HEALTHCARE SERVICES GROUP, INC.

HCSG · Healthcare · $1.7B mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

Revenue & EPS trend45

2016–2025: revenue 1562662000.00 to 1837173000.00, increasing; diluted EPS 1.05 to 0.81, decreasing.

Pricing power24

Median gross margin 13.2% over 10y, stable.

Returns on capital

Not enough years of ROIC data to score returns on capital.

Balance-sheet safety78

Net cash position — no leverage risk.

Capital discipline41

Owner earnings -1.4%/yr, share count shrinking (buybacks).

The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.

Price vs. owner-earnings value range

Above estimateBelow estimate
227% above high estimate
Owner earnings (normalized)
$47.7M
Value range / share
$7.62–$7.62
Conservative high estimate / share
$7.62
Recent price
$24.95
Price vs. high estimate
227% above high estimate

Conservative range under moat-index@2.0.0: low end 11.1×, high end capped at 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

19 years of fundamentals

The business, in plain English

HEALTHCARE SERVICES GROUP, INC. booked $1.8B of revenue in FY2025 in the Healthcare sector and kept 13.0% of it as gross profit — a thin-margin business by that measure. After every other cost, 3.2% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $1.6B (FY2016) to $1.8B (FY2025) — about 1.8% a year compounded over 9 years.

HCSG's filings don't disclose total debt in a form the methodology can use, so leverage is treated as unmeasured — never assumed to be zero.

The share count has held roughly flat between FY2012 and FY2025. Capital Discipline scores it 41/100.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2007–FY2025 · 19 fiscal years, normalized from HCSG’s SEC filings

RevenueSales, as filed$1.8B FY2025
$0$1B$2B2007201320192025
Gross marginRevenue kept after cost of goods13.0% FY2025
0%10%2007201320192025
Return on invested capitalOperating profit on the capital employed

Not disclosed in HCSG’s filings for these years — we don’t estimate it.

Owner earningsCash an owner could take out$70.0M FY2025
$0$50M$100M2007201320192025

Gaps in a line mean that item isn’t in HCSG’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

9 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale46.7 / 100
0406080100WideNarrowShallowNo moatJul 20, 2026Jul 21, 2026

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

  1. Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

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

Track record

How HEALTHCARE SERVICES GROUP, INC.’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

As-of scores 20112025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

As-of Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored HCSG on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatAs-of Moat Score100200Indexed price · log scale (2012 = 100)201120142017202020232026

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the reconstructed history shown, HCSG did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.

Healthcare context

#244 of 736 scored Healthcare companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #242AKBA AKEBIA THERAPEUTICS, INC.46.8 out of 100, Shallow moatShallow moat
  2. #243ECOR electroCore, Inc.46.8 out of 100, Shallow moatShallow moat
  3. #245PTN PALATIN TECHNOLOGIES, INC.46.7 out of 100, Shallow moatShallow moat
  4. #246SRTS Sensus Healthcare, Inc.46.7 out of 100, Shallow moatShallow moat

Compare HCSG with its nearest peersAll Healthcare companies on the Index →

Common questions about HCSG

Does HEALTHCARE SERVICES GROUP, INC. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores HEALTHCARE SERVICES GROUP, INC. (HCSG) 46.7 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 45, pricing power 24, returns on capital not measurable from the filings, balance-sheet safety 78, capital discipline 41.
Is HCSG trading below the conservative owner-earnings estimate?
The owner-earnings value range is $7.62–$7.62 per share. It capitalizes normalized owner earnings at a 9% rate; the low end assumes 0% growth and the high end uses 0% growth, capped at 4% and 18×. Versus a recent price of $24.95, that is 227% above high estimate relative to the high estimate. This is a conservative educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
How has HCSG's Moat Score changed over time?
The record logs 9 readings since Jul 17, 2026; the latest reads 46.7 out of 100 (shallow moat). No tier changes on record yet. (A methodology upgrade on Jul 20, 2026 re-based the score; readings across engine versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.
HEALTHCARE SERVICES GROUP, INC. (HCSG) Moat Score — The Moat Index · Buy Like Buffett