Accendra Health (ACH) Stock Overview
Operates as a healthcare solutions company in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 0/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
ACH Community Fair Values
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Analyst Price Targets
Accendra Health, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$1.20 |
| 52 Week High | US$5.69 |
| 52 Week Low | US$0.93 |
| Beta | 1.61 |
| 1 Month Change | -62.03% |
| 3 Month Change | -57.60% |
| 1 Year Change | -76.24% |
| 3 Year Change | -92.60% |
| 5 Year Change | -96.80% |
| Change since IPO | -77.50% |
Recent News & Updates
Recent updates
Narrative Update • Aug 10
ACH: Index Additions And CEO Succession Will Support Future Upside
Analysts have reduced their fair value estimate for Accendra Health from $2.70 to $1.75, reflecting weaker revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partly offset by a modestly higher projected profit margin. What’s in the News for Accendra Health Chief Executive Officer Edward A.Seeking Alpha • Aug 05
Accendra Health Q2 Preview: Low Expectations Create Opportunity
Summary Accendra Health remains a speculative buy despite recent share declines and sector-driven volatility. ACH’s limited exposure to capitated contracts and prudent exit from risky agreements mitigate margin risk seen in peers like AHCO. Balance sheet restructuring has reduced gross borrowings by at least $350 million, extending maturities and enabling future deleveraging. I expect Q2 earnings to reaffirm guidance, positioning ACH for long-term upside as debt is steadily reduced. Read the full article on Seeking AlphaNarrative Update • Jun 30
ACH: Index Additions And CEO Transition Will Leave Shares Vulnerable
Analysts have raised the Accendra Health price target from $2.25 to $2.70, citing updated assumptions around revenue trends, margins, and future P/E expectations as key drivers of the revision. What’s in the News for Accendra Health Accendra Health, Inc.
Narrative Update • Jun 16
ACH: New Leadership And Kitting Expansion Will Support Future Stock Upside
Analysts have trimmed their fair value estimate for Accendra Health stock from $7.00 to $6.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that together point to a more conservative price target. What’s in the News for Accendra Health Owens & Minor appointed Jim Marshall as Chief Executive Officer of Accendra Health, effective May 27, 2026.
Narrative Update • Jun 01
ACH: Raised Fair Value Assumptions Will Support 2026 Profitability Narrative
Analysts have raised their price target for Accendra Health from $3.25 to $4.49, citing updated assumptions around revenue growth, profit margins, and future P/E that contribute to a slightly higher discount rate and support a higher fair value estimate. What's in the News Owens & Minor announced the launch of Halyard Kitting, a new approach to manufacturing medical procedure trays used across acute and non acute care settings, including operating rooms.Narrative Update • May 04
ACH: Ongoing Buybacks And 2026 Guidance Will Still Leave Shares Exposed
Analysts have adjusted their price target on Accendra Health to $2.25 from $2.25, reflecting updated views on slightly less severe revenue contraction, a modestly lower profit margin, and a small change in assumed future P/E, while keeping the discount rate unchanged. What's in the News Accendra Health reported that, from October 1, 2025 to December 31, 2025, it repurchased 1,129,000 shares, representing 1.46% of shares, for $3.5 million under its ongoing buyback program (Key Developments).Narrative Update • Apr 19
ACH: Buybacks And Soft Guidance Will Still Leave Shares Vulnerable
Analysts have modestly trimmed their price target on Accendra Health to $2.25 per share, citing slight adjustments to revenue growth assumptions and a marginally lower future P/E multiple in their updated models. What's in the News Accendra Health reported that from October 1, 2025 to December 31, 2025, it repurchased 1,129,000 shares, representing 1.46% of shares, for US$3.5 million under its existing buyback program (Key Developments).Narrative Update • Apr 04
ACH: Share Repurchases Will Not Prevent Future Downside Risk
Analysts have modestly adjusted their price target on Accendra Health, reflecting small refinements to revenue growth, profit margin, and future P/E assumptions. Together, these revisions translate into a slightly updated fair value estimate of around $2.25 per share.Narrative Update • Mar 21
ACH: Share Repurchases And New Identity Will Support Future Upside
