Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CHE
Strong BuyPremium GrowerFLAGChemed Corporation · Healthcare · United States · $6.8B · Avg Vol: $73M/d
Chemed has strong quality Q77 and momentum M68 with a buyback retiring 4.14% of shares, substantial corroboration, but value at V41 is below the calibrated floor, so stage one fails. Insider selling is separately adverse.
COMPANY DESCRIPTION
Chemed Corporation operates through two distinct segments: VITAS Healthcare, the largest hospice care provider in the US, and Roto-Rooter, a leading plumbing and drain cleaning service. This unique business model combines a dominant hospice care provider with a market-leading essential home services brand, generating diversified and stable cash flows. The company benefits from its leading position in the fragmented hospice market and the resilient demand for its home repair services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1B | 2.3B | 2.4B | 2.5B | 5.8% | 2.6B | 2.7B | 2.9B | 6.7% |
| EPS | 16.72 | 18.11 | 20.10 | 18.42 | 3.3% | 19.88 | 21.81 | 23.53 | 13.0% |
| Shares | 14.9M | 15.0M | 14.6M | 13.7M | -7.8% | 13.1M | — | — | — |
| Debt | 247.0M | 139.4M | 140.8M | 143.8M | -16.5% | 294.8M | — | — | — |
| Equity | 798.7M | 1.1B | 1.1B | 979.4M | 7.0% | — | — | — | — |
| Op CF | 309.9M | 330.3M | 417.5M | 388.3M | 7.8% | 390.0M | — | — | — |
| Inv CF | -59.4M | -60.6M | -143.9M | -59.3M | — | — | — | — | — |
| Fin CF | -209.3M | -79.8M | -359.2M | -432.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of CHE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CHE | Chemed Corporation(you) | $6.8B | 89 | Strong Buy |
| UHS | Universal Health Services, Inc. | $10.1B | 89 | Strong Buy |
| CON | Concentra Group Holdings Parent, Inc. | $4.4B | 93 | Strong Buy |
| EHC | Encompass Health Corporation | $11.9B | 91 | Strong Buy |
| DVA | DaVita Inc. | $11.5B | 92 | Strong Buy |
| PACS | PACS Group, Inc. | $6.8B | 74 | Buy |
| NHC | National HealthCare Corporation | $3.5B | 92 | Strong Buy |
| LFST | LifeStance Health Group, Inc. | $4.7B | 80 | Buy |
| AVAH | Aveanna Healthcare Holdings Inc. | $2.9B | 96 | Strong Buy |
| GRDN | Guardian Pharmacy Services, Inc. | $2.3B | 93 | Strong Buy |
Peer medians: ROE -30.2% · P/E 27.1x · Gross margin 58.3%