Quick Value #213 - Capital Allocation Inflection
Healthcare capital allocation inflection story at 4-5x EBITDA / 7-8x FCF
Today we’re covering:
US-based company trading in Canada
Orphaned stock — trades in Canada and massive dividend cut a few years ago
Ongoing capital allocation inflection — cut dividend, selling assets, rapid debt paydown, and buybacks
Debt reduced by 54% and share count down 32% since 2019
Incredibly cheap with stable cash flow
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Market Performance
