Value Based Care Opportunity

6x NTM EV/EBITDA with double digit growth across revenue, EBITDA, and FCF. Positive set up for 2026.

Introduction

This company is value-based care platform. Just closed a transformative acquisition that roughly doubled its size. Record revenue, adjusted EBITDA, and free cash flow in 2025. Guiding to 24% revenue growth and 29% EBITDA growth in 2026. Trading at extremely attractive multiples (6x NTM EV/EBITDA).

Being a healthcare company in the US that has caused some short term noise on a name that is otherwise performing exceptionally well and continues to do so. Management is repurchasing shares at attractive prices and has been able to grow and accelerate cost synergies following a large acquisition.

The company trades at 6x NTM EV/EBITDA and around a 10% FCF yield. The guidance for 2026 is is excellent.