RE:RE:RE:What a dissasterCapharnaum wrote:
WELL was a speculative stock.
The stock is now trading slightly above 10x forward EBITDA , a bit over 2x forward revenue with solid organic growth. That's pretty much value stock territory.
this data is obviously very dated at this point (March 2021) and multiples have contracted since then, but this slide deck gives a good picture of the US Healthcare/HCIT landscape and the multiples there
even with the telehealth pullback, at 10X EBITDA and 2X Sales WELL is good value compared to US peers
https://solganick.com/wp-content/uploads/2021/04/Solganick-Co.-Healthcare-IT-Q1-2021-Final.pdf