ENSIGN GROUP, INC

ENSG · Healthcare · $10.0B mkt cap · FY2025 filings · Narrow moat

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Narrow moat

The four filters

Pricing power33

Median gross margin 20.4% over 10y, very stable.

Returns on capital78

Median ROIC 17.3%, above the 9% hurdle in 70% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline60

Owner earnings +23.9%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

146% above value

Owner earnings (normalized): $224.7M
Est. intrinsic value / share: $69.63
Recent price: $171.36
Discount to value: 146% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ENSG. See the disclaimer.