EVHC

Envision Healthcare

Healthcare


Presented:12/02/2014
Price:$34.97
Cap:$6.42B
Current Price:$45.99
Cap:$5.58B

Presented

Date12/02/2014
Price$34.97
Market Cap$6.42B
Ent Value$8.22B
P/E Ratio82.7x
Book Value$9.29
Div Yield0%
Shares O/S18.35M
Ave Daily Vol1,350,000
Short Int0.98%

Current

Price$45.99
Market Cap$5.58B
Envision Healthcare Holdings, Inc. provides physician-led, outsourced medical services to consumers, hospitals, healthcare systems, health plans, and government entities in the United States. It offers a range of hospital-based physician staffing and related management services, including contract management, staffing, recruiting, scheduling, operational improvement assessment, practice support, and practice improvement services for emergency departments, anesthesiology, hospitalist/inpatient care, radiology, tele-radiology, and surgery programs; and physician-led care management solutions to patients outside the hospital. The company also provides community based medical transportation services, such as emergency response services; non-emergency medical transportation services, such as inter-facility critical care transport, wheelchair and stretcher-car transport, and other inter-facility transport services; and other services comprising managed transportation services, dispatch services, event medical services, paramedic training, fixed-wing air ambulance services, and onsite and offshore EMS services. It markets its services primarily under the EmCare and AMR brands. The company was formerly known as CDRT Holding Corporation and changed its name to Envision Healthcare Holdings, Inc. in June 2013. Envision Healthcare Holdings, Inc. is headquartered in Greenwood Village, Colorado.

​Publically traded companies mentioned herein: Envision Healthcare (EVHC)

Highlights

Previously LBO’d by private equity, Envision Healthcare re-IPO’d in August of last year. The presenter describes the company as a serial compounder, with organic growth in the 12-15% range annually and the potential to grow EBITDA at 20% plus for the next 3-5 years. He believes the company is well positioned to benefit from the ongoing impact of the ACA, particularly as it relates to hospitals increasingly choosing to outsource a variety of services. 

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