Ensign Group vs Pacs Group
Ensign Group and Pacs Group are similar in size: $5.06bn and $5.29bn of revenue in their latest fiscal years. Pacs Group grew faster (29.3% against 18.7%). Ensign Group kept more of each dollar of sales as profit: a net margin of 6.8% against 3.6%. Ensign Group carries less debt relative to equity (6.5% against 37.3%).
| Latest fiscal year | Ensign GroupENSG, 2025 | Pacs GroupPACS, 2025 |
|---|---|---|
| Revenue | $5.06bn | $5.29bn |
| Revenue growth | 18.7% | 29.3% |
| Net income | $344m | $192m |
| Operating margin | 8.4% | 5.9% |
| Net margin | 6.8% | 3.6% |
| Return on equity | 16.9% | 23.1% |
| Free cash flow | $564m | $299m |
| Cash | $504m | $197m |
| Total debt | $144m | $353m |
| Debt to equity | 6.5% | 37.3% |
| Dividend per share | $0.25 | — |
| Dividend yield | 0.1% | 0.0% |
| Share buybacks | $20.0m | — |
| Employees | 46,000 | 47,455 |
| Market value | $10.72bn | $7.35bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 55 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 49 sales | 1 buys, 88 sales |