Acadia Healthcare Company, Inc. (NASDAQ:ACHC)

CAPS Rating: 5 out of 5

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All Players

35 Outperform
2 Underperform
 

All-Star Players

5 Outperform
2 Underperform
 

Wall Street

4 Outperform
1 Underperform
 

Top ACHC Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TinManJuggernaut (< 20)
Submitted November 26, 2013

CONS: They have a high PE. Peter Lynch says 15-20 for a fast grower. However he also says it can equal their growth rate. PE/GR is 1.15, so it's still a little high. They also have a lot of debt, which naturally expands with each acquisition. Half of… More

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ACHC VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about ACHC.

Recs

1
Member Avatar TinManJuggernaut (< 20) Submitted: 11/26/2013 3:15:18 PM : Outperform Start Price: $46.53 ACHC Score: -65.53

CONS: They have a high PE. Peter Lynch says 15-20 for a fast grower. However he also says it can equal their growth rate. PE/GR is 1.15, so it's still a little high.

They also have a lot of debt, which naturally expands with each acquisition. Half of it is in notes and bonds. The other half are loans and a credit line from BofA, who puts liens on each new acquisition. Their cash reserves have gotten low the past couple quarters. In fact their cash+property is half their LT debt. Yikes! However it is enough to cover the BoA loans. Also though current cash is low (due to acquisitions), their net cash flow has increased the last couple quarters.

PROS: They have been growing like mad. With 50 clinics in 22 states with 4100 beds. They added 300 beds this year and plan to add the same next year. Their same-facility revenue is up almost 10%. Employees at acquired clinics reportedly welcome Acadia's new operational procedures.

Finally one similar company, UHS has a marketcap 4x, sales 20x, and is still growing steadily. This tells me ACHC has a lot of room to grow.

BOTTOM LINE: At least for the next several months I'm anticipating growth at the same rate.

Leaderboard

Find the members with the highest scoring picks in ACHC.

Score Leader

Emperador78

Emperador78 (65.65) Score: +135.58

The Score Leader is the player with the highest score across all their picks in ACHC.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Ghandoc < 20 1/12/2012 Outperform 5Y $11.50 +230.26% +105.77% +124.50 0 Comment
Marmadukemark 67.01 7/18/2012 Outperform 5Y $17.00 +123.41% +95.98% +27.43 0 Comment
BigDreamer 60.66 1/29/2018 Outperform NS $34.27 +10.83% -6.76% +17.58 0 Comment
salesgrowth 24.83 9/4/2012 Outperform 5Y $20.46 +85.63% +90.03% -4.40 0 Comment
huskermac 42.92 12/14/2016 Outperform 5Y $34.00 +11.71% +17.09% -5.39 0 Comment
investo123 < 20 12/11/2012 Outperform 5Y $22.27 +70.54% +85.65% -15.11 0 Comment
hospispy < 20 12/27/2012 Outperform 5Y $22.15 +71.47% +90.12% -18.66 0 Comment
bibbes < 20 1/10/2013 Outperform 5Y $24.94 +52.29% +82.58% -30.30 0 Comment
HGpm 20.07 3/13/2013 Outperform 5Y $28.35 +33.97% +71.02% -37.06 0 Comment
FunesDMemorious 99.12 7/31/2012 Underperform 5Y $15.96 +137.97% +92.89% -45.08 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.01 2/3/2017 Underperform 3W $38.80 -2.11% +16.25% +18.36 0 Comment
TrackUBS 91.77 10/22/2014 Outperform NS $53.91 -29.55% +37.14% -66.69 0 Comment
TrackJimCramer 85.01 1/28/2014 Outperform 3W $51.44 -24.57% +28.07% -52.65 2/3/2017 @ $38.80 0 Comment
TrackWayneRogers 65.83 11/1/2013 Outperform 3M $42.28 -10.17% +51.30% -61.47 0 Comment
TrackRWBaird 90.13 5/23/2012 Outperform NS $16.21 +134.30% +103.13% +31.17 0 Comment
TrackDeutscheSec 87.70 5/17/2012 Outperform NS $16.80 +2.56% +3.76% -1.20 7/19/2012 @ $17.23 0 Comment
TrackBMOCapital < 20 4/19/2012 Outperform NS $15.85 +139.62% +92.32% +47.30 0 Comment

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