Ensign Group – Q3 2022 Business Strategy Analysis & Skilled Nursing Facilities Market Update

  • Public Equity
  • Healthcare
  • North America


Former executive at The Ensign Group Inc


  • Skilled facilities market overview, highlighting the delayed supply chain increase and CMS’s (Centers for Medicare and Medicaid’s) proposed 2.7% increase in 2023 OPPS (outpatient prospective payment system) ASC (ambulatory surgical centre) reimbursement rates
  • Ensign’s (NASDAQ: ENSG) unique cultural structure of putting responsibility and ownership at the market level, plus overall business strategy
  • Ensign’s geographic differentiation based on reimbursement rates and growth expansion opportunities between US West and East Coast
  • Company’s organic vs inorganic growth opportunities, including new ventures
  • Ensign’s value-based case continuum model with The Pennant Group (NASDAQ: PNTG) and expectations to drive growth in H2 2022


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