Amedisys, Inc. (AMED) | Investment Case

1. Company Snapshot

1.a. Company Description

Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States.It operates through three segments: Home Health, Hospice, Personal Care, and High Acuity Care.The Home Health segment offers a range of services in the homes of individuals for the recovery of patients from surgery, chronic disability, or terminal illness, as well as prevents avoidable hospital readmissions through its skilled nurses; rehabilitation therapists specialized in physical, speech, and occupational therapy; and social workers and aides for assisting its patients.

The Hospice segment offers services that is designed to provide comfort and support for those who are dealing with a terminal illness, including cancer, heart disease, pulmonary disease, or Alzheimer's.The Personal Care segment provides assistance for patients with the activities of daily living.The High Acuity Care offers essential elements of inpatient hospital, skilled nursing facility care and palliative care to patients in their homes.

As of December 31, 2021, the company owned and operated 331 home health care centers, 175 hospice care centers, and 14 personal-care, and 8 high acuity care centers in 38 states within the United States and the District of Columbia.Amedisys, Inc.was incorporated in 1982 and is headquartered in Baton Rouge, Louisiana.

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1.b. Last Insights on AMED

Amedisys, Inc.'s recent performance was driven by its merger with UnitedHealth Group's Optum, which brought optimism to investors despite a dull macroeconomic condition. The company's Q4 earnings and revenue growth across three segments - Home Health, Hospice, and High Acuity Care - were positive indicators. Additionally, Amedisys' expected merger with Optum remains a key driver, although the merger deadline has been extended. The company's focus on expanding its services and improving operational efficiency is also a positive development.

1.c. Company Highlights

Last Price	100.99
Change Percentage	0.01%
Open	101
Previous Close	100.98
Market Cap ( Millions)	3321
Volume	1037740
Year High	101.02
Year Low	82.15
M A 50	97.76
M A 200	93.41

FCF Yield	7.08%
Dividend Yield	0.00%
ROE	12.70%
Debt / Equity	36.62%
Net Debt / EBIDTA	69.26%
Price To Book	2.69
Price Earnings Ratio	22.16
Price To FCF	14.13
Price To sales	1.38
EV / EBITDA	20.86

2. Transcript Summary

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3. NewsRoom

Joel Greenblatt's Strategic Moves: A Closer Look at SPDR S&P 500 ETF Trust

Nov -14

Source: gurufocus.com

Twilio Set to Join S&P MidCap 400

Aug -14

Source: prnewswire.com

Amedisys: Thoughts On UnitedHealth Merger, Plus Underlying Factors

Aug -04

Source: seekingalpha.com

Amedisys (AMED) Q2 Revenue Tops 5%

Jul -31

Source: fool.com

Here's What Key Metrics Tell Us About Amedisys (AMED) Q2 Earnings

Jul -30

Source: zacks.com

Amedisys (AMED) Beats Q2 Earnings and Revenue Estimates

Jul -29

Source: zacks.com

Amedisys Reports Second Quarter 2025 Financial Results

Jul -29

Source: globenewswire.com

AMED or CHE: Which Is the Better Value Stock Right Now?

May -23

Source: zacks.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.39%)

6. Segments

Home Health

Expected Growth: 4.5%

Amedisys' Home Health segment growth of 4.5% is driven by increasing demand for home-based care, expansion of Medicare Advantage and Managed Care penetration, and strategic acquisitions. Additionally, the company's focus on clinical excellence, technology investments, and care coordination initiatives contribute to its growth momentum.

Hospice

Expected Growth: 4.2%

Amedisys' Hospice segment growth of 4.2% is driven by increasing demand for end-of-life care, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on improving patient outcomes, enhancing the patient experience, and investing in technology to streamline operations have contributed to its growth.

High Acuity Care

Expected Growth: 4.8%

Amedisys' High Acuity Care segment growth of 4.8% is driven by increasing demand for complex care services, expansion of Medicare Advantage and managed care contracts, and strategic acquisitions. Additionally, the company's focus on clinical excellence, technology investments, and care coordination initiatives have improved patient outcomes, leading to higher reimbursement rates and increased referrals.

