Skilled nursing facilities and post-acute care services
Strategic Profile
The company focuses on the medical and physical issues facing elderly patients and is provided by the employees of skilled nursing facilities, assisted/senior living communities, integrated and third-party rehabilitation therapy business. Genesis also supplies rehabilitation therapy to approximately 1,700 healthcare providers in 45 states and the District of Columbia. The company maintains a diversified revenue model anchored in skilled nursing operations with meaningful margin contributions from therapy services.
Cyborg Score Rationale
Genesis operates an extensive, geographically diverse network of high-margin skilled nursing facilities with contracted rehabilitation services generating recurring revenue. The company has a market cap of $15.58B and net margin of 19.46% (ttm). Primary risks include regulatory pressure on reimbursement rates and labor cost inflation in post-acute care.
Top Insights
Genesis Healthcare reports an annual revenue of approximately 3.6 billion USD with a workforce of about 30,000 employees. This scale provides operational leverage but also exposes the company to labor cost pressures typical in healthcare services.
As of November 2023, Genesis owned or operated 290 skilled nursing facilities with 34,047 beds through 105 affiliates in 25 states. The property-light affiliate model provides capital efficiency while maintaining operational control.
Genesis carries a forward P/E of 8.93 and a dividend yield of 1.90% (as of May 2026). Attractive valuation relative to historical levels suggests investor confidence in post-acute care sector normalization.
Named Competitors
Amedisys — Home health and hospice services
Encompass Health — Inpatient rehabilitation facility services
Kindred Healthcare — Skilled nursing and rehabilitation services
Brookdale Senior Living — Senior living and assisted living communities
Recent Developments
(May 2026) Ex-dividend date of May 18, 2026 for $0.50 per share dividend payment
Open the full interactive Genesis HealthCare report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.