Pediatrix Medical Group (MD)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
$27.03+0.56%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · MD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -34.4% |
| Our one-year growth estimate | diamond | 2.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 36.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 26 industry peers · Company calendar date is not available
MD — General Counsel transition
Dated 2026-07-24
Executive Vice President, General Counsel, Chief Administrative Officer and Secretary — Mary Ann E. Moore: Ms. Moore is transitioning from her roles and will depart the company on October 31, 2026.
Why it matters: Changes in these fees can affect revenue and profits.
Watch forHospital contract fees increase a lot, boosting revenue growth.
Also watch forHospital contract fees fall, hurting revenue.
Why it matters: Higher operating income means better cost control. This helps with profits in the future.
Supportive ifOperating income in Q3 shows improvement from $56.9 million in Q2.
Worry ifOperating income fell from last quarter's $56.9 million.
Why it matters: Changing the General Counsel might impact the company's legal plans and work.
Worry ifThe transition goes well with no issues for operations or legal matters.
Less concerning ifThere are problems in operations or legal issues due to the General Counsel change.
Why it matters: Better operating income means the company is managing costs well. This can boost profits and investor trust.
Supportive ifOperating income will rise above $45 million in the next quarter.
Worry ifOperating income will drop below $40 million next quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$126 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $317 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,365 loss on $10,000 · 23.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A drop in sector revenue growth could signal broader challenges. This may impact Pediatrix's performance.
Worry ifSector revenue growth falls below its median of 10% year-over-year.
Less concerning ifSector revenue growth remains at or above its median of 10% year-over-year.
Why it matters: Stabilizing same-unit revenue growth is key to long-term success. It shows the company can maintain its market position.
Supportive ifSame-unit revenue growth stays at or above 1.9% in Q3.
Worry ifSame-unit revenue growth drops below 1.9% in Q3.
Why it matters: Changes in the payor mix can impact revenue. A stable mix supports revenue growth, while unfavorable shifts can hurt performance.
Watch forPayor mix remains stable with no significant shifts reported in Q3.
Also watch forReports of unfavorable payor mix shifts impacting revenue in Q3.
Why it matters: Rising expenses may show problems in operations and hurt profits.
Worry ifPractice salaries and benefits expenses rise by over 5% in Q2 from Q1.
Less concerning ifPractice salaries and benefits expenses rise by less than 2% in Q2 from Q1.
Why it matters: The Q2 earnings will show if revenue growth continues or slows. This is key for investors.
Watch forQ2 revenue growth reported above 5% year over year.
Also watch forQ2 revenue growth reported below 2% year over year.
Why it matters: Changes in payor mix can affect revenue and profit. A stable mix helps revenue growth.
Watch forPediatrix reports no bad payor mix changes compared to recent trends.
Also watch forPediatrix reports bad payor mix changes that hurt revenue.
Why it matters: Cash flow trends reveal the company's ability to fund operations and growth. Positive cash flow supports financial health.
Watch forCash flow from operations shows a positive trend, exceeding $130 million in Q2.
Also watch forCash flow from operations drops below $120 million in Q2.