UHS

Universal Health Services, Inc. - Ordinary Shares - Class B

Healthcare


Presented:12/19/2023
Price:$150.89
Cap:$10.47B
Current Price:$225.34
Cap:$15.03B

Presented

Date12/19/2023
Price$150.89
Market Cap$10.47B
Ent Value$14.10B
P/E Ratio15.84x
Book Value$88.85
Div Yield0.53%
Shares O/S69.39M
Ave Daily Vol535,933
Short Int3.72%

Current

Price$225.34
Market Cap$15.03B
Universal Health Services, Inc. operates as a healthcare management company, which through its subsidiaries, owns and operates acute care hospitals, behavioral health centers, and outpatient facilities. It operates through the following segments: Acute Care Hospital Services, Behavioral Health Care Services, and Other. The Other segment consists of centralized services such as information technology, purchasing, reimbursement, accounting and finance, taxation, legal, advertising, and design and construction. The company was founded by Alan B. Miller in 1979 and is headquartered in King of Prussia, PA.

Publicly traded companies mentioned herein: Universal Health Services Inc (UHS)

Highlights

The presenter is long share of Universal Health Services Inc (UHS), expecting the company to regain prior EBITDA margins that should equate to meaningful earnings growth on revenue that is 25% higher than in 2019. While the company is growing single-digits this year, it has been a significant underperformer since the onset of COVID-19 and is currently up only 5% since the pandemic began compared to peers like HCA, which is up 80%. As the company regains margins he sees the stock trading 9x his 2025 EPS and believes the greater growth should drive a rerate in the stock closer to 14x for over 60% upside in the stock.

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Idea Discussion

Commentor 1 - 2 weeks ago

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