Added to YB: 2026-09-21
Pitch date: 2026-09-17
VMD [bullish]
Viemed Healthcare, Inc.
-0.67%
current return
Author Info
Trade Ideas Flow is an Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Sign up for the newsletter.
Company Info
Viemed Healthcare, Inc., through its subsidiaries, provides home medical equipment (HME) and post-acute respiratory healthcare services in the United States.
Market Cap
$339.4M
Pitch Price
$8.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.92
P/E
24.71
EV/Sales
1.13
Sector
Health Care Providers and Services
Category
growth
Thursday Tailwinds #7: Sep 17, 2026 - Viemed Healthcare, Inc.
VMD (quick overview): Viemed could benefit from Medicare’s new COPD home-ventilation rule, which ties payment to documented use; the thesis is that this favors its therapist-led model over drop-off suppliers. Medicare also froze new enrollment for seven supplier types, while Viemed is already enrolled in all 50 states. Patient census rebounded to a record 12,635 and trailing free-cash-flow margin reached 11.4%. The November test is whether census keeps growing and second-half adjusted EBITDA margin approaches management’s ~23% commitment; 19% would mean exiting.
Read full article (2 min)