Added to YB: 2025-06-03
Pitch date: 2025-05-30
MD [bullish]
Pediatrix Medical Group, Inc.
+61.15%
current return
Author Info
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Company Info
Pediatrix Medical Group, Inc., together with its subsidiaries, provides newborn, maternal-fetal, and other pediatric subspecialty care services in the United States.
Market Cap
$1.2B
Pitch Price
$14.08
Price Target
42.50 (+89%)
Dividend
N/A
EV/EBITDA
6.32
P/E
-14.30
EV/Sales
0.82
Sector
Health Care Providers and Services
Category
turnaround
The NICU Specialist Built to Last But Priced Like It’s Dead - Pediatrix Medical Group, Inc.
MD: Specialized doctor network (NICU, high-risk pregnancy) contracted to hospitals. Turnaround underway - sold non-core assets, cut debt to 2.72x EBITDA from 8.7x, boosting margins from 0.8% to 4.5% YoY. 11.5% ROCE. Tailwinds: OB-GYN shortage, growing hospital outsourcing market (10.3% CAGR). Base case: 3x in 3.5yrs (37% CAGR). Risks: Medicaid exposure, labor costs.
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