Latest Thesis
Addus: A $1.4B Home-Care Roll-Up Riding Medicaid's Tightrope
Addus has profitable scale in home-based care, but the investment case turns on a narrow spread between reimbursement, wages, Illinois concentration, and acquisition discipline.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.