Professional
Added to YB: 2023-12-15
Pitch date: 2023-12-13
RCM [bullish]
R1 RCM Inc.
+30.09%
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
$11.00
Price Target
21.00 (+47%)
Dividend
N/A
EV/EBITDA
15.35
P/E
-98.40
EV/Sales
3.32
Sector
Health Care Providers and Services
Category
growth
Voss Capital - R1: Shorts are Penny Wise, Pound Foolish
$RCM: Margins/FCF inflecting post Cloudmed; $50B NPR, targeting $80B by 2026. Short report concerns overblown. R1 positioned to win majority of fast-growing RCM outsourcing market w/ tech investments & strong mgmt. 12x '25 FCF, 100%+ upside.
Read full article (32 min)