Healthcare
Select Medical Holdings Corporation(SEM)
Live Price
Offline$16.67
+0.03% today
1Y Change
+11.46%
Window
Jun 20, 2025 โ Jun 5, 2026
- Market Cap
- $2.04B
- Revenue Growth
- +5.1%
- EPS Growth
- -28.9%
- Dividend Yield
- 1.5%
Coverage: 241 bars ยท Jun 20, 2025 โ Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Select Medical Holdings Corporation (SEM) is a Healthcare stock with a market cap of $2.04B and listed on NYSE. The stock last traded around $16.66 and up 11.5% across the available one-year price window (Jun 20, 2025 โ Jun 5, 2026). Baseline metrics include revenue growth of +5.1%, EPS growth of -28.9%, a dividend yield of 1.5%. What stands out right now is revenue +5.1%, EPS -28.9%, free cash flow -29.1% with operating margin 5.8% and ROIC 4.8%. The dividend is present but secondary, with a yield around 1.5%. Valuation is more restrained than many high-expectation growth names at P/E 15.2 and price/sales 0.4. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines SEM price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Healthcare peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+5.1% vs +7.6% peer median
Operating Margin
Below sector median
+5.8% vs +19.4% peer median
P/E
Below sector median
15.2 vs 36.3 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +5.1% and EPS is at -28.9%, with operating margin around 5.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.4% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | โ | -0.2% | +0.1% | +0.6% |
2026 Feb 19, 2026 | -30.4% | -6.7% | -7.2% | +1.2% |
2025 Oct 30, 2025 | +27.8% | -2.6% | -6.2% | +9.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SEM
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SEM Max Drawdown
-22.92%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SEM and SPY.
Company Overview
Select Medical Holdings Corporation
New York Stock Exchange
Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's Critical Illness Recovery Hospital segment consists of hospitals that provide services for heart failure, infectious disease, respiratory failure and pulmonary disease, surgery requiring prolonged recovery, renal disease, neurological events, and trauma. Its Rehabilitation Hospital segment offers therapy and rehabilitation treatments, including rehabilitative services for brain and spinal cord injuries, strokes, amputations, neurological disorders, orthopedic conditions, pediatric congenital or acquired disabilities, and cancer. The company's Outpatient Rehabilitation segment operates rehabilitation clinics that provide physical, occupational, and speech rehabilitation programs and services; and specialized programs, such as functional programs for work related injuries, hand therapy, post-concussion rehabilitation, pediatric and cancer rehabilitation, and athletic training services. Its Concentra segment operates and provides occupational health centers and contract services at employer worksites that deliver occupational medicine, consumer health, physical therapy, and wellness services. As of December 31, 2021, the company operated 104 critical illness recovery hospitals in 28 states; 30 rehabilitation hospitals in 12 states; 1,881 outpatient rehabilitation clinics in 38 states and the District of Columbia; and 518 occupational health centers in 41 states, and 134 onsite clinics at employer worksites states. Select Medical Holdings Corporation was founded in 1996 and is headquartered in Mechanicsburg, Pennsylvania.
- Leadership
- Thomas Mullin
- IPO Date
- Sep 25, 2009
- Employees
- 30.0k
- Street Address
- 4714 Gettysburg Road
- Mailing
- Mechanicsburg, PA, 17055
- Region
- Mechanicsburg, PA, US
- Reporting Currency
- USD
- Investor Line
- 717 972 1100
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 15.2
- EV/EBITDA
- 6.2
- Price/Sales
- 0.4
- Price/Book
- 1.2
Growth
- Revenue
- +5.1%
- EPS
- -28.9%
- Free Cash Flow
- -29.1%
Profitability
- Gross Margin
- 10.6%
- Operating Margin
- 5.8%
- Net Margin
- 2.4%
- ROE
- 7.8%
- ROIC
- 4.8%
Balance Sheet
- Debt/Equity
- 0.65
- Current Ratio
- 1.15
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.