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ENSGThe Ensign Group, Inc.
$176.32$10.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
ENSG logo

The Ensign Group, Inc.

ENSG
NASDAQ · Healthcare Facilities
$176.32
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$10.28B
P/E30.2x
52W High$218.00
Volume426.71K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Acquisition-Driven Growth Masks Margin Volatility Risks

The Ensign Group continues to execute its acquisition-led growth strategy, with revenue expanding 17.3% year-over-year in Q2 2026 and total assets growing 29.5% to $5.7B. The company maintains a fortress balance sheet, as evidenced by a debt-to-equity ratio of...

GrowthAccelerating
ProfitabilityModerate
ValuationReview
TechnicalsWeak
Explore valuation models
MARKET ACTION

ENSG price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

12/12 Beats

EPS beat 12 of last 12 quarters

02

Valuation risk

+30% Peers

P/E is 30% above peer median

03

Market leadership

RS 45 · Lag

Laggard (Underperforming 55% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 27
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 17.3% year-over-year in Q2 2026, but gross margin volatility (16.6% in Q2 2026 vs. 8.7% in Q4 2025) and flat operating margin of 8.5% suggest limited operating leverage.

Analyst Consensus+22.5% target
Buy(13 analysts)
9 Buy2 Hold2 Sell

The Bull Case

Upside Catalysts

Strong revenue growth

ENSG posted $1.39B in revenue, up 18.4% YoY, demonstrating robust growth in its operations.

Earnings per share increase

Adjusted diluted EPS of $1.85, up 21.7%, indicating strong profitability and financial performance.

Raised full-year guidance

ENSG raised full-year 2026 guidance to $7.48 to $7.62 per share on revenue of $5.81B to $5.86B, reflecting confidence in future performance.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
ENSG+1.45%
S&P 500 (^GSPC)+13.20%
1-Year Return
ENSG+5.85%
S&P 500 (^GSPC)+15.98%
3-Year Return
ENSG+89.17%
S&P 500 (^GSPC)+81.31%
5-Year Return
ENSG+130.14%
S&P 500 (^GSPC)+77.71%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
30.0x
Forward P/EExpansion
22.5x
EV/EBITDA80th %ile
26.2x
FCF YieldCash Flow
3.6%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
30.0x
25.9x
80th· High
EV/EBITDA
26.2x
20.9x
80th· High
Price/FCF
27.6x
27.7x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$3.67-97.9%
Base (Fair)$63.25-63.6%
Bull$113.36-35.7%
$3.67 Bear$63.25 Base$113.36 Bull
Current Market Price: $176.32
Trades at a 178.8% premium to Base DCF ($63.25)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$5.06B+18.7% YoY
Net income
$344M+15.4% YoY
Free cash flow
$371M+96.2% YoY
Operating margin
8.4%-0.0 pts YoY
ROIC (TTM)6.9%
Avg ROIC 5Y-
ROE (TTM)16.9%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate12/12 (100%)
Revenue Beat Rate7/12 (58%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 27, 2026
$1.92+6.7%
vs $1.80
$1.4B-0.1%
vs $1.4B
Q2 2026
Apr 30, 2026
$1.85+1.6%
vs $1.82
$1.4B-0.5%
vs $1.4B
Q1 2026
Feb 4, 2026
$1.82+4.0%
vs $1.75
$1.4B-0.5%
vs $1.4B
Q4 2025
Nov 3, 2025
$1.64+3.1%
vs $1.59
$1.3B-5.2%
vs $1.4B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Newsfile Corp·5d ago
Kaplan Fox Alerts The Ensign Group, Inc. (ENSG) Investors: The Firm is Investigating Possible Securities Law Violations

New York, New York--(Newsfile Corp. - September 18, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against The Ensign Group, Inc. ("Ensign" or the "Company") (NASDAQ: ENSG). CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION If you are an Ensign investor and have suffered losses, or if you have information that could assist in the Ensign investigation, you may CLICK HERE to contact us.

GlobeNewsWire·5d ago
The Ensign Group, Inc. Declares Quarterly Dividend of $0.0650 Per Share

SAN JUAN CAPISTRANO, Calif., Sept. 18, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it has declared a quarterly cash dividend of $0.0650 per share of Ensign common stock, payable on or before October 31, 2026, to shareholders of record as of September 30, 2026.

GlobeNewsWire·6d ago
Lowey Dannenberg, P.C. is Investigating The Ensign Group (NASDAQ: ENSG) for Potential Violations of the Federal Securities Laws

NEW YORK, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C.

Zacks Investment Research·Sep 10, 2026
Why Ensign Group (ENSG) is a Top Value Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Filtered for The Ensign Group, Inc.More Headlines
04

Compare before deciding

Benchmark ENSG against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for The Ensign Group, Inc. (ENSG)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ENSG logoENSGThe Ensign Group, Inc.Current
$176.32$10.28B30.1918.72%6.8%16.88%0.14%
NHC logoNHCNational HealthCare Corporation
$222.86$3.48B29.0616.94%9%12.88%—
PNTG logoPNTGThe Pennant Group, Inc.
$39.41$1.37B46.9236.31%2.93%8.55%—
ADUS logoADUSAddus HomeCare Corporation
$114.24$2.13B21.9323.21%7.13%9.57%—
CCRN logoCCRNCross Country Healthcare, Inc.
$13.25$428.06M-4.52-21.56%-9.84%-27.1%—
SEM logoSEMSelect Medical Holdings Corporation
$16.51$2.05B13.995.12%2.42%6.55%—

Compare ENSG vs Peers

The Ensign Group, Inc. (ENSG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NHC

Most directly comparable listed peer for ENSG.

Scale Benchmark

vs WELL

Larger-name benchmark to compare ENSG against a more recognizable public peer.

Peer Set

Compare Top 5

vs NHC, PNTG, ADUS, CCRN

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

ENSG SEC Filings & Documents

The Ensign Group, Inc. (ENSG) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 27, 2026·SEC

Material company update

Jun 15, 2026·SEC

Material company update

Jun 10, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 4, 2026·SEC

FY 2025

Feb 5, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 27, 2026·SEC

FY 2026

Apr 30, 2026·SEC

FY 2025

Nov 3, 2025·SEC

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ENSG Frequently Asked Questions

The Ensign Group, Inc. (ENSG) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is The Ensign Group, Inc.'s revenue?

The Ensign Group, Inc. (ENSG) reported $5.49B in revenue for fiscal year 2025. This represents a 1724% increase from $300.9M in 2005.

How fast is The Ensign Group, Inc. growing?

The Ensign Group, Inc. (ENSG) grew revenue by 18.7% over the past year. This is strong growth.

Is ENSG profitable?

Yes, The Ensign Group, Inc. (ENSG) is profitable, generating $378.7M in net income for fiscal year 2025 (6.8% net margin).

Dividend & Returns
Does ENSG pay dividends?

Yes, The Ensign Group, Inc. (ENSG) pays a dividend with a yield of 0.14%. This makes it attractive for income-focused investors.

What is ENSG's return on equity?

The Ensign Group, Inc. (ENSG) has a return on equity (ROE) of 16.9%. This is reasonable for most industries.

What is The Ensign Group, Inc.'s free cash flow?

The Ensign Group, Inc. (ENSG) generated $419.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ENSG back in 2005?

Total return calculator · dividends reinvested · 21+ years of data

See returns →