Company Analysis
Sign in

PACS Group, Inc. (PACS)

NYSE: PACS · Services-Skilled Nursing Care Facilities · Salt Lake City, UT · filing with the SEC since 2023
Full chart Alerts Compare
Grade5.5
◀ Past 4.6● Present 5.7▶ Future 6.2
1 est.
OverviewBusinessFinancialsGradeForecastSentimentOwnershipPeopleFilingsPatents Chart

The grade of PACS Group, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.5/10
◀ Past4.630% of the headline
● Present5.740% of the headline
▶ Future6.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.6/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
0.2/10

Has it survived what it has been through?

7 warning events since 2023; the latest 2025-11-17.

weight 33% of this tense · 2nd percentile among 22 sector filers · read for itself

From the record

PACS Group, Inc.'s filings since 2023 show 7 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2024-11-26); a warning not to rely on past financial statements (8-K item 4.02, the latest 2025-06-16); a late-report notice (Form NT 10-K or NT 10-Q, 5 times, the latest 2025-11-17) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
8.0/10

What has it actually done, year after year?

+29.7% a year over 4 filed years; profitable in 4 of 4.

weight 45% of this tense · 80th percentile among 22 sector filers · read for its customers

From the record

PACS Group, Inc.'s 4 filed years say what it did: revenue went from $2.4 billion in fiscal 2022 to $5.3 billion in fiscal 2025, up 29.7% a year; it rose in 3 of 3 years; it never fell from a peak; net income was positive in 4 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span29.7%top 7% of its family
  • the share of years revenue rosetop 25% of its family
  • the share of filed years with a profittop 25% of its family
  • the deepest fall from a revenue peak0.0%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.3/10

How has it treated the people who own it?

Share count grew 6.8% a year. 14% of cash flow returned. Insiders: 106 sales, 1 purchases.

weight 22% of this tense · 43rd percentile among 22 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, PACS Group, Inc.'s diluted share count grew about 6.8% a year, and dividends and buybacks returned about 14% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 106 sales (103 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-11-12, buying about $500 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 25% of its family
  • cash returned against operating cash flowtop 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.7/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
4.1/10

Is it financially healthy right now?

ROE 20%: 20¢ of profit per shareholder dollar. Leverage 83%: owes 83¢ per asset dollar.

weight 33% of this tense · 41st percentile among 22 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, PACS Group, Inc. earned about 20 cents of profit for every dollar of shareholders' money. Leverage: it owed about 83 cents per dollar of assets, and net share issuance: its share count grew 5.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 30% of its family
  • return on equitytop 36% of its family
  • the share count against the year beforebottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.6/10

How strong is its position in its industry?

top 34% of 22 in its family; net margin 3.6%.

weight 45% of this tense · 66th percentile among 22 sector filers · read for its customers

From the record

PACS Group, Inc.'s standing among 22 graded names in its industry family: revenue of $5.3 billion in fiscal 2025 ranks in the top 39% by size; a net margin of 3.6% ranks in the bottom 39%; revenue growth of 29.7% a year over the last 3 filed years ranks in the top 2% (its annual reports).

What it rests on

  • revenue against the family$5.29Btop 39% of its family
  • net margin3.6%bottom 39% of its family
  • three-year revenue growth29.7%top 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
6.1/10

What are the people in charge doing?

SI estimate 6.1/10, confidence 35 of 100 (one part).

weight 22% of this tense · 61st percentile among 22 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 39% of 22 in its family; the record of its people begins on 2024-04-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.6 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2024-04-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.6 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 22 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: PACS Group, Inc.'s leadership is put at 6.1 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 39% of 22 in its family; the record of its people begins on 2024-04-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.6 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.2/10

How much room does it have to grow?

top 28% of 22 in its family for room to expand.

weight 22% of this tense · 72nd percentile among 22 sector filers · read for itself

From the record

PACS Group, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $232 million against debt of $245 million leaves -0.2% of its assets as net cash, top 21% of its family; cash from operations less capital spending is 7.6% of revenue (top 34%) (its annual report).

What it rests on

  • cash less debt against assets-0.2%top 21% of its family
  • cash from operations less capital spending against revenue7.6%top 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 37% of 22 in its family for growth drivers.

weight 45% of this tense · 63rd percentile among 22 sector filers · read for its customers

From the record

PACS Group, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 29.7% a year over the last three filed years against 29.7% over all 4, speeding up (bottom 27% of its family); the newest year grew 29.3% (top 2%) (its annual reports). PACS Group, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+0.0 points a yearbottom 27% of its family
  • the newest year's revenue growth29.3%top 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.5/10

Did its newest year beat what its own record pointed to?

top 45% of 22 in its family for expectations against reality.

weight 33% of this tense · 55th percentile among 22 sector filers · read for its shareholders

From the record

PACS Group, Inc.'s newest year against its own record: revenue of $5.3 billion in fiscal 2025 came in 0.5% below the $5.3 billion its prior three years' pace pointed to (top 43% of its family); net income of $192 million against a prior three-year average of $106 million (top 25%); a net margin of 3.6% against 3.7% before (bottom 34%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-0.5%top 43% of its family
  • net income against the prior three years' average+80%top 25% of its family
  • net margin against its prior average-0.1 pointsbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton PACS · research, not advice