Universal Health Services Inc
UHS—
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Universal Health Services Inc AI Insights
Informational only. Not investment advice.Snapshot
- EPS growth 54% (1Y) and 33% (3Y) vastly exceeds industry median of 4% - operating leverage inflection underway[EPS Growth 1Y]
- ROE of 20% TTM vs industry median 1.6% - 12x advantage with ROIC 11.5% on 5.1B debt load[Return on Equity]
- P/E of 10.8x vs industry median 28.9x - 63% discount despite superior profitability metrics[P/E Ratio]
Watch Triggers
- Operating Margin: Falls below 10% — Signals labor cost inflation or reimbursement pressure eroding margin expansion thesis
- Accounts Receivable: Exceeds 60 days sales outstanding — A/R of 2.6B already high (55 days) - deterioration signals payer collection issues
- Interest Expense: Exceeds 200M annually — Would consume 10%+ of operating income, pressuring FCF conversion
Bull Case
Deep value at 10.8x P/E with 20% ROE and 33% 3Y EPS CAGR - market pricing in risks that haven't materialized
P/E RatioReturn on EquityEPS Growth 3Y
FCF of 950M TTM (5.6% yield) funds debt paydown and buybacks while maintaining 1B capex for growth
Free Cash FlowCapital ExpenditureDebt to Equity
Bear Case
Debt of 5.1B (0.71x equity) with 150M interest expense consumes 8% of operating income - rate sensitivity
Total DebtInterest ExpenseDebt to Equity
Goodwill of 4B is 56% of equity - acquisition-driven growth carries impairment risk in downturn
GoodwillCommon Stockholders Equity
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Margin expansion to continue as behavioral health segment scales with fixed-cost leverage
1-3ymed
- Operating margin 11.5% with room vs 90% gross margin
- G&A of 2.1B (12% of revenue) offers efficiency upside
- Capex of 1B annually building capacity
EPS growth 54% 1Y vs revenue growth impliedOperating income 1.9B TTM on 17B revenueFCF 950M despite heavy capex
Valuation Context
Caveats
UHS Fundamentals
Health Care and Social Assistance → Hospitals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$9.29B | — | ||
$14.3B | — | ||
6.4 | — | ||
$17.76B | +10.4% | — | |
$23.95 | +34.6% | — | |
11.5% | +0.6% | — | |
8.56% | +1.1% | — | |
$883.39M | -16.4% | — | |
21.3% | +3.0% | — | |
Beta 5Y (Monthly) | unknown | — |
UHS Dividend History
90 dividends
2026
$0.600009/01/26$0.2000
06/08/26$0.2000
03/02/26$0.2000
2025
$0.800012/01/25$0.2000
09/02/25$0.2000
06/02/25$0.2000
03/03/25$0.2000
2024
$0.800012/03/24$0.2000
09/03/24$0.2000
06/03/24$0.2000
02/29/24$0.2000
2023
$0.800011/30/23$0.2000
08/31/23$0.2000
05/31/23$0.2000
02/28/23$0.2000
2022
$0.800011/30/22$0.2000
08/31/22$0.2000
05/31/22$0.2000
02/28/22$0.2000
2021
$0.800011/30/21$0.2000
08/31/21$0.2000
06/01/21$0.2000
03/12/21$0.2000
2020
$0.200002/28/20$0.2000
2019
$0.600012/04/19$0.2000
08/30/19$0.2000
05/31/19$0.1000
02/28/19$0.1000
2018
$0.400011/30/18$0.1000
08/31/18$0.1000
05/31/18$0.1000
02/28/18$0.1000
2017
$0.400011/30/17$0.1000
08/30/17$0.1000
05/30/17$0.1000
02/27/17$0.1000
2016
$0.400011/29/16$0.1000
08/30/16$0.1000
05/27/16$0.1000
02/26/16$0.1000
2015
$0.400011/27/15$0.1000
08/28/15$0.1000
05/28/15$0.1000
02/26/15$0.1000
2014
$0.300011/28/14$0.1000
08/28/14$0.1000
05/29/14$0.0500
02/27/14$0.0500
2013
$0.200011/27/13$0.0500
08/29/13$0.0500
05/30/13$0.0500
02/27/13$0.0500
2012
$0.600012/13/12$0.4000
11/29/12$0.0500
08/30/12$0.0500
05/30/12$0.0500
02/28/12$0.0500
2011
$0.200011/29/11$0.0500
08/30/11$0.0500
05/27/11$0.0500
02/25/11$0.0500
2010
$0.200011/29/10$0.0500
08/30/10$0.0500
05/27/10$0.0500
02/25/10$0.0500
2009
$0.145011/27/09$0.0250
08/28/09$0.0400
05/28/09$0.0400
02/26/09$0.0400
2008
$0.160011/26/08$0.0400
08/28/08$0.0400
05/29/08$0.0400
02/28/08$0.0400
2007
$0.160011/29/07$0.0400
