Amedisys
Market Cap
US$7.7b
Last Updated
2020/08/06 23:43 UTC
Data Sources
Company Financials +
Executive Summary
Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States.
Rewards
Risk Analysis
Snowflake Analysis
High growth potential with mediocre balance sheet.
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's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
0.6%
AMED
1.6%
US Healthcare
3.0%
US Market
1 Year Return
73.4%
AMED
15.3%
US Healthcare
15.8%
US Market
Return vs Industry: AMED exceeded the US Healthcare industry which returned 16% over the past year.
Return vs Market: AMED exceeded the US Market which returned 15.4% over the past year.
Shareholder returns
| AMED | Industry | Market | |
|---|---|---|---|
| 7 Day | 0.6% | 1.6% | 3.0% |
| 30 Day | 17.4% | 4.4% | 6.0% |
| 90 Day | 31.0% | 6.7% | 16.4% |
| 1 Year | 73.4%73.4% | 16.8%15.3% | 18.4%15.8% |
| 3 Year | 388.9%388.9% | 34.9%28.9% | 44.8%35.4% |
| 5 Year | 423.0%423.0% | 46.8%36.5% | 75.7%56.7% |
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
12 hours ago | Simply Wall St
Here's What To Make Of Amedisys' (NASDAQ:AMED) Returns On Capital3 months ago | Simply Wall St
Amedisys, Inc.'s (NASDAQ:AMED) Earnings Grew 6.3%, Is It Enough?3 months ago | Simply Wall St
How Should Investors Feel About Amedisys, Inc.'s (NASDAQ:AMED) CEO Pay?Valuation
Is Amedisys undervalued compared to its fair value and its price relative to the market?
59.39x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: AMED ($235.79) is trading above our estimate of fair value ($82.58)
Significantly Below Fair Value: AMED is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: AMED is poor value based on its PE Ratio (59.4x) compared to the US Healthcare industry average (26.1x).
PE vs Market: AMED is poor value based on its PE Ratio (59.4x) compared to the US market (18.5x).
Price to Earnings Growth Ratio
PEG Ratio: AMED is poor value based on its PEG Ratio (2.6x)
Price to Book Ratio
PB vs Industry: AMED is overvalued based on its PB Ratio (10.6x) compared to the US Healthcare industry average (3.1x).
Next Steps
Future Growth
How is Amedisys forecast to perform in the next 1 to 3 years based on estimates from 13 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 (2.2%).
Earnings vs Market: AMED's earnings (23.3% per year) are forecast to grow faster than the US market (22.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: AMED's revenue (9.7% per year) is forecast to grow faster than the US market (9.4% per year).
High Growth Revenue: AMED's revenue (9.7% 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 (21.1%)
Next Steps
Past Performance
How has Amedisys performed over the past 5 years?
43.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AMED has high quality earnings.
Growing Profit Margin: AMED's current net profit margins (6.5%) are lower than last year (6.8%).
Past Earnings Growth Analysis
Earnings Trend: AMED has become profitable over the past 5 years, growing earnings by 43.8% per year.
Accelerating Growth: AMED's earnings growth over the past year (3.5%) is below its 5-year average (43.8% per year).
Earnings vs Industry: AMED earnings growth over the past year (3.5%) underperformed the Healthcare industry 16.3%.
Return on Equity
High ROE: AMED's Return on Equity (17.9%) is considered low.
Next Steps
Financial Health
How is Amedisys's financial position?
Financial Position Analysis
Short Term Liabilities: AMED's short term assets ($449.5M) exceed its short term liabilities ($442.0M).
Long Term Liabilities: AMED's short term assets ($449.5M) do not cover its long term liabilities ($481.2M).
Debt to Equity History and Analysis
Debt Level: AMED's debt to equity ratio (65.1%) is considered high.
Reducing Debt: AMED's debt to equity ratio has increased from 25.1% to 65.1% over the past 5 years.
Debt Coverage: AMED's debt is well covered by operating cash flow (55.8%).
Interest Coverage: AMED's interest payments on its debt are well covered by EBIT (14.3x coverage).
Balance Sheet
Next Steps
Dividend
What is Amedisys's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate AMED's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate AMED's dividend yield against the top 25% of dividend payers, as the company has not reported any recent 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
How experienced are the management team and are they aligned to shareholders interests?
3.6yrs
Average management tenure
CEO
Paul Kusserow (59 yo)
5.67yrs
Tenure
US$12,835,547
Compensation
Mr. Paul Berthold Kusserow has been the Chief Executive Officer and President of Amedisys, Inc. since December 16, 2014. He is a Director at Oak Street Health, Inc. since 2018. He serves as Chairman of the ...
CEO Compensation Analysis
Compensation vs Market: Paul's total compensation ($USD12.84M) is above average for companies of similar size in the US market ($USD7.33M).
Compensation vs Earnings: Paul's compensation has increased by more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 5.67yrs | US$12.84m | 0.31% $ 24.1m | |
| Chief Financial Officer | 2.83yrs | US$2.72m | 0.053% $ 4.0m | |
| Chief Operating Officer | 3.58yrs | US$4.16m | 0.080% $ 6.1m | |
| Chief Legal & Government Affairs Officer | 4.83yrs | US$1.86m | 0.029% $ 2.3m | |
| Chief Human Resources Officer | 2.25yrs | US$2.39m | 0.036% $ 2.8m | |
| CTO & Senior VP of Business Operations Systems | no data | no data | no data | |
| Chief Information Officer | 3.75yrs | US$1.39m | 0.022% $ 1.7m | |
| Chief Compliance Officer | 0.92yr | no data | no data | |
| Vice President of Marketing & Communications | no data | no data | no data | |
| Chief Acquisitions Officer | no data | no data | no data | |
| Senior Vice President of Billing & Collections | no data | no data | no data | |
| Senior Vice President of Development | no data | no data | no data |
3.6yrs
Average Tenure
53yo
Average Age
Experienced Management: AMED's management team is considered experienced (3.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 5.67yrs | US$12.84m | 0.31% $ 24.1m | |
| Independent Director | 5.33yrs | US$271.09k | 0.084% $ 6.5m | |
| Independent DirectorDirector | 0.75yr | US$142.30k | 0.0055% $ 419.5k | |
| Lead Independent Director | 0.83yr | US$273.09k | 0.023% $ 1.8m | |
| Independent Director | 23.58yrs | US$274.09k | 0.22% $ 16.9m | |
| Independent Director | 0.75yr | US$142.30k | 0.0024% $ 183.7k | |
| Independent Director | 4.33yrs | US$275.09k | 0.025% $ 1.9m | |
| Independent Director | 4.33yrs | US$261.59k | 0.0040% $ 305.4k | |
| Independent Director | 0.75yr | US$142.30k | 0.0055% $ 419.5k |
0.8yrs
Average Tenure
62yo
Average Age
Experienced Board: AMED's board of directors are not considered experienced ( 0.8 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: AMED insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
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$7.655b
- Shares outstanding: 32.47m
- 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 | 2020/08/06 23:43 |
| End of Day Share Price | 2020/08/06 00:00 |
| Earnings | 2020/06/30 |
| Annual Earnings | 2019/12/31 |
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.