SEM

Healthcare

Select Medical Holdings Corporation · Medical - Care Facilities · $2B

UQS Score — Balanced Preset
34.8
Below Average

Select Medical Holdings Corporation scores 34.8/100 using the Balanced preset.

UQS vs Healthcare Sector
SEM
34.8
Sector avg
32.4
Quality
Weak
Moat
Weak
Growth
Weak
Risk
Weak
Valuation
Attractive

What is Select Medical Holdings Corporation?

Select Medical Holdings Corporation operates a broad network of specialty hospitals, rehabilitation facilities, and outpatient clinics across the United States. The company serves patients with complex, long-term medical needs that go beyond standard acute care.

Select Medical generates revenue through four main business segments. Its critical illness recovery hospitals treat patients with serious conditions such as respiratory failure, heart failure, and neurological trauma. Rehabilitation hospitals focus on recovery from brain and spinal cord injuries, strokes, and orthopedic conditions. The outpatient rehabilitation segment runs clinics offering physical, occupational, and speech therapy. Finally, the Concentra segment provides occupational health services at dedicated centers and employer worksites, covering workplace medicine, physical therapy, and wellness programs.

Select Medical Holdings was incorporated in 2009 and is headquartered in Mechanicsburg, Pennsylvania.

  • Critical illness recovery hospitals for complex, long-term patients
  • Inpatient rehabilitation hospitals for neurological and orthopedic recovery
  • Outpatient rehabilitation clinics offering physical and occupational therapy
  • Concentra occupational health centers and employer worksite services
  • Specialized programs including post-concussion and pediatric rehabilitation

Is SEM a Good Stock to Buy?

UQS Score rates SEM as Below Average overall, reflecting broad weakness across most quality dimensions.

The one area where SEM stands out relative to its overall profile is Valuation, which is rated Attractive — suggesting the market may already be pricing in the company's fundamental challenges. For investors focused on entry price, this is the most notable aspect of the current UQS profile.

Quality, Moat, Growth, and Risk are all rated Weak, indicating that SEM faces headwinds across profitability, competitive positioning, growth trajectory, and balance sheet or operational risk factors.

Pro members can view the complete pillar breakdown and underlying financial metrics to understand exactly where SEM stands within the healthcare sector. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does SEM pay dividends?

Yes — Select Medical Holdings Corporation pays a dividend.

Select Medical pays a regular dividend, which may appeal to income-oriented investors in the healthcare services space. Given the company's Weak Quality and Risk ratings, investors should weigh the sustainability of dividend payments carefully. The dividend reflects a capital return policy common among established healthcare operators, though the broader financial profile warrants scrutiny before relying on it as a core income source.

When does SEM report earnings?

Select Medical Holdings reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.

The company's UQS profile across Quality and Growth pillars suggests that recent operating performance has not been a standout relative to sector peers. Investors tracking results should pay attention to segment-level trends across the critical illness, rehabilitation, and Concentra businesses.

For the most recent quarter's results and guidance, visit Select Medical Holdings' investor relations page directly.

SEM Price History

-17.3% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Select Medical Holdings Corporation?

$
Today it would be worth
$9,235
That's a -7.7% total return, or -1.6% annualized.

Based on Select Medical Holdings Corporation's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

SEM Long-term Outlook

The UQS Growth pillar for SEM is rated Weak, pointing to limited near-term expansion momentum across its hospital and clinic network. The Weak Risk rating adds further caution, as operational and financial vulnerabilities could constrain the company's ability to invest in growth. The Attractive Valuation label does leave open the possibility that a meaningful improvement in fundamentals could be rewarded by the market, but the current pillar profile does not suggest a clear near-term catalyst.

Growth drivers

  • Expansion of the Concentra occupational health segment into new employer markets
  • Aging US population increasing demand for post-acute and rehabilitation care
  • Potential operational improvements across the outpatient rehabilitation network

Key risks

  • Weak Risk pillar signals elevated financial or operational vulnerability
  • Reimbursement pressure from government and private payers in specialty hospital care
  • Limited competitive moat makes it harder to defend margins against larger health systems

SEM vs Peers

Select Medical operates in a fragmented healthcare services landscape alongside several specialty and diversified care providers.

MDSEM scores lower
Pediatrix Medical Group, Inc.

Pediatrix focuses on physician-led services for newborns and mothers, occupying a narrower clinical niche than Select Medical's broad post-acute network.

SGRYSimilar UQS
Surgery Partners, Inc.

Surgery Partners concentrates on ambulatory surgical centers, targeting elective and outpatient procedures rather than the long-term critical illness and rehabilitation care that defines SEM.

