Sharp breakdown. Most posts only compare surface-level metrics ... this went deeper into NDR, ARPA, EBITDA margins, and even market motion. Really helps anyone evaluating healthcare SaaS. Appreciate the research-driven lens.
Why does this company even need to pay down debt? Their interest is covered 4x by EBIT. Retiring debt at 6.5% is hardly value accretive when you could be buying the stock at a 20% earnings yield. Thoughts?
buybacks would be better at these levels, would supercharge the F123 out of this stock. Management have just guided debt paydown instead, I hope we see opportunistic buybacks.
Weird choice from management then - I wonder what’s driving it. Anything that trades at 5x sustainable earnings is interesting to me - I’ll take a look at it.
Sharp breakdown. Most posts only compare surface-level metrics ... this went deeper into NDR, ARPA, EBITDA margins, and even market motion. Really helps anyone evaluating healthcare SaaS. Appreciate the research-driven lens.
Appreciate your comment!
Why does this company even need to pay down debt? Their interest is covered 4x by EBIT. Retiring debt at 6.5% is hardly value accretive when you could be buying the stock at a 20% earnings yield. Thoughts?
buybacks would be better at these levels, would supercharge the F123 out of this stock. Management have just guided debt paydown instead, I hope we see opportunistic buybacks.
Weird choice from management then - I wonder what’s driving it. Anything that trades at 5x sustainable earnings is interesting to me - I’ll take a look at it.
Interested to hear what you find!
Fantastic write up. Love how specific the markers are you're looking for if things go wrong 10/10
caution, for oligopoly players in software (especially healthcare), open exchange standards are :
1. a revenue source for 'connection\transaction'
2. a near guaranteed path for taking these feature in-house from competitors
rarely has any company been as aggressive as epic in this strategy.
agreed, how can we get comfortable with the disintermediation risk?