As US Faces Shortage Of Expensive Skilled Clinicians, Home-Based Health Service Provider Addus HomeCare Is Well-Positioned To Grow: Analyst
As US Faces Shortage Of Expensive Skilled Clinicians, Home-Based Health Service Provider Addus HomeCare Is Well-Positioned To Grow: Analyst
JMP Securities initiated coverage on Addus HomeCare Corp (NASDAQ:ADUS), a provider of home-based personal care and clinical services.
JMP證券對愛德斯(NASDAQ:ADUS)進行了覆蓋,這是一家提供居家個人護理和臨床服務的公司。
JMP analysts see Addus HomeCare as having a uniquely strong and well-established presence in personal care services across multiple states, thanks to the company's scale and experienced management team.
JMP分析師認爲,愛德斯在多個州的個人護理服務方面具有獨特而強大的市場存在,這得益於公司的規模和經驗豐富的管理團隊。
The analyst writes that personal care is a cost-effective way to provide home-based services, especially as the U.S. faces a shortage of expensive skilled clinicians.
分析師寫道,個人護理是一種經濟有效的居家服務提供方式,尤其是在美國面臨昂貴的專業臨床醫生短缺的情況下。
This approach also helps delay the need for more costly care options. With the highly fragmented personal care sector, Addus has opportunities to expand by adding complementary home health and hospice services to its existing markets.
這種方法也有助於推遲對更昂貴護理選項的需求。由於個人護理板塊高度分散,愛德斯有機會通過向現有市場添加互補的居家健康和臨終關懷服務來擴展。
The analysts expect this strategy to support sustained double-digit revenue growth for the company in the coming years.
分析師預計,該策略將支持公司在未來幾年的持續兩位數營業收入增長。
In the third quarter, Addus HomeCare revenues were $289.8 million for the third quarter of 2024, a 7.0% increase compared with $270.7 million for the third quarter of 2023.
在第三季度,愛德斯的營業收入爲28980萬,較2023年第三季度的27070萬增長了7.0%。
JMP has initiated with a price target of $150, with a Market Perform rating.
JMP已啓動評級,目標價爲150美元,給予市場表現評級。
Addus HomeCare recently acquired Gentiva's PC operations. The deal, the largest acquisition in the company's history, is expected to allow Addus HomeCare to enter Texas with critical mass and add personal care services in six other states, three of which are new to the company.
愛德斯最近收購了Gentiva的個人護理業務。該交易是公司歷史上最大的一筆收購,預計將使愛德斯以關鍵規模進入德克薩斯州,並在其他六個州增加個人護理服務,其中三個州對公司來說是新的市場。
Gentiva's PC platform is expected to contribute annual revenue of $275 million-$280 million, prompting 29% year-over-year personal care growth for Addus HomeCare in 2025, above the segment's five-year CAGR (2019-2024E) of 8%.
Gentiva的個人護理平台預計每年將貢獻營業收入爲27500萬至28000萬,促使愛德斯在2025年的個人護理年增長率達到29%,高於該板塊五年複合年增長率(2019-2024年預估)8%。
JMP writes that in recent years, Addus HomeCare has expanded into value-based care (VBC) arrangements in select markets through its "Care Advantage" program.
JMP指出,近年來,愛德斯通過其「關懷優勢」計劃在幾個市場擴展了基於價值的護理(VBC)安排。
The company is well-positioned to grow in this area thanks to its combination of clinical and non-clinical care resources, along with its large-scale operations and robust case management systems.
憑藉臨床和非臨床護理資源的結合,以及其大規模運營和強大的案例管理系統,公司在這一領域有良好的增長前景。
Price Action: ADUS stock is up 5.14% at $131.42 at the last check Monday.
價格動態:ADUS股票在週一最後一次查看時上漲5.14%,報131.42美元。
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譯文內容由第三人軟體翻譯。