Personal Care

Expected Growth: 4.0%

Amedisys' Personal Care segment growth of 4.0% is driven by increasing demand for home-based care, expansion of service offerings, and strategic partnerships. Additionally, the company's focus on delivering high-quality patient care, investing in technology, and enhancing operational efficiency also contribute to the growth.

7. Detailed Products

Home Health Care

Amedisys provides medical and non-medical care to patients in the comfort of their own homes, including skilled nursing, physical therapy, occupational therapy, and speech therapy.

Hospice Care

Amedisys offers hospice care services, providing medical, emotional, and spiritual support to patients with terminal illnesses, as well as support for their families.

Personal Care

Amedisys provides non-medical personal care services, including assistance with daily living activities, such as bathing, dressing, and grooming.

Palliative Care

Amedisys offers palliative care services, providing relief from symptoms, pain, and stress, while also supporting patients' physical, emotional, and spiritual needs.

8. Amedisys, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Amedisys, Inc. operates in a highly competitive industry, but the threat of substitutes is mitigated by the company's focus on providing high-quality, patient-centered care.

Bargaining Power Of Customers

Amedisys, Inc.'s customers are primarily Medicare and Medicaid patients, who have limited bargaining power due to the complexity of the healthcare system.

Bargaining Power Of Suppliers

Amedisys, Inc. relies on a network of healthcare professionals and suppliers, but the company's scale and reputation mitigate the bargaining power of its suppliers.

Threat Of New Entrants

The home healthcare industry has high barriers to entry, including regulatory hurdles and the need for significant capital investment, which limits the threat of new entrants.

Intensity Of Rivalry

The home healthcare industry is highly competitive, with many established players competing for market share, which increases the intensity of rivalry.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	27.74%
Debt Cost	3.95%
Equity Weight	72.26%
Equity Cost	8.16%
WACC	6.99%
Leverage	38.38%

11. Quality Control: Amedisys, Inc. passed 4 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Amedisys

A-Score: 5.2/10

Value: 4.0

Growth: 4.6

Quality: 6.9

Yield: 0.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

Ensign Group

A-Score: 5.0/10

Value: 2.0

Growth: 7.6

Quality: 4.4

Yield: 0.0

Momentum: 7.0

Volatility: 9.0

1-Year Total Return ->

Option Care Health

A-Score: 4.4/10

Value: 4.5

Growth: 7.3

Quality: 5.2

Yield: 0.0

Momentum: 3.0

Volatility: 6.7

1-Year Total Return ->

Chemed

A-Score: 4.2/10

Value: 2.9

Growth: 6.1

Quality: 7.3

Yield: 0.0

Momentum: 1.0

Volatility: 7.7

1-Year Total Return ->

Select Medical

A-Score: 3.8/10

Value: 6.8

Growth: 4.3

Quality: 2.5

Yield: 3.0

Momentum: 1.0

Volatility: 5.3

1-Year Total Return ->

Acadia Healthcare

A-Score: 3.0/10

Value: 5.6

Growth: 4.1

Quality: 4.8

Yield: 0.0

Momentum: 0.0

Volatility: 3.3

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

-1.73%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

6.99%

Amedisys, Inc. - US0234361089

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on AMED

1.c. Company Highlights

Less Volatile

Fairly Valued

Average Quality

Earnings Beats

Revenues Beats

Average Growth

Expensive

Earnings Miss

Revenues Miss

Better Quality

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.39%)

6. Segments

Home Health

Expected Growth: 4.5%

Hospice

Expected Growth: 4.2%

High Acuity Care

Expected Growth: 4.8%

Personal Care

Expected Growth: 4.0%

7. Detailed Products

Home Health Care

Hospice Care

Personal Care

Palliative Care

8. Amedisys, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Amedisys, Inc. passed 4 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

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

100.99$

Current Price

100.99$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA