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SEM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
16.460
Open
16.450
VWAP
16.44
Vol
1.66M
Mkt Cap
2.04B
Low
16.420
Amount
27.26M
EV/EBITDA(TTM)
9.13
Total Shares
124.02M
EV
4.24B
EV/OCF(TTM)
10.94
P/S(TTM)
0.36
Select Medical Holdings Corporation operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States. Its segments include Critical Illness Recovery Hospital, Rehabilitation Hospital, and Outpatient Rehabilitation. Critical Illness Recovery Hospital segment consists of hospitals designed to serve the needs of patients recovering from critical illnesses, often with complex medical needs. It operates the majority of its critical illness recovery hospitals as a hospital within a hospital (an HIH). Rehabilitation Hospital segment serves patients that require intensive physical rehabilitation care. Outpatient Rehabilitation segment consists of clinics that provide physical, occupational, and speech rehabilitation services. It operates around 105 critical illness recovery hospitals in 29 states, 36 rehabilitation hospitals in 14 states, and 1,922 outpatient rehabilitation clinics in 39 states and the District of Columbia.
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Events Timeline

(ET)
2026-04-30
16:50:00
Sees FY25 Adjusted EBITDA at $520M-$540M
select
2026-04-30
16:40:00
Company Reports Q1 Revenue of $1.421B
select
2026-03-04 (ET)
2026-03-04
06:30:00
Benchmark Downgrades Select Medical to Hold
select
2026-03-04
04:40:00
Deutsche Bank Downgrades Select Medical to Hold, Price Target $16.50
select
2026-03-03 (ET)
2026-03-03
05:30:00
RBC Capital Downgrades Select Medical to Sector Perform, Price Target Cut to $16.50
select
2026-03-02 (ET)
2026-03-02
18:50:00
Select Medical Enters Agreement for $16.50 Acquisition by Consortium
select
2026-02-19 (ET)
2026-02-19
16:40:00
Company Reports Q4 Revenue of $1.40B
select
2026-02-19
16:40:00
Sees 2026 Revenue at $5.6B-$5.8B
select

News

Globenewswire
8.5
05-01Globenewswire
PinnedInvestigation Launched into Select Medical's Proposed Sale
  • Shareholder Rights Investigation: Johnson Fistel, PLLP has initiated an investigation into whether the board of Select Medical Holdings breached its fiduciary duties in connection with the proposed sale to a consortium led by Robert A. Ortenzio, aiming to protect shareholder interests amidst concerns of undervaluation.
  • Merger Agreement Details: On March 2, 2026, Select Medical announced a definitive merger agreement with a consortium at a cash price of $16.50 per share; however, the fairness of this transaction is under scrutiny, which could significantly impact shareholder value.
  • Shareholder Voting Rights: Initial rollover participants collectively own approximately 11.8% of Select Medical's shares and have agreed to vote in favor of the merger agreement, a decision that may affect the rights of minority shareholders, especially as the company transitions to private ownership.
  • Transaction Impact Analysis: If the transaction closes successfully, Select Medical will be delisted from the New York Stock Exchange, and its shares will be deregistered under SEC rules, which could have profound implications for existing shareholders regarding liquidity and investment returns.
seekingalpha
9.5
05-01seekingalpha
Select Medical Q1 2026 Earnings Call Insights
  • Acquisition Agreement: Select Medical announced an acquisition agreement led by Robert Ortenzio, with shareholders set to receive $16.50 per share in cash, expected to close in mid-2026, which will provide the company with an additional $1 billion in loan capacity, enhancing financial flexibility.
  • Revenue Growth: The company reported a 5% year-over-year revenue increase, with inpatient rehabilitation revenue rising over 14% to approximately $351.9 million, indicating positive outcomes from its business expansion strategy amid strong market demand.
  • Financial Performance Analysis: Despite a 6.5% decline in adjusted EBITDA to $141.6 million, management maintained its full-year 2026 revenue guidance between $5.6 billion and $5.8 billion, reflecting confidence in future performance.
  • Market Risk Concerns: Management highlighted an increase in denial rates in the Medicare Advantage space, which is expected to negatively impact revenue in critical illness recovery hospitals by approximately $13 million to $14 million, reflecting regulatory and market challenges within the industry.
NASDAQ.COM
2.0
05-01NASDAQ.COM
Select Medical (SEM) Q1 2026 Earnings Transcript
Yahoo Finance
9.5
05-01Yahoo Finance
Select Medical Holdings Reports Q1 Adjusted Earnings
  • Earnings Performance: Select Medical Holdings reported adjusted earnings of $0.36 per diluted share for Q1, indicating the company's stable profitability in the current economic environment despite facing industry challenges.
  • Market Reaction: The release of this earnings data may impact investor confidence; while it did not exceed market expectations, it still reflects the company's ongoing operational capabilities in the healthcare sector.
  • Financial Health: The company did not provide specific details on revenue growth or cost control measures in the report, which may necessitate more information in future earnings reports to bolster investor confidence.
  • Strategic Outlook: The future strategic direction of Select Medical Holdings remains unclear, with investors looking forward to clearer growth plans and market positioning in upcoming earnings announcements.
PRnewswire
9.5
04-30PRnewswire
Select Medical Reports Q1 Results and Declares Cash Dividend
  • Revenue Growth: In Q1 2026, Select Medical reported a 5.0% year-over-year revenue increase to $1.4215 billion, indicating stable growth in the healthcare sector despite declines in operating and net income.
  • Decline in Operating Income: The operating income for Q1 was $98.4 million, down 12.7% from $112.7 million in the same quarter last year, reflecting challenges in cost control and operational efficiency that may impact future profitability.
  • Cash Dividend Declaration: The Board declared a cash dividend of $0.0625 per share on April 29, 2026, payable on May 28, 2026, demonstrating the company's commitment to shareholder returns, although future dividends will depend on financial assessments.
  • Merger Plan Progress: Select Medical entered into a merger agreement with WCAS XIV, L.P., expected to close in mid-2026, with shareholders receiving $16.50 per share in cash, highlighting the company's strategic intent to optimize capital structure and enhance shareholder value.
Newsfilter
9.5
04-30Newsfilter
Select Medical Reports Q1 Earnings and Declares Cash Dividend
  • Revenue Growth: In Q1 2026, Select Medical reported a 5.0% year-over-year revenue increase to $1.4215 billion, indicating stable growth in the healthcare sector despite rising operational costs.
  • Net Income Decline: The net income for Q1 was $63.8 million, down 14.7% from $74.7 million in the previous year, reflecting a decrease in operational efficiency that may impact investor confidence moving forward.
  • Dividend Declaration: On April 29, 2026, the Board declared a cash dividend of $0.0625 per share, payable on May 28, 2026, demonstrating sound financial management, although the sustainability of future dividends remains uncertain.
  • Merger Agreement: Select Medical entered into a merger agreement with WCAS XIV, L.P., expected to close in mid-2026, with shareholders receiving $16.50 per share in cash, marking a significant strategic shift that could affect market positioning and shareholder structure.
Wall Street analysts forecast SEM stock price to rise
4 Analyst Rating
Wall Street analysts forecast SEM stock price to rise
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
17.00
Averages
18.75
High
21.00
Current: 0.000
sliders
Low
17.00
Averages
18.75
High
21.00
RBC Capital
Outperform
maintain
$20 -> $19
AI Analysis
2026-02-23
Reason
RBC Capital
Price Target
$20 -> $19
AI Analysis
2026-02-23
maintain
Outperform
Reason
RBC Capital lowered the firm's price target on Select Medical to $19 from $20 and keeps an Outperform rating on the shares. The stock declined about 7% on Friday after the company reported a Q4 adjusted EBITDA miss and softer-than-expected 2026 guidance, though the firm is encouraged that management does not expect a material headwind related to the high-cost outlier threshold within its CIRH segment in 2026, the analyst tells investors in a research note.
BofA
Joanna Gajuk
NULL -> No Rating
downgrade
2025-11-25
Reason
BofA
Joanna Gajuk
Price Target
2025-11-25
downgrade
NULL -> No Rating
Reason
BofA analyst Joanna Gajuk moved to No Rating on Select Medical after the company received a non-binding indication of interest from Executive Chairman and co-founder Robert Ortenzio to acquire all of the outstanding shares for $16.00 to $16.20 per share in cash. The firm is "not surprised" by the offer given that the stock has been trading at a depressed valuation, but views shares as no longer trading on fundamentals given the offer.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SEM
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Valuation Metrics

