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Added to YB: 2026-08-03

Pitch date: 2026-07-30

CHE [neutral]

Chemed Corporation

+0%

current return

Author Info

No bio for this author

Company Info

Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, doctors, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States.

Market Cap

$6.9B

Pitch Price

$532.24

Price Target

N/A

Dividend

0.45%

EV/EBITDA

14.79

P/E

26.74

EV/Sales

2.77

Sector

Health Care Providers and Services

Category

special_situation

Show full summary:
This Week in Special Situations - Chemed Corporation

CHE (overview): Barington activist (0.4% stake) demands strategic review to split high-quality VITAS hospice from low-growth Roto-Rooter (+3% rev, -77bps margin), zero-base $70M corp costs, board refresh by 2027. Q2 rev +9% to $673M, adj EPS +42% to $6.06, FY guide raised to $25.75. Letter campaign, not proxy fight; board response is catalyst.

Read full article (1 min)