Addus HomeCare Corporation (ADUS) AI Stock Analysis

NASDAQ: ADUSAI research summary: business, growth, valuation, analysts, bull and bear case.

ADUS AI stock analysis summary

AI Research

Addus HomeCare Corporation (ADUS) provides personal care, hospice, and home health services across the United States. In FY2025, revenue increased 23.2% to $1.42B, and net income reached $95.9M. The company maintains low leverage with net debt of $9.3M as of June 30, 2026.

Market cap
$2.17B
Revenue (TTM)
$1.48B
P/E
20.3x
fwd 15.2x
1Y return
-1.0%
S&P 500 16.8%
Avg. target
$134.08
15.6% vs last close

Bull case

  • Revenue grew 23.2% in FY2025 to $1.42B, supporting a five-year revenue CAGR of 13.2% from FY2020 to FY2025.
  • Operating margin expanded from 7.6% in FY2021 to 9.7% in FY2025, lifting net income to $95.9M.
  • The company maintains solid liquidity with net debt of just $9.3M and generated $103.8M of free cash flow in FY2025.

Bear case

  • The stock declined 1.0% over the trailing one-year period, lagging the S&P 500 return of 16.8%.
  • Revenue growth is projected to moderate to 4.8% in FY2027 with estimated revenue of $1.60B.
  • The five-year share count increased 15.0%, indicating equity dilution over time.

What Addus HomeCare does

Addus HomeCare Corporation, based in Frisco, Texas, provides personal care services to elderly, chronically ill, and disabled individuals, as well as those at risk of hospitalization. It operates through three segments: Personal Care, Hospice, and Home Health. Personal Care provides non-medical assistance with daily activities such as bathing, grooming, feeding, dressing, meal planning, and transportation. The Hospice segment offers end-of-life care, including palliative nursing, social work, spiritual counseling, and bereavement support. The Home Health segment provides skilled nursing and physical, occupational, and speech therapy for illness recovery. Clients include governmental agencies, managed care organizations, commercial insurers, and private individuals.

Growth and profitability

Addus delivered a five-year revenue CAGR of 13.2% from FY2020 to FY2025. Annual revenue expanded from $864.5M in FY2021 to $951.1M in FY2022, $1.06B in FY2023, $1.15B in FY2024, and $1.42B in FY2025, reflecting 23.2% growth in FY2025. Gross margin expanded from 31.2% in FY2021 to 32.5% in FY2025. Operating margin rose from 7.6% in FY2021 to 9.7% in FY2025, while net income climbed from $45.1M to $95.9M over the same period. For the trailing twelve months ended June 30, 2026, revenue was $1.48B with an operating margin of 9.7%. In the latest quarter ended June 30, 2026, quarterly revenue grew 8.0% and quarterly earnings increased 24.2% year-over-year.

ADUS income statement →

Balance sheet and cash flow

As of June 30, 2026, Addus HomeCare held $99.6M in cash and short-term investments alongside total debt of $108.8M, yielding net debt of $9.3M. The company shows a current ratio of 1.69 and a debt-to-equity ratio of 0.09 against shareholders' equity of $1.15B. In FY2025, the company generated operating cash flow of $111.5M and free cash flow of $103.8M, while spending $7.7M on capital expenditures. Over five years, the share count increased 15.0%.

ADUS balance sheet →

Valuation and performance

Addus trades at a trailing P/E of 20.3x and a forward P/E of 15.2x, below the median of its US-listed Healthcare peers of 24.6x trailing and 17.3x forward. Its price-to-sales multiple is 1.5x compared to the peer median of 4.1x, while its EV/EBITDA stands at 12.9x compared to the peer median of 12.0x. As of October 16, 2026, the stock closed at $115.98, reflecting a 1-year return of -1.0% compared to a 16.8% return for the S&P 500 (SPY). Over five years, the stock returned 50.6% versus 83.0% for the S&P 500.

ADUS key metrics →

What analysts expect

Wall Street coverage includes 8 Strong Buy, 3 Buy, 2 Hold, and 1 Sell ratings. The mean price target is $134.08, representing 15.6% upside from the last close of $115.98 on October 16, 2026. For FY2026, consensus estimates project revenue of $1.52B and EPS of $7.05, representing 13.1% EPS growth. In FY2027, 13 analysts project revenue of $1.60B and EPS of $7.52. Addus beat EPS estimates in all 4 of its last 4 quarters. The next earnings date is November 3, 2026.

ADUS forecast and price target →

Key risks and what to watch

  • Quarterly revenue growth slowed to 8.0% year-over-year in the quarter ended June 30, 2026, down from 23.2% annual growth in FY2025.
  • Net profit margin remains relatively slim at 7.1% over the trailing twelve months.
  • Short interest represents 5.9% of the float, reflecting some negative market positioning.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this ADUS AI stock analysis

This page is an AI-written research summary of Addus HomeCare Corporation (ADUS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ADUS income statement, ADUS balance sheet, ADUS key metrics, ADUS analyst forecast, ADUS chart. See the ADUS stock overview for the latest quote and news.

ADUS AI stock analysis FAQ

Does Addus HomeCare pay a dividend?

No, Addus HomeCare does not pay a dividend based on current company data.

What is Addus HomeCare's net debt position?

As of June 30, 2026, Addus HomeCare held $99.6M in cash and short-term investments and $108.8M in total debt, resulting in net debt of $9.3M.

How does Addus HomeCare's valuation compare to peers?

Addus trades at a trailing P/E of 20.3x and a forward P/E of 15.2x, lower than the median of its US-listed Healthcare peers of 24.6x and 17.3x, respectively.

When is Addus HomeCare's next earnings report?

Addus HomeCare is scheduled to report its next quarterly earnings on November 3, 2026.

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