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  5. VHI: For a growth investment, I am looking at either WELL or VHI. [Vitalhub Corp.]
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Investment Q&A

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Q: For a growth investment, I am looking at either WELL or VHI. Which one would you choose and why?

Thanks
Asked by Chuck on May 23, 2024
5i Research Answer:

We currently like both companies and we would be comfortable holding both names. 

WELL’s acquisition targets include patient services to specific markets such as primary care, and mental care. Whereas, VHI’s solution focuses more on helping facilitate operations in the healthcare sector consisting of healthcare records, case management, etc. VHI’s portfolio is highly recurring, it has a customer base with a high retention rate, and an owner-operator business model, being acquired at a 1.0x-2.5x revenue multiple. The overall portfolio of WELL’s businesses has an attractive margin profile (48%) but it is still lower compared to VHI (80%) on average. Both businesses have a high degree of recurring revenue.

We would be comfortable holding both, but for an investor seeking strong momentum and a better margin profile, we would prefer VHI, although for an investor seeking a slightly larger company with a cheaper valuation, we would prefer WELL.