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  5. VHI: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? [Vitalhub Corp.]
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Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. Thanks.
Asked by Jeff on November 01, 2024
5i Research Answer:

VHI’s EBITDA margin has improved in recent quarters to 26% in Q2-2024 compared to last year’s 23%. EBITDA Margins have improved gradually due to a business model with highly favourable operational leverage, where most of the growth flows straight to the bottom line due to the limited capex required. The recent acquisition of Strata Health marks VHI’s largest acquisition ever. We have comments on the recent acquisition here

VHI will fund the acquisition for a total up-front consideration of $32.3M through a combination of cash ($18.6M) and 1,480,726 shares. On the trailing twelve-month basis, Strata Health generated $12.7M in revenue and has an annual recurring revenue (ARR) of $12.3M, the deal is valued at 2.6x ARR. We think the deal is highly accretive to VHI as VHI itself is trading at around 10x ARR. We like the deal, we think VHI can continue to execute its acquisitive growth strategy in an efficient way going forward.