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Addus HomeCare (ADUS) Q1 Earnings and Revenues Beat Estimates
Zacks Investment Research· 2024-05-07 07:06
Addus HomeCare (ADUS) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.10 per share. This compares to earnings of $0.97 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this provider of home-based personal care, nursing and rehabilitative therapy services would post earnings of $1.16 per share when it actually produced earnings of $1.32, de ...
Addus(ADUS) - 2024 Q1 - Quarterly Results
2024-05-07 05:15
Exhibit 99.1 Contacts: Brian W. Poff Dru Anderson Executive Vice President, Chief Financial Officer FINN Partners Addus HomeCare Corporation (615) 324-7346 (469) 535-8200 dru.anderson@finnpartners.com investorrelations@addus.com ADDUS HOMECARE ANNOUNCES FIRST QUARTER 2024 FINANCIAL RESULTS Frisco, Texas (May 6, 2024) – Addus HomeCare Corporation (NASDAQ: ADUS), a provider of home care services, today announced its financial results for the first quarter ended March 31, 2024. First Quarter 2024 Highlights: • ...
Is Addus HomeCare (ADUS) Stock Outpacing Its Medical Peers This Year?
Zacks Investment Research· 2024-05-02 22:47
The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Addus HomeCare (ADUS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question. Addus HomeCare is one of 1050 individual stocks in the Medical sector. Collectively, these companies sit at #4 in the Zacks Sector Rank. The Zacks Sector Rank gauges the str ...
ADUS vs. USPH: Which Stock Is the Better Value Option?
Zacks Investment Research· 2024-04-20 00:41
Investors interested in Medical - Outpatient and Home Healthcare stocks are likely familiar with Addus HomeCare (ADUS) and U.S. Physical Therapy (USPH) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a prove ...
ADUS vs. USPH: Which Stock Should Value Investors Buy Now?
Zacks Investment Research· 2024-04-04 00:46
行业比较 - Addus HomeCare (ADUS) 和 U.S. Physical Therapy (USPH) 是医疗-门诊和家庭保健行业的两家上市公司[1] 股票评级 - ADUS 的 Zacks Rank 为 2 (Buy),而 USPH 的 Zacks Rank 为 3 (Hold)[3] 估值比较 - ADUS 目前的前瞻市盈率为 20.90,而 USPH 的前瞻市盈率为 38.70[6] - ADUS 的 P/B 比率为 2.33,而 USPH 的 P/B 比率为 3.37[7] 投资建议 - ADUS 的估值指标比 USPH 更有吸引力,因此价值投资者可能会认为 ADUS 目前是更优选[8]
ADUS or USPH: Which Is the Better Value Stock Right Now?
Zacks Investment Research· 2024-03-19 00:46
医疗保健行业比较 - Addus HomeCare (ADUS) 和 U.S. Physical Therapy (USPH) 是医疗-门诊和家庭保健行业的两家公司[1] Zacks Rank 比较 - ADUS 目前的 Zacks Rank 为 2 (买入),而 USPH 的 Zacks Rank 为 5 (强热卖)[3] 价值投资指标比较 - ADUS 在众多传统的价值投资指标中表现出色,包括前瞻性 P/E 比率为 19.99,PEG 比率为 1.52,P/B 比率为 2.22[6][7] 投资者选择建议 - ADUS 在 Zacks Rank 和 Style Scores 模型中均表现优异,价值投资者可能会认为 ADUS 是更好的选择[8]
Addus(ADUS) - 2023 Q4 - Earnings Call Transcript
2024-03-02 20:54
财务数据和关键指标变化 - 2023年第四季度总收入为2.764亿美元,同比增长11.9% [11] - 2023年全年总收入约为11亿美元,同比增长11.3% [12] - 2023年第四季度调整后每股收益为1.32美元,同比增长18.9% [11] - 2023年全年调整后每股收益为4.58美元,同比增长22.8% [12] - 2023年第四季度调整后EBITDA为3430万美元,同比增长21.3% [11] - 2023年全年调整后EBITDA为1.21亿美元,同比增长19.3% [12] 各条业务线数据和关键指标变化 - 个人护理业务2023年第四季度收入为2.045亿美元,占总收入的74% [49] - 临终关怀业务2023年第四季度收入为5470万美元,占总收入的19.8% [49] - 家庭健康业务2023年第四季度收入为1710万美元,占总收入的6.2% [49] - 个人护理业务2023年全年收入增长12.1% [43] - 临终关怀业务2023年第四季度同店收入增长3.5% [28] - 家庭健康业务2023年第四季度同店收入下降17.8% [30] 各个市场数据和关键指标变化 - 个人护理业务2023年第四季度同店收入增长11.2% [26] - 个人护理业务2023年第四季度同店每个工作日时间增长2.7% [26] - 临终关怀业务2023年第四季度同店平均每日收治人数下降1% [28] - 临终关怀业务2023年第四季度同店新收治人数环比增长2.7% [28] 公司战略和发展方向及行业竞争 - 公司将继续通过收购来实现战略性增长,特别是能够利用公司在个人护理业务的优势并增加临床服务的收购标的 [45] - 公司认为大型个人护理服务提供商将在任何最终规则下都有显著优势 [16][17] - 公司正在投资调度系统和员工招聘保留等以提高运营效率,为任何最终规则做好准备 [97][98] - 公司正在利用价值型医疗合同来提高服务质量和降低成本,并与大型医保公司进行相关谈判 [34][35][36] 管理层对经营环境和未来前景的评论 - 管理层对个人护理服务在各州Medicaid计划和医保合作伙伴中的价值持乐观态度,预计未来会继续获得支持 [23][24] - 管理层对临终关怀业务的未来发展持乐观态度,预计2024年收入和入院人数将保持增长 [28][29] - 管理层对家庭健康业务的未来发展持谨慎态度,将继续限制从支付率较低的支付方获取新患者 [30][31] - 管理层认为行业对居家护理服务的重视度提高是有利于公司发展的机遇 [38][39] 问答环节重要的提问和回答 问题1 **Joanna Gajuk提问** 第四季度毛利率超过12%,且同比提升,这种改善是否可持续?2024年全年调整后EBITDA率是否可以以2023年的11.4%为基准? [65][66] **Brian Poff回答** 2024年第一季度毛利率预计将受到季节性因素的拖累,但全年来看,公司预计毛利率水平将保持稳定。2024年全年调整后EBITDA率以2023年11.4%为基准是合理的。[67][68][69] 问题2 **Scott Fidel提问** 对于即将出台的Medicaid Access规则,公司是否更加乐观?公司在个人护理市场的并购部署有何具体考虑? [79][80] **Dirk Allison回答** 公司对最终规则的内容更加乐观,认为规则将为大型服务商提供优势。公司正在投资调度、招聘保留等以提高运营效率,并关注可以快速进入新市场的并购机会。[81][82][83][84][97][98] 问题3 **Brian Tanquilut提问** 公司如何推进价值型医疗业务,需要在哪些方面进行投入和能力建设? [100][101] **Brad Bickham回答** 公司已实施新的病例管理软件以提升价值型项目的规模和效率,并将继续投资以改善个人护理服务对临床结果的影响。[102][103]
Is Addus HomeCare (ADUS) Stock a Solid Choice Right Now?
Zacks Investment Research· 2024-03-01 22:30
One stock that might be an intriguing choice for investors right now is Addus HomeCare Corporation (ADUS) . This is because this security in the Medical - Outpatient and Home Healthcare space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arg ...
Addus HomeCare (ADUS) Upgraded to Buy: What Does It Mean for the Stock?
Zacks Investment Research· 2024-03-01 02:01
Investors might want to bet on Addus HomeCare (ADUS) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. The power of ...
ADUS vs. CHE: Which Stock Is the Better Value Option?
Zacks Investment Research· 2024-03-01 01:46
行业比较 - Addus HomeCare (ADUS) 和 Chemed (CHE) 都是医疗-门诊和家庭保健行业的股票[1] 股票评级 - ADUS 和 CHE 目前都拥有 Zacks Rank 2 (买入) 的评级[3] 估值比较 - ADUS 的前瞻市盈率为19.03,而CHE的前瞻市盈率为26.91,ADUS的PEG比率为1.45,而CHE的PEG比率为3.02[6] - ADUS 的市净率为2.11,而CHE的市净率为8.55[7] - 根据估值指标,ADUS 目前被认为是更具价值的选择[8]