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Added to YB: 2026-03-20

Pitch date: 2026-02-19

MDRX [neutral]

Veradigm Inc.

+5.81%

current return

Author Info

No bio for this author

Company Info

Veradigm Inc., a healthcare technology company, provides information technology solutions to healthcare providers, payers, and biopharma markets in the United States and internationally.

Market Cap

$773.6M

Pitch Price

$4.30

Price Target

11.00 (+142%)

Dividend

N/A

EV/EBITDA

9.90

P/E

-25.28

EV/Sales

0.93

Sector

Health Care Technology

Category

value

Show full summary:
McIntyre Partnerships Portfolio Holding: Veradigm Inc.

MDRX (holding update): Repurchased Q1 2025 after failed sale process. $4.50 stock w/ $1/sh net cash, $1/sh other investments, $0.50-$0.70/sh norm FCF (~30% FCF/EV yield). Relisting expected 2026. Trades 0.7x EV/Sales vs SaaS peers 4-5x. PT $7-$11 at 15x norm FCF post-relist; strategic sale could add $1/sh FCF from $120M synergies, supporting $10+ takeout.

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