Amedisys, Inc.

NasdaqGS:AMED 주식 리포트

시가총액: US$3.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Amedisys 향후 성장

Future 기준 점검 3/6

Amedisys (는) 각각 연간 41.1% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 42.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.9% 로 예상됩니다.

핵심 정보

41.1%

이익 성장률

42.55%

EPS 성장률

Healthcare 이익 성장18.4%
매출 성장률4.8%
향후 자기자본이익률10.94%
애널리스트 커버리지

Good

마지막 업데이트14 Aug 2025

최근 향후 성장 업데이트

Recent updates

분석 기사 • Aug 14

Why Amedisys, Inc. (NASDAQ:AMED) Could Be Worth Watching

While Amedisys, Inc. ( NASDAQ:AMED ) might not have the largest market cap around , it maintained its current share...
Seeking Alpha • Aug 04

Amedisys: Thoughts On UnitedHealth Merger, Plus Underlying Factors

Summary AMED's planned merger with UnitedHealth remains on the rocks, with regulatory overhang still an issue. The deal is also asymmetrically weighted in UNH's favor, with the latter up for no penalty if it fails. Not so for AMED. Aside from this, there are internal factors dragging on AMED's business performance. Read the full article on Seeking Alpha
분석 기사 • Jun 11

There's Reason For Concern Over Amedisys, Inc.'s (NASDAQ:AMED) Price

There wouldn't be many who think Amedisys, Inc.'s ( NASDAQ:AMED ) price-to-sales (or "P/S") ratio of 1.3x is worth a...
Seeking Alpha • Nov 05

Final Push For Amedisys As UnitedHealth Awaits Regulatory Clearance

Summary Amedisys, Inc. is being acquired by UnitedHealth for $3.3 billion, pending DOJ approval, with the stock currently trading below the offer price. The DOJ is scrutinizing the merger due to concerns about potential price hikes and reduced competition in home healthcare. Oregon Health Authority is also reviewing the deal, with mixed reactions from local groups about its impact on healthcare quality and affordability. If the merger fails, Amedisys stock could drop to $74, but a $144 million break-up fee from UnitedHealth offers some downside protection. Read the full article on Seeking Alpha
분석 기사 • Apr 10

Is Amedisys, Inc. (NASDAQ:AMED) Trading At A 41% Discount?

Key Insights Amedisys' estimated fair value is US$130 based on 2 Stage Free Cash Flow to Equity Amedisys' US$76.89...
분석 기사 • Feb 25

Does Amedisys (NASDAQ:AMED) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Feb 10

Amedisys (NASDAQ:AMED) Will Be Hoping To Turn Its Returns On Capital Around

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 • Jan 03

At US$83.54, Is It Time To Put Amedisys, Inc. (NASDAQ:AMED) On Your Watch List?

Amedisys, Inc. ( NASDAQ:AMED ), might not be a large cap stock, but it saw significant share price movement during...
분석 기사 • Dec 16

A Look At The Fair Value Of Amedisys, Inc. (NASDAQ:AMED)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Amedisys, Inc...
분석 기사 • Nov 12

Capital Allocation Trends At Amedisys (NASDAQ:AMED) Aren't Ideal

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Sep 19

Is Now The Time To Look At Buying Amedisys, Inc. (NASDAQ:AMED)?

Amedisys, Inc. ( NASDAQ:AMED ), might not be a large cap stock, but it saw a decent share price growth in the teens...
분석 기사 • Sep 04

An Intrinsic Calculation For Amedisys, Inc. (NASDAQ:AMED) Suggests It's 38% Undervalued

Today we will run through one way of estimating the intrinsic value of Amedisys, Inc. ( NASDAQ:AMED ) by taking the...
Seeking Alpha • Aug 24

