Professional
Added to YB: 2024-05-27
Pitch date: 2024-05-24
RCM [bullish]
R1 RCM Inc.
+13.48%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
R1 RCM Inc. provides technology-driven solutions for the financial performance and patient experience of health systems, hospitals, and physician groups.
Market Cap
$6.0B
Pitch Price
$12.61
Price Target
28.00 (+96%)
Dividend
N/A
EV/EBITDA
15.35
P/E
-98.40
EV/Sales
3.32
Sector
Health Care Providers and Services
Category
special_situation
Voss Capital Value Fund Portfolio Holding: R1 RCM Inc.
RCM: Buyout offer from top holder New Mountain at lowball price. Board now running full auction. Without deal, $28 PT (133% upside) on 14x 2026 adj EBIT, 12x Q4'26 run-rate. Continued execution, onboarding large clients & AI cost cuts to drive upside. $16 PT if no deal.
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