Encompass Health (EHC)
Market Price (12/26/2025): $107.075 | Market Cap: $10.8 BilSector: Health Care | Industry: Health Care Facilities
Encompass Health (EHC)
Market Price (12/26/2025): $107.075Market Cap: $10.8 BilSector: Health CareIndustry: Health Care Facilities
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.7% | Key risksEHC key risks include the cascading fallout from a major exposé on systemic patient safety failures, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19% | |
| Low stock price volatilityVol 12M is 26% | |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Digital Health & Telemedicine. Themes include Geriatric Care, Remote Patient Monitoring, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.7% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Digital Health & Telemedicine. Themes include Geriatric Care, Remote Patient Monitoring, Show more. |
| Key risksEHC key risks include the cascading fallout from a major exposé on systemic patient safety failures, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Encompass Health (EHC) experienced a stock movement of approximately -11.9% from 8/31/2025 to today due to several key factors: 1. Weak near-term sentiment and concerns over the company's long-term financial health.2. Slow sales growth, reported at 4.7% compounded annually over the preceding five years.
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Stock Movement Drivers
Fundamental Drivers
The -14.7% change in EHC stock from 9/25/2025 to 12/25/2025 was primarily driven by a -17.7% change in the company's P/E Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 125.59 | 107.11 | -14.71% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5669.10 | 5795.60 | 2.23% |
| Net Income Margin (%) | 9.22% | 9.33% | 1.24% |
| P/E Multiple | 24.17 | 19.90 | -17.68% |
| Shares Outstanding (Mil) | 100.60 | 100.50 | 0.10% |
| Cumulative Contribution | -14.71% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| EHC | -14.7% | |
| Market (SPY) | 4.9% | 14.0% |
| Sector (XLV) | 16.2% | 21.6% |
Fundamental Drivers
The -11.6% change in EHC stock from 6/26/2025 to 12/25/2025 was primarily driven by a -19.2% change in the company's P/E Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 121.19 | 107.11 | -11.62% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5512.60 | 5795.60 | 5.13% |
| Net Income Margin (%) | 8.97% | 9.33% | 4.02% |
| P/E Multiple | 24.62 | 19.90 | -19.18% |
| Shares Outstanding (Mil) | 100.50 | 100.50 | 0.00% |
| Cumulative Contribution | -11.62% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| EHC | -11.6% | |
| Market (SPY) | 13.1% | 14.6% |
| Sector (XLV) | 16.6% | 20.6% |
Fundamental Drivers
The 14.5% change in EHC stock from 12/25/2024 to 12/25/2025 was primarily driven by a 15.2% change in the company's Net Income Margin (%).| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 93.57 | 107.11 | 14.47% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5215.00 | 5795.60 | 11.13% |
| Net Income Margin (%) | 8.10% | 9.33% | 15.25% |
| P/E Multiple | 22.13 | 19.90 | -10.09% |
| Shares Outstanding (Mil) | 99.90 | 100.50 | -0.60% |
| Cumulative Contribution | 14.47% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| EHC | 14.5% | |
| Market (SPY) | 15.8% | 34.9% |
| Sector (XLV) | 13.3% | 35.4% |
Fundamental Drivers
The 85.0% change in EHC stock from 12/26/2022 to 12/25/2025 was primarily driven by a 45.3% change in the company's Net Income Margin (%).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 57.90 | 107.11 | 84.99% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4253.80 | 5795.60 | 36.25% |
| Net Income Margin (%) | 6.42% | 9.33% | 45.34% |
| P/E Multiple | 21.02 | 19.90 | -5.36% |
| Shares Outstanding (Mil) | 99.20 | 100.50 | -1.31% |
| Cumulative Contribution | 84.96% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| EHC | 61.0% | |
| Market (SPY) | 48.3% | 33.3% |
| Sector (XLV) | 18.5% | 35.8% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EHC Return | 21% | -20% | 17% | 13% | 39% | 17% | 108% |
| Peers Return | � | � | � | 12% | 26% | 24% | � |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| EHC Win Rate | 58% | 50% | 50% | 50% | 83% | 75% | |
| Peers Win Rate | � | � | 43% | 50% | 55% | 60% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| EHC Max Drawdown | -28% | -31% | -17% | -14% | 0% | -1% | |
| Peers Max Drawdown | � | � | � | -16% | -7% | -18% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: SEM, THC, UHS, ENSG, EHAB. See EHC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | EHC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -39.1% | -25.4% |
| % Gain to Breakeven | 64.2% | 34.1% |
| Time to Breakeven | 408 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -39.5% | -33.9% |
| % Gain to Breakeven | 65.4% | 51.3% |
| Time to Breakeven | 246 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.9% | -19.8% |
| % Gain to Breakeven | 42.7% | 24.7% |
| Time to Breakeven | 302 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -73.6% | -56.8% |
| % Gain to Breakeven | 278.4% | 131.3% |
| Time to Breakeven | 762 days | 1,480 days |
Compare to HCA, DGX, UHS, SEM, AMTU
In The Past
Encompass Health's stock fell -39.1% during the 2022 Inflation Shock from a high on 4/23/2021. A -39.1% loss requires a 64.2% gain to breakeven.
