NasdaqGS:AMED

Stock Analysis Report

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Executive Summary

Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States. More Details


Snowflake Analysis

Solid track record 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 is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: AMED's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

5.4%

AMED

3.7%

US Healthcare

1.5%

US Market


1 Year Return

52.0%

AMED

17.3%

US Healthcare

22.3%

US Market

Return vs Industry: AMED exceeded the US Healthcare industry which returned 16.4% over the past year.

Return vs Market: AMED exceeded the US Market which returned 22.1% over the past year.


Shareholder returns

AMEDIndustryMarket
7 Day5.4%3.7%1.5%
30 Day-5.0%3.3%8.8%
90 Day9.5%15.1%10.8%
1 Year52.0%52.0%18.9%17.3%25.1%22.3%
3 Year371.0%371.0%41.4%35.5%49.5%39.6%
5 Year552.0%552.0%84.9%71.6%105.8%83.3%

Long-Term 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

Valuation

Is Amedisys undervalued compared to its fair value and its price relative to the market?

49.51x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: AMED ($253.64) is trading above our estimate of fair value ($194.8)

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 (49.5x) compared to the US Healthcare industry average (23.4x).

PE vs Market: AMED is poor value based on its PE Ratio (49.5x) compared to the US market (19.4x).


Price to Earnings Growth Ratio

PEG Ratio: AMED is poor value based on its PEG Ratio (3.6x)


Price to Book Ratio

PB vs Industry: AMED is overvalued based on its PB Ratio (11x) compared to the US Healthcare industry average (3.2x).


Next Steps

Future Growth

How is Amedisys forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?

13.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: AMED's forecast earnings growth (13.6% per year) is above the savings rate (2.2%).

Earnings vs Market: AMED's earnings (13.6% per year) are forecast to grow slower than the US market (21.9% per year).

High Growth Earnings: AMED's earnings are forecast to grow, but not significantly.

Revenue vs Market: AMED's revenue (9.2% per year) is forecast to grow slower than the US market (10.2% per year).

High Growth Revenue: AMED's revenue (9.2% 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 (20.8%)


Next Steps

Past Performance

How has Amedisys performed over the past 5 years?

40.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AMED has high quality earnings.

Growing Profit Margin: AMED's current net profit margins (8.2%) are higher than last year (6.7%).


Past Earnings Growth Analysis

Earnings Trend: AMED has become profitable over the past 5 years, growing earnings by 40.8% per year.

Accelerating Growth: AMED's earnings growth over the past year (31.2%) is below its 5-year average (40.8% per year).

Earnings vs Industry: AMED earnings growth over the past year (31.2%) exceeded the Healthcare industry 22.6%.


Return on Equity

High ROE: AMED's Return on Equity (22.1%) is considered high.


Next Steps

Financial Health

How is Amedisys's financial position?


Financial Position Analysis

Short Term Liabilities: AMED's short term assets ($411.3M) do not cover its short term liabilities ($437.5M).

Long Term Liabilities: AMED's short term assets ($411.3M) exceed its long term liabilities ($407.5M).


Debt to Equity History and Analysis

Debt Level: AMED's debt to equity ratio (40.7%) is considered high.

Reducing Debt: AMED's debt to equity ratio has increased from 25.3% to 40.7% over the past 5 years.

Debt Coverage: AMED's debt is well covered by operating cash flow (96.7%).

Interest Coverage: AMED's interest payments on its debt are well covered by EBIT (17.9x 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?

3.9yrs

Average management tenure


CEO

Paul Kusserow (59 yo)

6yrs

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 ($USD12.84M) is above average for companies of similar size in the US market ($USD7.03M).

Compensation vs Earnings: Paul's compensation has increased by more than 20% in the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Paul Kusserow
Chairman6yrsUS$12.84m1.2%
$ 97.0m
Scott Ginn
Chief Financial Officer3.17yrsUS$2.72m0.051%
$ 4.1m
Christopher Gerard
Chief Operating Officer3.92yrsUS$4.16m0.065%
$ 5.2m
David Kemmerly
Chief Legal & Government Affairs Officer5.17yrsUS$1.86m0.029%
$ 2.3m
Sharon Brunecz
Chief Human Resources Officer2.58yrsUS$2.39m0.036%
$ 2.9m
Pete Hartley
CTO & Senior VP of Business Operations Systemsno datano datano data
Michael North
Chief Information Officer4.08yrsUS$1.39m0.0093%
$ 751.1k
Denise Bohnert
Chief Compliance Officer1.25yrsno datano data
Kendra Kimmons
Vice President of Marketing & Communicationsno datano datano data
John Nugent
Chief Acquisitions Officerno datano datano data
Janet Britt
Senior Vice President of Billing & Collectionsno datano datano data
Francis Mayer
Senior Vice President of Developmentno datano datano data

3.9yrs

Average Tenure

53yo

Average Age

Experienced Management: AMED's management team is considered experienced (3.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Paul Kusserow
Chairman6yrsUS$12.84m1.2%
$ 97.0m
Bruce Perkins
Independent Director5.67yrsUS$271.09k0.083%
$ 6.7m
Vickie Capps
Independent DirectorDirector1.08yrsUS$142.30k0.0054%
$ 437.6k
Richard Lechleiter
Lead Independent Director1.17yrsUS$273.09k0.023%
$ 1.9m
Jake Netterville
Independent Director23.92yrsUS$274.09k0.22%
$ 17.6m
Molly Coye
Independent Director1.08yrsUS$142.30k0.0024%
$ 191.8k
Julie Klapstein
Independent Director4.67yrsUS$275.09k0.024%
$ 2.0m
Jeffrey Rideout
Independent Director4.67yrsUS$261.59k0.0040%
$ 318.3k
Teresa Kline
Independent Director1.08yrsUS$142.30k0.0054%
$ 437.6k

1.2yrs

Average Tenure

62yo

Average Age

Experienced Board: AMED's board of directors are not considered experienced ( 1.2 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: Insufficient data to determine if 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$8.059b
  • Shares outstanding: 32.81m
  • Website: https://www.amedisys.com

Number of Employees


Location

  • Amedisys, Inc.
  • 3854 American Way
  • Suite A
  • Baton Rouge
  • Louisiana
  • 70816
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
AMEDNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJan 1994
ADYDB (Deutsche Boerse AG)YesCommon StockDEEURJan 1994
AMED *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJan 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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/12/04 23:14
End of Day Share Price2020/12/04 00:00
Earnings2020/09/30
Annual Earnings2019/12/31


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.