Professional
Added to YB: 2025-10-08
Pitch date: 2025-10-02
CHE [neutral]
Chemed Corporation
-12.08%
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, doctors, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States.
Market Cap
$5.2B
Pitch Price
$439.44
Price Target
N/A
Dividend
0.64%
EV/EBITDA
11.15
P/E
20.60
EV/Sales
2.08
Sector
Health Care Providers and Services
Category
growth
LRT Capital Management Portfolio Holding: Chemed Corporation
CHE (holding update): Holding co w/ VITAS (largest US hospice provider benefiting from aging demographics + stable Medicare reimbursement) & Roto-Rooter (iconic plumbing brand w/ recession-resistant demand). Both market leaders w/ strong moats. Disciplined capital allocation via dividends + buybacks creates durable compounder.
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