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Provider of home care services including personal care, hospice and home health, mainly for Medicaid-eligible seniors.
Provider of home care services including personal care, hospice and home health, mainly for Medicaid-eligible seniors.
Paid mostly by state programs such as Illinois's, which set an hourly rate for personal care, so state budgets and wage rules matter more than competition. Personal care is the base, while hospice and home health, paid by Medicare, are faster-growing parts. It has grown by buying smaller agencies.
Moat: narrow (scale, regulatory licence). State Medicaid contracts and multi-state licensure create barriers for smaller regional home-care providers.
Headquarters: Frisco, Texas · Founded: 1979 · Employees: 50,659
Size Addus HomeCare (ADUS) is a United States Health Care company (Medical/Nursing Services) with a market value of $2.32B, the 1704th largest of 3,117 United States companies the cockpit tracks. Shares closed at $124.31 on 6 Nov 2026.
Performance Over six months the shares gained 24.9%, against +25.4% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 11.5% over the last twelve months (peer median +4.1%); the operating margin is 11.1% (peer median 7.5%).
Valuation It trades at 16.6× forward earnings against a peer median of 40.5× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.0 points above its cost of capital (8.5% WACC).
Short interest Short interest is 4.1% of the free float (15 Oct 2026).
Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.50B | $1.42B | $1.15B | $1.06B | $951M |
| Revenue growth | — | +23% | +9% | +11% | — |
| Gross profit | $469M | $445M | $361M | $329M | $290M |
| EBITDA | $184M | $165M | $129M | $111M | $93.5M |
| Net income | $111M | $95.9M | $73.6M | $62.5M | $46.0M |
| Free cash flow | n/a | $104M | $110M | $103M | $96.8M |
| Capital expenditure | n/a | $7.72M | $6.05M | $9.45M | $8.30M |
| Total debt | $67.3M | $171M | $273M | $175M | $178M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Addus HomeCare ADUS | $2.32B | +25% | +12% | 11% | 16.6× | 4.9% |
| Aveanna Healthcare AVAH | $2.89B | +97% | +20% | 11% | 15.4× | 13.4% |
| BrightSpring Health Services BTSG | $13.4B | +22% | +23% | 4% | 28.3× | 24.2% |
| Pennant PNTG | $1.27B | +1% | +38% | 6% | 24.0× | 21.1% |
| Chemed CHE | $6.87B | +24% | +5% | 14% | 19.5× | 2.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ADUS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.8% | +8.4% | 8th highest of 21 |
| 6-month return | +24.9% | +25.4% | 10th lowest of 20 |
| Distance from 52-week high | -5.5% | -16.0% | 2nd highest of 21 |
| Revenue growth (TTM) | +11.5% | +4.1% | 8th highest of 21 |
| Operating margin | 11.1% | 7.5% | 5th highest of 21 |
| Forward P/E | 16.6× | 40.5× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 4.9% | 14.2% | 5th least demanding of 15 |
| Growth delivered (Del g) | +13.2% | +8.7% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | -8.3 pp | +5.2 pp | 2nd least demanding of 15 |
| ROIC minus cost of capital | +3.0 pp | -1.3 pp | 5th highest of 20 |
| EV / EBITDA | 12.5× | 13.2× | 6th cheapest of 12 |
| Net debt / EBITDA | -0.2× | 2.1× | 3rd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Addus HomeCare ADUS | United States | $2.32B | +25% | +12% | 11% | 16.6× | 4.9% | +13.2% |
| AddLife ALIF-B.ST | Sweden | $2.29B | +25% | +2% | 8% | 40.5× | 21.6% | +14.6% |
| Pediatrix Medical MD | United States | $2.44B | +33% | +2% | 12% | 12.9× | -4.5% | +2.0% |
| NeoGenomics NEO | United States | $2.18B | +88% | +11% | -6% | 58.9× | n/a | n/a |
| Guangzhou Kingmed Diagnostics 603882.SS | China | $1.99B | +5% | -3% | 7% | 31.7× | 6.7% | -6.1% |
| Dian Diagnostics 300244.SZ | China | $1.97B | +11% | -5% | 9% | 25.2× | 2.4% | -1.1% |
| Emeis EMEIS.PA | France | $1.94B | -30% | +4% | 3% | n/a | 21.3% | +8.5% |
| agilon health AGL | United States | $1.90B | +109% | 0% | -4% | 67.5× | n/a | n/a |
| Aveanna Healthcare AVAH | United States | $2.89B | +97% | +20% | 11% | 15.4× | 13.4% | +10.2% |
| Meinian Onehealth Healthcare 002044.SZ | China | $2.89B | -9% | -4% | 9% | 55.1× | 5.8% | +5.7% |
| GeneDx WGS | United States | $1.86B | +53% | +25% | -12% | 98.7× | n/a | n/a |
| Dr. Agarwal's Health Care AGARWALEYE.NS | India | $1.74B | +15% | +22% | 15% | 89.1× | 41.9% | +26.9% |
| Azenta AZTA | United States | $1.72B | +104% | +1% | -3% | 103.7× | 56.0% | +8.9% |
| Personalis PSNL | United States | $1.71B | +164% | -13% | -164% | n/a | n/a | n/a |
| Fameglow 3774.HK | Hong Kong | $3.19B | n/a | +36% | 11% | n/a | 48.8% | +48.4% |
| Ping An Healthcare and Technology 1833.HK | Hong Kong | $1.63B | -47% | +8% | 3% | 40.1× | 15.0% | -5.1% |
| Ambea AMBEA.ST | Sweden | $1.63B | +30% | +13% | 8% | 15.8× | 1.7% | +7.7% |
| Vijaya Diagnostic Centre VIJAYA.NS | India | $1.60B | +22% | +24% | 32% | 64.3× | 39.3% | +16.7% |
| Teladoc Health TDOC | United States | $1.60B | +21% | -2% | -5% | n/a | -5.2% | +18.3% |
| Sonida Senior Living SNDA | United States | $1.58B | -14% | +49% | -11% | n/a | n/a | n/a |
| Acadia Healthcare ACHC | United States | $3.44B | +47% | +4% | 10% | 18.7× | n/a | n/a |