Professional
Added to YB: 2025-12-11
Pitch date: 2025-12-10
CHE [neutral]
Chemed Corporation
+25.43%
current return
Author Info
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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
$6.9B
Pitch Price
$426.43
Price Target
N/A
Dividend
0.45%
EV/EBITDA
14.79
P/E
26.74
EV/Sales
2.77
Sector
Health Care Providers and Services
Category
N/A
Pernas Research Passes On: Chemed Corporation
CHE (pass): $6.2B hospice/plumbing leader w/ VITAS (12% hospice share) & Roto-Rooter (3% plumbing share). Strong capital allocation: $700M acquisitions, $3B buybacks, 35% share count reduction over 20yrs. Quality businesses but conglomerate discount limits valuation. Waiting for spin-off catalyst to unlock value.
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