08/29/07$0.0400
05/30/07$0.0400
02/27/07$0.0400
2006
$0.160011/29/06$0.0400
08/30/06$0.0400
05/30/06$0.0400
02/27/06$0.0400
2005
$0.160011/29/05$0.0400
08/30/05$0.0400
05/27/05$0.0400
02/25/05$0.0400
2004
$0.160011/29/04$0.0400
08/30/04$0.0400
05/27/04$0.0400
02/26/04$0.0400
2003
$0.040011/26/03$0.0400
UHS Stock Splits
2 stock splits
12/16/090.5:1 split
06/04/011:2 split
UHS SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
05/07/26 | 03/31/26 | 10-Q | |
02/25/26 | 12/31/25 | 10-K | |
11/07/25 | 09/30/25 | 10-Q | |
08/08/25 | 06/30/25 | 10-Q | |
05/08/25 | 03/31/25 | 10-Q | |
02/26/25 | 12/31/24 | 10-K | |
11/08/24 | 09/30/24 | 10-Q | |
08/08/24 | 06/30/24 | 10-Q | |
05/08/24 | 03/31/24 | 10-Q | |
02/27/24 | 12/31/23 | 10-K | |
11/08/23 | 09/30/23 | 10-Q | |
08/08/23 | 06/30/23 | 10-Q | |
05/08/23 | 03/31/23 | 10-Q | |
02/27/23 | 12/31/22 | 10-K | |
11/08/22 | 09/30/22 | 10-Q | |
08/08/22 | 06/30/22 | 10-Q | |
05/06/22 | 03/31/22 | 10-Q | |
02/24/22 | 12/31/21 | 10-K | |
11/08/21 | 09/30/21 | 10-Q | |
08/06/21 | 06/30/21 | 10-Q | |
05/07/21 | 03/31/21 | 10-Q | |
02/25/21 | 12/31/20 | 10-K | |
11/06/20 | 09/30/20 | 10-Q | |
08/10/20 | 06/30/20 | 10-Q | |
05/08/20 | 03/31/20 | 10-Q | |
02/26/20 | 12/31/19 | 10-K | |
11/08/19 | 09/30/19 | 10-Q | |
08/08/19 | 06/30/19 | 10-Q | |
05/08/19 | 03/31/19 | 10-Q | |
02/27/19 | 12/31/18 | 10-K | |
11/08/18 | 09/30/18 | 10-Q | |
08/08/18 | 06/30/18 | 10-Q | |
05/09/18 | 03/31/18 | 10-Q | |
02/28/18 | 12/31/17 | 10-K | |
11/08/17 | 09/30/17 | 10-Q | |
08/07/17 | 06/30/17 | 10-Q | |
05/08/17 | 03/31/17 | 10-Q | |
02/28/17 | 12/31/16 | 10-K | |
11/08/16 | 09/30/16 | 10-Q | |
08/05/16 | 06/30/16 | 10-Q | |
05/06/16 | 03/31/16 | 10-Q | |
02/25/16 | 12/31/15 | 10-K | |
11/06/15 | 09/30/15 | 10-Q | |
08/07/15 | 06/30/15 | 10-Q | |
05/08/15 | 03/31/15 | 10-Q | |
02/26/15 | 12/31/14 | 10-K | |
11/07/14 | 09/30/14 | 10-Q | |
08/08/14 | 06/30/14 | 10-Q | |
05/07/14 | 03/31/14 | 10-Q | |
02/27/14 | 12/31/13 | 10-K | |
11/07/13 | 09/30/13 | 10-Q | |
08/08/13 | 06/30/13 | 10-Q | |
05/08/13 | 03/31/13 | 10-Q | |
02/28/13 | 12/31/12 | 10-K | |
11/08/12 | 09/30/12 | 10-Q | |
08/08/12 | 06/30/12 | 10-Q | |
05/08/12 | 03/31/12 | 10-Q | |
02/27/12 | 12/31/11 | 10-K | |
11/07/11 | 09/30/11 | 10-Q | |
08/08/11 | 06/30/11 | 10-Q | |
05/06/11 | 03/31/11 | 10-Q | |
02/28/11 | 12/31/10 | 10-K | |
11/05/10 | 09/30/10 | 10-Q | |
08/09/10 | 06/30/10 | 10-Q | |
05/07/10 | 03/31/10 | 10-Q | |
02/25/10 | 12/31/09 | 10-K | |
11/06/09 | 09/30/09 | 10-Q | |
08/07/09 | 06/30/09 | 10-Q | |
05/08/09 | 03/30/09 | 10-Q | |
02/26/09 | 12/31/08 | 10-K | |
11/07/08 | 09/30/08 | 10-Q | |
08/08/08 | 06/30/08 | 10-Q | |
05/08/08 | 03/30/08 | Unknown | -- |
02/28/08 | 12/31/07 | 10-K | |
11/08/07 | 09/30/07 | 10-Q | |
08/08/07 | 06/30/07 | 10-Q | |
05/09/07 | 03/30/07 | Unknown | -- |
02/28/07 | 12/31/06 | 10-K | |
11/09/06 | 09/30/06 | 10-Q | |
08/09/06 | 06/30/06 | 10-Q | |
05/09/06 | 03/30/06 | Unknown | -- |
03/15/06 | 12/31/05 | 10-K | |
11/09/05 | 09/30/05 | 10-Q | |
08/09/05 | 06/30/05 | 10-Q | |
05/10/05 | 03/30/05 | Unknown | -- |
03/16/05 | 12/31/04 | 10-K | |
11/09/04 | 09/30/04 | 10-Q | |
08/09/04 | 06/30/04 | 10-Q | |
05/07/04 | 03/30/04 | Unknown | -- |
03/12/04 | 12/31/03 | 10-K | |
11/10/03 | 09/30/03 | 10-Q | |
08/08/03 | 06/30/03 | 10-Q | |
05/13/03 | 03/30/03 | Unknown | -- |
03/19/03 | 12/31/02 | 10-K | |
11/13/02 | 09/30/02 | 10-Q | |
08/13/02 | 06/30/02 | 10-Q | |
05/13/02 | 03/30/02 | Unknown | -- |
03/26/02 | 12/31/01 | 10-K | |
11/13/01 | 09/30/01 | 10-Q | |
08/13/01 | 06/30/01 | 10-Q | |
05/11/01 | 03/30/01 | Unknown | -- |
03/28/01 | 12/31/00 | 10-K | |
11/13/00 | 09/30/00 | 10-Q | |
08/11/00 | 06/30/00 | Unknown | -- |
05/12/00 | 03/30/00 | Unknown | -- |