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Medical Facilities Corporation (TSE:DR)
TSX:DR
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Medical Facilities (DR) AI Stock Analysis

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TSE:DR

Medical Facilities

(TSX:DR)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
C$16.00
▼(-10.66% Downside)
Action:Reiterated
Date:08/10/26
The score reflects improved profitability and strong free-cash-flow generation with a healthier leverage profile, supported by attractive valuation (low P/E and dividend). These positives are weighed down by very weak technical momentum (below major moving averages with negative MACD and deeply oversold RSI) and ongoing business volatility risks, including recent TTM revenue contraction and volume/cost pressures discussed on the latest earnings call.
Positive Factors
Strong free cash flow
Robust free cash flow generation and high cash conversion (FCF ≈88% of net income) provide durable internal funding to support capital returns, reinvestment in facilities, and selective M&A or physician recruitment without relying on external debt, improving long-term financial flexibility.
Negative Factors
Revenue contraction & volatility
Ongoing TTM revenue decline and repeated top-line volatility weaken earnings visibility and cash predictability. For a model tied to procedure volumes and case mix, sustained revenue contraction reduces margin sustainability and complicates multi-quarter planning for staffing, capital, and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow
Robust free cash flow generation and high cash conversion (FCF ≈88% of net income) provide durable internal funding to support capital returns, reinvestment in facilities, and selective M&A or physician recruitment without relying on external debt, improving long-term financial flexibility.
Read all positive factors

Medical Facilities (DR) vs. iShares MSCI Canada ETF (EWC)

Medical Facilities Business Overview & Revenue Model

Company Description
Medical Facilities Corporation (MFC) is engaged in the ownership and management of a network of specialized surgical hospitals and an outpatient surgery facility across the United States. These surgical hospitals deliver a comprehensive range of m...
How the Company Makes Money
Medical Facilities makes money primarily through its ownership interests in U.S. surgical hospitals and ambulatory surgery centers that generate patient-service revenue. At the facility level, revenue is largely earned from providing surgical proc...

Medical Facilities Earnings Call Summary

Earnings Call Date:Aug 06, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call presented a generally positive operational and financial update: revenue, income from operations, and EBITDA all grew year-over-year, liquidity is strong with no corporate-level debt, and shareholder returns remain substantial via buybacks. However, the company faces notable volume softness in certain categories (inpatient, observation, pain management), and operating costs rose materially, which temper the outlook. Overall the positives—top-line and profit growth, strong cash position, and committed capital returns—outweigh the headwinds from volume mix and expense pressures.
Positive Updates
Revenue Growth
Quarterly revenue of $63.1 million, up 7.8% year-over-year driven primarily by favorable payer and case mix toward higher-value orthopedic and spine procedures.
Negative Updates
Overall Surgical Volume Decline
Surgical case volume declined 2.3% in the quarter; while volumes were essentially flat when excluding low-margin dental cases, overall volume softness remains a concern.
Read all updates
Q2-2026 Updates
Negative
Revenue Growth
Quarterly revenue of $63.1 million, up 7.8% year-over-year driven primarily by favorable payer and case mix toward higher-value orthopedic and spine procedures.
Read all positive updates
Company Guidance
Management provided limited forward-looking numeric guidance, instead emphasizing balance-sheet flexibility and a continued priority on returning capital to shareholders: they repurchased ~1.34 million shares for $17.1M in Q2 (≈1.66M for $21M in H1) and have since fully used the current NCIB limit of ≈1.81M shares, contributing to a cumulative CAD 218M returned since Q3 2022; cash at quarter end was $64.1M (including $58M at corporate), consolidated net working capital was $65.2M (vs. $54.0M at year-end Dec.; cash then $43.4M), and the company has no corporate-level bank debt after paying off its credit facility in 2024. Operational context for that guidance included revenue of $63.1M (up 7.8%), income from operations of $9.6M (up 9.4%), EBITDA of $12.5M (up 7.1%), operating expenses up $3.8M (7.6%) with drugs & supplies +12.5%, salaries & benefits +6.4% and G&A +3.8%; surgical volume was down 2.3% (essentially flat excluding low‑margin dental), outpatient +0.9%, inpatient -12.5%, observation -9.1%, and pain management -19.9% (with new pain and orthopedic physicians joining in September), and management said it will continue supporting hospitals while evaluating the most efficient ways to return capital.

