Addus HomeCare (ADUS) Panoramica del titolo
Addus HomeCare Corporation, insieme alle sue consociate, fornisce servizi di assistenza personale ad anziani, malati cronici, disabili e persone a rischio di ospedalizzazione o istituzionalizzazione negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
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Analisi del rischio
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ADUS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$154.56
FV
31.4% sottovalutato sconto intrinseco14.72%
Revenue growth p.a.
3.7k
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Concorrenti di Addus HomeCare Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$105.97 |
| Massimo di 52 settimane | US$124.44 |
| Minimo di 52 settimane | US$87.95 |
| Beta | 0.88 |
| Variazione di 1 mese | 15.06% |
| Variazione a 3 mesi | 14.81% |
| Variazione di 1 anno | -5.44% |
| Variazione a 3 anni | 22.14% |
| Variazione a 5 anni | 25.39% |
| Variazione dall'IPO | 1,148.17% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 22
ADUS: Moratorium Constraints And Fair Value Outlook Will Shape Future Prospects
Analysts have trimmed their price targets on Addus HomeCare to the low $90 range, citing the recent Medicare home health and hospice moratorium that limits new supply and is likely to slow near-term acquisition activity, even though underlying model assumptions for revenue growth, profit margins and future P/E have been adjusted only slightly. Analyst Commentary on Addus HomeCare Recent research on Addus HomeCare points to a more cautious tone, with several bearish analysts trimming price targets into the low US$90 range.Aggiornamento della narrazione • Jun 05
ADUS: Moratorium Headwinds And Indiana Expansion Will Shape Balanced Future Prospects
Analysts have trimmed their fair value estimate for Addus HomeCare to about $100.85 from $110.03 after lowering revenue growth and P/E assumptions, citing tighter regulatory conditions following the recent Medicare home health and hospice moratorium that may limit near term expansion and acquisitions. Analyst Commentary Recent Street research reflects a more cautious mood around Addus HomeCare, with several bearish analysts trimming price targets following the Medicare home health and hospice moratorium.Seeking Alpha • May 24
Addus HomeCare: Strong Position Amid An Opportunistic Market
Summary ADUS's business model has structural advantages that will allow it to withstand sector-wide pressures. With the federal crackdown among self-directed operators, ADUS is in a position to acquire client books for cheaper. As the US population ages and federal policies continue to pressure state budgets, ADUS stands to increasingly benefit from higher allocation to home care in its leading markets. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • Jun 22
ADUS: Moratorium Constraints And Fair Value Outlook Will Shape Future Prospects
Analysts have trimmed their price targets on Addus HomeCare to the low $90 range, citing the recent Medicare home health and hospice moratorium that limits new supply and is likely to slow near-term acquisition activity, even though underlying model assumptions for revenue growth, profit margins and future P/E have been adjusted only slightly. Analyst Commentary on Addus HomeCare Recent research on Addus HomeCare points to a more cautious tone, with several bearish analysts trimming price targets into the low US$90 range.Aggiornamento della narrazione • Jun 05
ADUS: Moratorium Headwinds And Indiana Expansion Will Shape Balanced Future Prospects
Analysts have trimmed their fair value estimate for Addus HomeCare to about $100.85 from $110.03 after lowering revenue growth and P/E assumptions, citing tighter regulatory conditions following the recent Medicare home health and hospice moratorium that may limit near term expansion and acquisitions. Analyst Commentary Recent Street research reflects a more cautious mood around Addus HomeCare, with several bearish analysts trimming price targets following the Medicare home health and hospice moratorium.Seeking Alpha • May 24
Addus HomeCare: Strong Position Amid An Opportunistic Market
Summary ADUS's business model has structural advantages that will allow it to withstand sector-wide pressures. With the federal crackdown among self-directed operators, ADUS is in a position to acquire client books for cheaper. As the US population ages and federal policies continue to pressure state budgets, ADUS stands to increasingly benefit from higher allocation to home care in its leading markets. Read the full article on Seeking AlphaAggiornamento della narrazione • May 04
ADUS: Acquisition Plans And Cautious Outlook Will Shape Balanced Future Upside
Narrative Update on Addus HomeCare Analysts have trimmed their average price target on Addus HomeCare by $10, reflecting updated models after the Q4 report that now assume revenue growth of 4.58%, profit margins of 7.58%, and a future P/E of 19.66x. Analyst Commentary Recent research updates show a more cautious stance from bearish analysts, with multiple price target cuts following the Q4 report.Articolo di analisi • May 02
At US$99.56, Is It Time To Put Addus HomeCare Corporation (NASDAQ:ADUS) On Your Watch List?
