Quality Investor

Nutex Health Inc.

Rank #100Hypergrowth

NUTX · Nasdaq · Healthcare

Nutex Health Inc. (NUTX) — Rank #100 by gross profitability (GP/assets 0.46) · ROE 18.0% · Piotroski F-Score 7 / 9.

As-of 2026-09-15 · CIK 0001479681 · all metrics point-in-time as of the filing date.

About

Nutex Health Inc. operates as a healthcare services and operations company in the United States.

Show more

It operates through three segments: Hospital, Population Health Management (PHM), and Real Estate. The Hospital segment develops and operates a network of micro hospitals, specialty hospitals, and hospital outpatient departments that offer healthcare services, including emergency room care, inpatient care, and behavioural health. It also provides imaging services, such as CT scan, X-ray, MRI, ultrasound, etc.; laboratory services; and onsite inpatient pharmacies. The PHM segment provides management, administrative, and other support services to its affiliated hospitals and physician groups by establishing and operating provider networks, such as independent physician associations (IPAs); and a cloud-based technology platform for IPAs. The Real Estate segment owns and leases land and hospital buildings. Nutex Health Inc.

was founded in 2011 and is headquartered in Houston, Texas.

Industry
Medical Care Facilities
Sector
Healthcare
State
DE
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

NUTX-96.7% · -53.7% CAGRSPY+77.3% · +13.8% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$1.45B

P/E (annual)

20.1

P/S (annual)

1.7

P/B

3.7

P/OCF (annual)

5.8

Shareholder Yield

-23.0%

Employees

1,037

Industry

Medical Care Facilities

Exchange

Nasdaq

Signal Flags

2 green2 yellow
Operating leverage expandingOperating income growing faster than revenue
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.46
Return on equity
18.0%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.90
Current ratio
5.00×
Net cash
$165.61M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
12.3%

Growth

1/2 pass
Revenue growth
82.4%
Piotroski F-Score
7 / 9
Share dilution
23.0%

Terry Smith quality gate

Passes 4/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

-9.8%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 23.0% — per-share value needs a total required return of 13.2% once share-count change is priced in.

vs. own 6-year median revenue growth: 49.2%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

-13.0%

r = 10% (base)

-9.8%

r = 12%

-7.0%

Net debt / market cap: -11.6%

Base FCF: $245.6M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

0.8xFair
0.5xmed 19.6x564.5x

P / B

Price / book value per share

2.2xFair
1.7xmed 78.6x1291.4x

P / GP

Price / gross profit per share

1.6xFair
1.3xmed 137.7x9202.9x

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.46

Primary signal (Novy-Marx).

4th of 9 SIC 7389 peers

Return on equity

18.0%

Gross margin

50.8%

6th of 9 SIC 7389 peers

Revenue growth (YoY)

82.4%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

58.6%

Revenue CAGR (5Y)

26.1%

Earnings CAGR (3Y)

FCF CAGR (3Y)

89.7%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.90

3rd of 7 SIC 7389 peers (best = lowest)

Current ratio

5.00×

2nd of 9 SIC 7389 peers

Quick ratio

2.25×

Net cash

$165.61M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$245.60M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

2.47

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

12.3%

Stock-based comp intensity.

Piotroski F-Score

F-Score

7 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Startup
Hypergrowth
Decline