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Upturn AI SWOT - About
AHCO 
Adapthealth Corp (AHCO)
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Upturn Advisory Summary
03/11/2025: AHCO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -74.67% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio 14.62 | 1Y Target Price 12.88 |
Price to earnings Ratio 14.62 | 1Y Target Price 12.88 | ||
Volume (30-day avg) 1640976 | Beta 1.64 | 52 Weeks Range 7.11 - 11.90 | Updated Date 06/19/2025 |
52 Weeks Range 7.11 - 11.90 | Updated Date 06/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.58 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.63% | Operating Margin (TTM) 3.63% |
Management Effectiveness
Return on Assets (TTM) 3.82% | Return on Equity (TTM) 5.9% |
Valuation
Trailing PE 14.62 | Forward PE 8.57 | Enterprise Value 3193978200 | Price to Sales(TTM) 0.35 |
Enterprise Value 3193978200 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.98 | Enterprise Value to EBITDA 5.2 | Shares Outstanding 134948000 | Shares Floating 89462479 |
Shares Outstanding 134948000 | Shares Floating 89462479 | ||
Percent Insiders 7.99 | Percent Institutions 102.26 |
Analyst Ratings
Rating 4.38 | Target Price 12.88 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Adapthealth Corp
Company Overview
History and Background
AdaptHealth Corp. was founded in 2012 and has grown through acquisitions to become a leading provider of home medical equipment (HME) and related services. Initially focused on sleep therapy, it has expanded into other areas like mobility and respiratory equipment.
Core Business Areas
- Sleep Therapy: Provides CPAP and BiPAP machines, masks, and related supplies for treating sleep apnea. Focuses on patient compliance and adherence to therapy.
- Mobility: Offers wheelchairs, power wheelchairs, scooters, and other mobility equipment to help patients with limited mobility.
- Respiratory: Supplies oxygen concentrators, ventilators, and other respiratory equipment to patients with respiratory conditions.
- Home Medical Equipment (HME): Provides a range of other home medical equipment such as hospital beds, walkers, and bathroom safety equipment.
Leadership and Structure
The leadership team includes Stephen P. Griggs (CEO) and Josh Loyd (CFO). The company has a hierarchical structure with regional and operational divisions.
Top Products and Market Share
Key Offerings
- CPAP and BiPAP Machines: Machines and related supplies for sleep apnea. Compete with ResMed, Philips Respironics (though less so recently), and Lincare. High revenue contributor for AdaptHealth. Market share data is difficult to pinpoint precisely due to fragmentation but AdaptHealth is a significant player.
- Power Wheelchairs: Provides enhanced mobility for individuals with mobility limitations. Competitors are Permobil, Pride Mobility Products, and Invacare. Market share data is difficult to pinpoint precisely due to fragmentation but AdaptHealth is a significant player.
- Oxygen Concentrators: Provides Oxygen supply to patients with respiratory issues. Competitors are Inogen and Philips Respironics. Market share data is difficult to pinpoint precisely due to fragmentation but AdaptHealth is a significant player.
Market Dynamics
Industry Overview
The HME industry is driven by an aging population, rising prevalence of chronic diseases, and technological advancements. Reimbursement models are complex and evolving.
Positioning
AdaptHealth is a consolidator in a fragmented market. Their competitive advantages include scale, geographic reach, and a focus on patient service and adherence. The company's scale provides purchasing and operating efficiencies.
Total Addressable Market (TAM)
The TAM for the HME market is estimated to be in the tens of billions of dollars globally, with the US being a significant portion. AdaptHealth is positioned to capture a larger share through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Scale and geographic reach
- Strong relationships with payers
- Focus on patient compliance
- Experienced management team
- Efficient platform for acquisitions
Weaknesses
- High debt levels due to acquisitions
- Exposure to reimbursement rate changes
- Integration risks from acquisitions
- Reliance on third-party suppliers
- Complexity of operational logistics
Opportunities
- Further consolidation of the fragmented HME market
- Expansion into new product lines and services
- Increased demand for home-based care
- Technological advancements in HME
- Strategic partnerships with healthcare providers
Threats
- Reimbursement cuts from government and private payers
- Increased competition from larger players
- Regulatory changes impacting the HME industry
- Economic downturn affecting patient spending
- Product liability claims
Competitors and Market Share
Key Competitors
- RMD
- PGNY
- LHCG
Competitive Landscape
AdaptHealth competes with other HME providers based on price, product selection, service quality, and geographic reach. Their scale and focus on patient compliance are key advantages.
Major Acquisitions
AeroCare Holdings, Inc.
- Year: 2021
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded geographical reach and strengthened market position in sleep therapy and respiratory care.
Growth Trajectory and Initiatives
Historical Growth: AdaptHealth has experienced rapid growth through acquisitions and organic expansion in the HME market.
Future Projections: Analysts project continued revenue growth driven by demographic trends and further consolidation in the HME industry. Profitability is expected to improve as the company realizes synergies from acquisitions.
Recent Initiatives: Recent initiatives include expanding telehealth offerings, investing in technology to improve patient compliance, and pursuing strategic acquisitions in complementary markets.
Summary
AdaptHealth is a significant player in the fragmented HME market, having built its position through acquisitions. The company benefits from economies of scale and a focus on patient compliance. High debt levels and changing reimbursement rates present challenges. Future growth depends on continued consolidation and strategic initiatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Investor Presentations
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Investment decisions should be made based on thorough research and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Adapthealth Corp
Exchange NASDAQ | Headquaters Plymouth Meeting, PA, United States | ||
IPO Launch date 2018-05-24 | CEO & Director Ms. Suzanne M. Foster M.P.H. | ||
Sector Healthcare | Industry Medical Devices | Full time employees 10500 | Website https://adapthealth.com |
Full time employees 10500 | Website https://adapthealth.com | ||
AdaptHealth Corp., together with its subsidiaries, distributes home medical equipment (HME), medical supplies, and home and related services in the United States. The company offers sleep therapy equipment, supplies, and related services, such as CPAP and bi-PAP services to individuals suffering from obstructive sleep apnea; medical devices and supplies, including continuous glucose monitors and insulin pumps for the treatment of diabetes; HME to patients discharged from acute care and other facilities; oxygen and related chronic therapy services in the home; and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy, and nutritional supply needs. It also provides wheelchairs, hospital beds, oxygen concentrators, insulin pumps, CPAP masks and related supplies, diabetes management and wound care supplies, wheelchair cushion accessories, orthopedic bracing, breast pumps and supplies, walkers, commodes and canes, and nutritional and incontinence supplies. The company services beneficiaries of Medicare, Medicaid, and commercial insurance payors. AdaptHealth Corp. was founded in 2012 and is headquartered in Plymouth Meeting, Pennsylvania.
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