Amedisys
Market Cap
US$5.3b
Last Updated
2019/12/13 23:34 UTC
Data Sources
Company Financials +
Executive Summary
Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States.
Rewards
Risk Analysis
No risks detected for AMED from our risk checks.
Snowflake Analysis
Solid track record with reasonable growth potential.
Similar Companies
Share Price & News
How has Amedisys's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: AMED has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-2.7%
AMED
-0.8%
US Healthcare
0.6%
US Market
1 Year Return
30.6%
AMED
6.7%
US Healthcare
20.8%
US Market
Return vs Industry: AMED exceeded the US Healthcare industry which returned 6.7% over the past year.
Return vs Market: AMED exceeded the US Market which returned 20.8% over the past year.
Shareholder returns
| AMED | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.7% | -0.8% | 0.6% |
| 30 Day | 8.1% | 5.6% | 2.5% |
| 90 Day | 22.3% | 15.3% | 4.9% |
| 1 Year | 30.6%30.6% | 8.6%6.7% | 23.5%20.8% |
| 3 Year | 278.8%278.8% | 47.0%40.4% | 46.5%37.0% |
| 5 Year | 481.5%481.5% | 63.4%52.2% | 64.6%46.5% |
Price Volatility Vs. Market
How volatile is Amedisys's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall St
Should You Be Tempted To Sell Amedisys, Inc. (NASDAQ:AMED) Because Of Its P/E Ratio?2 weeks ago | Simply Wall St
Want To Invest In Amedisys, Inc. (NASDAQ:AMED)? Here's How It Performed Lately3 weeks ago | Simply Wall St
How Should Investors React To Amedisys, Inc.'s (NASDAQ:AMED) CEO Pay?Valuation
Is Amedisys undervalued compared to its fair value and its price relative to the market?
8.5%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: AMED ($162.3) is trading below our estimate of fair value ($177.42)
Significantly Below Fair Value: AMED is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: AMED is poor value based on its PE Ratio (41.1x) compared to the Healthcare industry average (21.8x).
PE vs Market: AMED is poor value based on its PE Ratio (41.1x) compared to the US market (18.6x).
Price to Earnings Growth Ratio
PEG Ratio: AMED is poor value based on its PEG Ratio (1.8x)
Price to Book Ratio
PB vs Industry: AMED is overvalued based on its PB Ratio (8.7x) compared to the US Healthcare industry average (2.6x).
Next Steps
Future Growth
How is Amedisys forecast to perform in the next 1 to 3 years based on estimates from 12 analysts?
23.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AMED's forecast earnings growth (23.3% per year) is above the savings rate (1.7%).
Earnings vs Market: AMED's earnings (23.3% per year) are forecast to grow faster than the US market (14.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: AMED's revenue (6.8% per year) is forecast to grow slower than the US market (7.4% per year).
High Growth Revenue: AMED's revenue (6.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AMED's Return on Equity is forecast to be high in 3 years time (24.7%)
Next Steps
Past Performance
How has Amedisys performed over the past 5 years?
53.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AMED has high quality earnings.
Growing Profit Margin: AMED's current net profit margins (6.7%) are higher than last year (5.4%).
Past Earnings Growth Analysis
Earnings Trend: AMED has become profitable over the past 5 years, growing earnings by 53.8% per year.
Accelerating Growth: AMED's earnings growth over the past year (43.8%) is below its 5-year average (53.8% per year).
Earnings vs Industry: AMED earnings growth over the past year (43.8%) exceeded the Healthcare industry 6.2%.
Return on Equity
High ROE: AMED's Return on Equity (21.2%) is considered high.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is Amedisys's financial position?
Financial Position Analysis
Short Term Liabilities: AMED's short term assets ($299.5M) do not cover its short term liabilities ($314.7M).
Long Term Liabilities: AMED's short term assets ($299.5M) exceed its long term liabilities ($294.3M).
Debt to Equity History and Analysis
Debt Level: AMED's debt to equity ratio (39.3%) is considered satisfactory.
Reducing Debt: AMED's debt to equity ratio has increased from 29.8% to 39.3% over the past 5 years.
Debt Coverage: AMED's debt is well covered by operating cash flow (80.5%).
Interest Coverage: AMED's interest payments on its debt are well covered by EBIT (13.3x coverage).
Balance Sheet
Inventory Level: AMED has a low level of unsold assets or inventory.
Debt Coverage by Assets: AMED's debt is covered by short term assets (assets are 1.3x debt).
Next Steps
Dividend
What is Amedisys's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate AMED's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate AMED's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if AMED's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if AMED's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of AMED's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
What is the CEO of Amedisys's salary, the management and board of directors tenure and is there insider trading?
3.0yrs
Average management tenure
CEO
Paul Kusserow (58yo)
5yrs
Tenure
US$4,866,439
Compensation
Mr. Paul Berthold Kusserow has been the Chief Executive Officer and President of Amedisys, Inc. since December 16, 2014. He serves as Chairman of the Advisory Board of Care Innovations. He has been the Cha ...
CEO Compensation Analysis
Compensation vs Market: Paul's total compensation ($USD4.87M) is about average for companies of similar size in the US market ($USD6.69M).
