Professional
Added to YB: 2025-07-03
Pitch date: 2025-06-30
EHAB [neutral]
Enhabit, Inc.
+59.35%
current return
Author Info
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Company Info
Enhabit, Inc. provides home health and hospice services in the United States. The Home Health segment offers nursing care; physical, occupational, and speech therapy; medical and social work; and home health aide services.
Market Cap
$706.4M
Pitch Price
$8.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.52
P/E
-212.50
EV/Sales
1.10
Sector
Health Care Providers and Services
Category
turnaround
Clark Street Value Mid Year 2025 Portfolio Review: Spinoffs / Asset Sales - Enhabit, Inc.
EHAB (holding update): Home health/hospice spin from EHC. Initially struggled with Medicare to Medicare Advantage shift. Now deleveraging with demographic tailwind as seniors prefer home care. Cheap at 9.4x EBITDA (vs peers acquired at ~19x) with 5.4x leverage. Risk: CMS proposed -5% Medicare adjustment for 2026.
Read full article (1 min)