Encompass Health (EHC)
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Here's Why Encompass Health (EHC) is a Strong Value Stock
Zacks Investment Research· 2024-03-11 22:46
Zacks Style Scores - Zacks Style Scores是一组辅助指标,帮助投资者选择未来30天内市场表现最佳的股票[3] - Style Scores分为四个类别:价值评分、成长评分、动量评分和VGM评分[5][6][7][8] Zacks Rank - Zacks Rank利用盈利预期修订的力量帮助投资者创建成功的投资组合[9] - 拥有Zacks Rank 1或2且Style Scores为A或B的股票具有最高成功概率[12] - 股票的盈利预期修订方向是选择股票时的关键因素[13] Encompass Health (EHC) - Encompass Health (EHC)是一家提供综合医疗服务的公司,拥有161家医院[15] - EHC的Zacks Rank为3(持有),VGM评分为B,价值评分为A[15] - EHC在过去60天内有七位分析师上调了2024财年的盈利预期,Zacks共识估计也增加了$0.11至每股$3.94[17]
Encompass Health to present at Barclays Global Healthcare Conference
Prnewswire· 2024-03-05 20:45
BIRMINGHAM, Ala., March 5, 2024 /PRNewswire/ -- Encompass Health Corp. (NYSE: EHC) today announced it will participate in the Barclays Global Healthcare Conference, which is being held in Miami, Florida, on March 12-14, 2024. Encompass Health's President and Chief Executive Officer Mark Tarr and Executive Vice President and Chief Financial Officer Doug Coltharp will participate in a fireside chat on Tuesday, March 12, 2024, from 8:30 – 8:55 a.m. ET. The presentation will be webcast live and available at htt ...
Encompass Health declares dividend on common stock
Prnewswire· 2024-02-28 22:19
BIRMINGHAM, Ala., Feb. 28, 2024 /PRNewswire/ -- Encompass Health Corporation (NYSE: EHC) today announced that its board of directors has declared a quarterly cash dividend on its common stock of $0.15 per share, payable on April 15, 2024, to holders of record on April 1, 2024. About Encompass Health Encompass Health (NYSE: EHC) is the largest owner and operator of rehabilitation hospitals in the United States. With a national footprint that includes 161 hospitals in 37 states and Puerto Rico, the Company pr ...
Encompass Health (EHC) Upgraded to Buy: What Does It Mean for the Stock?
Zacks Investment Research· 2024-02-28 02:01
Investors might want to bet on Encompass Health (EHC) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The po ...
Encompass Health (EHC) - 2023 Q4 - Annual Report
2024-02-28 00:00
员工福利 - 公司截至2023年12月31日雇佣了约38,000名员工,其中全职员工为22,356人,兼职员工为2,952人,临时员工为12,453人[1] - 公司提供具有竞争力的薪酬和福利计划,包括健康保险、带薪和无薪休假、退休计划、健康计划、远程医疗、学费报销、员工援助计划以及人寿和残疾/事故保险[2] - 公司通过多种方式支持员工发展,包括提供教育机会、学费报销和奖学金计划、学术基金、研究项目资助等[3] 医疗保健行业挑战 - 医疗保健行业面临着不断上升的成本和追求更好医疗质量的挑战[78] - 收入主要来自联邦政府(主要是医疗保险计划)、托管保险计划和私人保险公司[78] - 过去三年,Medicare和Medicare Advantage的收入占总收入的比例分别为65.0%和16.2%[78] 支付政策变化 - ACA提供了对医疗保健提供者年度市场篮子更新和其他支付政策变更的具体减少[79] - CMS可能会对潜在支付系统进行一些改变[81] - CMS每年根据生产者价格指数、消费者价格指数和就业成本指数调整Medicare支付率[83] 支付规则变化 - 2023年IRF规则实施了净市场篮子增长3.9%[83] - 2024年IRF规则实施了净市场篮子增长3.4%[84] - 2023年,Medicare Advantage计划的典型合同涨幅为2-4%[85] 法规合规 - 公司必须符合联邦和州政府的医疗保健法规,否则可能面临罚款或失去许可[88] - 公司提供员工年度合规培训,并设立举报违规行为的渠道[89] - 所有医院必须获得许可,否则可能导致失去Medicare或Medicaid资格[90] 财务风险 - 公司可能需要通过重新融资、额外融资、降低支出或出售资产等方式来应对债务问题[168] - 公司需遵守信贷协议和债券条款中的限制,可能影响其进行收购和合并交易、支付股息或回购股票、与关联方交易或承担或担保债务的能力[168] - 公司需维持特定的财务比率和满足一定的财务状况测试,尽管截至2023年12月31日公司仍符合这些要求,但未来可能存在不确定因素[168]
Why Encompass Health (EHC) is a Top Value Stock for the Long-Term
Zacks Investment Research· 2024-02-23 23:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style S ...