Amedisys: ROIC, Tangible Book Value Each Softening

Summary Amedysis came in with a flat set of earnings last quarter, with downsides relative to consensus at the top and bottom line. Balance sheet metrics are weakening and the company now claims a large portion of equity value via intangibles and goodwill. We note additional pressures from return on investment that's been observed over several periods now. Valuations are also unsupportive, and we rate AMED neutral. Investment Summary Risk assets have caught a bid since July and are now rallying to retrace losses incurred in early 2022. Within healthcare, there are numerous pockets of quality screaming out for capital allocation. Most notably, characteristics of free cash flow ("FCF"), tangible book value, and earnings quality are paramount. Exhibit 1. AMED YTD price performance Data: Updata In that vein, we note that Amedysis, Inc. (AMED) displays a loose affinity to the equity premia we are seeking exposure to in H2 FY22. On closer inspection, the balance sheet is skewed towards intangible sources of value that are susceptible to mark downs and don't provide certainty on the predictability of future cash flows. Valuations are also unsupportive. With these factors in mind, we rate AMED neutral. Q2 earnings flat, insights for FY22 result Q2 revenue came in with a 100bps decline to $558 million, below consensus estimates and behind guidance. Home Health turnover came in at ~$350 million, with a ~400bps impact from Q2 acquisitions. More on this a bit later. Structurally, the home health business now books 20% of revenue from a per-visit basis. This equates to ~200K/month of ~600K/quarter. However, management says it is moving towards a blend where more revenue upside is recognized on a per-case basis (instead of per visit). This has potential to unlock scale in the segment because it frees up more clinical capacity for greater patient uptake. Meanwhile, the hospice segment printed $198 million for the quarter, backed by a 400bps YoY increase in net revenue per day, offset by a $2.88 cost per day. The company also realized a 200bps pass-through in hospice rate increase that's been in effect since 1 October FY21'. Moving down the P&L, the company saw ~125bps of headwind at the SG&A line thanks to acquisition costs tied to Contessa and Home Health. Non-GAAP EBITDA was up 150bps YoY to $182 million ($5.60/share), whereas it printed GAAP EBITDA of $42 million ($1.31/share). In addition, AMED recognized ~200bps upside in revenue per episode, helped in part by a similar increase in reimbursement. There was also a 6% increase in visiting cost per visit, underpinned by higher cost inflation, labour shortages and increase salaried employments. As seen in Exhibit 2, quarterly operating performance has begun to slow markedly for the company since FY19. Despite a small spike in sales and gross profit in FY20, this growth has stagnated and even receded back in range. Despite this, the company remains FCF positive and exhibits a sense of resiliency in its earnings profile. It printed $55 million in FCF last quarter, a YoY gain of 5.7% from $52.3 million. Although, total debt also increased by 146% YoY and ~3% sequentially to $442 million. The company also spent $17 million during the year on stock buybacks, with another $83 million under authorization. Exhibit 2. Data: HB Insights Estimates; AMED SEC Filings Further evidence of this separation in top-to-bottom line fundamentals is seen in the chart below. As seen, FCF margin (as a function of turnover) and gross profit margin have begun to bifurcate since mid-2020. Operating margin has followed suit since Q3 FY21'. As seen below, the trends have continued to widen and we estimate this to be a potential risk to earnings growth looking ahead. We also advocate for investors to pay close attention to movement in AMED's operating and FCF margins as a measure of earnings performance. Exhibit 3. Data: HB Insights, AMED SEC Filings Additional balance sheet forensics reveal that tangible equity value has narrowed on a quarterly basis since FY18. As seen in Exhibit 4, the company's asset structure has shifted towards an intangibles/goodwill bias, with approximately 70% of the company's asset base now comprised of non-tangible sources of value. This has direct implications on valuation, and, also, as a measure of management's effectiveness in its acquisition strategy. The company continues to build the breadth of its portfolio companies, however, questions arise on the fair value of these purchases considering the total in goodwill that's tied to each. Exhibit 4. Image: HB Insights, AMED SEC Filings As seen in Exhibit 5, taken from AMED's Q2 FY22 10-Q earnings report, goodwill and intangibles make up more than 130% of the company's book value of equity. That means that tangible assets make up just 0.89% of book value. Moreover, patient accounts receivable comprises over 77% of the company's current assets. Exhibit 5. Data: AMED 10-Q, July FY2022 With an arguable lack of tangible value on offer, return on invested capital has narrowed in substantially as well. As seen below, we examined how much NOPAT was derived from the previous period's invested capital. After some growth throughout the pandemic, both NOPAT and ROIC have receded and are now trending south. Exhibit 6. Data: HB Insights, AMED SEC Filings Valuation Shares are trading at a discount to peers across key multiples used in this assessment. As noted, the company trades at ~4x book value, however, a large portion of its book value is made of intangibles and goodwill. AMED actually has a tangible book value of negative $410 million, and therefore struggles to justify this discount. Moreover, the stock is priced at 17.6x forward P/E, below the GICS industry peer median's 21.4x, suggesting the market is pricing a below-sector result from the company. Exhibit 7. Multiples and comps Data: HB Insights At 17.6x our FY23 estimates of $5.80, we price the stock at $102, suggesting there to be a lack of upside capture available on terms of valuation.
분석 기사 • Aug 04

Slowing Rates Of Return At Amedisys (NASDAQ:AMED) Leave Little Room For Excitement

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Seeking Alpha • Jul 27

Amedisys profit beats by $0.24, revenue misses by $25.23M, 2022 guidance below estimates

Amedisys  press release (NASDAQ:AMED): Q2 Non-GAAP EPS of $1.47 beats by $0.24. Revenue of $557.89M (-1.1% Y/Y) misses by $25.23M. Updated 2022 Guidance Adjusted net service revenue is anticipated to be in the range of $2.290 billion to $2.310 billion vs $2.35B consensus. Adjusted diluted earnings per share is anticipated to be in the range of $5.23 to $5.45 based on an estimated 32.8 million shares outstanding. Consensus estimate $5.31.
분석 기사 • Jul 20

We Think Amedisys (NASDAQ:AMED) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jun 04

At US$115, Is It Time To Put Amedisys, Inc. (NASDAQ:AMED) On Your Watch List?

