Investors with an interest in Medical Services stocks have likely encountered both PACS Group, Inc. (PACS) and Medpace (MEDP) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks wit ...

PACS Group (NYSE:PACS) FY Conference Summary Company Overview - **Company**: PACS Group - **Industry**: Healthcare, specifically post-acute care - **Mission**: To revolutionize the delivery, leadership, and quality of post-acute healthcare nationally [2][3] Core Insights and Arguments - **Growth Strategy**: PACS Group has developed a unique operating model that emphasizes locally led, centrally supported management, allowing administrators to act as local CEOs [5]. This model has been effective in improving underperforming facilities and scaling operations [7][10]. - **Market Position**: The company operates 323 facilities, with a focus on high-quality care, achieving an occupancy rate of approximately 95% for mature facilities, which is considered industry-leading [12][14]. - **Financial Performance**: - Total revenue for 2025 was $5.29 billion, reflecting nearly 30% year-over-year growth [14]. - Adjusted EBITDA for 2025 was $505 million, with Q4 revenue reaching $1.36 billion, up 12% year-over-year [14][19]. - The company expects 2026 revenue to be between $5.65 billion and $5.75 billion, indicating an 8% growth from 2025 [19][20]. Operational Highlights - **Occupancy Metrics**: - Mature facilities had an occupancy rate of nearly 95%, while ramping facilities averaged over 86% [15]. - New facilities averaged just over 81% occupancy, reflecting ongoing stabilization efforts [17]. - **Quality Measures**: The company boasts a Quality Measure (QM) rating of 4.4 out of 5.0 across its portfolio, indicating best-in-class performance in the sector [13]. Acquisition Strategy - **M&A Pipeline**: The company has a strong acquisition pipeline, with hundreds of opportunities identified annually. PACS focuses on acquiring underperforming facilities, which typically have occupancy rates of 60%-70% [30][31]. - **Market Share**: PACS currently holds about 3% of the market share, indicating significant growth potential as the demand for transitional care services increases [30][34]. Challenges and Legal Matters - **Ongoing Investigations**: The company is currently under investigation by the DOJ, following a short report published in November 2024. The management has been cooperative and is working towards a resolution [22][23][25]. - **Impact of Investigations**: Despite the challenges posed by the investigations, management asserts that the company is in a strong position, having improved its operational and compliance capabilities during this period [39][40]. Future Outlook - **2026 Guidance**: The company anticipates continued growth and margin expansion, primarily driven by organic growth and improved occupancy rates [20][41]. - **Optimism for Growth**: Management expresses confidence in the company's ability to execute its business plans and deliver value to patients and shareholders, emphasizing that the organization is better positioned now than ever before [39][41]. Additional Important Points - **Demographic Trends**: The aging baby boomer population is driving demand for PACS's services, which positions the company well for future growth [33]. - **Operational Excellence**: The company emphasizes the importance of high-quality care as a key driver of demand and occupancy, reinforcing its commitment to improving patient outcomes [36].

PACS Group, Inc. to Present at the Oppenheimer 36th Annual Healthcare MedTech & Services Conference on March 17, 2026 PACS Group, Inc. to Present at the Oppenheimer 36th Annual Healthcare MedTech & Services Conference on March 17, 2026 Mar 16, 2026 5:57 PM Eastern Daylight Time Share SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (NYSE: PACS) ("PACS†or the "Company†), which together with its subsidiaries is one of the largest post-acute healthcare companies in the United States, announced today that it ...

Investors might want to bet on PACS Group, Inc. (PACS) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of ...

Core Viewpoint - PACS Group, Inc. is currently viewed as a more attractive investment option compared to Medpace based on valuation metrics and earnings estimate revisions [3][7]. Valuation Metrics - PACS has a forward P/E ratio of 17.43, significantly lower than Medpace's forward P/E of 27.34 [5]. - The PEG ratio for PACS is 1.16, while Medpace has a PEG ratio of 2.23, indicating PACS is more favorably valued in relation to its expected earnings growth [5]. - PACS's P/B ratio stands at 5.98, compared to Medpace's P/B of 28.58, further highlighting PACS's relative undervaluation [6]. Analyst Outlook - PACS holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings estimate revision trend, while Medpace has a Zacks Rank of 3 (Hold) [3]. - The stronger estimate revision activity for PACS suggests a more favorable analyst outlook compared to Medpace [7]. Value Grades - PACS has a Value grade of B, whereas Medpace has a Value grade of C, reflecting PACS's superior valuation metrics [6].

PACS Group, Inc. (PACS) closed the last trading session at $36.35, gaining 1.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $45.6 indicates a 25.5% upside potential.The average comprises five short-term price targets ranging from a low of $40.00 to a high of $52.00, with a standard deviation of $5.18. While the lowest estimate indicates an increase of 10% from the current price ...

Core Viewpoint - PACS Group, Inc. is highlighted as a strong investment opportunity with a Zacks Rank 1 (Strong Buy) and an increase in the Zacks Consensus Estimate for next year's earnings by 0.5% over the last 60 days [1]. Financial Metrics - The company has a price-to-earnings ratio (P/E) of 18.43, which is lower than the S&P's P/E of 22.04, indicating strong value characteristics [2]. - PACS Group possesses a Value Score of A, further emphasizing its attractiveness to value-focused investors [2].

Core Insights - PACS Group reported strong financial performance for 2025, with total revenue of $5.29 billion, a 29% increase from 2024, and net income of $191.5 million [3][7] - The company emphasized integration and performance following significant acquisitions in 2024, completing eight strategic acquisitions in 2025 [1][4] Financial Performance - For the full year 2025, PACS achieved total revenue of $5.29 billion and net income of $191.5 million, with diluted earnings per share at $1.22 [3] - Fourth-quarter revenue rose approximately 12% year over year to $1.36 billion, with net income of $59.8 million [3][4] - Adjusted EBITDAR for the full year was $883.9 million, and adjusted EBITDA was $505 million [3][7] Operational Metrics - As of December 31, 2025, PACS operated 321 facilities across 17 states, caring for over 31,700 patients daily and employing over 47,000 team members [1][6] - Total occupancy was reported at 89.1%, with mature facilities achieving 94.9% occupancy [6][8] - The skilled nursing portfolio includes 35,379 total operating beds, with 73.4% rated four or five stars on CMS quality measures [8][9] Strategic Initiatives - PACS plans to continue its acquisition strategy, targeting approximately five facilities per quarter, primarily focusing on underperforming assets [5][14] - The company ended 2025 with a conservative net leverage of approximately 0.3x and invested over $145 million in the quarter [5][12] Quality and Compliance - PACS highlighted improvements in clinical quality metrics, with an average CMS Quality Measure star rating for mature facilities increasing to 4.4 in 2025 [9] - The company recorded seven Zero Deficiency Surveys in 2025, showcasing its commitment to quality and compliance [17]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ___________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-42011 PACS Group, Inc. (Exact name of registrant as specified in its ch ...

分组1 - PACS Group, Inc. reported quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.48 per share, representing an earnings surprise of -9.47% [1] - The company posted revenues of $1.36 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.80%, compared to year-ago revenues of $1.21 billion [2] - The current consensus EPS estimate for the coming quarter is $0.43 on $1.36 billion in revenues, and for the current fiscal year, it is $2.00 on $5.36 billion in revenues [7] 分组2 - The sustainability of PACS Group, Inc.'s stock price movement will depend on management's commentary during the earnings call [3] - The Zacks Industry Rank indicates that the Medical Services industry is currently in the bottom 39% of over 250 Zacks industries, which may impact stock performance [8] - The estimate revisions trend for PACS Group, Inc. was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]