Professional
Added to YB: 2025-02-06
Pitch date: 2025-02-05
DR.TO [bullish]
Medical Facilities Corporation
+8.35%
current return
Author Info
River Oaks Capital is an investment fund that invests in a concentrated number of small, underfollowed micro cap & small cap public companies. Sign up for the newsletter.
Company Info
Medical Facilities Corporation, through its subsidiaries, owns and operates specialty surgical hospitals in the United States.
Market Cap
N/A
Pitch Price
CAD 16.07
Price Target
22.40 (+29%)
Dividend
2.08%
EV/EBITDA
N/A
P/E
17.17
EV/Sales
0.81
Sector
Health Care Providers and Services
Category
value
River Oaks Capital Portfolio Holding: Medical Facilities Corporation
DR.TO: Majority owner of 3 surgical hospitals & 1 center. Turnaround plan executed: divested Black Hills for $194M, $80M tender offer. 50% share buyback by 2025. Scarcity value in surgical hospitals due to 2010 law. Sioux Falls, Arkansas, Oklahoma assets worth ~132% of market cap. 9-10% FCF yield post-Black Hills sale. Management aware of fixed cost issue.
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