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AI Analysis | Feedback
Here are 1-2 brief analogies for Encompass Health (EHC):
- HCA Healthcare for rehabilitation hospitals.
- The Mayo Clinic of physical recovery.
AI Analysis | Feedback
- Inpatient Rehabilitation Services: Providing comprehensive rehabilitative care to patients recovering from debilitating illnesses or injuries in specialized hospital settings.
AI Analysis | Feedback
Encompass Health (EHC) primarily sells its healthcare services directly to individuals.
The company serves the following categories of customers:
- Patients in Inpatient Rehabilitation Hospitals: These are individuals, predominantly adults and seniors, who have experienced a debilitating illness or injury (e.g., stroke, spinal cord injury, traumatic brain injury, major joint replacement, other complex neurological or orthopedic conditions) and require intensive, interdisciplinary rehabilitation services to regain function and independence in a specialized hospital setting.
- Patients Receiving Home Health Services: These are individuals who require skilled nursing care, therapy services (physical, occupational, speech), or other medical and rehabilitative assistance in their home environment. This often occurs after a hospital stay, for management of chronic health conditions, or to maintain independence and prevent re-hospitalization.
- Patients Receiving Hospice Care: These are individuals, typically seniors, who have a terminal illness and seek palliative care and support for themselves and their families at the end of life. Hospice services are generally provided in the patient's home or a homelike setting, focusing on comfort, pain management, and emotional/spiritual support.
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Mark J. Tarr, President and Chief Executive Officer
Mark J. Tarr has served as President and Chief Executive Officer of Encompass Health since December 29, 2016. He joined Encompass Health (formerly HealthSouth Corporation) in 1993, holding various management positions. Before becoming CEO, he served as executive vice president and chief operating officer for Encompass Health from 2011-2016, and as president of the company's inpatient division since September 2004. His career also includes administrative positions at Tenet Healthcare and Charter Medical, and an early role at Georgia-Pacific. He earned a Bachelor of Science in Marketing from Ball State University and an MBA from Emory University’s Goizueta Business School.
Douglas E. Coltharp, Executive Vice President and Chief Financial Officer
Douglas E. Coltharp was appointed Chief Financial Officer on May 6, 2010. Prior to joining Encompass Health, he served as a partner at Arlington Capital Advisors and Arlington Investment Partners, LLC, a boutique investment banking and private equity firm, from 2007 to 2010. He also spent 11 years as executive vice president and chief financial officer for Saks Inc., where he was instrumental in recapitalizing the company and guiding it through a series of acquisitions and organic growth strategies. He began his career in 1987 at Nations Bank, N.A. (now part of Bank of America), rising to senior vice president and head of Southeast Corporate Banking, advising Fortune 1000 companies on capital raising. Coltharp holds a bachelor's degree in finance and economics from Lehigh University and an MBA in finance and strategic planning from the Wharton School, University of Pennsylvania. He also serves as a Member of the Board of Directors at Under Armour Inc. His tenure as a partner at a private equity firm indicates a pattern of managing companies backed by private equity.
Pat Tuer, Executive Vice President and Chief Operating Officer
Pat Tuer assumed the position of Executive Vice President and Chief Operating Officer in April 2025. Before this, he served as group president of Encompass Health's Northeast and MidAtlantic regions since August 2023, and as president of the Northeast region since March 2021. Prior to his work with Encompass Health, Tuer spent more than four years at Select Medical as regional vice president and chief executive officer for long-term acute care hospitals. Earlier in his career, he held various leadership roles at Community Health Systems.