Addus HomeCare Corporation ( NASDAQ:ADUS ), is not the largest company out there, but it received a lot of attention...Aggiornamento della narrazione • Apr 17
ADUS: Secular Tailwinds And Acquisitions Will Support Future Upside Despite Cautious Sentiment
Analysts have trimmed their average price target on Addus HomeCare by $10, reflecting updated models and slightly adjusted out year estimates following the latest Q4 report. Analyst Commentary Recent Street research has tilted more cautious, with several price target reductions following the latest Q4 report.Aggiornamento della narrazione • Apr 02
ADUS: Secular Tailwinds And Acquisitions Will Support Future Upside Despite Cautious Sentiment
Analysts have nudged their price targets for Addus HomeCare lower, with recent cuts of $5 to $10 from firms such as Barclays and Stephens contributing to a reduced implied fair value of about $110. This comes even as updated models reflect slightly higher revenue growth and profit margin assumptions, paired with a more conservative future P/E multiple.Aggiornamento della narrazione • Mar 18
ADUS: Secular Tailwinds And Acquisition Plans Will Support Future Upside
Narrative Update on Addus HomeCare The updated analyst price target for Addus HomeCare now sits in a range between $112 and $135, reflecting modest model adjustments after the Q4 report and differing views on long term earnings potential and sector tailwinds. Analyst Commentary Across recent research updates, analysts remain split on Addus HomeCare, with some highlighting long term growth potential and others dialing back expectations after the Q4 report.Aggiornamento della narrazione • Mar 04
ADUS: Fair View Balances Acquisition Plans With Execution And Secular Demand Risks
Narrative Update on Addus HomeCare The analyst price target for Addus HomeCare has moved lower by a few dollars, with updated fair value now at about $114.46. Analysts recalibrated their models following the Q4 report and slightly more conservative assumptions for revenue growth, profit margins, and future P/E multiples.Aggiornamento della narrazione • Feb 18
ADUS: Fair View Balances Secular Shift Tailwinds With Execution Risk
Narrative Update: Addus HomeCare Analysts have lifted their price target for Addus HomeCare to $135, reflecting updated expectations for revenue growth, profit margins and a slightly lower future P/E multiple, supported by views that the company operates in a fragmented market with ample opportunity and benefits from secular shifts toward alternative care sites. Analyst Commentary The latest research coverage frames Addus HomeCare as a company with meaningful room to grow in a fragmented home care market, supported by longer term shifts toward alternative care sites.Aggiornamento della narrazione • Feb 04
ADUS: Fair View Weighs Medicaid Funding Risk Against In Home Care Tailwinds
Analysts have lifted their price target for Addus HomeCare to a range of about $120 to $139, citing the company's position in a fragmented in home care market, recent organic growth in Personal Care, potential M&A opportunities, and what they describe as a favorable long term demand and earnings outlook supported by secular tailwinds toward alternative sites of care and ongoing Medicaid funding visibility concerns. Analyst Commentary Recent research coverage on Addus HomeCare highlights a mix of optimism about long term demand for in home care and caution around current risks.Aggiornamento della narrazione • Jan 21
ADUS: Fair View Balances Medicaid Funding Uncertainty With Ongoing Acquisition Efforts
Analysts have nudged their price target for Addus HomeCare slightly higher to about US$117 per share, citing the company’s role in a fragmented in home care market, secular support for alternative care sites, and recent Q3 modeling updates, while still flagging Medicaid funding as a key area to watch. Analyst Commentary Recent research coverage paints a mixed picture for Addus HomeCare, with some firms highlighting growth potential in a fragmented in home care market and others urging patience until policy risks become clearer.Aggiornamento della narrazione • Jan 06
ADUS: Fair View Will Weigh Medicaid Funding Risks Against Ongoing Acquisition Plans
Analysts have maintained their fair value estimate for Addus HomeCare at $117 while modestly adjusting assumptions for revenue growth, profit margins, and future P/E, citing recent price target increases to $120, $139, and $140 and an ongoing focus on Medicaid funding risks, as well as the long-term shift toward in-home care. Analyst Commentary Recent Street research on Addus HomeCare has been mixed, with some firms reinforcing constructive long term themes such as in home care demand and potential M&A, while still flagging clear areas of risk that investors should keep in mind.Aggiornamento della narrazione • Dec 14
ADUS: Personal Care Momentum Will Face Medicaid Policy And M&A Execution Tests
Analysts have lifted their fair value estimate for Addus HomeCare from $99.64 to $117.00, reflecting higher target multiples and confidence in solid Q3 execution, resilient personal care growth, and longer term demand for in home care despite near term Medicaid funding concerns. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Addus HomeCare, with higher price targets balanced against ongoing policy and execution risks.
Aggiornamento della narrazione • Nov 05
ADUS: Leadership Transition Will Sustain Positive Momentum Despite Recent Volatility
Analysts have raised their price target for Addus HomeCare from $141.17 to $142.91 per share, citing continued strong fundamentals despite recent market volatility. Analyst Commentary Analysts continue to assess Addus HomeCare's performance and market outlook in light of recent developments, including leadership changes and overall sector trends.Articolo di analisi • Nov 01
Does Addus HomeCare (NASDAQ:ADUS) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Oct 06
Do Addus HomeCare's (NASDAQ:ADUS) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Articolo di analisi • Sep 17
Weekly Picks: 🚖 A super-app quietly consolidating an entire region and 2 more picks
This week’s picks cover: Why ADUS HomeCare is a high quality name with defensive revenues worth watching, why near term skepticism on Verve Group may be overdone, and how Grab's network effects could allow it to dominate South East Asia as a super-app.
Nuova narrazione • Aug 18
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.Articolo di analisi • Jul 17
Is Addus HomeCare (NASDAQ:ADUS) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jul 03
At US$110, Is Addus HomeCare Corporation (NASDAQ:ADUS) Worth Looking At Closely?
Addus HomeCare Corporation ( NASDAQ:ADUS ), might not be a large cap stock, but it saw a significant share price rise...Articolo di analisi • May 28
Are Investors Undervaluing Addus HomeCare Corporation (NASDAQ:ADUS) By 41%?
Key Insights The projected fair value for Addus HomeCare is US$195 based on 2 Stage Free Cash Flow to Equity Addus...Articolo di analisi • May 14
Additional Considerations Required While Assessing Addus HomeCare's (NASDAQ:ADUS) Strong Earnings
Addus HomeCare Corporation ( NASDAQ:ADUS ) just reported some strong earnings, and the market reacted accordingly with...Seeking Alpha • Apr 07
Addus HomeCare: A Cautious Hold
Summary Addus HomeCare faces regulatory risks, particularly from the Medicaid Access Rule, which could impact margins if 80% of funds must be spent on compensation. Managed Care Organization mix is rising, potentially shifting bargaining power away from Addus and leading to lower negotiated rates. I rate Addus a Hold due to regulatory uncertainties and prefer a cheaper valuation before considering a stronger investment conviction. Read the full article on Seeking AlphaArticolo di analisi • Mar 13
Addus HomeCare (NASDAQ:ADUS) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Feb 26
Addus HomeCare Corporation's (NASDAQ:ADUS) Stock Retreats 25% But Earnings Haven't Escaped The Attention Of Investors
Addus HomeCare Corporation ( NASDAQ:ADUS ) shareholders won't be pleased to see that the share price has had a very...Articolo di analisi • Feb 25
Addus HomeCare (NASDAQ:ADUS) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Feb 12
Is There Now An Opportunity In Addus HomeCare Corporation (NASDAQ:ADUS)?
Addus HomeCare Corporation ( NASDAQ:ADUS ), is not the largest company out there, but it received a lot of attention...Articolo di analisi • Jan 29
A Look At The Intrinsic Value Of Addus HomeCare Corporation (NASDAQ:ADUS)
Key Insights The projected fair value for Addus HomeCare is US$114 based on 2 Stage Free Cash Flow to Equity With...Seeking Alpha • Dec 25
Addus HomeCare: Growth Capitalized At Higher Multiples
Summary Addus HomeCare has shown persistent earnings growth, driven by a 3-year EBIT CAGR of 18% and strategic asset divestitures. Despite improved growth outlook and efficient management, ADUS remains a low-margin, low-capital turnover business, requiring constant capital reinvestment to maintain its market position. Valuation estimates suggest ADUS is worth $130-$140/share, with potential sales growth of 5-7.5% annually. The risk/reward is skewed out of our favour. Read the full article on Seeking AlphaArticolo di analisi • Dec 14
Addus HomeCare (NASDAQ:ADUS) Ticks All The Boxes When It Comes To Earnings Growth
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Oct 31
When Should You Buy Addus HomeCare Corporation (NASDAQ:ADUS)?
Addus HomeCare Corporation ( NASDAQ:ADUS ), is not the largest company out there, but it saw significant share price...Articolo di analisi • Oct 15
Addus HomeCare's (NASDAQ:ADUS) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Oct 02
A Look At The Fair Value Of Addus HomeCare Corporation (NASDAQ:ADUS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Addus HomeCare fair value estimate is US$148 Addus HomeCare's...Articolo di analisi • Sep 18
Some Confidence Is Lacking In Addus HomeCare Corporation's (NASDAQ:ADUS) P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Nuova narrazione • Sep 10
Calculated Acquisitions And Financial Health Drive Positive Growth In Personal Care Market
Strategic financial management, including a successful stock offering and debt clearance, positions Addus HomeCare for growth and acquisitions, enhancing shareholder value.Articolo di analisi • Aug 14
There May Be Underlying Issues With The Quality Of Addus HomeCare's (NASDAQ:ADUS) Earnings
Addus HomeCare Corporation ( NASDAQ:ADUS ) announced strong profits, but the stock was stagnant. Our analysis suggests...Articolo di analisi • Jul 14
Is There Now An Opportunity In Addus HomeCare Corporation (NASDAQ:ADUS)?
While Addus HomeCare Corporation ( NASDAQ:ADUS ) might not have the largest market cap around , it saw a significant...Articolo di analisi • Jun 13
Addus HomeCare Corporation's (NASDAQ:ADUS) Share Price Could Signal Some Risk
Addus HomeCare Corporation's ( NASDAQ:ADUS ) price-to-earnings (or "P/E") ratio of 29.2x might make it look like a...Seeking Alpha • Jun 12
Addus HomeCare: Adding More Care
Summary Addus HomeCare provides personal home care services to nearly 50,000 patients across 23 states, generating over a billion in revenues. The company has been a solid value creator for investors, delivering on solid topline sales growth and margin gains, aided by M&A efforts. Addus recently made a compelling acquisition, leading to potential earnings improvement, but higher debt and a premium earnings multiple withhold me from getting upbeat. Read the full article on Seeking AlphaArticolo di analisi • Jun 01
Calculating The Fair Value Of Addus HomeCare Corporation (NASDAQ:ADUS)
Key Insights The projected fair value for Addus HomeCare is US$143 based on 2 Stage Free Cash Flow to Equity Addus...Articolo di analisi • May 08
Here's Why We Think Addus HomeCare (NASDAQ:ADUS) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Articolo di analisi • Apr 26
Is Addus HomeCare (NASDAQ:ADUS) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Mar 22
At US$101, Is Addus HomeCare Corporation (NASDAQ:ADUS) Worth Looking At Closely?
Addus HomeCare Corporation ( NASDAQ:ADUS ), is not the largest company out there, but it saw a decent share price...Rendimenti per gli azionisti
| ADUS | US Healthcare | US Mercato | |
|---|---|---|---|
| 7D | 5.5% | 1.8% | 0.8% |
| 1Y | -5.4% | 28.5% | 20.2% |
Ritorno vs Industria: ADUS ha avuto una performance inferiore rispetto al US Healthcare che ha registrato un rendimento 28.5 % nell'ultimo anno.
Rendimento vs Mercato: ADUS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.2 % nell'ultimo anno.
Volatilità dei prezzi
| ADUS volatility | |
|---|---|
| ADUS Average Weekly Movement | 3.6% |
| Healthcare Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: ADUS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di ADUS è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1979 | 28,321 | R. Allison | www.addus.com |
Addus HomeCare Corporation, insieme alle sue consociate, fornisce servizi di assistenza personale ad anziani, malati cronici, disabili e persone a rischio di ospedalizzazione o istituzionalizzazione negli Stati Uniti. L'azienda opera attraverso tre segmenti: Personal Care, Hospice e Home Health. Il segmento Personal Care fornisce assistenza non medica per le attività della vita quotidiana.
Addus HomeCare Corporation Riepilogo dei fondamenti
| ADUS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.93b |
| Utili (TTM) | US$99.75m |
| Ricavi(TTM) | US$1.45b |
19.4x
Rapporto P/E1.3x
Rapporto P/SADUS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ADUS Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.45b |
| Costo del fatturato | US$978.36m |
| Profitto lordo | US$470.07m |
| Altre spese | US$370.32m |
| Utili | US$99.75m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.46 |
| Margine lordo | 32.45% |
| Margine di profitto netto | 6.89% |
| Rapporto debito/patrimonio netto | 8.2% |
Come si è comportato ADUS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/07 21:34 |
| Prezzo dell'azione a fine giornata | 2026/07/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Addus HomeCare Corporation è coperta da 20 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Matthew Gillmor | Baird |
| Andrew Mok | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |