Added to YB: 2026-08-14
Pitch date: 2026-08-11
PIII [neutral]
P3 Health Partners Inc.
-14.81%
current return
Author Info
Jaime Bermejo shares investing thoughts and ideas in his newsletter. Sign up for his newsletter.
Company Info
P3 Health Partners Inc., a patient-centered and physician-led population health management company, provides superior care services in the United States.
Market Cap
$42.7M
Pitch Price
$12.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.33
P/E
-0.39
EV/Sales
0.25
Sector
Health Care Providers and Services
Category
turnaround
What I'm looking at. Returns YTD - P3 Health Partners Inc.
PIII (watchlist): Distressed MA capitated risk player, tracker position. Q2 medical margin $311 PMPM but ~half from one-timers ($168 clean). FY EBITDA guide $80-110M leans on one-timers. $282M preferred at ~16% accrues ~$45M/yr>EBITDA. Common is levered option behind ~$520-570M claims.
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