Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AHCO
BUYFLAGAdaptHealth Corp. · Healthcare · United States · $1.5B · Avg Vol: $16M/d
AdaptHealth has value V71 and momentum M64, but quality at Q42 is below the calibrated floor, and insiders sold 0.02%, which is separately adverse.
COMPANY DESCRIPTION
AdaptHealth Corp. is a leading provider of home medical equipment (HME), including sleep therapy, oxygen, and mobility products, to patients across the United States. The company's competitive moat is built on its extensive national distribution network and integrated technology platform, which streamlines patient care and reimbursement processes. AdaptHealth is a key player in the fragmented HME market, benefiting from economies of scale and an expanding service offering.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.0B | 3.2B | 3.3B | 3.2B | 3.0% | 3.3B | 3.5B | 3.7B | 7.0% |
| EPS | 0.47 | -5.06 | 0.62 | -0.52 | 14.9% | -0.59 | — | — | — |
| Shares | 134.4M | 132.6M | 134.6M | 132.5M | -1.4% | 136.1M | — | — | — |
| Debt | 2.3B | 2.3B | 2.1B | 1.9B | -6.5% | 2.0B | — | — | — |
| Equity | 2.2B | 1.5B | 1.6B | 1.5B | -11.0% | — | — | — | — |
| Op CF | 373.9M | 480.7M | 541.8M | 601.8M | 17.2% | 600.0M | — | — | — |
| Inv CF | -411.2M | -357.3M | -310.3M | -303.2M | — | — | — | — | — |
| Fin CF | -66.1M | -92.5M | -198.9M | -302.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of AHCO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AHCO | AdaptHealth Corp.(you) | $1.5B | 79 | BUY |
| IART | Integra LifeSciences Holdings Corporation | $1.5B | 80 | BUY |
| ENOV | Enovis Corporation | $1.6B | 80 | BUY |
| IRMD | IRADIMED CORPORATION | $1.2B | 78 | BUY |
| UFPT | UFP Technologies, Inc. | $1.8B | 75 | BUY |
| CNMD | CONMED Corporation | $1.3B | 86 | STRONG BUY |
| AVNS | Avanos Medical, Inc. | $1.2B | 72 | BUY |
| ITGR | Integer Holdings Corporation | $3.3B | 72 | BUY |
| INSP | Inspire Medical Systems, Inc. | $1.4B | 56 | HOLD |
| AXGN | Axogen, Inc. | $2.1B | 62 | HOLD |
Peer medians: ROE -25.6% · P/E 27.7x · Gross margin 50.7%