R1 RCM Is Increasingly Entrenched In The U.S. Healthcare Sector, We See Further Upside

  • The company is getting ever more entrenched in the healthcare sector, growing with their customers, adding new ones, and adding new solutions and through M&A.
  • Adjusted EBITDA growing much faster than revenues, testifying to operational leverage from automation and machine learning.
  • The shares are not a bargain, but then again there are few bargains in this sector and they’re not excessively expensive either.
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