Ensign Group vs Universal Health Services
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Ensign Group and Universal Health Services side by side, using each one’s latest annual report. Here is what stands out:
- Universal Health Services is the larger business, with $17.4B of revenue in fiscal 2025 against $5.1B for Ensign Group, about 3.4 times as much.
- Ensign Group grew revenue faster (18.7%, against 9.7%).
- Universal Health Services kept more of each dollar of sales as operating profit (11.5% operating margin, against 8.4%).
- Ensign Group earned a higher return on the capital invested in it (19.7%, against 13.1%).
- Investors pay more for each dollar of Ensign Group’s earnings: a P/E of 27.7x against 7.6x for Universal Health Services.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Ensign Group
ENSG
4/9
Revenue growth5-year growthReturn on capitalNet debt / EBITDA
Universal Health Services
UHS
4/9
Operating marginNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | ENSG FY25 | UHS FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.5B | $11.1B |
| Revenue | $5.1B | $17.4B |
| Free cash flow | — | $849M |
| Net income | $344M | $1.5B |
| Growth | ||
| Revenue growth | 18.7% | 9.7% |
| 5-year growth | 16.1% | 8.5% |
| Share count change | 1.1% | −5.1% |
| Profitability | ||
| Gross margin | 20.5% | — |
| Operating margin | 8.4% | 11.5% |
| Net margin | 6.8% | 8.6% |
| FCF margin | — | 4.9% |
| Return on capital | 19.7% | 13.1% |
| Return on equity | 16.9% | 21.4% |
| Balance sheet | ||
| Net debt | −$428M | $4.7B |
| Net debt / EBITDA | −0.8x | 1.8x |
| Dividends and buybacks | $34.4M | $1.0B |
| Valuation & quality | ||
| P/E | 27.7x | 7.6x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.