Universal Health (UHS) AI Stock Analysis
Universal Health
(BMV:UHS)
No summary available
Universal Health (UHS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 9.10B
- Dividend Yield
- 0.54%
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 7.3
- Beta (1Y)
- 0.22
- Revenue Growth
- -3.08%
- EPS Growth
- 1.96%
- Country
- Mexico
- Employees
- 101,500
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Medical - Care Facilities
Universal Health Business Overview & Revenue Model
Company Description
Universal Health Services, Inc. (UHS), operating through its various divisions, is a healthcare entity that both owns and manages a network of acute care hospitals, along with outpatient and specialized behavioral health treatment centers. Its busine...
Universal Health Earnings Call Summary
The call reflected a mixed but cautiously constructive outlook. UHS reported solid acute care admissions, emergency department visits, behavioral health volumes, cash flow, labor trends, and strategic progress in outpatient access and Talkspace integration. However, these positives were offset by lower adjusted EPS and EBITDA, slower de novo hospital ramps, a decline in surgical volumes, Laurel Ridge losses, exchange-related pressure, and substantial expected Medicaid supplemental payment headwinds. Management reiterated guidance but expects 2026 results toward the lower end of the ranges, making the overall tone balanced.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
UHS reiterated its financial and operating forecast ranges issued with its second quarter results in July and currently expects results to be towards the lower end of these ranges; it expects Cedar Hill Regional Medical Center to reach operational break even in the first half of 2027, Laurel Ridge Treatment Center recertification during 2027, and facilities incurring operating losses during 2026 of $80 million-$100 million to recover at least a meaningful portion of those losses in 2027. The company estimates a 2027 Medicaid supplemental payments headwind of approximately $175 million-$200 million, including approximately $10 million during the fourth quarter 2027 from the initial provider tax portion of the OB3 funding cuts, while annualizing the second half 2026 exchange run rate would create a $15 million headwind in 2027; it has no estimate for Medicaid work requirements. UHS expects capital expenditures to be slightly below $1 billion for the full-year of 2026 and to moderate towards $800 million beyond 2026, with its acute care growth algorithm at 1.5%-2.5% adjusted admission growth and 2%-3% pricing growth and its behavioral health algorithm at 1%-2% adjusted patient day growth and 2%-3% pricing; Talkspace synergies are expected over the first 12-24 months of ownership, with the transaction expected to be slightly accretive in the first 12 months.
Universal Health Risk Analysis
Universal Health disclosed 32 risk factors in its most recent earnings report. Universal Health reported the most risks in the "Production" category.
Latest Risks Added
1 New RiskUniversal Health Peers Comparison
Overall Rating
THC84Outperform
EHC79Outperform
HCA61Neutral
ACHC43Neutral
CYH39Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| THC | 84Outperform | $21.75B | 7.87 | 60.60% | ― | 6.23% | 136.09% |
| EHC | 79Outperform | $13.41B | 20.97 | 25.17% | 0.57% | 9.36% | 20.85% |
| HCA | 61Neutral | $98.85B | 57.42 | -100.45% | 0.65% | 5.82% | 16.59% |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| ACHC | 43Neutral | $2.79B | -2.40 | -50.02% | ― | 4.27% | -917.61% |
| CYH | 39Underperform | $338.46M | -0.62 | 36.02% | ― | -7.84% | -88.93% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:UHS | Universal Health Services | 2539.00 | -1045.15 | -29.16% | |
| ACHC | Acadia Healthcare Company, Inc. | 29.96 | 8.65 | 40.59% | |
| CYH | Community Health Systems | 2.40 | -1.45 | -37.66% | |
| HCA | Hca Healthcare | 473.19 | 14.77 | 3.22% | |
| EHC | Encompass Health | 135.90 | 20.68 | 17.95% | |
| THC | Tenet Healthcare Corp. | 273.25 | 71.86 | 35.68% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.