Professional
Added to YB: 2026-08-13
Pitch date: 2026-08-09
CCLD [neutral]
CareCloud, Inc.
-5.77%
current return
Author Info
Bilbel Capital is a closed family investment fund, founded in February 2022. Since its inception, the fund's returns have exceeded 700%. 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
$103.7M
Pitch Price
$2.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.36
P/E
35.06
EV/Sales
1.12
Sector
Health Care Technology
Category
value
Bilbel Capital Portfolio Holding: CareCloud, Inc.
CCLD (trimmed position): Sold most CareCloud shares to buy more undervalued names. TEBS drives nearly all profit; Q1 organic TEBS -5.6% (within 4-6% structural churn), reported +30% on 4 acquisitions. Low-cost edge: $65 cost/$100 rev vs $80 for TruBridge. AI cuts both ways but switching costs high; downside requires years of tech/regulatory change.
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