SIA.TOSEM scores higher
Sienna Senior Living Inc.

Sienna operates in the Canadian senior living and long-term care market, offering a geographically distinct model compared to SEM's US-focused specialty hospital and outpatient network.

Frequently Asked Questions

What does Select Medical Holdings do?

Select Medical operates specialty hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers across the United States. The company focuses on patients with complex or long-term medical needs, including those recovering from critical illness, neurological events, and workplace injuries.

Does SEM pay dividends?

Yes, Select Medical Holdings pays a regular dividend. Income investors should review the company's investor relations page for the current dividend rate and payment schedule. Given the company's Weak Quality and Risk ratings, assessing dividend sustainability alongside the broader financial profile is advisable.

When does SEM report earnings?

Select Medical reports earnings quarterly, in line with standard US-listed company practice. For the exact dates of upcoming earnings releases, check the company's investor relations page or a financial calendar service.

Is SEM a good stock to buy?

UQS Score rates SEM as Below Average, with Weak ratings across Quality, Moat, Growth, and Risk pillars. The Valuation pillar is rated Attractive, which may interest value-oriented investors. Whether that valuation discount is justified or represents an opportunity depends on factors best explored through the full UQS analysis.

Is SEM overvalued?

Based on the UQS Valuation pillar, SEM is rated Attractive, suggesting the stock is not overvalued relative to its fundamentals. However, an attractive price alone does not offset the Weak ratings across other pillars — context matters when evaluating whether the discount is warranted.

How does SEM compare to its competitors?

Select Medical competes in the specialty healthcare services space alongside companies like Pediatrix Medical Group and Surgery Partners. Each competitor operates a distinct care model. SEM's broad post-acute and occupational health network differentiates it, though its UQS profile currently trails stronger-rated peers in the sector.

What is SEM's market cap bracket?

Select Medical Holdings is classified as a mid-cap company. This places it in a size range that typically offers more liquidity than small-cap peers but less institutional coverage than large-cap healthcare operators.

Who founded Select Medical Holdings?

Select Medical Holdings was incorporated in 2009. Information about the company's founding leadership is publicly available through its corporate history and SEC filings on the investor relations page.

Is SEM a long-term quality investment?

As a long-term quality indicator, SEM's UQS profile raises concerns. Weak ratings across Quality, Moat, Growth, and Risk suggest the company currently lacks the durable characteristics typically associated with long-term compounders. The Attractive Valuation may limit downside, but quality fundamentals are the stronger predictor of long-term outcomes.

What is the main competitive advantage of Select Medical?

Select Medical's scale across critical illness recovery hospitals, rehabilitation hospitals, and the Concentra occupational health network provides geographic reach that smaller operators cannot easily replicate. However, the UQS Moat pillar is rated Weak, indicating that this scale has not translated into a clearly defensible competitive position.

What sector does SEM belong to?

SEM operates in the Healthcare sector, specifically within healthcare services and facilities. The company's focus on post-acute care, rehabilitation, and occupational health places it in a specialized sub-segment of the broader healthcare industry.

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Pro Analysis

SEM — Score History

2530354045Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 12 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 20, 202634.830.232.022.912.585.4-0.1
May 18, 202634.930.232.022.912.586.10.0
May 14, 202634.930.232.023.112.585.9+0.1
May 12, 202634.830.232.023.112.585.0+1.6
May 10, 202633.26.832.023.140.086.0-0.8
May 8, 202634.06.832.025.040.088.9-1.4
May 7, 202635.431.532.025.07.489.3-0.1
Apr 26, 202635.531.532.025.07.489.7+0.3
Apr 19, 202635.231.532.025.07.488.3-0.1
Apr 18, 202635.331.532.025.07.488.5-0.6

SEM — Pillar Breakdown

Quality

30.2/100 (25%)

Select Medical Holdings Corporation currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsWeak

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

22.9/100 (20%)

Select Medical Holdings Corporation faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthModerate

Analyst consensus for future earnings growth.

Risk

12.5/100 (15%)

Select Medical Holdings Corporation presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

85.5/100 (15%)

Select Medical Holdings Corporation appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

32/100 (25%)

Select Medical Holdings Corporation operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SEM.

Score Composition

Quality
30.2×25%7.5
Growth
22.9×20%4.6
Risk
12.5×15%1.9
Valuation
85.5×15%12.8
Moat
32.0×25%8.0
Total
34.8Below Average

Financial Data

More Stock Analysis

How is the SEM UQS Score Calculated?

The UQS (Unified Quality Score) for Select Medical Holdings Corporation is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Select Medical Holdings Corporation's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Select Medical Holdings Corporation is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.