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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Equity to Asset 0.28
SEM's Equity to Asset is ranked higher than
57% of the 231 Companies
in the Global Medical Care industry.

( Industry Median: 0.45 vs. SEM: 0.28 )
SEM' s 10-Year Equity to Asset Range
Min: -0.11   Max: 0.3
Current: 0.28

-0.11
0.3
Interest Coverage 3.45
SEM's Interest Coverage is ranked higher than
59% of the 160 Companies
in the Global Medical Care industry.

( Industry Median: 6.09 vs. SEM: 3.45 )
SEM' s 10-Year Interest Coverage Range
Min: 1.11   Max: 3.55
Current: 3.45

1.11
3.55
F-Score: 7
Z-Score: 1.94
M-Score: -2.49
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 10.13
SEM's Operating margin (%) is ranked higher than
77% of the 233 Companies
in the Global Medical Care industry.

( Industry Median: 9.44 vs. SEM: 10.13 )
SEM' s 10-Year Operating margin (%) Range
Min: 6.41   Max: 13.93
Current: 10.13

6.41
13.93
Net-margin (%) 3.84
SEM's Net-margin (%) is ranked higher than
70% of the 233 Companies
in the Global Medical Care industry.

( Industry Median: 5.38 vs. SEM: 3.84 )
SEM' s 10-Year Net-margin (%) Range
Min: -1.5   Max: 5.12
Current: 3.84

-1.5
5.12
ROE (%) 14.55
SEM's ROE (%) is ranked higher than
85% of the 227 Companies
in the Global Medical Care industry.

( Industry Median: 9.51 vs. SEM: 14.55 )
SEM' s 10-Year ROE (%) Range
Min: 9.91   Max: 20.67
Current: 14.55

9.91
20.67
ROA (%) 4.06
SEM's ROA (%) is ranked higher than
75% of the 234 Companies
in the Global Medical Care industry.

( Industry Median: 3.98 vs. SEM: 4.06 )
SEM' s 10-Year ROA (%) Range
Min: -1.29   Max: 5.37
Current: 4.06

-1.29
5.37
ROC (Joel Greenblatt) (%) 48.80
SEM's ROC (Joel Greenblatt) (%) is ranked higher than
88% of the 234 Companies
in the Global Medical Care industry.

( Industry Median: 17.97 vs. SEM: 48.80 )
SEM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 35.37   Max: 72.37
Current: 48.8

35.37
72.37
Revenue Growth (%) 13.10
SEM's Revenue Growth (%) is ranked higher than
88% of the 180 Companies
in the Global Medical Care industry.

( Industry Median: 7.20 vs. SEM: 13.10 )
SEM' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 13.1
Current: 13.1

0
13.1
EBITDA Growth (%) 10.10
SEM's EBITDA Growth (%) is ranked higher than
80% of the 161 Companies
in the Global Medical Care industry.

( Industry Median: 7.20 vs. SEM: 10.10 )
SEM' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 12.8
Current: 10.1

0
12.8
EPS Growth (%) 19.20
SEM's EPS Growth (%) is ranked higher than
86% of the 144 Companies
in the Global Medical Care industry.

( Industry Median: 9.30 vs. SEM: 19.20 )
SEM' s 10-Year EPS Growth (%) Range
Min: 0   Max: 101.4
Current: 19.2

0
101.4
» SEM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

SEM Guru Trades in Q1 2013

Wilbur Ross 108,500 sh (New)
David Dreman 1,021,452 sh (New)
Jim Simons 179,800 sh (+225.14%)
Steven Cohen 98,759 sh (+142.9%)
Paul Tudor Jones 81,300 sh (+106.35%)
Joel Greenblatt 656,131 sh (+60.37%)
Chuck Royce 976,589 sh (+36.6%)
» More
Q2 2013

SEM Guru Trades in Q2 2013

Joel Greenblatt 1,010,235 sh (+53.97%)
Chuck Royce 1,351,814 sh (+38.42%)
Jim Simons 191,999 sh (+6.78%)
Wilbur Ross 115,121 sh (+6.1%)
Steven Cohen Sold Out
David Dreman 946,785 sh (-7.31%)
Paul Tudor Jones 39,000 sh (-52.03%)
» More
Q3 2013

SEM Guru Trades in Q3 2013

Paul Tudor Jones 79,900 sh (+104.87%)
Chuck Royce 1,435,314 sh (+6.18%)
Jim Simons Sold Out
Wilbur Ross Sold Out
Joel Greenblatt 866,558 sh (-14.22%)
David Dreman 267,791 sh (-71.72%)
» More
Q4 2013

