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Definitive Healthcare Corp T.DH.R


Primary Symbol: DH

Definitive Healthcare Corp. is engaged in transforming data, analytics, and expertise into healthcare commercial intelligence. The Company’s solutions are designed to provide information on healthcare providers and their activities to help its customers optimize everything from product development to go-to-market planning and sales and marketing execution. Its software-as-a-service (SaaS) platform uses deep analytics and data science to help customers develop data-driven strategic decisions, such as finding new markets to enter, building comprehensive go-to-market strategies, accessing tactical information to help target the right decision makers and improving win rates with detailed contextual information. It transforms data into intelligence through artificial intelligence (AI) and machine learning (ML) algorithms that ingest, cleanse, link, and analyze the data to create new intelligence and analytics. All of its business is conducted through AIDH TopCo, LLC (Definitive OpCo).


NDAQ:DH - Post by User

Post by 93Darkhorse93on Jul 26, 2016 7:37pm
264 Views
Post# 25086786

Beat on Top and Bottom Line…

Beat on Top and Bottom Line…Nice to see a top and bottom line beat after the debacle that was last quarter. The stock sets up real well into the second half of the year into 2017 with the LaserPro renewals and normalization of EBITDA margins back up to the 30% range. Just a couple items I will point out; great to see the debt/EBITDA ratio below 3x they are doing an excellent job paying down debt and derisking the balance sheet. Global reorganization a net positive as will be able to cut out a lot of costs in the year to come which will only help drive margins and drive incremental revenue growth. Finally a general market point, with a strong dividend yield and such a low P/E it trades at such a discount to similar dividend plays and has a superior growth rate. I really think last Q scared off a lot of larger money managers just look how quick the sentiment turned on the BNN commentary. The stability of this Q proved that they are on track and all looks good going forward and the big players should be buyers not sellers like last Q. Looking for the Q1 gap to get filled up to 37-38ish as it is such a cheap high dividend play with EPS growth unlike many other high yielding consumer staples, utilities and telcos. Nice Q buy it and put it away.
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