Analysts have adjusted their price target for Accendra Health to $2.25, with updated assumptions around revenue trends, profit margins, and future P/E multiples shaping this refreshed view. What's in the News Accendra Health reports that from October 1, 2025 to December 31, 2025 it repurchased 1,129,000 shares, representing 1.46% of shares, for $3.5 million under its existing buyback program (company filing).Narrative Update • Mar 07
ACH: Rebranding And 2026 Outlook Will Support Improved Profitability Narrative
Analysts have lifted their price target for Accendra Health to $3.25. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E multiple that they see as better aligned with the company’s current risk profile.Narrative Update • Feb 21
ACH: Lower Earnings Multiple And Name Change Will Limit Future Upside
Analysts have cut their fair value estimate for Accendra Health from $4.00 to $2.25, citing more measured expectations for revenue trends, a slightly lower discount rate of 12.33% and a reduced future P/E assumption of about 1.70x, while keeping profit margin assumptions broadly in line. What's in the News Accendra Health, Inc.Narrative Update • Dec 14
OMI: Turnaround Progress And Rising Margins Will Drive Future Upside Potential
Analysts have modestly trimmed their price target on Owens & Minor, citing a slightly higher perceived risk profile, softer revenue growth expectations, and a reset to more normalized profit margins and valuation multiples, even as the company continues to work through its operational turnaround. What's in the News Owens & Minor reaffirmed its 2025 earnings guidance, maintaining expected revenue between $2.76 billion and $2.82 billion, signaling confidence in its near term outlook (company guidance).Narrative Update • Aug 15
Patient Direct Model Will Transform Home-Based Health Care Market
Owens & Minor's price target was maintained at $6.28 as weak Q2 results and the potential divestiture of its hospital distribution business drove concerns about near-term performance and revenue outlook, although some analysts note Patient Direct strength and believe the recent selloff may be overdone. Analyst Commentary Recent Q2 results and updated outlook were disappointing, leading to reduced price targets and concerns about near-term performance.Analysis Article • Jul 03
Is Owens & Minor (NYSE:OMI) 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...New Narrative • Jun 08
Investments In Home Healthcare And Automation Will Build Value
Growth in home-based healthcare, investments in operational efficiency, and focus on specialized care boost recurring revenues and support long-term margin expansion.Analysis Article • May 08
It Looks Like Owens & Minor, Inc.'s (NYSE:OMI) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights Owens & Minor will host its Annual General Meeting on 15th of May Total pay for CEO Ed Pesicka includes...Seeking Alpha • Apr 24
Owens & Minor: Lots Of Moving Parts
Summary Owens & Minor's stock initially surged 40% after announcing plans to divest its low-margin Products & Healthcare Services unit, despite a recent $307 million goodwill impairment charge. The company aims to focus on its higher-margin Patient Direct segment, bolstered by the upcoming $1.36 billion acquisition of Rotech Healthcare, expected to add significant EBITDA. Financial projections for FY25 show improvements in EPS and EBITDA, with the PD segment potentially generating $5 billion in revenue by 2028. While the stock has given up its rise following its divestiture announcement, a beneficial owner continues to be a heavy buyer of the shares. An analysis of Owens & Minor follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Apr 17
Owens & Minor: A Painful Transformation
Summary Owens & Minor, Inc.'s aggressive dealmaking and substantial debt have led to a mixed track record and declining stock performance, raising skepticism about future prospects. The company's acquisition of Apria and planned acquisition of Rotech shifted the business towards higher-margin activities, but leverage remains very high. The potential sale of the Products & Healthcare Services segment could transform the business, but uncertainty about proceeds and recent high-cost debt issuance warrant caution about OMI stock. Read the full article on Seeking AlphaAnalysis Article • Mar 01
Is Owens & Minor (NYSE:OMI) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 05
Owens & Minor: Avoid Shares Given Operational Missteps And Excess Debt
Summary Owens & Minor shares have plummeted over 50% in the past year, with a recent 35% drop due to poor results and significant impairment. The company's $1.32 billion debt-funded Rotech acquisition adds financial strain, with leverage headed to 4.3x and a challenging path to reduce debt. OMI's core business struggles with low margins and poor pricing power, while its growth segment faces a worsening payer mix and GLP-1 drug risks. Given high debt, poor performance, and limited growth prospects, I maintain a "sell" rating on OMI, deeming it uninvestable for the foreseeable future. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Owens & Minor: Very Undervalued Healthcare Business With Long-Term Agreements
