital

Should You Investigate Select Medical Holdings Corporation (NYSE:SEM) At US$25.73?

Mar 17
Should You Investigate Select Medical Holdings Corporation (NYSE:SEM) At US$25.73?

Select Medical GAAP EPS of $0.22 misses by $0.11, revenue of $1.58B in-line

Feb 23

CEO Compensation Analysis

How has David Chernow's remuneration changed compared to Select Medical Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$266m

Jun 30 2024n/an/a

US$259m

Mar 31 2024n/an/a

US$260m

Dec 31 2023US$11mUS$995k

US$235m

Sep 30 2023n/an/a

US$217m

Jun 30 2023n/an/a

US$196m

Mar 31 2023n/an/a

US$174m

Dec 31 2022US$9mUS$995k

US$153m

Sep 30 2022n/an/a

US$175m

Jun 30 2022n/an/a

US$223m

Mar 31 2022n/an/a

US$329m

Dec 31 2021US$12mUS$995k

US$389m

Sep 30 2021n/an/a

US$415m

Jun 30 2021n/an/a

US$415m

Mar 31 2021n/an/a

US$306m

Dec 31 2020US$8mUS$995k

US$250m

Sep 30 2020n/an/a

US$206m

Jun 30 2020n/an/a

US$162m

Mar 31 2020n/an/a

US$155m

Dec 31 2019US$8mUS$995k

US$143m

Sep 30 2019n/an/a

US$136m

Jun 30 2019n/an/a

US$138m

Mar 31 2019n/an/a

US$140m

Dec 31 2018US$8mUS$995k

US$133m

Sep 30 2018n/an/a

US$207m

Jun 30 2018n/an/a

US$193m

Mar 31 2018n/an/a

US$189m

Dec 31 2017US$7mUS$984k

US$171m

Compensation vs Market: David's total compensation ($USD10.71M) is above average for companies of similar size in the US market ($USD6.67M).

Compensation vs Earnings: David's compensation has increased by more than 20% in the past year.


CEO

David Chernow (67 yo)

10.9yrs

Tenure

US$10,706,265

Compensation

Mr. David S. Chernow serves as Director at Exokinetics, Inc. He has been the Chief Executive Officer at Select Medical Holdings Corporation and Select Medical Corporation since January 1, 2014. Mr. Chernow...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Ortenzio
Co-Founder & Executive Chairman19.8yrsUS$10.77m6.94%
$ 170.6m
David Chernow
Chief Executive Officer10.9yrsUS$10.71m0.73%
$ 17.9m
Michael Malatesta
Executive VP & CFO1.2yrsUS$1.53m0.13%
$ 3.2m
Michael Tarvin
Senior Executive VP27.8yrsUS$4.44m0.34%
$ 8.3m
Martin Jackson
Senior Executive Vice President of Strategic Finance & Operations1.2yrsUS$6.47m0.99%
$ 24.3m
John Saich
Co-President1.2yrsno data0.51%
$ 12.5m
Thomas Mullin
Co-President1.2yrsno data0.24%
$ 6.0m
Christopher Weigl
Senior VP1.8yrsno data0.027%
$ 652.8k
Brian Rusignuolo
Executive VP & Chief Information Officer3.9yrsno data0.23%
$ 5.7m
Robert Breighner
Senior Vice President of Compliance & Auditno datano data0.024%
$ 578.5k
Shelly Eckenroth
Senior VP & Chief Communications1.2yrsno datano data
Mary Lacey
Senior VP & Chief Human Resources Officer1.2yrsno datano data

1.2yrs

Average Tenure

55yo

Average Age

Experienced Management: SEM's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Robert Ortenzio
Co-Founder & Executive Chairman19.8yrsUS$10.77m6.94%
$ 170.6m
Russell Carson
Independent Lead Director19.8yrsUS$384.40k0.85%
$ 20.9m
Thomas Scully
Independent Director20.8yrsUS$383.40k0.069%
$ 1.7m
Daniel Thomas
Independent Director5.4yrsUS$405.80k0.051%
$ 1.3m
William Frist
Independent Director14.6yrsUS$407.83k0.22%
$ 5.4m
Marilyn Tavenner
Independent Director6.1yrsUS$394.40k0.017%
$ 419.4k
James Ely
Independent Director16.1yrsUS$414.83k0.11%
$ 2.8m
Katherine Davisson
Independent Director3.7yrsUS$409.80k0.036%
$ 876.7k
Parvinderjit Khanuja
Independent Director3.1yrsUS$407.83k0.034%
$ 840.4k

14.6yrs

Average Tenure

66yo

Average Age

Experienced Board: SEM's board of directors are seasoned and experienced ( 14.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:02
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

Select Medical Holdings Corporation is covered by 18 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brian WilliamsAvondale Partners
Benjamin MayoBaird
William SutherlandBenchmark Company