ENSG Ensign Group Loading... : Bullish and Bearish Analyst Opinions
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16:15
Jun 14
Jun 14
Ensign Group consolidates nursing homes defensively
Ensign Group operates nursing homes, buying poorly managed facilities and improving operations. The sector is extremely defensive with aging demographics, and the company has delivered consistent 15%+ value creation, growing revenue and earnings every year. Its main competitor Genesis Healthcare went bankrupt, leaving market share. With only 3% market share of 14,000 U.S. nursing homes, the runway is long. The stock recently corrected 20%, now at 21x PE, low relative to its growth quality and historical average, presenting a re-rating opportunity.
HIGH
About ENSG Analyst Coverage
Buzzberg tracks ENSG (Ensign Group) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Alejandro Estebaranz.