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Posted by
Two Blokes Jun 22 -
Filed in
Stock
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InfuSystem offers integrated clinic-to-home healthcare solutions, leveraging strong payer networks, strategic partnerships, and economies of scale to drive recurring revenue and margin expansion. Recent growth is fueled by diversification into wound care and biomedical services, with Q1 showing double-digit Patient Services revenue growth and record adjusted EBITDA margins. The company's valuation is attractive, trading at just 5.4x FY25 EV/EBITDA, with limited tariff or economic cycle risk and capital spending expected to moderate.
