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1. Company Snapshot

1.a. Company Description

Andlauer Healthcare Group Inc., a supply chain management company, provides a platform of customized third-party logistics (3PL) and specialized transportation solutions for the healthcare sector in Canada and the United States.The company operates in two segments, Specialized Transportation and Healthcare Logistics.It provides logistics and distribution services, including client and customer integration, transportation and inventory management, distribution and fulfillment, and warehousing solutions; and packaging services, such as co-packing and re-packing, assembly, and custom work services.


The company also offers temperature-controlled services; air freight forwarding services; dedicated and last mile delivery services; and ground transportation services, including less-than-truckload, pick-up and delivery, and courier services, as well as carrier options.It provides services to healthcare manufacturers, wholesalers, distributors, 3PL providers, and others through a platform of technology-enabled supply chain solutions for a range of products, including pharmaceuticals, vaccines, biologics, narcotics, precursors, active pharmaceutical ingredients, over-the-counter, cosmetics, health and beauty aids, and medical devices, as well as natural, animal, and consumer health.The company was founded in 1991 and is headquartered in Vaughan, Canada.


Andlauer Healthcare Group Inc.opeates as a subsidiary of Andlauer Management Group Inc.

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1.b. Last Insights on AND

The recent performance of Andlauer Healthcare Group Inc. was negatively impacted by the retirement of Bob Brogan, President of Specialty Solutions, which may lead to continuity and leadership risks. Additionally, the company's joint venture with NowPac, a contract packaging services company, may not provide a significant short-term boost, as the joint venture is owned 50% by Accuristix, a subsidiary of AHG. The lack of significant revenue growth, as seen in the flat revenue of CA$650.5m in FY 2024, also contributed to the negative sentiment.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Should Investors Bet on UPS Post Its Andlauer Healthcare Buyout?

Nov -07

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UPS concludes Andlauer Healthcare acquisition

Nov -05

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Andlauer Healthcare Group (TSX:AND): Assessing Valuation After Recent Share Price Momentum

Nov -04

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UPS expands healthcare reach with completion of Andlauer Healthcare deal

Nov -03

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UPS expands healthcare reach with completion of Andlauer deal

Nov -03

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UPS Acquires Andlauer Healthcare Group for $1.6 Billion, Accelerating Its Expansion as a Global Leader in Complex Healthcare Logistics

Nov -03

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UPS Completes Acquisition of Andlauer Healthcare Group Inc.

Nov -03

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Assessing Andlauer Healthcare Group (TSX:AND) Valuation After a Strong Year of Outperformance

Oct -19

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.11%)

6. Segments

Specialized Transportation

Expected Growth: 5%

Andlauer Healthcare Group's Specialized Transportation segment growth is driven by increasing demand for medical logistics, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on technology integration, such as GPS tracking and real-time monitoring, enhances operational efficiency and customer satisfaction, further fueling growth.

Healthcare Logistics

Expected Growth: 3%

Andlauer Healthcare Group Inc.'s 3% growth in Healthcare Logistics is driven by increasing demand for specialized transportation and storage of pharmaceuticals, vaccines, and medical devices. Expanding healthcare infrastructure, an aging population, and rising healthcare expenditure also contribute to this growth. Additionally, the company's strategic acquisitions and investments in technology, such as track-and-trace systems, enhance its capabilities and efficiency.

Eliminations

Expected Growth: 0%

With 0% growth, Andlauer Healthcare Group Inc.'s eliminations are stagnant, indicating no significant changes in inter-segment transactions, lack of new business ventures, and stable operational efficiency. This could be due to a mature business model, consistent customer base, and absence of significant investments or divestitures.

Corporate

Expected Growth: 2%

Andlauer Healthcare Group Inc.'s corporate segment growth is driven by strategic acquisitions, expansion into new markets, and increased demand for healthcare services. The company's focus on operational efficiency, cost savings, and investment in technology also contribute to its growth. Additionally, the company's diversified revenue streams and strong relationships with healthcare providers support its growth momentum.

7. Detailed Products

Radiology Information Systems (RIS)

A comprehensive software solution for radiology departments to manage patient data, scheduling, and billing

Picture Archiving and Communication Systems (PACS)

A medical imaging technology for storing, retrieving, and managing medical images

Telemedicine Solutions

A platform for remote healthcare services, enabling virtual consultations and care coordination

Medical Billing and Revenue Cycle Management

A comprehensive solution for medical billing, claims processing, and revenue cycle management

Healthcare Analytics and Business Intelligence

A data analytics platform for healthcare organizations to gain insights and make data-driven decisions

Clinical Decision Support Systems (CDSS)

A software solution providing healthcare professionals with real-time, evidence-based clinical decision support

8. Andlauer Healthcare Group Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Andlauer Healthcare Group Inc. is medium due to the presence of alternative healthcare services and products that can replace the company's offerings.

Bargaining Power Of Customers

The bargaining power of customers for Andlauer Healthcare Group Inc. is low due to the company's strong brand reputation and limited switching costs for customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Andlauer Healthcare Group Inc. is medium due to the presence of multiple suppliers and the company's moderate dependence on them.

Threat Of New Entrants

The threat of new entrants for Andlauer Healthcare Group Inc. is high due to the relatively low barriers to entry in the healthcare industry and the presence of potential new entrants.

Intensity Of Rivalry

The intensity of rivalry for Andlauer Healthcare Group Inc. is high due to the presence of multiple competitors in the healthcare industry and the high stakes of competition.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 10.06%
Debt Cost 7.41%
Equity Weight 89.94%
Equity Cost 7.41%
WACC 7.41%
Leverage 11.18%

11. Quality Control: Andlauer Healthcare Group Inc. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Andlauer Healthcare Group

A-Score: 5.8/10

Value: 3.4

Growth: 7.0

Quality: 6.7

Yield: 1.0

Momentum: 8.5

Volatility: 8.3

1-Year Total Return ->

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Stock-Card
Pitney Bowes

A-Score: 5.3/10

Value: 7.3

Growth: 1.0

Quality: 4.9

Yield: 6.0

Momentum: 9.0

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
Cargojet

A-Score: 5.1/10

Value: 7.6

Growth: 7.4

Quality: 4.9

Yield: 3.0

Momentum: 1.0

Volatility: 6.7

1-Year Total Return ->

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Stock-Card
Cryoport

A-Score: 4.6/10

Value: 8.3

Growth: 3.9

Quality: 6.8

Yield: 0.0

Momentum: 7.5

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
Radiant Logistics

A-Score: 4.0/10

Value: 5.8

Growth: 4.0

Quality: 4.6

Yield: 0.0

Momentum: 3.0

Volatility: 6.7

1-Year Total Return ->

View Full Report
Stock-Card
Forward Air

A-Score: 2.3/10

Value: 6.2

Growth: 2.4

Quality: 1.8

Yield: 0.0

Momentum: 1.5

Volatility: 2.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

54.97$

Current Price

54.97$

Potential

0.00%

Expected Cash-Flows