How Does PACS Stock Compare With Peers?
PACS‘s stock has significantly outperformed over the past year. As of 2/23/2026, a closer look reveals impressive revenue growth and solid free cash flow generation. However, operating margins are moderate compared to some rivals, and its higher P/E ratio suggests a robust valuation. This could limit substantial upside if peers with stronger profitability or lower valuations, such as NHC, gain traction.
- PACS’s 5.6% operating margin trails ENSG (8.4%), suggesting less efficient cost control or weaker competitive positioning.
- PACS’s 37.6% revenue growth outpaces peers, signaling strong market penetration and demand for its offerings.
- PACS gained 219.0% (PE 37.8), outperforming peers and reflecting investor confidence in future growth.
Here’s how PACS stacks up across size, valuation, and profitability versus key peers.
| PACS | ENSG | BKD | NHC | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 6.4 | 12.3 | 3.7 | 2.4 |
| Revenue ($ Bil) | 5.1 | 5.1 | 3.2 | 1.5 |
| PE Ratio | 37.8 | 35.9 | -12.0 | 24.0 |
| LTM Revenue Growth | 37.6% | 18.7% | 3.9% | 22.1% |
| LTM Operating Margin | 5.6% | 8.4% | 2.0% | 8.3% |
| LTM FCF Margin | 4.9% | 3.6% | 1.3% | 9.8% |
| 12M Market Return | 219.0% | 69.8% | 185.9% | 71.5% |
Below we compare PACS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PACS | 37.6% | – | 31.4% | 28.5% | 107.6% |
| ENSG | 18.7% | 18.7% | 14.2% | 23.3% | |
| BKD | 3.9% | – | 3.9% | 9.5% | -0.0% |
| NHC | 22.1% | – | 13.7% | 6.3% | 6.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PACS | 5.6% | – | 3.0% | 6.7% | 9.5% |
| ENSG | 8.4% | 8.4% | 8.4% | 6.8% | |
| BKD | 2.0% | – | 1.8% | 0.8% | -3.2% |
| NHC | 8.3% | – | 6.9% | 5.0% | 2.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PACS | 37.8 | – | 101.0 | 17.2 | � |
| ENSG | 35.9 | 29.0 | 25.3 | 29.9 | |
| BKD | -12.0 | – | -12.2 | -6.0 | -4.6 |
| NHC | 24.0 | – | 20.7 | 24.7 | 63.5 |
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