Patrick Darby, Executive Vice President, General Counsel and Corporate Secretary
Patrick Darby serves as the Executive Vice President, General Counsel and Corporate Secretary for Encompass Health.
Dr. Elissa Charbonneau, Chief Medical Officer
Dr. Elissa Charbonneau has been the Chief Medical Officer of Encompass Health since 2015. She previously served as the Vice President of Medical Services for the company. Before joining Encompass Health, Dr. Charbonneau was the Medical Director at the New England Rehabilitation Hospital of Portland.
AI Analysis | Feedback
The key risks to Encompass Health (EHC) are primarily centered around patient safety failures and their cascading effects on legal standing, reputation, and regulatory relationships.
- Legal and Reputational Damage from Patient Safety Failures: Encompass Health faces significant legal and reputational risks stemming from a July 2025 New York Times exposé. The report detailed systemic patient safety failures, including statistically worse rates of preventable readmissions, incidents of carbon monoxide poisoning, medication errors, and bed alarm failures that led to patient fatalities at their rehabilitation hospitals. This exposé triggered a 10.3% stock price drop, erasing $1.2 billion in market capitalization, and has led to securities class action lawsuits alleging the company concealed operational risks and engaged in insider trading. The litigation and the severe reputational damage pose existential threats to the company's long-term valuation.
- Regulatory Scrutiny and High Dependence on Government Reimbursements: The revelations of patient safety failures have intensified regulatory pressure from the Centers for Medicare & Medicaid Services (CMS), which is reevaluating reimbursement policies for facilities with poor safety records. This is a critical risk for Encompass Health, as its business model is highly dependent on government-based reimbursement programs, with approximately 60% to 80% of its revenue derived from Medicare and Medicaid. Changes in CMS policy, including potential reductions in reimbursement rates, could significantly impact the company's profitability.
- Healthcare Workforce Challenges: Persistent labor shortages in the healthcare sector are a key operational risk for Encompass Health. These shortages could put pressure on the company's margins and overall returns, challenging its growth narrative.
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The proliferation of "Hospital-at-Home" and other advanced home-based acute care models presents a clear emerging threat. These models, rapidly expanding with support from the Centers for Medicare & Medicaid Services (CMS) through programs like the Acute Hospital Care at Home waiver, and embraced by major health systems and payers, enable patients to receive hospital-level acute care and even initial rehabilitation services in their own homes. This growing trend challenges the traditional post-acute care pathway where individuals needing complex rehabilitation after an acute event are typically discharged to an inpatient rehabilitation facility (IRF). By providing high-acuity care and rehabilitation in the home setting, these alternative models could reduce the volume of patients referred to IRFs, shorten their length of stay, or potentially bypass the need for an IRF altogether for certain patient populations, directly impacting Encompass Health's core inpatient rehabilitation business.
The increasing vertical integration and consolidation within the healthcare ecosystem, particularly by payers and large health systems, represents another clear emerging threat. Major health insurers and large integrated delivery networks are aggressively acquiring or developing their own post-acute care assets, including home health agencies, skilled nursing facilities, and even inpatient rehabilitation facilities. This trend creates "closed networks" where integrated providers or payers can steer patients to their owned or preferred post-acute providers, potentially diverting referrals away from independent providers like Encompass Health and impacting their patient volumes and market share.
AI Analysis | Feedback
Encompass Health (EHC) primarily operates in the United States, focusing on inpatient rehabilitation services and, to a lesser extent, home health and hospice services.
For their main product, inpatient rehabilitation services, the estimated addressable market size in the U.S. is approximately $12.75 billion. This estimate is derived from Encompass Health's 2024 net operating revenue of $4.25 billion for inpatient rehabilitation and the fact that approximately one in three patients in the U.S. receiving inpatient rehabilitative care do so through an Encompass Health rehabilitation hospital.
For home health and hospice services, the addressable market size is null, as specific market sizing data was not available in the provided information. Encompass Health's net operating revenue for home health and hospice was $1.12 billion in 2024.
