Evenly matched
15 companies value 69 bn revenue 55 bn margin 4.1% free cash flow 3.3 bn avg. score 4.9
BTSG holds 17.5% of the group's value, 1.0x the runner-up · EHC leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BTSG | BrightSpring Health Services United States · score 4.7 | 18% | 12 bn | 14 bn | 2.5% | 0.4 bn | 3.3% | — | Pharmacy plus home and community care · Pharmacy and home care for complex patient populations | |
| 2 | EHC | Encompass Health United States · score 5.6 | 17% | 12 bn | 6.2 bn | 10.0% | 0.4 bn | 3.4% | 0.6% | Rehabilitation hospitals · Largest US network of rehabilitation hospitals | |
| 3 | ENSG | Ensign Group United States · score 7.0 | 15% | 10 bn | 5.5 bn | 6.9% | 0.6 bn | 6.0% | 0.1% | Nursing and rehab facilities, with owned real estate · Nursing homes with a decentralized model and steady growth | |
| 4 | PACS | PACS Group, Inc. United States · score 6.6 | 11% | 7.3 bn | 5.5 bn | 4.8% | 0.6 bn | 7.9% | — | Post-acute care and skilled nursing facilities · Utah — revenue of $5.6bn | |
| 5 | CHE | Chemed United States · score 6.8 | 10% | 6.6 bn | 2.6 bn | 10.6% | 0.3 bn | 4.9% | 0.5% | VITAS hospice care and Roto-Rooter plumbing services · Owner of VITAS, the largest US hospice network | |
| 6 | OPCH | Option Care Health United States · score 5.9 | 7% | 4.7 bn | 5.7 bn | 3.7% | 0.3 bn | 6.5% | — | Home infusion and high-cost therapies · Largest US home infusion therapy network | |
| 7 | NHC | NATIONAL HEALTHCARE CORP United States · score 6.6 | 5% | 3.7 bn | 1.6 bn | 9.0% | 0.1 bn | 3.9% | 1.1% | Nursing homes, rehab clinics and home care in nine states · Tennessee — revenue of $1.6bn | |
| 8 | AVAH | Aveanna Healthcare Holdings, Inc. United States · score 4.6 | 4% | 2.7 bn | 2.6 bn | 10.6% | 0.2 bn | 6.2% | — | Home care for high-acuity patients · Georgia — revenue of $2.6bn | |
| 9 | BKD | Brookdale Senior Living Inc. United States · score 0.0 | 3% | 2.4 bn | 3.0 bn | -4.5% | 0.0 bn | 1.0% | — | Largest US senior living operator, with 584 communities · Tennessee — revenue of $3.1bn | |
| 10 | ADUS | Addus HomeCare United States · score 6.7 | 3% | 2.2 bn | 1.5 bn | 7.1% | 0.1 bn | 7.2% | — | Personal care, hospice and home health · Home care for seniors; demand guaranteed by demographics | |
| 11 | SNDA | SONIDA SENIOR LIVING, INC. United States · score 0.0 | 2% | 1.6 bn | 0.5 bn | -23.3% | -0.1 bn | -3.2% | — | Senior housing: ownership, operation and investment · Texas — revenue of $526m | |
| 12 | PNTG | Pennant Group, Inc. United States · score 4.7 | 2% | 1.4 bn | 1.1 bn | 2.9% | 0.0 bn | 2.4% | — | Home health services and senior living · Idaho — revenue of $1.1bn | |
| 13 | USPH | U S PHYSICAL THERAPY INC /NV United States · score 5.9 | 2% | 1.3 bn | 0.8 bn | 4.0% | 0.1 bn | 5.1% | 2.2% | Physical therapy clinics · Texas — revenue of $812m | |
| 14 | AHCO | AdaptHealth Corp. United States · score 2.3 | 1% | 0.8 bn | 3.4 bn | -6.8% | 0.1 bn | 12.2% | — | Home medical equipment and supplies · Pennsylvania — revenue of $3.4bn | |
| 15 | VMD | VIEMED HEALTHCARE, INC. United States · score 6.5 | 1% | 0.4 bn | 0.3 bn | 4.8% | 0.0 bn | 8.0% | — | Home medical equipment and respiratory care · Louisiana — revenue of $302m |
Other industries in the same sector
- Sector overview
- Large-cap pharmaceuticals 9 companies
- Biotechnology 57 companies
- European pharmaceuticals 5 companies
- Lab tools and consumables 37 companies
- Health insurance and services 17 companies
- Medical devices 87 companies
- Specialty pharmaceuticals 77 companies
- Pharmaceutical distribution 7 companies
- Clinical-stage pharmaceuticals 251 companies
- Robotic surgery and advanced medtech 9 companies
- Hospitals 23 companies
- Emerging biotech 5 companies
and 22 industries more
- Molecular testing and advanced diagnostics 42 companies
- Vaccines and mRNA 14 companies
- Clinical-stage biotech 200 companies
- Generics and biosimilars 10 companies
- Animal health 7 companies
- Contract research (CRO) 10 companies
- Consumer health (OTC) 4 companies
- Healthcare software 18 companies
- Genomics and sequencing 9 companies
- Structural heart 8 companies
- Ophthalmology 12 companies
- Medical imaging and hospital equipment 16 companies
- Diagnostic labs 6 companies
- Medical and dental supply distribution 3 companies
- Diabetes monitoring 9 companies
- Pharmaceutical royalties 5 companies
- Respiratory and sleep therapy 9 companies
- Orthopedic implants 17 companies
- Dialysis 3 companies
- Telehealth and digital health 12 companies
- Dental 4 companies
- Medical and recreational cannabis 16 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.