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Upturn AI SWOT - About
SEM 
Select Medical Holdings (SEM)
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Upturn Advisory Summary
09/11/2025: SEM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $17.33
1 Year Target Price $17.33
| 4 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.2% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.59B USD | Price to earnings Ratio 16.64 | 1Y Target Price 17.33 |
Price to earnings Ratio 16.64 | 1Y Target Price 17.33 | ||
Volume (30-day avg) 6 | Beta 1.04 | 52 Weeks Range 11.59 - 21.73 | Updated Date 09/12/2025 |
52 Weeks Range 11.59 - 21.73 | Updated Date 09/12/2025 | ||
Dividends yield (FY) 2.51% | Basic EPS (TTM) 0.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.59% | Operating Margin (TTM) 6.46% |
Management Effectiveness
Return on Assets (TTM) 2.53% | Return on Equity (TTM) 8.75% |
Valuation
Trailing PE 16.64 | Forward PE 10.79 | Enterprise Value 4412694433 | Price to Sales(TTM) 0.3 |
Enterprise Value 4412694433 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 0.83 | Enterprise Value to EBITDA 9.07 | Shares Outstanding 123989000 | Shares Floating 104441114 |
Shares Outstanding 123989000 | Shares Floating 104441114 | ||
Percent Insiders 15.07 | Percent Institutions 82.69 |
Upturn AI SWOT
Select Medical Holdings
Company Overview
History and Background
Select Medical Holdings Corporation was founded in 1996 by Robert A. Ortenzio and Rocco A. Ortenzio. It began with the acquisition of several rehabilitation hospitals and has grown through organic expansion and acquisitions, becoming a major provider of specialized healthcare services.
Core Business Areas
- Specialty Hospitals: Provide long-term acute care (LTAC) for medically complex patients requiring extended hospitalization.
- Rehabilitation Hospitals: Offer inpatient rehabilitation services for patients recovering from stroke, spinal cord injuries, brain injuries, and other debilitating conditions.
- Outpatient Rehabilitation: Provide physical therapy, occupational therapy, and speech therapy services in outpatient settings.
- Concentra: Occupational health services offered through Concentra, which provides workplace health, urgent care, and worker's compensation services.
Leadership and Structure
Robert A. Ortenzio serves as the Executive Chairman. Tom Mullon is the Chief Executive Officer. The company has a traditional corporate structure with a Board of Directors and executive management team overseeing various operational divisions.
Top Products and Market Share
Key Offerings
- Long-Term Acute Care (LTAC): Provides specialized care for patients with complex medical needs requiring extended hospital stays. The market share of LTAC's varies by region and operator. Competitors include Kindred Healthcare and LifeCare Health Services.
- Concentra Occupational Health Services: Occupational health services focused on getting people back to work. Market share varies by regional market. Competitors include Occucare International and US HealthWorks.
- Inpatient Rehabilitation: Offers comprehensive rehabilitation programs for patients recovering from serious illnesses and injuries. Market share is highly fragmented. Competitors include Encompass Health and Kindred Rehabilitation Services.
- Outpatient Rehabilitation: Physical Therapy, Occupational Therapy, Speech Therapy. Competitors include ATI Physical Therapy and US Physical Therapy.
Market Dynamics
Industry Overview
The healthcare services industry is driven by an aging population, increasing prevalence of chronic diseases, and advancements in medical technology. Demand for post-acute care, including LTAC and rehabilitation services, is expected to grow.
Positioning
Select Medical is a leading provider of specialized healthcare services, with a strong presence in LTAC, inpatient rehabilitation, and outpatient rehabilitation. Its competitive advantages include its experienced management team, diverse service offerings, and established network of facilities.
Total Addressable Market (TAM)
The TAM for post-acute care services, which includes LTAC, inpatient rehabilitation, and skilled nursing facilities, is estimated to be in the hundreds of billions of dollars annually. Select Medical is positioned to capture a significant portion of this market through its diverse service offerings and extensive network.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Experienced management team
- Established network of facilities
- Strong brand reputation
- Financial stability
Weaknesses
- High labor costs
- Regulatory compliance challenges
- Dependence on government reimbursement
- Competition from other healthcare providers
Opportunities
- Expanding into new geographic markets
- Acquiring smaller healthcare providers
- Developing new service lines
- Leveraging technology to improve efficiency
- Capitalizing on the aging population
Threats
- Changes in government reimbursement policies
- Increased competition
- Rising healthcare costs
- Economic downturn
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- ENH
- LHCG
- USPH
- AMED
Competitive Landscape
Select Medical competes on the basis of quality of care, service offerings, geographic coverage, and reputation. It faces competition from other national and regional healthcare providers.
Major Acquisitions
Concentra
- Year: 2015
- Acquisition Price (USD millions): 1055
- Strategic Rationale: Expanded Select Medical's occupational health service offerings.
Growth Trajectory and Initiatives
Historical Growth: Select Medical has grown both organically and through acquisitions over the years.
Future Projections: Future growth projections would be based on analyst estimates and company guidance.
Recent Initiatives: Recent initiatives may include facility expansions, acquisitions, and the development of new service lines. Information is often in press releases or investor presentations.
Summary
Select Medical is a leading healthcare services provider with a diversified business model. Their strength lies in their specialty hospitals, rehab facilities and Concentra business line. Changes in reimbursement and rising labor costs remain constant challenges. They are financially stable and continue to explore organic and acquisition-driven growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Select Medical Holdings
Exchange NYSE | Headquaters Mechanicsburg, PA, United States | ||
IPO Launch date 2009-09-25 | CEO - | ||
Sector Healthcare | Industry Medical Care Facilities | Full time employees 30000 | Website https://www.selectmedical.com |
Full time employees 30000 | Website https://www.selectmedical.com | ||
Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States. It operates through three segments: Critical Illness Recovery Hospital, Rehabilitation Hospital, and Outpatient Rehabilitation. The Critical Illness Recovery Hospital segment consists of hospitals that provide services for heart failure, infectious disease, respiratory failure and pulmonary disease, surgery requiring prolonged recovery, renal disease, neurological events, and trauma. Its Rehabilitation Hospital segment offers therapy and rehabilitation treatments, including rehabilitative services for brain and spinal cord injuries, strokes, amputations, neurological disorders, orthopedic conditions, pediatric congenital or acquired disabilities, and cancer. The Outpatient Rehabilitation segment operates rehabilitation clinics that provide physical, occupational, and speech rehabilitation programs and services; and specialized programs, such as functional programs for work related injuries, hand therapy, pelvic health rehabilitation, post-concussion rehabilitation, pediatric and cancer rehabilitation, and athletic training services. Select Medical Holdings Corporation was founded in 1996 and is headquartered in Mechanicsburg, Pennsylvania.
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