Encompass Health announces preliminary plans to build a 60-bed inpatient rehabilitation hospital in Avondale, Arizona
Prnewswire· 2024-02-16 05:30
BIRMINGHAM, Ala., Feb. 15, 2024 /PRNewswire/ -- Encompass Health Corp. (NYSE: EHC) today announced preliminary plans to build a freestanding, 60-bed inpatient rehabilitation hospital in Avondale, Arizona. The hospital will be located within The District at Crystal Springs development at the southwest corner of Avondale Boulevard and McDowell Road. The hospital will serve patients recovering from debilitating illnesses and injuries, including strokes and other neurological disorders, brain injuries, spinal c ...
Here's Why Encompass Health (EHC) is a Strong Momentum Stock
Zacks Investment Research· 2024-02-14 23:50
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zac ...
3 Attractive Medical Stocks to Buy After Earnings
Zacks Investment Research· 2024-02-09 05:56
Quite a few top-rated stocks out of the Zacks Medical sector have highlighted this week’s earnings lineup with now appearing to be an ideal time to buy. Following their favorable quarterly results this week here are three intriguing healthcare stocks that investors will want to consider. Exelixis (EXEL) Exelixis is an oncology-focused biotech company that is starting to check the boxes in terms of both its growth and valuation. With a concentration on new drugs for the treatment of challenging cancers Exeli ...
Encompass Health (EHC) - 2023 Q4 - Earnings Call Transcript
2024-02-09 03:53
财务数据和关键指标变化 - 2023年全年收入增长10.4%,调整后EBITDA增长18.5% [13][14] - 2023年调整后自由现金流增长54.6%至5.257亿美元 [16] - 2023年年末净负债率降至2.7倍,较2022年末的3.4倍有所下降 [18] 各条业务线数据和关键指标变化 - 神经系统疾病(包括中风)是公司最大的业务线,2023年同店增长近5% [33][34] - 脑损伤患者占总患者量10%-12%,2023年Q4同比增长10.5% [65][66] - 公司持续关注骨科等其他较小业务线,2023年Q4这些业务线也实现了超过5%的增长 [33][34] 各个市场数据和关键指标变化 - 公司在8个地理区域均实现了强劲的量增长,体现了公司在各地市场的竞争力 [33] - 2023年Medicare Advantage业务同店增长15.2%,是公司最快增长的支付渠道 [68][69] 公司战略和发展方向及行业竞争 - 公司持续投资扩张,2023年新开8家de novo医院,增加395张床位,同时还在现有医院增加46张床位 [16][19] - 公司还在持续投资临床创新,如预防跌倒的模型,已使跌倒率下降24% [20] - 公司认为行业需求持续旺盛,市场仍然供给不足,有较大的增长空间 [103][104] 管理层对经营环境和未来前景的评论 - 管理层认为公司的价值主张得到了转介源、支付方和患者的认可,体现在强劲的量增长 [13] - 公司对2024年的前景保持乐观,预计同店和新开医院的量增长将维持在6%-8%的目标区间 [35][36] - 管理层表示将继续保持对成本的严格管控,特别是劳动力成本,以维持利润率 [41][42][51][52][53] 问答环节重要的提问和回答 问题1 **Joanna Sylvia Gajuk 提问** 询问公司2024年同店量增长的可持续性和预期 [32][33][35][36][37][38] **Mark Tarr 和 Doug Coltharp 回答** - 公司2023年同店量增长4.8%,未来几年同店增长有望维持在5%以上的水平 [33][35][36][37] - 量增长来自多个方面,包括从nursing home获取更多高级护理患者、急诊患者的溢出效应等 [33][34] 问题2 **Kieran Ryan 提问** 询问2024年利润率指引下降的原因 [40][41][42][43][44] **Doug Coltharp 回答** - 主要是由于预计人工成本上涨4%-5%,以及新开医院的亏损成本增加 [41][42][43][44] - 但公司更注重EBITDA和EBITDA增长,而非利润率 [43][44] 问题3 **A.J. Rice 提问** 询问Review Choice Demonstration项目的后续安排 [108][109][110] **Mark Tarr 和 Doug Coltharp 回答** - 该项目最初6个月的确认率已超过80%的目标,未来还会逐步提高至85%和90% [108][109] - 公司关注该项目是否会在更多州推广,但公司在宾夕法尼亚的医院目前不在该项目覆盖范围内 [109][110]