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    Nutex Health (NUTX): Valuation Check After New St. Louis Hospital Expands Its Micro Hospital Network

    Simply Wall St·12/23/2025 10:29:05
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    Nutex Health (NUTX) just opened its 26th hospital, and first in Missouri, with the new Archview ER & Hospital in St. Louis, a move that quietly extends its micro hospital footprint into a fresh urban market.

    See our latest analysis for Nutex Health.

    That backdrop helps explain why sentiment has heated up, with Nutex Health’s 30 day share price return of 31.14 percent feeding into a powerful 417.14 percent year to date share price surge, even as its three year total shareholder return remains negative at 42.45 percent.

    If this kind of expansion story has your attention, it could be a good moment to see what else is happening across U.S. healthcare stocks for fresh ideas.

    Yet with Nutex trading at a steep discount to analyst targets despite accelerating earnings and steady top line growth, investors now face a key question: is this still an underappreciated turnaround, or has the market already priced in the next leg of growth?

    Most Popular Narrative Narrative: 25.7% Undervalued

    With the most followed narrative placing Nutex Health’s fair value well above its last close of $179.55, the gap to that upside view is striking.

    The company's successful navigation of value-based care and risk-based contracts, including rapid expansion of IPAs and population health management capabilities, positions it to benefit from industry reimbursement trends, potentially boosting margins and recurring earnings as the model matures.

    Cost discipline through vertical integration with physician groups, lean operations, and prospective tech investments (AI-driven workflows, health IT) are driving improved gross and EBITDA margins (for example, G&A down to 4.9% of revenue). This may translate to sustained net margin expansion and earnings growth as scale increases.

    Read the complete narrative.

    Want to see how high margin expansion, ambitious revenue compounding, and a richer earnings multiple combine into that fair value? The full narrative lays out the entire roadmap.

    Result: Fair Value of $241.67 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, sustained reliance on arbitration driven revenue and minimal organic growth at mature hospitals could undermine long term margin expansion and valuation upside.

    Find out about the key risks to this Nutex Health narrative.

    Build Your Own Nutex Health Narrative

    If you see Nutex’s story differently, or want to dig into the numbers yourself, you can spin up your own view in minutes: Do it your way.

    A great starting point for your Nutex Health research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.