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ADUS

Addus HomeCare Corporation Common Stock (ADUS) fair value

Healthcare · Medical Care Facilities · NASDAQ · United States
$121.81-0.70%
Market cap $2.3BNext earnings 2026-11-03Updated Oct 19, 2026
Add earnings to calendarGoogle
Our verdict
Trades 8% above our fair value
Price
$121.81
Model fair valueConfidence: good
$113
Model range
$82.50 to $170
Fair value $113
Price $122
3 models fit Addus HomeCare Corporation Common Stock and they disagree: 0 of 3 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver73
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionAddus HomeCare Corporation Common Stock (ADUS)
Fair value (3 models)
$113
ACCE price target
$122
Rating
Fairly valued
Horizon
12 months
Fair value published on 19 Oct 2026, 17:05 CEST; previously $152 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 17:05 CEST.
Price used: $122 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
7.8% above
-7.3% to fair value
ACCE score
66
out of 100
Analysts
79% buy
14 covering
P/E
21.3x
forward 16.9x
1-year return
+0.9%
Dividend yield
0.00%

Addus HomeCare Corporation Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Addus HomeCare provides personal care, home health and hospice services to Medicaid and other government-funded recipients, delivered largely through its home-based caregiver workforce. Its moat is less about the service itself than about scale in a fragmented field: a network across many states that is hard for small local agencies to match in state contract bidding and in recruiting and retaining caregivers. The main growth driver is the demographic shift toward home-based care for an aging population, which pushes more Medicaid spending toward in-home services and away from institutions. At a P/E of 20.0 and a forward P/E of 15.2, the market is pricing in earnings growth, and with revenue growing 8.0% and an operating margin of 9.7%, the case rests on margin expansion as much as top-line growth. Reimbursement rates set by states and the cost of labor are the variables that most often break this kind of model, so that is where the deeper work should start.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Quarter-on-quarter revenue dip
    Revenue fell 2.5% QoQ even though it is up 8.0% year over year, so the most recent quarter is softer than the trend. Worth watching next print.
  • moderate
    Modest insider selling
    Insiders disclosed $0.74M of sales across the last 10 filings and no buys, a small but one-directional signal.

AI research notes

AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Revenue has grown 13.2% a year on average over five years, and the latest year still grew 8.0%.
  • The stock trades at 15.2x forward earnings, below the sector median of 24.2x, and the price implies only 3.9% yearly cash flow growth.
  • Free cash flow over the last twelve months reached $104M, and 11 of 14 analysts rate the shares Buy or Strong Buy.
Why it could disappoint
  • Return on invested capital is only 6.1%, and return on equity is 9.7%, which is thin for the capital tied up in the business.
  • The diluted share count rose 6.1% last fiscal year, so each shareholder's slice of the company shrank.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

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Valuation

INVESTOR
Where ADUS's valuation models land
Price
$121.81
Model fair value
$113
Model range
$82.50 to $170
Fair value $113
Price $122
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish79% buy · 14 covering analysts
● Strong buy 8● Buy 3● Hold 2● Sell 1● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
Do politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+5.0%
1 month
+6.0%
3 months
+6.3%
6 months
+27.3%
YTD
+13.4%
1 year
+0.9%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
19 Oct 2026, 17:05 CESTFair value$113$152$116
19 Oct 2026, 17:05 CESTRatingFairly valuedfirst publication$116
15 Oct 2026, 00:00 CESTFair value$152$158$115
11 Oct 2026, 00:00 CESTACCE price target$122first publication$114
10 Oct 2026, 00:00 CESTFair value$158$141$114
29 Sept 2026, 00:00 CESTFair value$141$142$113
27 Sept 2026, 00:00 CESTFair value$142$144$113
19 Sept 2026, 00:00 CESTFair value$144$146$118
13 Sept 2026, 00:00 CESTFair value$146$148$117
11 Sept 2026, 00:00 CESTFair value$148$149$119

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth56Value62Quality63Momentum83Total66
Valuation
Trailing P/E
21.3x
Forward P/E
16.9x
PEG
1.13
P/B
2.08x
EV / Revenue
1.8x
Book value/sh
$62.77
Enterprise value
$2.3B
Profitability
ROE
9.7%
FCF yield
4.71%
ROIC
6.1%
Health and risk
Debt / equity
0.19
Dividend yield
0.00%
Beta
0.83

Price

+0.1% · 1Y

Ask anything about ADUS

Answered from Addus HomeCare Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 50% of peers
low 13.3x21.3xhigh 44.7x
ROEbetter than 50% of peers
low -350%10%high 30%
Div yieldbetter than 100% of peers
low 0.0%0.0%high 0.0%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
ADUS Addus HomeCare Corporation Common Stock$121.81$1138% above21.3x9.7%6366
MD Pediatrix Medical Group Inc. Common Stock$29.55$2326% above13.3x20.4%6974
BKD Brookdale Senior Living Inc. Common Stock$10.19----349.6%2625
GRDN Guardian Pharmacy Services Inc. Class A Common Stock$39.59$2376% above38.3x30.4%6761
SGRY Surgery Partners Inc. Common Stock$15.90$1053% above-2.3%3343
ASTH Astrana Health Inc. Common Stock$38.01--44.7x6.9%3572
AMN AMN Healthcare Services Inc$46.82$7134% below17.9x15.6%5273

Sector report card

Where ADUS ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 13, 2026
    Addus HomeCare Announces Third Quarter 2026 Earnings Release and Conference Call
  • Business Wire•Sep 14, 2026
    Addus HomeCare Announces a Definitive Agreement to Acquire Personal Care Division of AccentCare
  • Business Wire•Sep 8, 2026
    Addus HomeCare to Participate in the 2026 Jefferies Healthcare Services and Technology Conference
2 more press releases · full archive on Investor+.INVESTOR
40 filings
September 2026
Sep 14
8-KCurrent reportPeriod 2026-09-12
View on SEC →
August 2026
Aug 13
8-KCurrent reportPeriod 2026-08-07
View on SEC →
Aug 4
10-QQuarterly reportPeriod 2026-06-30
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR