Concentra's High-Quality Business Model Attracts Analyst Attention, Initiates With Buy Rating
Concentra's High-Quality Business Model Attracts Analyst Attention, Initiates With Buy Rating
Concentra Group Holdings Parent, Inc. (NYSE:CON) shares are trading higher today. Deutsche Bank analyst Justin Bowers initiated coverage on the stock with a Buy rating and a price target of $29.
今天Concentra Group Holdings Parent, Inc. (紐交所: CON)的股票價格有所上漲。德意志銀行的分析師Justin Bowers開始對該股進行覆蓋並給予買入評級和$29的價格目標。
The analyst writes that the stock could achieve a 20-30% IRR over the next 2-3 years, driven by continued execution and narrowing the discount to peers.
該分析師認爲，該股票在未來2-3年內有望獲得20-30%的內部收益率，原因是持續執行和將折扣縮小到同行業水平。
Concentra stands out as a high-quality healthcare services asset with mid-teens FCF per share growth potential, thanks to its scale, market dominance, top facility margins, and strong management execution, adds the analyst.
該分析師補充道，Concentra是一家高質量的醫療服務資產，具有中低後期自由現金流每股增長潛力，這要歸因於其規模、市場主導地位、頂級設施利潤率和強大的管理執行力。
Bowers says that Concentra's center-level margins significantly surpass peers', and its inorganic growth is expected to accelerate, given its balance sheet strength and ability to execute M&A at low to mid-single-digit EBITDA multiples post-synergy.
Bowers表示，Concentra的中心利潤顯著超過同行業，並且預計其有機增長將加速，因爲其資產負債表實力和能夠在低至中個位數EBITDA多倍數後合併執行M&A。
The company generates high free cash flow (over 1x net income), facilitating rapid de-leveraging and robust reinvestment, adds the analyst.
該公司的自由現金流較高(超過1倍的淨利潤)，有助於快速去槓桿化和強勁再投資，該分析師補充說。
The analyst estimates that the recent fee schedule increase in Florida will boost 2025 revenue by 1.4%-1.8%, enhancing the margin of safety for their 2025 estimate.
該分析師估計，佛羅里達州最近的費用計劃加大將提高2025年收入1.4%-1.8%，增強了他們2025年估計的安全邊際。
Price Action: CON shares are up 0.38% at $23.50 at the last check Monday.
價格走勢：星期一最後一次檢查時，CON股票上漲0.38%，達到$23.50。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Image via Pixabay
圖片由Pixabay提供
- California Company Led By Ex-Police Officer-Turned- Cannabis CEO Could Pivot Into Hemp Space
- 一名前警官轉型成爲大麻股首席執行官的加利福尼亞公司可能會轉向大麻空間。
譯文內容由第三人軟體翻譯。