SEM Guru Trades in Q4 2013

Steven Cohen 10,050 sh (New)
David Dreman 590,998 sh (+120.69%)
Chuck Royce 1,403,114 sh (-2.24%)
Joel Greenblatt 550,704 sh (-36.45%)
Paul Tudor Jones 16,100 sh (-79.85%)
» More
» Details

Insider Trades

Latest Guru Trades with SEM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2013-12-31 Add 120.69%0.28%$8.21 - $11.69 $ 13.7252%590998
Joel Greenblatt 2013-12-31 Reduce -36.45%0.08%$8.21 - $11.69 $ 13.7252%550704
David Dreman 2013-09-30 Reduce -71.72%0.16%$7.84 - $9 $ 13.7262%267791
Wilbur Ross 2013-09-30 Sold Out 0.1%$7.84 - $9 $ 13.7262%0
Joel Greenblatt 2013-06-30 Add 53.97%0.12%$7.73 - $9.01 $ 13.7267%1010235
David Dreman 2013-03-31 New Buy0.24%$8.57 - $9.95 $ 13.7247%1021452
Joel Greenblatt 2013-03-31 Add 60.37%0.11%$8.57 - $9.95 $ 13.7247%656131
Wilbur Ross 2013-03-31 New Buy0.09%$8.57 - $9.95 $ 13.7247%108500
John Burbank 2012-12-31 Sold Out 0.01%$9.28 - $11.65 $ 13.7229%0
John Burbank 2012-09-30 New Buy0.01%$9.99 - $13.73 $ 13.7227%17472
Joel Greenblatt 2012-03-31 Add 177.78%0.13%$7.8 - $8.79 $ 13.7276%300800
Joel Greenblatt 2011-12-31 Add 162.26%0.07%$6.2 - $9.05 $ 13.7265%108287
Joel Greenblatt 2011-09-30 Add 151.42%0.03%$5.63 - $9.12 $ 13.7288%41290
George Soros 2011-09-30 Sold Out 0.0015%$5.63 - $9.12 $ 13.7288%0
Joel Greenblatt 2011-06-30 New Buy0.02%$7.89 - $9.54 $ 13.7255%16423
George Soros 2011-06-30 New Buy$7.89 - $9.54 $ 13.7255%12200
Premium More recent guru trades are included for Premium Members only!!
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Top Ranked Articles about Select Medical Holdings Corporation

Distressed Investor Wilbur Ross Buys 2 Stocks
Billionaire Wilbur Ross primarily invests in failed companies and leveraged buyouts. His business deals typically involve industries such as coal, steel, telecommunications, foreign investment and textiles. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 16.60
SEM's P/E(ttm) is ranked higher than
81% of the 175 Companies
in the Global Medical Care industry.

( Industry Median: 21.80 vs. SEM: 16.60 )
SEM' s 10-Year P/E(ttm) Range
Min: 7.81   Max: 24.61
Current: 16.6

7.81
24.61
P/B 2.40
SEM's P/B is ranked higher than
60% of the 222 Companies
in the Global Medical Care industry.

( Industry Median: 2.29 vs. SEM: 2.40 )
SEM' s 10-Year P/B Range
Min: 1.09   Max: 2.4
Current: 2.4

1.09
2.4
P/S 0.60
SEM's P/S is ranked higher than
80% of the 232 Companies
in the Global Medical Care industry.

( Industry Median: 1.37 vs. SEM: 0.60 )
SEM' s 10-Year P/S Range
Min: 0.25   Max: 0.62
Current: 0.6

0.25
0.62
PFCF 15.50
SEM's PFCF is ranked higher than
56% of the 165 Companies
in the Global Medical Care industry.

( Industry Median: 15.52 vs. SEM: 15.50 )
SEM' s 10-Year PFCF Range
Min: 4.98   Max: 16
Current: 15.5

4.98
16
EV-to-EBIT 11.20
SEM's EV-to-EBIT is ranked higher than
84% of the 205 Companies
in the Global Medical Care industry.

( Industry Median: 17.82 vs. SEM: 11.20 )
SEM' s 10-Year EV-to-EBIT Range
Min: 7.8   Max: 12.8
Current: 11.2

7.8
12.8
PEG 1.00
SEM's PEG is ranked higher than
86% of the 105 Companies
in the Global Medical Care industry.

( Industry Median: 2.00 vs. SEM: 1.00 )
SEM' s 10-Year PEG Range
Min: 1   Max: 33.97
Current: 1

1
33.97
Shiller P/E 20.20
SEM's Shiller P/E is ranked higher than
79% of the 105 Companies
in the Global Medical Care industry.

( Industry Median: 24.97 vs. SEM: 20.20 )
SEM' s 10-Year Shiller P/E Range
Min: 11.88   Max: 20.5
Current: 20.2

11.88
20.5

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.90
SEM's Dividend Yield is ranked higher than
78% of the 139 Companies
in the Global Medical Care industry.

( Industry Median: 1.70 vs. SEM: 2.90 )
SEM' s 10-Year Dividend Yield Range
Min: 1.11   Max: 3.48
Current: 2.9

1.11
3.48
Dividend Payout 0.36
SEM's Dividend Payout is ranked higher than
64% of the 108 Companies
in the Global Medical Care industry.

( Industry Median: 0.36 vs. SEM: 0.36 )
SEM' s 10-Year Dividend Payout Range
Min: 0.37   Max: 0.37
Current: 0.36

Yield on cost (5-Year) 2.90
SEM's Yield on cost (5-Year) is ranked higher than
65% of the 144 Companies
in the Global Medical Care industry.

( Industry Median: 2.09 vs. SEM: 2.90 )
SEM' s 10-Year Yield on cost (5-Year) Range
Min: 1.11   Max: 3.48
Current: 2.9

1.11
3.48
Share Buyback Rate 4.90
SEM's Share Buyback Rate is ranked higher than
94% of the 163 Companies
in the Global Medical Care industry.

( Industry Median: -1.40 vs. SEM: 4.90 )
SEM' s 10-Year Share Buyback Rate Range
Min: 0   Max: -36.3
Current: 4.9

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.00
SEM's Price/DCF (Projected) is ranked higher than
87% of the 122 Companies
in the Global Medical Care industry.

( Industry Median: 1.10 vs. SEM: 1.00 )
SEM' s 10-Year Price/DCF (Projected) Range
Min: 0.86   Max: 0.94
Current: 1

0.86
0.94
Price/Median PS Value 1.40
SEM's Price/Median PS Value is ranked higher than
71% of the 206 Companies
in the Global Medical Care industry.

( Industry Median: 1.10 vs. SEM: 1.40 )
SEM' s 10-Year Price/Median PS Value Range
Min: 0.78   Max: 1.22
Current: 1.4

0.78
1.22
Earnings Yield (Greenblatt) 8.90
SEM's Earnings Yield (Greenblatt) is ranked higher than
84% of the 221 Companies
in the Global Medical Care industry.

( Industry Median: 5.50 vs. SEM: 8.90 )
SEM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 7.8   Max: 12.9
Current: 8.9

7.8
12.9
Forward Rate of Return (Yacktman) -5.19
SEM's Forward Rate of Return (Yacktman) is ranked higher than
53% of the 169 Companies
in the Global Medical Care industry.

( Industry Median: 11.19 vs. SEM: -5.19 )
SEM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -4.4   Max: 10.4
Current: -5.19

-4.4
10.4

Business Description

Industry: Health Care Providers » Medical Care
Compare: » details
Traded in other countries:S24.Germany
Select Medical Holdings Corporation was incorporated on October 14, 2004 as a Delaware corporation. The Company provides long term acute care hospital services and inpatient acute rehabilitative hospital care through its hospital segment and provides physical, occupational and speech rehabilitation services through its outpatient rehabilitation segment. It manages its company through two business segments, specialty hospital and outpatient rehabilitation segments. As of December 31, 2012, the company operated 110 long term acute care hospitals, or 'LTCHs' and 12 inpatient rehabilitation facilities, or 'IRFs; in 32 states, and 979 outpatient rehabilitation clinics in 32 states and the District of Columbia. It also provides medical rehabilitation services on a contract basis at nursing homes, hospitals, assisted living and senior care centers, schools and worksites. The Company has two business segments its specialty hospital segment and outpatient rehabilitation segment. Specialty Hospital: operator of specialty hospitals in the United States. Typically, each of its clinics is located in a medical complex or retail location. It also provides medical rehabilitative services to residents and patients of nursing homes, hospitals, schools, assisted living and senior care centers and worksites. As of December 31, 2012, it provided rehabilitative services to approximately 504 contracted locations in 30 states and the District of Columbia. Its outpatient rehabilitation segment employed approximately 9,100 people as of December 31, 2012. Other companies operate long term acute care hospitals and inpatient rehabilitation facilities that compete with its hospitals, including operators of similar facilities, such as Kindred Healthcare Inc. and HealthSouth Corporation. Its competitive factors in the long term acute care and inpatient rehabilitation businesses include quality of services, charges for services and responsiveness to the needs of patients, families, payors and physicians.

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