Amedisys, Inc. ( NASDAQ:AMED ), is not the largest company out there, but it saw significant share price movement...
분석 기사 • May 05

Returns On Capital At Amedisys (NASDAQ:AMED) Have Stalled

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
분석 기사 • Apr 20

Is Amedisys, Inc. (NASDAQ:AMED) Trading At A 40% Discount?

Does the April share price for Amedisys, Inc. ( NASDAQ:AMED ) reflect what it's really worth? Today, we will estimate...
분석 기사 • Apr 06

Does Amedisys (NASDAQ:AMED) Deserve A Spot On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
분석 기사 • Feb 20

Is Amedisys (NASDAQ:AMED) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 19

Amedisys (NASDAQ:AMED) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 • Dec 03

Should You Be Adding Amedisys (NASDAQ:AMED) To Your Watchlist Today?

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 • Nov 18

These 4 Measures Indicate That Amedisys (NASDAQ:AMED) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Aug 18

Amedisys (NASDAQ:AMED) Could Easily Take On More Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jul 23

Calculating The Fair Value Of Amedisys, Inc. (NASDAQ:AMED)

Today we will run through one way of estimating the intrinsic value of Amedisys, Inc. ( NASDAQ:AMED ) by projecting its...
Seeking Alpha • Jul 18

Amedisys: Strategic Contessa Acquisition Underpins The Home Healthcare Growth Opportunity

Amedisys announces the acquisition of Contessa Health, a leader in hospital-at-home services. Despite the near-term margin drag, the added growth potential and strategic benefits should drive upside to the longer-term earnings trajectory. Shares continue to trade reasonably relative to the growth outlook.

이익 및 매출 성장 예측

NasdaqGS:AMED - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20272,704N/AN/AN/A1
12/31/20262,5891802222277
12/31/20252,4701671811866
6/30/20252,40286234239N/A
3/31/20252,37290219225N/A
12/31/20242,34843214222N/A
9/30/20242,32183204212N/A
6/30/20242,290928896N/A
3/31/20242,251-2191105N/A
12/31/20232,236-10124137N/A
9/30/20232,2283105118N/A
6/30/20232,2292101114N/A
3/31/20232,234112103111N/A
12/31/20222,223119126133N/A
9/30/20222,2201219198N/A
6/30/20222,216140166173N/A
3/31/20222,222191177184N/A
12/31/20212,214209182189N/A
9/30/20212,206220242250N/A
6/30/20212,196247264271N/A
3/31/20212,117202331337N/A
12/31/20202,072184284289N/A
9/30/20202,021166294298N/A
6/30/20201,972128256263N/A
3/31/20201,980127180188N/A
12/31/20191,956127194202N/A
9/30/20191,889127184191N/A
6/30/20191,812124204212N/A
3/31/20191,731123N/A203N/A
12/31/20181,663119N/A223N/A
9/30/20181,62688N/A192N/A
6/30/20181,58371N/A133N/A
3/31/20181,54642N/A119N/A
12/31/20171,51130N/A106N/A
9/30/20171,47443N/A102N/A
6/30/20171,45640N/A99N/A
3/31/20171,43846N/A77N/A
12/31/20161,41937N/A62N/A
9/30/20161,39141N/A54N/A
6/30/20161,35838N/A78N/A
3/31/20161,31338N/A106N/A
12/31/20151,266-3N/A108N/A
9/30/20151,230-7N/A92N/A
6/30/20151,204-7N/A87N/A
3/31/20151,193-10N/A-45N/A
12/31/20141,18813N/A-66N/A
9/30/20141,191-4N/A-62N/A

애널리스트 향후 성장 전망

수입 대 저축률: AMED 의 연간 예상 수익 증가율(41.1%)이 saving rate(3.1%)보다 높습니다.

수익 vs 시장: AMED 의 연간 수익(41.1%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: AMED 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: AMED 의 수익(연간 4.8%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AMED 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AMED의 자본 수익률은 3년 후 10.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/08/14 07:26
종가2025/08/14 00:00
수익2025/06/30
연간 수익2024/12/31

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분석가 소스

Amedisys, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew GillmorBaird
Steven ValiquetteBarclays
Sarah JamesBarclays