🇺🇸 Viemed Healthcare Inc: A Overlooked Healthcare Compounder
"Viemed Healthcare is a well-managed pre-compounder at the intersection of home-based chronic disease care, tech-enabled therapy, and U.S. healthcare reform. I think its disciplined execution, patient retention, and strategic acquisition provide durable growth as the market expands and payers shift increasingly toward home-based solutions. For patient investors in healthcare, Viemed offers a rare mix of steady organic growth, operational resilience, and strategic upside. Maybe you can dig up this stock and make your own mind, here are two critical ressources I used:"
Photo by Hush Naidoo Jade Photography on Unsplash Woaw! 85 stock ideas, it’s a lot! I wonder what will happen when we’ll reach 100 stock ideas… 👀 Please before diving in, read this disclaimer. Company Presentation & Why Now Viemed Healthcare Inc (NASDAQ: VMD) is a leading U.S. provider of in-home post-acute respiratory care solutions, specializing in non-invasive ventilators, sleep therapy, and related clinical services. Founded in Lafayette, Louisiana, Viemed has d
Company Profile — Viemed ($VMD)
"Steady compounder hiding in plain sight"
Disclosure: I own shares in VMD. I am not a professional. Please do your own due diligence. I usually don’t like to profile something right before they report quarterly results, but I had much of this completed and thought I would share it. I recently pitched DRT.to at the SNN MCC conference in Toronto. I couldn’t decide what company to pitch so I actually started making the slide deck for three different companies before settling on DRT.to. But I didn’t want all my effort to g
Viemed Q2 2025 Update - $VMD
"VMD (earnings update): Home healthcare provider at $6.97, 5.1x EV/EBITDA. Q2 rev +15% YoY to $63M, EBITDA $14.3M. Ventilator patients +11.4% YoY. PAP therapy +51% YoY. Lehans acquisition adds maternal care, boosting 2024 guidance to $271-277M rev/$59-62M EBITDA. NCD finalized, favorable for VMD. Ongoing share buybacks at low valuation."
Viemed Q1 '25 Update - $VMD
"VMD (earnings update): Q1 revenue $59.1M (+17% YoY), EBITDA $12.8M (21.6% margin). Vent patients +13% YoY, PAP +7% QoQ. Raised 2025 guide: $256-265M rev, $55-58M EBITDA. Down 11.7% on CMS NCD concerns (final Jun 9). Acquiring Lehan's (closes Q3). Trading at 5x 2025 EBITDA, 4.7x 2026E incl. acquisition."