Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
CHE [neutral]
Chemed Corporation
-7.86%
current return
Author Info
No bio for this author
Company Info
Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States.
Market Cap
$5.9B
Pitch Price
$466.77
Price Target
N/A
Dividend
0.57%
EV/EBITDA
12.41
P/E
22.19
EV/Sales
2.35
Sector
Health Care Providers and Services
Category
dividend
LRT Capital Management Portfolio Holding: Chemed Corporation
CHE (holding update): Owns two market leaders: VITAS (largest hospice provider, aging demographic tailwind, Medicare reimbursement stability) & Roto-Rooter (iconic plumbing brand, recession-resistant services). Unique non-correlated businesses generate steady cash flow deployed via dividends & buybacks. Management excels at capital allocation while units focus on operations.
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