The current forward P/E ratio for Select Medical Holdings Corp (SEM.N) is 13.09, compared to its 5-year average forward P/E of 13.96. For a more detailed relative valuation and DCF analysis to assess Select Medical Holdings Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
13.96
Current PE
13.09
Overvalued PE
16.46
Undervalued PE
11.45

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
10.43
Current EV/EBITDA
7.57
Overvalued EV/EBITDA
11.42
Undervalued EV/EBITDA
9.45

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.51
Current PS
0.34
Overvalued PS
0.66
Undervalued PS
0.36

Financials

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Whales Holding SEM

E
Eversept Partners, L.P.
Holding
SEM
-6.53%
3M Return

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Frequently Asked Questions

What is Select Medical Holdings Corp (SEM) stock price today?

The current price of SEM is 16.44 USD — it has increased 0.18

What is Select Medical Holdings Corp (SEM)'s business?

Select Medical Holdings Corporation operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States. Its segments include Critical Illness Recovery Hospital, Rehabilitation Hospital, and Outpatient Rehabilitation. Critical Illness Recovery Hospital segment consists of hospitals designed to serve the needs of patients recovering from critical illnesses, often with complex medical needs. It operates the majority of its critical illness recovery hospitals as a hospital within a hospital (an HIH). Rehabilitation Hospital segment serves patients that require intensive physical rehabilitation care. Outpatient Rehabilitation segment consists of clinics that provide physical, occupational, and speech rehabilitation services. It operates around 105 critical illness recovery hospitals in 29 states, 36 rehabilitation hospitals in 14 states, and 1,922 outpatient rehabilitation clinics in 39 states and the District of Columbia.

What is the price predicton of SEM Stock?

Wall Street analysts forecast SEM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEM is18.75 USD with a low forecast of 17.00 USD and a high forecast of 21.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Select Medical Holdings Corp (SEM)'s revenue for the last quarter?

Select Medical Holdings Corp revenue for the last quarter amounts to 1.42B USD, increased 5.05

What is Select Medical Holdings Corp (SEM)'s earnings per share (EPS) for the last quarter?

Select Medical Holdings Corp. EPS for the last quarter amounts to 0.35 USD, decreased -20.45

How many employees does Select Medical Holdings Corp (SEM). have?

Select Medical Holdings Corp (SEM) has 30800 emplpoyees as of May 04 2026.

What is Select Medical Holdings Corp (SEM) market cap?

Today SEM has the market capitalization of 2.04B USD.