Lumida
/MD
⌘K
Pediatrix Medical Group Inc

Pediatrix Medical Group Inc

MD
$26.77USD↑+0.15%+0.04 today

MARKET CAP

2.2B

P/E (TTM)

13.0x

FWD P/E

—

DAY RANGE

$27 – $27

52W RANGE

$16
$28

AI Summary

Stalk
StalkMedium

MD remains in a Stage 2 uptrend with higher highs & higher lows, trading in a tight range above the 9/20 EMA stack. The medium-term bias is firmly bullish based on structural continuation, but short-term timing is neutral. Stalk pullbacks into the 9/20 EMA zone for a higher-probability entry.

  • ↑Q2 adjusted EBITDA $76M; revenue +4% YoY, 2% same-unit growth
  • ↑Building tele-hybrid model, expanding telemedicine services nationwide
  • ↓NICU days down 3% and same-unit volumes -2% signal patient decline
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Pediatrix Medical Group, Inc. (NASDAQ: MD) is a leading provider of neonatal and maternal-fetal medical services in the U.S., focusing on a tele-hybrid care model to enhance healthcare accessibility for women and children. The company operates the largest network of maternal-fetal medicine specialists and Neonatal Intensive Care Units (NICUs) in the country, positioning itself effectively to capture growth in a vital healthcare segment. As the healthcare landscape continues to evolve, Pediatrix is aligning its strategies with digital healthcare trends, emphasizing the integration of telemedicine services.

Bull says

  • ↑Q2 adjusted EBITDA $76M; revenue +4% YoY, 2% same-unit growth
  • ↑Building tele-hybrid model, expanding telemedicine services nationwide
  • ↑Repurchased 7M shares since Aug 2025, reducing share count
  • ↑Reaffirmed full-year adjusted EBITDA guidance of $280–300M
  • ↑Average earnings surprise +17.4% highlights consistent beat trend
  • ↑High earnings yield, positive momentum and strategic leverage balance stable profitability

Bear says

  • ↓NICU days down 3% and same-unit volumes -2% signal patient decline
  • ↓Stock trades at $26.08 vs $23.17 fair value, ~13% premium
  • ↓G&A costs rising with $230–240M in 2026 executive transition expenses
  • ↓RCM cash collections tailwind expected to weaken in late 2026
  • ↓Analysts cutting forecasts: weak growth outlook and downward revisions
  • ↓Weak growth trend, poor revisions, low dividend returns and balance sheet risk

Investment themes with MD

Health Care Providers↓ -0.37%

UNH · CVS · HCA

Earnings Call · Q3 2023 · Mgmt. Guidance

Updated 12-12-2024bearish

Transcript signals

Bear points

  • Our disappointing results reflected relatively soft patient volumes and persistent practice level cost inflation.
  • given our financial strength and liquidity we will focus our capital allocation priorities to build on our core as we have communicated previously.
  • Our adjusted EBITDA for the quarter was roughly $15 million below our internal forecast, primarily driven by practice level operating expenses and also impacted by soft patient volumes.
Read full transcript analysis ›