AdaptHealth Corp. (AHCO) vs OrthoPediatrics Corp. (KIDS)

AdaptHealth Corp. and OrthoPediatrics Corp. are both Medical Devices companies. AdaptHealth Corp. is the larger, with a market value of $1.0B against $841.3M — 1.2× the size. OrthoPediatrics Corp. grew revenue faster over the last twelve months: 16.2% against 10.8%. AdaptHealth Corp. has the higher net margin (−11.8% vs −12.8%) and the lower return on invested capital (−6.74% vs −3.95%). Across the 20 metrics below, OrthoPediatrics Corp. leads on 12 and AdaptHealth Corp. on 8.

Valuation

Metric AHCO KIDS Medical Devices median
P/E n/m n/m 25.58
P/S 0.29 2.94 2.54
P/B 0.82 2.29 2.48
Price to free cash flow 12.06 722.82 28.81
EV/EBITDA 4.92 1,023.73 11.51
EV/Sales 0.82 3.14 2.72
Earnings yield (40.57%) (4.44%) (12.82%)
Free cash flow yield 8.29% 0.14% (8.18%)

Profitability

Metric AHCO KIDS Medical Devices median
Gross margin 15.83% 73.76% 57.76%
Operating margin (9.57%) (9.39%) (15.07%)
Net margin (11.81%) (12.83%) (14.45%)
Free cash flow margin 2.42% 1.20% (3.88%)
Return on equity (28.46%) (9.84%) (10.35%)
Return on assets (9.48%) (6.76%) (17.26%)
Return on invested capital (6.74%) (3.95%) (5.27%)

Growth

Metric AHCO KIDS Medical Devices median
Revenue growth (TTM) 10.81% 16.15% 10.41%
EPS growth (last fiscal year) (185.25%) (3.05%) 28.17%
Revenue growth, 5-year CAGR 24.83% 27.16% 15.74%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AHCO KIDS Medical Devices median
Debt to equity 1.54 0.29 0.04
Current ratio 1.13 4.55 2.74
Net debt to EBITDA 2.74 (2.95) 0.54

Dividend

Metric AHCO KIDS Medical Devices median
Dividend yield — — 1.02%
Payout ratio — — 0.37

Size

Metric AHCO KIDS Medical Devices median
Market cap 1.01b 841.28m 239.53m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack