Addus HomeCare (ADUS) 주식 개요
애더스 홈케어 코퍼레이션은 자회사와 함께 미국에서 노인, 만성 질환자, 장애인, 입원 또는 시설 입소 위험이 있는 개인에게 개인 케어 서비스를 제공하고 있습니다. 자세히 보기
강점
위험 분석
ADUS가 우리의 위험 점검을 통과했습니다.
ADUS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$154.56
FV
25.3% 저평가 내재 할인율14.72%
Revenue growth p.a.
3.7k
users have viewed this narrative6users have liked this narrative
2users have commented on this narrative
53users have followed this narrative
Addus HomeCare Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$115.48 |
| 52주 최고가 | US$124.44 |
| 52주 최저가 | US$87.95 |
| 베타 | 0.88 |
| 1개월 변동 | 12.94% |
| 3개월 변동 | 15.99% |
| 1년 변동 | 10.02% |
| 3년 변동 | 23.09% |
| 5년 변동 | 26.35% |
| IPO 이후 변동 | 1,260.19% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 07
ADUS: Moratorium And Index Removals Will Present A Long-Term Opportunity
Analysts have lowered their price targets on Addus HomeCare, with the modeled fair value moving from about $142.91 to $132.69 as they incorporate a higher discount rate, a more conservative revenue growth outlook, and the impact of recent regulatory actions on potential acquisitions. Analyst Commentary Recent research on Addus HomeCare highlights how the new Medicare home health and hospice moratorium is feeding directly into valuation work, with analysts reassessing both upside and execution risk tied to acquisitions.
내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • Jul 07
ADUS: Moratorium And Index Removals Will Present A Long-Term Opportunity
Analysts have lowered their price targets on Addus HomeCare, with the modeled fair value moving from about $142.91 to $132.69 as they incorporate a higher discount rate, a more conservative revenue growth outlook, and the impact of recent regulatory actions on potential acquisitions. Analyst Commentary Recent research on Addus HomeCare highlights how the new Medicare home health and hospice moratorium is feeding directly into valuation work, with analysts reassessing both upside and execution risk tied to acquisitions.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| ADUS | US Healthcare | US 시장 | |
|---|---|---|---|
| 7D | 0.8% | -1.4% | 1.0% |
| 1Y | 10.0% | 46.3% | 19.1% |
수익률 대 산업: ADUS은 지난 1년 동안 46.3%의 수익을 기록한 US Healthcare 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ADUS은 지난 1년 동안 19.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ADUS volatility | |
|---|---|
| ADUS Average Weekly Movement | 3.7% |
| Healthcare Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ADUS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ADUS의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1979 | 28,321 | R. Allison | www.addus.com |
애더스 홈케어 코퍼레이션은 자회사와 함께 미국에서 노인, 만성 질환자, 장애인, 입원 또는 시설 입소 위험이 있는 개인에게 개인 케어 서비스를 제공하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 퍼스널 케어, 호스피스, 홈 헬스입니다. 퍼스널 케어 부문은 일상 생활 활동에 대한 비의료적 지원을 제공합니다.
Addus HomeCare Corporation 기초 지표 요약
| ADUS 기초 통계 | |
|---|---|
| 시가총액 | US$2.13b |
| 순이익 (TTM) | US$99.75m |
| 매출 (TTM) | US$1.45b |
21.2x
주가수익비율(P/E)1.5x
주가매출비율(P/S)ADUS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ADUS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.45b |
| 매출원가 | US$978.36m |
| 총이익 | US$470.07m |
| 기타 비용 | US$370.32m |
| 순이익 | US$99.75m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 03, 2026
| 주당순이익(EPS) | 5.46 |
| 총이익률 | 32.45% |
| 순이익률 | 6.89% |
| 부채/자본 비율 | 8.2% |
ADUS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 10:32 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Addus HomeCare Corporation는 20명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Matthew Gillmor | Baird |
| Andrew Mok | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |