Added to YB: 2026-08-10
Pitch date: 2026-08-06
CCLD [bullish]
CareCloud, Inc.
Author Info
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Company Info
CareCloud, Inc., a healthcare information technology company, provides technology-enabled business solutions, Software-as-a-Service offerings, and related business services to healthcare providers and hospitals primarily in the United States.
Market Cap
$107.9M
Pitch Price
N/A
Price Target
8.00 (+215%)
Dividend
N/A
EV/EBITDA
8.62
P/E
36.50
EV/Sales
1.15
Sector
Health Care Technology
Category
growth
CareCloud (CCLD): The Boring Billing Company That Quietly Became an AI-and-M&A Compounder
CCLD (new position): Unloved US micro-cap RCM roll-up turning vertical-SaaS/AI compounder. FY25 rev $120.5M (+9%), first positive GAAP EPS ($0.10) since IPO, 23% EBITDA margin, 24%+ ROE. 2026 guide EPS $0.20-0.23 (doubling). At $2.54, ~11-13x fwd; fair P/E 22 = ~$6 (34%/yr). Risks: checkered past, jet purchase, dilution. Starter position.
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