Análisis Argos
SEM
SEMBarata · ojo al riesgo
Select Medical Holdings Corporation · Healthcare
US$ 16.51
precio al 2026-07-04
Valor justo Argos*
US$ 28–31
vs. su valor justo
43% por debajo
Score Argos
52/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 18.4% al año — menos de lo que viene demostrando (2.2%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial débil
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos52de 100Barata · ojo al riesgo
Ingresos5%
US$ 5.5 B
Margen operativo17%
6.1%
Flujo de caja libre30%
US$ 0.4 B
Deuda neta
US$ 3.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.0B
P/E14x
EV/EBITDA12.1x
FCF yield18.7%
ROIC4.9%
Margen operativo6.1%
Crecim. ingresos+5.1%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 17 jun
$SEM Investigation Notice: BFA Law is Investigating the Select Medical Board for Breaching its Duties to Shareholders after $16.50 Acquisition Announced
NEW YORK, June 17, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm  Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
globenewswire.com · 15 jun
SEM Shareholder News: Select Medical Investors may have Rights in Investigation over $16.50 per share Acquisition – Current Shareholders Urged to Contact BFA Law
NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm  Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
prnewswire.com · 12 jun
Are BCO, SEM, NATL Obtaining Fair Deals for their Shareholders?
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
globenewswire.com · 12 jun
$SEM Stock Drop Reminder: Select Medical Announces $16.50 per share Acquisition – BFA Law's Investigation into the Board is Ongoing
NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm  Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
globenewswire.com · 10 jun
Johnson Fistel Investigates Potential Board Fiduciary Duty Breaches in the Select Medical Take-Private Transaction
SAN DIEGO, June 10, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Select Medical Holdings Corporation (NYSE: SEM) breached their fiduciary duties in connection with the proposed sale of the company to a consortium led by Robert A. Ortenzio, Martin F. Jackson, and Welsh, Carson, Anderson & Stowe.
globenewswire.com · 10 jun
Select Medical Investigation: Select Medical (SEM) Board Investigated after Announcing $16.50 per share Acquisition – Contact BFA Law if You Hold Shares
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?
globenewswire.com · 9 jun
Attention Select Medical Investors: Kaskela Law LLC is Investigating the Proposed $16.50 Per Share Shareholder Buyout and Encourages Investors to Contact the Firm to Protect Their Investment
NEWTOWN SQUARE, Pa., June 09, 2026 (GLOBE NEWSWIRE) -- Shareholder protection law firm Kaskela Law is investigating the recently announced buyout of Select Medical Holdings Corp. (NYSE: SEM) (“Select Medical”) shareholders to determine whether the transaction as structured is fair and provides investors with a sufficient premium for their SEM shares.
globenewswire.com · 8 jun
$SEM Securities Notice: BFA Law Notifies Select Medical Shareholders the Pending Investigation into the $16.50 per share Acquisition
NEW YORK, June 08, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Select Medical Holdings Corporation's (NYSE: SEM) board of directors and senior management for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of the company for $16.50 per share as announced on March 2, 2026. If you are a current shareholder of Select Medical, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/select-medical-merger-lawsuit Why is Select Medical being Investigated?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.