Added to YB: 2026-09-07
Pitch date: 2026-09-03
DR.TO [bullish]
Medical Facilities Corporation
Author Info
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Company Info
Medical Facilities Corporation, through its subsidiaries, owns and operates specialty surgical hospitals in the United States.
Market Cap
CAD 179.6M
Pitch Price
N/A
Price Target
27.00
Dividend
2.36%
EV/EBITDA
3.07
P/E
13.40
EV/Sales
0.72
Sector
Health Care Providers and Services
Category
value
Medical Facilities Corp (TSX:DR) – A special situation + possible wind-down at <2/3 of NAV
DR.TO: Medical Facilities owns 51% of two high-margin specialty surgical hospitals and trades at roughly 4x facility-level pre-overhead EBITDA. A sale at 10x, supported by prior divestitures at 9x EBITDA and 8x EBIT, implies a C$27 target and about 80% upside. A 10%+ free-cash-flow yield, 2.4% dividend and continued buybacks pay investors to wait; the thesis breaks if management reverses its capital-allocation strategy.
Read full article (9 min)