Compensation vs Earnings: Paul's compensation has increased by more than 20% in the past year.
Management Age and Tenure
3.0yrs
Average Tenure
53yo
Average Age
Experienced Management: AMED's management team is considered experienced (3 years average tenure).
Board Age and Tenure
3.7yrs
Average Tenure
62yo
Average Age
Experienced Board: AMED's board of directors are considered experienced (3.7 years average tenure).
Insider Trading
Insider Buying: AMED insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,000 |
| Max Price | US$167.56 |
| Entity | Individual |
| Shares | 8,667 |
| Max Price | US$149.96 |
| Entity | Individual |
| Role | Chief Financial Officer Chief Financial Officer |
| Shares | 1,641 |
| Max Price | US$145.46 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,000 |
| Max Price | US$135.64 |
| Entity | Individual |
| Role | Head of Human Resources Chief Human Resources Officer |
| Shares | 1,050 |
| Max Price | US$136.28 |
| Entity | Individual |
| Role | Chief Financial Officer Chief Financial Officer |
| Shares | 4,871 |
| Max Price | US$132.34 |
| Entity | Individual |
| Shares | 4,228 |
| Max Price | US$132.35 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,863 |
| Max Price | US$118.17 |
| Entity | Individual |
| Role | Chief Financial Officer Chief Financial Officer |
| Shares | 4,872 |
| Max Price | US$118.50 |
| Entity | Individual |
| Role | Chief Legal Officer Senior VP of Government Affairs & General Counsel |
| Shares | 4,420 |
| Max Price | US$113.40 |
| Entity | Individual |
| Role | Chief Information Officer Chief Information Officer |
| Shares | 5,248 |
| Max Price | US$115.01 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 2,500 |
| Max Price | US$111.84 |
| Entity | Individual |
| Role | Chief Operating Officer Chief Operating Officer |
| Shares | 2,500 |
| Max Price | US$118.96 |
| Entity | Individual |
| Shares | 4,370 |
| Max Price | US$120.01 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,411 |
| Max Price | US$122.69 |
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Management Team
Paul Kusserow (58yo)
Chairman
- Tenure: 5yrs
- Compensation: US$4.87m
John Nugent
Chief Acquisitions Officer
- Tenure: 0yrs
Scott Ginn (50yo)
Chief Financial Officer
- Tenure: 2.2yrs
- Compensation: US$1.41m
Pete Hartley
CTO & Senior VP of Business Operations Systems
- Tenure: 0yrs
Chris Gerard (52yo)
Chief Operating Officer
- Tenure: 2.9yrs
- Compensation: US$1.19m
Dave Kemmerly (56yo)
Senior VP of Government Affairs & General Counsel
- Tenure: 4.2yrs
- Compensation: US$1.09m
Sharon Brunecz (52yo)
Chief Human Resources Officer
- Tenure: 1.6yrs
- Compensation: US$2.44m
Kendra Kimmons
Vice President of Marketing & Communications
- Tenure: 0yrs
Michael North (54yo)
Chief Information Officer
- Tenure: 3.1yrs
- Compensation: US$1.39m
Denise Bohnert
Chief Compliance Officer
- Tenure: 0yrs
Board Members
Paul Kusserow (58yo)
Chairman
- Tenure: 5yrs
- Compensation: US$4.87m
Bruce Perkins (63yo)
Independent Director
- Tenure: 4.7yrs
- Compensation: US$122.00k
Linda J. Keller (70yo)
Independent Director
- Tenure: 6.8yrs
- Compensation: US$121.00k
Rich Lechleiter (61yo)
Lead Independent Director
- Tenure: 0.2yrs
- Compensation: US$125.33k
Jake Netterville (81yo)
Independent Director
- Tenure: 22.9yrs
- Compensation: US$134.00k
Molly Coye (72yo)
Director
- Tenure: 0.08yrs
Julie Klapstein (64yo)
Independent Director
- Tenure: 3.7yrs
- Compensation: US$121.67k
Nat Zilkha (43yo)
Independent Director
- Tenure: 5.8yrs
- Compensation: US$113.67k
Jeff Rideout (57yo)
Independent Director
- Tenure: 3.7yrs
- Compensation: US$105.00k
Terri Kline (61yo)
Director
- Tenure: 0.08yrs
Company Information
Amedisys, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Amedisys, Inc.
- Ticker: AMED
- Exchange: NasdaqGS
- Founded: 1982
- Industry: Health Care Services
- Sector: Healthcare
- Market Cap: US$5.271b
- Shares outstanding: 32.26m
- Website: https://www.amedisys.com
Number of Employees
Location
- Amedisys, Inc.
- 3854 American Way
- Suite A
- Baton Rouge
- Louisiana
- 70816
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| AMED | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Jan 1994 |
| ADY | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1994 |
| AMED * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jan 1994 |
Biography
Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States. It operates through three segments: Home Health, Hospice, and Personal Care. The Home Health segment offer ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/12/13 23:34 |
| End of Day Share Price | 2019/12/13 00:00 |
| Earnings | 2019/09/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.