Added to YB: 2026-02-27
Pitch date: 2025-12-22
ACHC [bullish]
Acadia Healthcare Company, Inc.
+54.47%
current return
Author Info
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Company Info
Acadia Healthcare Company, Inc. provides behavioral healthcare services in the United States and Puerto Rico.
Market Cap
$1.6B
Pitch Price
$14.43
Price Target
58.00 (+178%)
Dividend
N/A
EV/EBITDA
6.85
P/E
-1.41
EV/Sales
1.29
Sector
Health Care Providers and Services
Category
turnaround
Acadia Healthcare Company, Inc. - $ACHC
ACHC: Largest US behavioral health operator, down 80% from peak on NYT hit pieces, DOJ probe, OBBBA Medicaid cuts ($230M provider tax at risk), $400M+ legal settlements, multiple guidance cuts. But core biz intact, labor costs normalizing (70% opex), activist push working—mgmt shifting to FCF focus, cutting capex $200M to $300M in 2026 (target $150M by 2027). Startup losses ($60-65M) flipping + capex cuts = $500-550M FCF swing. Trades 6x fwd EBITDA vs 11x historical avg. 19% FCF yield at $250M run-rate by 2027. 3-4x upside if re-rates.
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