Summary Owens & Minor's diversified international presence and long-term agreements with clients ensure revenue stability and reduce volatility compared to smaller competitors. Recent acquisitions and R&D investments are expected to boost free cash flow and profitability, with a fair price target of $18 per share. The company's strategic use of cash for acquisitions, rather than shares, indicates undervaluation and confidence in future growth. Risks include dependency on supplier relationships and non-recurrent revenue from the Patient Direct segment, which could impact future growth. Read the full article on Seeking AlphaAnalysis Article • Nov 05
Owens & Minor (NYSE:OMI) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Sep 10
Owens & Minor, Inc.'s (NYSE:OMI) Revenues Are Not Doing Enough For Some Investors
When close to half the companies operating in the Healthcare industry in the United States have price-to-sales ratios...Seeking Alpha • Sep 09
Owens & Minor - Too Aggressive On The Dealmaking
Summary Owens & Minor's shares have been trading volatile in recent years, with a mixed track record and acquisitions adding to leverage concerns. Despite strategic acquisitions, the company's financial performance remains uneven, with substantial debt and a soft performance weighing on the shares. Given the elevated leverage and recent CFO turnover, I remain cautious and see no immediate need to invest in Owens & Minor. The company announced a surprising acquisition of Rotech, which frankly makes me surprised has not been seen as a negative by the market. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Owens & Minor's Transformative Move Is A Big Win
Summary Owens & Minor shares rose 7.6% after a major acquisition announcement and positive second quarter results. Preliminary results show revenue growth and improved profits. Its acquisition of Rotech Healthcare Holdings aims to grow Patient Direct segment revenue to $5 billion by 2028, improving profitability and trading multiples. Add on top of this how cheap shares are as a result of this purchase, and investors should consider this a big win. Read the full article on Seeking AlphaAnalysis Article • Jul 15
The Return Trends At Owens & Minor (NYSE:OMI) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Shareholder Returns
| ACH | US Healthcare | US Market | |
|---|---|---|---|
| 7D | 26.2% | -1.5% | -2.1% |
| 1Y | -76.2% | 23.0% | 18.8% |
Return vs Industry: ACH underperformed the US Healthcare industry which returned 23% over the past year.
Return vs Market: ACH underperformed the US Market which returned 18.8% over the past year.
Price Volatility
| ACH volatility | |
|---|---|
| ACH Average Weekly Movement | 19.8% |
| 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 | 3.1% |
Stable Share Price: ACH's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: ACH's weekly volatility has increased from 14% to 20% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1882 | 6,500 | Ed Pesicka | www.accendrahealth.com |
Accendra Health, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States. It offers a range of products and services for in-home care and delivery for diabetes treatment; home respiratory therapy, including home oxygen and non-invasive ventilation services; obstructive sleep apnea treatment, such as continuous positive airway pressure and bi-level positive airway pressure devices, and patient support services. The company also supplies other home medical equipment, patient care product lines including ostomy, wound care and negative pressure wound therapy, urology, incontinence, and other products and services.
Accendra Health, Inc. Fundamentals Summary
| ACH fundamental statistics | |
|---|---|
| Market cap | US$100.75m |
| Earnings (TTM) | -US$110.59m |
| Revenue (TTM) | US$2.65b |
0.0x
P/S Ratio-0.8x
P/E RatioIs ACH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ACH income statement (TTM) | |
|---|---|
| Revenue | US$2.65b |
| Cost of Revenue | US$1.46b |
| Gross Profit | US$1.19b |
| Other Expenses | US$1.30b |
| Earnings | -US$110.59m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -1.44 |
| Gross Margin | 44.83% |
| Net Profit Margin | -4.18% |
| Debt/Equity Ratio | -311.8% |
How did ACH perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/21 02:55 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Accendra Health, Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Eric Coldwell | Baird |
| Lawrence Marsh | Barclays |
| Allen Lutz | BofA Global Research |