ACHC

Acadia Healthcare Co Inc

Healthcare, Event Driven/Special Sit


Presented:05/02/2019
Price:$33.42
Cap:$2.96B
Current Price:$56.96
Cap:$5.29B

Presented

Date05/02/2019
Price$33.42
Market Cap$2.96B
Ent Value$5.42B
P/E RatioN/A
Book Value$27.44
Div Yield0%
Shares O/S88.70M
Ave Daily Vol1,068,921
Short Int22.50%

Current

Price$56.96
Market Cap$5.29B
Acadia Healthcare Co., Inc. engages in the provision of behavioral healthcare services. It operates through the following segments: United States (U.S.) Facilities and the United Kingdom (U.K.) Facilities. The U.S. Facilities segment classified in the following categories: acute inpatient psychiatric facilities; specialty treatment facilities; residential treatment centers; and outpatient community-based services. The U.K. Facilities segment provides inpatient services through facilities, including mental health hospitals, clinics, care homes, schools, colleges, and children's homes. The company was founded in January 2005 and is headquartered in Franklin, TN.

Publicly traded companies mentioned herein: Acadia Healthcare Co Inc (ACHC), Universal Health Services Inc (UHS) 

Highlights

The presenter is long Acadia Healthcare Co (ACHC) stock at ~$32 and sees an extremely attractive risk/reward setup for shareholders of the multinational behavioral health provider. New CEO Debra Osteen is the former President of Universal Health’s Behavioral Health Division. She has extensive industry experience and intends to “communicate her vision” for the company, following a strategic review, on a conference call that’s scheduled for May 30, 2019. With recent results showing good growth & despite lagging margins in the UK, there is the potential for a breakup or sale of the business. In this scenario, the presenter models a high probability of upside to the ~$41 - $50 range (>28%) within the next few months (assuming a 12x - 14x multiple on the core US business).

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.