AI Analysis | Feedback
Encompass Health (EHC) is expected to drive future revenue growth over the next 2-3 years through several key strategic initiatives: * Expansion of Inpatient Rehabilitation Capacity: Encompass Health is focused on expanding its network by opening new inpatient rehabilitation hospitals (de novo facilities) and adding beds to existing hospitals. The company plans to open 6 to 10 de novo hospitals and add 80 to 120 beds annually to existing facilities through 2027. This strategy directly addresses the growing demand for rehabilitative care and leads to higher patient volumes. * Increased Patient Volumes and Discharge Growth: A primary driver of revenue growth is the increase in patient admissions and discharges, which is a direct outcome of the company's capacity expansion efforts. Encompass Health has consistently reported strong discharge growth, including same-store discharge growth, contributing significantly to its overall revenue increases. * Growth in Net Patient Revenue Per Discharge: The company has observed and anticipates continued growth in net patient revenue per discharge. This can be attributed to factors such as favorable reimbursement rates, including potential market basket updates (e.g., a proposed 2.7% increase for Medicare patients starting October 1, 2025), and an optimized service mix. * Leveraging Favorable Demographic Trends: The aging U.S. population and the associated increase in demand for inpatient rehabilitation services serve as a significant underlying driver for Encompass Health's sustained growth. The company strategically targets underpenetrated markets with aging populations to meet this growing need. * Focus on Value-Based Care and Operational Efficiency: Encompass Health is actively engaged in value-based care models, which emphasize quality outcomes and cost efficiency. Additionally, investments in technology and innovation, such as telehealth and data analytics, are aimed at improving patient outcomes and streamlining operational efficiency. While not directly a revenue driver, these initiatives can enhance financial performance and market position, supporting sustainable revenue growth.AI Analysis | Feedback
Share Repurchases
- A $500 million share repurchase program was authorized in July 2024.
- Encompass Health repurchased approximately $82 million of common stock year-to-date through Q3 2025.
- The company executed $31.1 million in annual share buybacks in 2024.
Share Issuance
- No specific information found regarding significant dollar amounts of share issuances by Encompass Health to raise capital from external investors within the last 3-5 years.
Inbound Investments
- No specific information found regarding large inbound investments made in Encompass Health by third-parties (e.g., strategic partners or private equity firms) within the last 3-5 years.
Outbound Investments
- In 2022, Encompass Health spun off its home health and hospice business, Enhabit.
- In April 2021, the company acquired the home health and hospice assets of Frontier Home Health and Hospice, which generated approximately $36 million in revenue in 2020.
- In 2020, the company's M&A strategy focused on the home health and hospice space, with expected investments of $50 million to $100 million in growth opportunities.
Capital Expenditures
- Growth capital expenditure (CapEx) is a top priority for Encompass Health, primarily focused on adding capacity through new hospitals (de novos) and bed expansions for inpatient rehabilitation services.
- From 2020 through 2024, the company opened 36 new hospitals and added 474 beds to existing hospitals, increasing total bed supply by approximately 20%.
- For 2025, Encompass Health expects to open seven new de novo hospitals and one satellite hospital, and add approximately 100-127 beds to existing facilities, with an estimated growth CapEx of about $580 million.
Latest Trefis Analyses
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Trade Ideas
Select ideas related to EHC. For more, see Trefis Trade Ideas.
