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PACSPACS Group, Inc.
$45.00$7.1B
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PACS logoPACS Group, Inc.(PACS)Earnings, Financials & Key Ratios

PACS•NYSE
$45.00
36.9× P/E·Price updated Jul 6, 2026
SectorFinancial ServicesIndustryFinancial ConglomeratesSub-IndustryDiversified financial services and alternatives
AboutPACS Group, Inc. is a holding company, which engages in the provision of post-acute healthcare facilities, professionals, and ancillary services. It provides senior care, assisted living, and independent living options in some of the communities. The company was founded by Jason Murray and Mark Hancock in 2013 and is headquartered in Farmington, UT.Show more
  • EBITDA$365M+122.9%
  • Net Income$192M+243.5%
  • EPS (Diluted)1.22+221.1%
  • Gross Margin21.92%+13.1%
  • EBITDA Margin6.91%+72.3%
  • Operating Margin5.85%+94.5%
  • Net Margin3.62%+165.6%
  • ROE22.96%+68.3%

PACS Price & Volume

PACS Group, Inc. (PACS) stock price & volume — 10-year historical chart

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Aggressive Acquisition Strategy Drives Rapid Revenue Scaling

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Expanding
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Regulatory reimbursement policy shifts

Key Thesis Takeaways

  • PACS Group has successfully scaled revenue from $853.2 million in 2023Q4 to $1.4 billion by 2026Q1 through an aggressive acquisition-led growth model.
  • However, this expansion has resulted in structural margin volatility and a persistent reliance on high financial leverage, with a debt-to-equity ratio of 2.97 as of 2026Q1.
  • Investors should monitor the sustainability of this growth trajectory, as thin operating margins of 8.5% leave the company vulnerable to regulatory reimbursement shifts and rising labor costs.

Verdict Logic

while revenue has expanded substantially, the high EV/EBITDA multiple of 26.37 and the volatile cash conversion cycle warrant caution regarding the company's long-term operational stability.

PACS Growth Metrics

PACS Group, Inc. (PACS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-
3 Years29.74%
TTM-

Profit CAGR

10 Years-
5 Years-
3 Years8.37%
TTM246.34%

EPS CAGR

10 Years-
5 Years-
3 Years6.85%
TTM245.54%

Return on Capital

10 Years7.55%
5 Years7.55%
3 Years6.21%
Last Year7%

PACS Recent Earnings

PACS Group, Inc. (PACS) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 2/8 qtrs (40%)●Beat Revenue 4/8 qtrs (80%)
Q2 2026Latest
May 11, 2026
Metric
Actual
Est
EPS
$0.50+19.0%
$0.42
Rev
$1.4B+4.1%
$1.4B
Q1 2026
Feb 26, 2026
Metric
Actual
Est
EPS
$0.43-10.4%
$0.48
Rev
$1.4B-1.7%
$1.4B
Q4 2025
Nov 19, 2025
Metric
Actual
Est
EPS
$0.32-28.9%
$0.45
Rev
$1.3B+21.0%
$1.1B
Q3 2024
Aug 12, 2024
Metric
Actual
Est
EPS
$0.07-120.7%
$0.35
Rev
$982M+6.8%
$919M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 11, 2026
$0.50vs $0.42+19.0%
$1.4Bvs $1.4B+4.1%
Q1 2026Feb 26, 2026
$0.43vs $0.48-10.4%
$1.4Bvs $1.4B-1.7%
Q4 2025Nov 19, 2025
$0.32vs $0.45-28.9%
$1.3Bvs $1.1B+21.0%
Q3 2024Aug 12, 2024
$0.07vs $0.35-120.7%
$982Mvs $919M+6.8%
Based on last 8 quarters of dataView full earnings history →

Latest PACS News

Recent stock market news and headlines for PACS Group, Inc. (PACS)

Business Wire·Jun 16, 2026
Varist Announces AI-Scale Malware Detection for Healthcare and Medical Imaging

REYKJAVIK, Iceland--(BUSINESS WIRE)--Varist today introduced its DICOM Detection Engine™, a specialized system designed to safeguard healthcare communications networks, electronic health records (EHR) and picture archiving and communication systems (PACS) used in medical imaging from malware, including AI-powered malware that employs artificial intelligence to automate, scale and customize cyberattacks. The Varist malware detection engine combines large-scale file scanning with real-time simula.

Peers Comparison

Key metrics vs top competitors for PACS Group, Inc. (PACS)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
PACS logoPACSPACS Group, Inc.Current
$45.00$7.12B36.8929.32%3.62%22.96%—
ENSG logoENSGThe Ensign Group, Inc.
$166.83$9.75B28.5718.72%6.89%16.61%—
NHC logoNHCNational HealthCare Corporation
$217.43$3.4B28.3516.38%8.11%11.63%—
CCRN logoCCRNCross Country Healthcare, Inc.
$13.20$426.79M-4.51-21.56%-9.84%-27.1%—
ADUS logoADUSAddus HomeCare Corporation
$105.73$1.97B20.2923.21%6.89%9.34%—
SEM logoSEMSelect Medical Holdings Corporation
$16.51$2.05B13.995.12%2.42%6.57%—

Compare PACS vs Peers

PACS Group, Inc. (PACS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ENSG

Most directly comparable listed peer for PACS.

Scale Benchmark

vs UNH

Larger-name benchmark to compare PACS against a more recognizable public peer.

Peer Set

Compare Top 5

vs ENSG, NHC, CCRN, ADUS

PACS SEC Filings & Documents

PACS Group, Inc. (PACS) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 11, 2026·SEC

Material company update

Apr 27, 2026·SEC

Material company update

Mar 5, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 27, 2026·SEC

FY 2025

Nov 19, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 11, 2026·SEC

FY 2025

Nov 19, 2025·SEC

FY 2025

Nov 19, 2025·SEC

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PACS Frequently Asked Questions

PACS Group, Inc. (PACS) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is PACS Group, Inc.'s revenue?

PACS Group, Inc. (PACS) reported $5.43B in revenue for fiscal year 2025.

How fast is PACS Group, Inc. growing?

PACS Group, Inc. (PACS) grew revenue by 29.3% over the past year. This is strong growth.

Is PACS profitable?

Yes, PACS Group, Inc. (PACS) is profitable, generating $243.8M in net income for fiscal year 2025 (3.6% net margin).

Dividend & Returns
What is PACS's return on equity?

PACS Group, Inc. (PACS) has a return on equity (ROE) of 23.0%. This is excellent, indicating efficient use of shareholder capital.

What is PACS Group, Inc.'s free cash flow?

PACS Group, Inc. (PACS) generated $237.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in PACS back in 2022?

Total return calculator · dividends reinvested · 4+ years of data

See returns →