Medical Facilities Financial Statement Overview

Summary
Fundamentals are improved and cash-generative: strong TTM profitability (net margin ~14%, EBIT ~22.7%) and solid free cash flow (~$46.4M, ~88% of net income). Balance sheet leverage is more manageable (D/E ~0.59) with strengthened equity, but revenue is currently contracting (TTM -6.2%) and historical margin swings/revenue volatility reduce stability.
Income Statement
62
Positive
Balance Sheet
68
Positive
Cash Flow
74
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue287.38M258.62M331.53M445.58M424.55M398.63M
Gross Profit107.52M98.20M219.88M296.68M280.63M268.61M
EBITDA77.56M59.41M82.57M72.43M51.15M103.40M
Net Income39.86M21.08M73.49M18.50M-4.41M15.50M
Balance Sheet
Total Assets255.57M272.14M346.29M354.88M377.79M446.97M
Cash, Cash Equivalents and Short-Term Investments64.01M43.37M108.50M24.11M34.93M61.04M
Total Debt54.60M58.74M73.94M116.81M142.95M140.90M
Total Liabilities141.58M171.76M198.84M236.58M263.10M273.82M
Stockholders Equity93.21M75.32M122.02M85.99M79.13M127.55M
Cash Flow
Free Cash Flow46.44M40.99M76.22M56.66M50.30M67.22M
Operating Cash Flow51.86M45.95M83.28M72.71M57.01M75.64M
Investing Cash Flow38.20M-4.14M85.42M-13.67M-5.78M-8.69M
Financing Cash Flow-75.11M-107.30M-84.26M-69.83M-77.35M-72.06M

Medical Facilities Technical Analysis

Technical Analysis Sentiment
Negative
Last Price17.91
Price Trends
50DMA
17.80
Negative
100DMA
17.33
Negative
200DMA
16.42
Negative
Market Momentum
MACD
-0.39
Positive
RSI
14.52
Positive
STOCH
10.53
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:DR, the sentiment is Negative. The current price of 17.91 is above the 20-day moving average (MA) of 17.65, above the 50-day MA of 17.80, and above the 200-day MA of 16.42, indicating a bearish trend. The MACD of -0.39 indicates Positive momentum. The RSI at 14.52 is Positive, neither overbought nor oversold. The STOCH value of 10.53 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TSE:DR.

Medical Facilities Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
C$213.86M7.8325.79%2.37%2.96%
62
Neutral
C$246.11M8.4951.33%2.01%2.64%-56.04%
62
Neutral
C$3.08B23.5545.35%1.35%31.14%34.48%
60
Neutral
C$1.06B36.803.15%38.54%
54
Neutral
C$2.42B41.586.44%4.08%16.11%31.75%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:DR
Medical Facilities
15.15
0.70
4.84%
TSE:CRRX
CareRx
3.36
0.52
18.31%
TSE:EXE
Extendicare
32.50
19.53
150.48%
TSE:SIA
Sienna Senior Living
21.62
3.72
20.80%
TSE:WELL
WELL Health Technologies Corp
4.10
-0.71
-14.76%

Medical Facilities Corporate Events

Business Operations and StrategyDividends
Medical Facilities Corporation Declares Third Quarter Dividend
Positive
Aug 6, 2026
Medical Facilities Corporation has declared a third quarter cash dividend of Cdn $0.09 per common share, payable on October 15, 2026, to shareholders of record as of October 1, 2026. The company has designated this payment as an eligible dividend ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 10, 2026