Universal Health Services: A Bargain With Medicaid Cuts Fears Baked Into Stock Price
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Universal Health Services (UHS) has experienced a stock de-rating due to concerns over potential Medicaid cuts, despite strong EPS growth and excellent Q4 results. UHS has significant exposure to Medicaid, which constitutes 25% of its revenue.
March 07, 2025 | 9:00 pm
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Universal Health Services (UHS) stock has been de-rated due to fears of Medicaid cuts, despite strong EPS growth and Q4 results. Medicaid accounts for 25% of UHS's revenue, making it vulnerable to potential cuts.
UHS has significant exposure to Medicaid, which makes up 25% of its revenue. Concerns over potential Medicaid cuts have led to a stock de-rating, despite the company's strong EPS growth and excellent Q4 results. The political uncertainty surrounding Medicaid cuts adds to the stock's vulnerability.
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