Vitalhub: A Q4 With Worse Profitability Offers An Opportunity (Upgrade To Buy)

  • VitalHub, a healthcare software provider, has seen an 18% drop since January 2025 despite a 30% revenue growth during FY2024. The company boasts low churn rates (3-6%) and high revenue retention due to its critical services, with significant sales from the UK and Canada. Despite acquisition-related margin impacts, VitalHub's strategy of profitable, low-multiple acquisitions supports sustainable growth, though share dilution remains a concern.