Ensign Group (ENSG)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-10-29
$181.52-2.58%
Close 2026-10-30 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-10-29
Research Workspace
Put ENSG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
ENSG’s case rests on steady earnings execution and growth through disciplined acquisitions. Revenue growth eased from 18.4% to 17.3%, though both quarters beat on EPS. Q3 EPS beat estimates, but revenue missed; full-year EPS guidance exceeded consensus. ENSG trades at 26× P/E versus a 23× peer median. The price reflects less growth than our forecast, despite that premium. A next-quarter earnings miss remains a 24% risk. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. ENSG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering ENSG (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for ENSG in the last 4 months.
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Compare ENSG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ENSG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Facilities — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ENSG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Profit beat supports revenue growth and operating execution; shares jumping is market reaction.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $181.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $181.52.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand through disciplined acquisitions
Raised EPS guidance and entry into Florida with 22 operations materially advance growth and acquisition objectives.
Advances: Increase net income
Raised earnings guidance supports the net income objective and improves the outlook.
Investigation could impact investor confidence and stock performance.
Securities law investigation may impact investor confidence.
Investigation could lead to legal issues affecting operations.
Threatens: Increase revenue growth
Compliance concerns may hinder revenue growth.
Threatens: Increase revenue growth
Allegations of compliance issues could impact revenue.