Select Medical Holdings, Corp. (SEM)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-14
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-14
Research Workspace
Put SEM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 11% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityMiddle-of-the-pack management execution.
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 0% a day.
View RiskSEM's growth depends on maintaining revenue guidance of $5.6B to $5.8B for 2026. Recent financial performance is strong, with revenue growing 5% year over year. SEM trades at a typical multiple compared to peers in the healthcare sector. This suggests that current expectations may be fully priced in. A specific risk is the 40% probability of a miss in the next quarter. Peer multiples imply a price about 8% below where it trades. This read is provisional.
Trailing returns as of 2026-07-01. SEM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering SEM (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SEM 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 |
|---|---|---|---|---|---|
| SEM 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 0 valuation methods, at three horizons. As of 2026-09-14. 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.
Compare the value case
Put SEM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain revenue guidance of $5.6B to $5.8B for 2026
Concentra's profit and guidance raise supports revenue growth.
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 2026-07-01. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Complete acquisition and merger transaction in mid-2026
Acquisition aligns with growth and strategic objectives.
