Jun. 23 at 4:44 AM
Why
$UHS is a great buy right now
A stocks that's barely talked about, which is a good thing.
Acute care hospitals are 55% of revenue. But more interesting, behavioral health, 346 inpatient facilities across the US and UK generates over 55% of pretax profits. Higher margins + secular tailwinds, and massively undersupplied.
And they just acquired Talkspace, Brick-and-mortar psychiatric beds plus teletherapy, a health operator at a time when demand for behavioral care is structurally growing for a generation...
The valuation makes zero sense and its trading below its valuation median and far below the sub industry median. Also dont forget this is a business with very stable revenue streams so this type of company doesn't deserve a drop like this.
