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Quipt Home MedicalQIPT.VWATCHJul 04, 2023Stock price when the opinion was issued
As of Jun 20, 2023. Market Open.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Company recently acquired (Great Elm). At $80M it is a sizeable deal, but adds $60M in revenue and $13M in EBITDA. Should be $2M in cost savings and it is accretive to cash flow. The market likes the deal. Good earnings growth is expected. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues have grown 41% since 2020 at $102M for 2021. 10% organic growth. Operational metrics are impressive that sets up the company well for future recurring revenues. Still some runway left, trading at 22x earnings. The balance sheet is healthy with net cash. Unlock Premium - Try 5i Free
Owns a small position, but wants to see better momentum before adding more. They did a raise of $7.85 a few months ago and shares have been weak since. Are digesting their latest acquisition and should rise higher.