HCA Healthcare Inc vs PACS Group Inc

HCA Healthcare Inc (HCA) is undervalued and PACS Group Inc (PACS) is slightly overvalued.

Against our estimates of intrinsic value, HCA trades at the wider discount: a margin of safety of +35%, against -18% for PACS.

Values as of the 22 Sept 2026 close.

HCA Healthcare Inc (HCA)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $669.90; the price of $438.12 is 35% below that value, and 77% of that value comes from beyond year five.

Leak Score 100/100 on 7 of 12 signals

PACS Group Inc (PACS)

Discounting its cash flows at 11.7% (average of 3 methods) values the shares at $35.24; the price of $41.53 is 18% above that value, and 69% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricHCAPACS
VerdictUndervaluedSlightly overvalued
Price$438.12$41.53
Intrinsic value$669.90$35.24
Margin of safety+35%-18%
Leak Score100/100 (7/12)14/100 (3/12)
Market cap$94.9B$6.6B
Revenue growth, 5 years8.0%45.9%
Operating margin15.5%7.4%
Net margin8.8%4.8%
Return on equity28.1%
Debt to equity3.07
P/E14.7x24.9x
Forward P/E13.7x15.9x
P/B5.9x
Dividend yield0.6%

All stocks in Medical Care Facilities