Professional
Added to YB: 2026-06-09
Pitch date: 2026-06-07
CCLD [bullish]
CareCloud, Inc.
-0.84%
current return
Author Info
This is the official Substack of PEQUITY U&U Global Opportunities, FIL (ISIN ES0169013002), where Hugo Navarro, Fund Advisor, publishes the advisor’s letters and fund updates. Sign up for the newsletter.
Company Info
CareCloud, Inc., a healthcare information technology company, provides technology-enabled business solutions, Software-as-a-Service offerings, and related business services to healthcare providers and hospitals primarily in the United States.
Market Cap
$99.9M
Pitch Price
$2.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.65
P/E
23.14
EV/Sales
0.82
Sector
Health Care Technology
Category
value
PEQUITY U&U Global Opportunities, FIL. First Advisor's Letter - CareCloud, Inc.
CCLD: US healthcare RCM roll-up acquiring regional billing firms at 0.6-1x rev, lifting OCF margins to 20-30% in 2-3 quarters via platform migration. ~5% industry churn makes acquired customers sticky & cheap. ~25% FCF yield, NOLs shield taxes. Market still anchors to messy 2022-24 dilution/restructuring; priced for decline despite high double-digit M&A growth path.
Read full article (1 min)