Selectis Health, Inc. — Cyborg Score 3/10

Challenged
Senior housing and skilled nursing facilities

Strategic Profile

In 2019, the company shifted from leasing long-term care facilities to third-party operators toward an owner-operator model. The company is undergoing a significant transition: Selectis Health entered into a definitive agreement to be acquired by affiliates of Black Pearl Equities through a cash tender offer at $5.75 per share.

Cyborg Score Rationale

The company generated $41.4M in revenue over trailing twelve months with operating income of -$1.6M and net income of -$1.0M. The micro-cap operator faces margin pressure and liquidity challenges as a tiny OTC-traded entity.

Top Insights

  • (June 2026) Black Pearl acquisition announced—$5.75/share tender offer targeting Q3 2026 close, removing public market risk
  • (January 2026) Divested Georgia properties (Sparta and Warrenton) for $13.18M to optimize portfolio
  • Micro-cap market ($9.8M) with OTC trading and limited analyst coverage creates valuation uncertainty
  • Owner-operator model in underserved South/Southeast markets with Medicare, Medicaid, and private pay revenue mix

Named Competitors

  • Skilled Nursing & Senior Housing — Competing regional senior living and post-acute care operators
  • Senior Housing Services — OTC-traded senior housing competitor
  • Healthcare Services — OTC healthcare operator and competitor

Recent Developments

  • (June 2026) Black Pearl Equities acquisition agreement announced at $5.75/share cash, targeting Q3 2026 close
  • (January 2026) Completed sale of Sparta and Warrenton Health & Rehabilitation Facilities in Georgia for $13.18M
  • (December 2025) Entered definitive purchase agreement to sell Georgia facilities as portfolio optimization move

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