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Upturn AI Summary - About
Chemed Corp(CHE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CHE
10/19/2026: CHE (2-star) is currently NOT-A-BUY. Pass it for now.
Chemed Corporation is a diversified holding company that operates two primary businesses: VITAS Healthcare, a leader in hospice care, and Roto-Rooter, a dominant brand in plumbing and water restoration. The company is known for its strong cash-generative business model and consistent dividend history, making it a defensive play for long-term investors. Its main growth story centers on the increasing demand for hospice services due to aging demographics and the essential nature of its plumbing services. Primary risks include heavy dependence on government healthcare reimbursements and competition for skilled labor. The stock may suit investors seeking long-term stability rather than rapid growth, with monitoring focused on healthcare regulatory policy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Chemed offers steady, predictable growth rather than explosive, high-multiple growth. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends upward with consistent operational performance, appealing to momentum-based strategies. |
| Value investor | Mixed fit | The valuation can appear premium given the quality and stability of the business, requiring careful entry points. |
| Dividend investor | Strong fit | Reliable cash flows support a sustainable and growing dividend payout. |
| Low-risk investor | Strong fit | The essential nature of both hospice and plumbing services provides defensive characteristics during market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience moderate fluctuations based on healthcare policy updates or general market sentiment. |
| Valuation risk | Medium | Shares often trade at a premium due to high business quality, creating valuation sensitivity. |
| Competition risk (Hospice and Home Services) | Medium | Fragmented markets in both hospice and plumbing ensure persistent local and national competitive pressure. |
| Business quality | Strong | The company operates dominant, essential service franchises with strong cash conversion. |
| Dividend income | Low | While consistent, the yield is typically lower than high-yield income investments, focusing more on growth. |
| Execution risk | Medium | Success relies on maintaining high service standards and navigating complex regulatory healthcare environments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -0.78% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.70B USD | Price to earnings Ratio 25.77 | 1Y Target Price 571.6 |
Price to earnings Ratio 25.77 | 1Y Target Price 571.6 | ||
Volume (30-day avg) 147.9K shares | Beta 0.51 | 52 Weeks Range 364.23 - 556.27 | Updated Date 10/18/2026 |
52 Weeks Range 364.23 - 556.27 | Updated Date 10/18/2026 | ||
Dividends yield (FY) 0.47% | Basic EPS (TTM) 19.88 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| VITAS Healthcare | End-of-life, palliative, and hospice care services reimbursed primarily by Medicare. | This is a stable, aging-demographic-driven revenue stream. |
| Roto-Rooter | Residential and commercial plumbing, drain cleaning, and water restoration services. | This is an essential service business with strong pricing power and recurring customer demand. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 5.93 | Actual - |
Profitability
Profit Margin 10.6% | Operating Margin (TTM) 13.25% |
Management Effectiveness
Return on Assets (TTM) 13.45% | Return on Equity (TTM) 27.11% |
Valuation
Trailing PE 25.77 | Forward PE 18.18 | Enterprise Value 6.76B | Price to Sales(TTM) 2.58 |
Enterprise Value 6.76B | Price to Sales(TTM) 2.58 | ||
Enterprise Value to Revenue 2.61 | Enterprise Value to EBITDA 15.41 | Shares Outstanding 13.07M | Shares Floating 11.85M |
Shares Outstanding 13.07M | Shares Floating 11.85M | ||
Percent Insiders 1.94 | Percent Institutions 106.17 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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