Added to YB: 2026-03-09
Pitch date: 2026-03-06
VMD [neutral]
Viemed Healthcare, Inc.
+3.42%
current return
Author Info
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Company Info
Viemed Healthcare, Inc., through its subsidiaries, provides home medical equipment (HME) and post-acute respiratory healthcare services in the United States.
Market Cap
$350.5M
Pitch Price
$8.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.79
P/E
24.54
EV/Sales
1.31
Sector
Health Care Providers and Services
Category
growth
Viemed Healthcare Q4 FY2025 Update – $VMD
VMD (earnings): Q4 rev $76.2M (+26% YoY), FY25 rev $270.3M (+21% YoY); adj EBITDA $61.4M (23% margin); FCF $51.9M. Vent patients +4% YoY to 12,259 (slowed on NCD transition but Jan setup strongest month ever). Sleep therapy PAP patients +62% YoY, driving recurring rev. Lehan acquisition adds maternal health ($9M rev). FY26 guide: $310-320M rev, $65-69M EBITDA (17% growth). Competitive bidding won't impact core biz. Trading 4.9x fwd EV/EBITDA, 10-15x FCF. Stock -10% on guidance concerns despite solid fundamentals.
Read full article (5 min)