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| 11142025 | ASTH | Astrana Health | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 16.7% | 16.7% | -5.5% |
| 11142025 | SGRY | Surgery Partners | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 2.3% | 2.3% | -1.4% |
| 11072025 | TFX | Teleflex | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 11.8% | 11.8% | -5.1% |
| 06302022 | EHC | Encompass Health | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 35.2% | 54.3% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Encompass Health
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 141.88 |
| Mkt Cap | 10.5 |
| Rev LTM | 5,582 |
| Op Inc LTM | 702 |
| FCF LTM | 288 |
| FCF 3Y Avg | 272 |
| CFO LTM | 795 |
| CFO 3Y Avg | 708 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.7% |
| Rev Chg 3Y Avg | 5.9% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 9.9% |
| Op Mgn 3Y Avg | 8.9% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 10.7% |
| CFO/Rev 3Y Avg | 10.5% |
| FCF/Rev LTM | 5.6% |
| FCF/Rev 3Y Avg | 5.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 10.5 |
| P/S | 0.8 |
| P/EBIT | 8.9 |
| P/E | 14.6 |
| P/CFO | 7.5 |
| Total Yield | 6.7% |
| Dividend Yield | 0.3% |
| FCF Yield 3Y Avg | 7.3% |
| D/E | 0.6 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -6.3% |
| 3M Rtn | 9.5% |
| 6M Rtn | 7.2% |
| 12M Rtn | 24.8% |
| 3Y Rtn | 74.3% |
| 1M Excs Rtn | -7.6% |
| 3M Excs Rtn | 4.5% |
| 6M Excs Rtn | -5.7% |
| 12M Excs Rtn | 8.4% |
| 3Y Excs Rtn | -2.7% |
Comparison Analyses
Price Behavior
| Market Price | $107.11 | |
| Market Cap ($ Bil) | 10.8 | |
| First Trading Date | 09/13/1989 | |
| Distance from 52W High | -15.8% | |
| 50 Days | 200 Days | |
| DMA Price | $115.09 | $115.16 |
| DMA Trend | up | down |
| Distance from DMA | -6.9% | -7.0% |
| 3M | 1YR | |
| Volatility | 21.5% | 26.5% |
| Downside Capture | 62.77 | 41.37 |
| Upside Capture | -25.79 | 48.56 |
| Correlation (SPY) | 13.3% | 34.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.03 | 0.31 | 0.31 | 0.39 | 0.50 | 0.49 |
| Up Beta | 0.36 | 0.44 | 0.55 | 0.56 | 0.55 | 0.49 |
| Down Beta | -0.56 | 0.43 | 0.41 | 0.37 | 0.44 | 0.44 |
| Up Capture | -1% | -12% | 4% | 20% | 40% | 30% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 9 | 18 | 29 | 64 | 133 | 399 |
| Down Capture | 5% | 54% | 36% | 53% | 57% | 70% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 23 | 33 | 61 | 115 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of EHC With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| EHC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 14.9% | 16.4% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 26.3% | 17.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | 0.50 | 0.72 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 35.4% | 34.8% | -4.4% | 8.8% | 39.8% | 4.2% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of EHC With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| EHC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 11.4% | 8.6% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 25.2% | 14.5% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.42 | 0.41 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 42.6% | 40.9% | 8.6% | 9.1% | 41.0% | 8.4% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of EHC With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| EHC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 16.3% | 9.8% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 27.4% | 16.6% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.59 | 0.48 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 49.6% | 50.3% | 1.8% | 18.5% | 48.2% | 8.5% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | -7.0% | -8.2% | -8.7% |
| 8/4/2025 | 4.0% | 7.3% | 12.9% |
| 4/24/2025 | 11.8% | 14.3% | 17.2% |
| 2/6/2025 | 1.3% | 1.6% | 0.5% |
| 10/28/2024 | 7.4% | 7.7% | 11.5% |
| 8/5/2024 | -5.6% | -3.1% | 4.4% |
| 4/24/2024 | -0.1% | 0.1% | 2.1% |
| 2/7/2024 | 0.9% | 0.8% | 5.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 18 | 14 |
| # Negative | 9 | 6 | 10 |
| Median Positive | 2.7% | 3.4% | 9.0% |
| Median Negative | -0.8% | -3.9% | -6.5% |
| Max Positive | 11.8% | 14.3% | 28.3% |
| Max Negative | -7.0% | -8.2% | -12.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10312025 | 10-Q 9/30/2025 |
| 6302025 | 8062025 | 10-Q 6/30/2025 |
| 3312025 | 5012025 | 10-Q 3/31/2025 |
| 12312024 | 2282025 | 10-K 12/31/2024 |
| 9302024 | 11012024 | 10-Q 9/30/2024 |
| 6302024 | 8062024 | 10-Q 6/30/2024 |
| 3312024 | 5022024 | 10-Q 3/31/2024 |
| 12312023 | 2282024 | 10-K 12/31/2023 |
| 9302023 | 11012023 | 10-Q 9/30/2023 |
| 6302023 | 8042023 | 10-Q 6/30/2023 |
| 3312023 | 5032023 | 10-Q 3/31/2023 |
| 12312022 | 2272023 | 10-K 12/31/2022 |
| 9302022 | 11022022 | 10-Q 9/30/2022 |
| 6302022 | 8042022 | 10-Q 6/30/2022 |
| 3312022 | 5032022 | 10-Q 3/31/2022 |
| 12312021 | 2252022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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