Added to YB: 2025-12-08
Pitch date: 2025-12-04
PRVA [bullish]
Privia Health Group, Inc.
+1.25%
current return
Author Info
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Company Info
Privia Health Group, Inc. operates as a national physician-enablement company in the United States. The company collaborates with physician practices, health plans, and health systems.
Market Cap
$3.0B
Pitch Price
$24.04
Price Target
41.30 (+66%)
Dividend
N/A
EV/EBITDA
65.09
P/E
173.47
EV/Sales
1.28
Sector
Health Care Providers and Services
Category
growth
New Idea: Healthcare Compounder with ~70% upside - Privia Health Group, Inc.
PRVA: Tech-enabled physician enablement platform partnering with independent medical groups for VBC transition. Asset-light model w/ minimal CapEx, 62% Q3 EBITDA growth, guiding 32% '25 growth. Trading 17x '26 EBITDA, 20x '26 FCF vs peers at 16x. ~70% upside to $41 target at 25x FCF multiple. Catalysts: Evolent ACO acquisition close Q4, ACA regulatory fears abating.
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