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SEM

Select Medical Holdings Corporation

SEM

NYSE·Healthcare·Medical - Care Facilities·Mkt cap $2.0B

$16.51

-0.09%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$11.65 - $16.99

P/E

15.15

Fwd P/E

13.53

Beta

0.79

Div Yield

1.51%

Avg Vol

1.8M

Shares Out

124.0M

Mkt Cap

$2.0B

Price action

Price chart

Up 9.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Largest network of critical illness recovery hospitals in the U.S. with 104 facilities across 28 states
  • Diversified geographic footprint across 41 states reducing regional economic dependency
  • Integrated care continuum from acute recovery to outpatient rehabilitation enabling patient referral networks
  • Concentra segment provides recurring B2B revenue from employer contracts and occupational health services
  • Established relationships with hospitals, insurers, and employers creating high switching costs

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Aging U.S. population increasing demand for post-acute care and rehabilitation services

Value

Undervalued - trading well below Healthcare Facilities peers

Momentum

Stable

+1.0% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

1.51% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.36 vs $0.43 consensus (-16.3% surprise). Revenue of $1.4B vs $1.4B expected (+0.7%).

EPS miss
Rev beat +0.7%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-16.3%

Next: Apr 29, 2026

Revenue trend · last 8Q

-110%

-24%

+5%

-23%

+5%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.3B

$1.8B

-$122.6M

$1.4B

$1.3B

$1.4B

$1.4B

$1.4B

Margins · last 8Q

Gross

Operating

Profit

3.1%

Wall Street consensus

3 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

3

100%

Sell

0%

Median Price Target

$16.50

-0.1% vs $16.51

Low $16.50
Median $16.50
High $16.50

Latest: Mizuho · $16.50 · May 13, 2026

1 analyst covering

vs Industry

How SEM stacks vs Medical - Care Facilities

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.