The Ensign Group, Inc.
ENSG
$173.54
-3.93%
The Ensign Group, Inc. is a leading provider of post-acute healthcare services in the United States, operating skilled nursing, assisted living, home health and hospice, mobile ancillary, and urgent care facilities through its regional subsidiaries. The company distinguishes itself through a decentralized operating model and its captive REIT (Standard Bearer), which owns and leases properties to its operating segments, providing a unique integrated real estate and healthcare platform. Currently, the investor narrative centers on Ensign's robust revenue growth, driven by acquisitions and organic expansion, alongside concerns about margin pressures from rising labor costs and regulatory changes in the skilled nursing industry. The stock has shown resilience with a 18.8% one-year gain, but recent volatility reflects debates over valuation sustainability and the impact of healthcare policy shifts.…
ENSG
The Ensign Group, Inc.
$173.54
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ENSG 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on The Ensign Group, Inc.'s 12-month outlook, with a consensus price target around $220.00 and implied upside of +26.8% versus the current price.
Average Target
$220.00
0 analysts
Implied Upside
+26.8%
vs. current price
Analyst Count
—
covering this stock
Price Range
$207 - $230
Analyst target range
The target price range spans from $207.00 (low) to $230.00 (high), with the average at $220.00. The high target of $230.00 suggests a potential 29.1% upside, likely assuming continued revenue growth and margin expansion. The low target of $207.00 still implies a 16.2% upside, indicating that even bearish analysts see value. The spread of $23.00 (11.1% of the average) is moderate, reflecting some uncertainty but overall conviction. The recent ratings actions show no downgrades, with Truist holding and others maintaining positive stances, reinforcing the bullish outlook.
ENSG Technical Analysis
The prevailing trend for ENSG is a recovery from a significant correction, with the stock currently trading at $178.16, up 18.77% over the past year but still 18.3% below its 52-week high of $218.00. The price sits at 71.4% of the 52-week range (from low of $141.58 to high of $218.00), indicating it has reclaimed a substantial portion of its losses but remains below prior peaks. This positioning suggests a mix of value opportunity and lingering overhead resistance, as the stock has not yet confirmed a full breakout.
Beta
0.69
0.69x market volatility
Max Drawdown
-31.8%
Largest decline past year
52-Week Range
$142-$218
Price range past year
Annual Return
+0.8%
Cumulative gain past year
| Period | ENSG Return | S&P 500 |
|---|---|---|
| 1m | -5.2% | +4.1% |
| 3m | +3.5% | +1.9% |
| 6m | -19.0% | +12.4% |
| 1y | +0.8% | +19.3% |
| ytd | -0.2% | +13.1% |
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ENSG Fundamental Analysis
Ensign's revenue trajectory is robust, with Q1 2026 revenue of $1.389 billion, up 18.43% year-over-year, and sequential growth from $1.361 billion in Q4 2025 and $1.296 billion in Q3 2025. The growth is driven by the Skilled Services segment, which contributed $1.331 billion in revenue, while the Standard Bearer segment added $36.1 million. This consistent acceleration, with YoY growth rising from 14.8% in Q2 2025 to 18.4% in Q1 2026, indicates strong demand and successful acquisition integration, supporting the investment case for continued expansion.
Quarterly Revenue
$1.4B
2026-03
Revenue YoY Growth
+18.4%
YoY Comparison
Gross Margin
16.4%
Latest Quarter
Free Cash Flow
$406100000.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is ENSG Overvalued?
Given Ensign's positive net income of $99.7 million in Q1 2026, the PE ratio is the appropriate primary valuation metric. The trailing PE stands at 29.03x, while the forward PE is 21.07x, implying the market expects significant earnings growth (a 27% forward contraction in multiple). This gap suggests investors are pricing in robust future EPS expansion, which aligns with the company's revenue growth trajectory. The PEG ratio of 2.06x indicates that the stock is not cheap relative to its growth rate, but it is not excessively overvalued either.
PE
29.0x
Latest Quarter
vs. Historical
High-End
5-Year PE Range 17x~30x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
24.0x
Enterprise Value Multiple