AVAH
Aveanna Healthcare Holdings Inc.
Healthcare · Medical Care Facilities · NMS

$7.43
Close 2026-05-14
✗ ETHICAL FAIL

MODERATE MOAT

HIGH
Data Confidence: 100%
Full financial profile available

Market Cap
$1.6B
Trailing P/E
7.08
Forward P/E
10.63
Rev Growth
+27.4%
Profit Margin
9.2%
ROE
615.7%
Analyst Target
$9.70
Recommendation
BUY

About Aveanna Healthcare Holdings Inc.

Aveanna Healthcare Holdings Inc., a diversified home care platform company, provides pediatric and adult healthcare services in the United States. Its patient-centered care delivery platform allows patients to remain in their homes and minimizes the overutilization of high-cost care settings, such as hospitals or skilled nursing facilities. The company operates through three segments: Private Duty Services (PDS), Home Health & Hospice (HHH), and Medical Solutions (MS). The PDS segment offers private duty nursing (PDN) services, which include in-home skilled nursing services to medically complex children and adults; nursing services in school settings in which its caregivers accompany patients to school; services to patients in its pediatric day healthcare centers; and non-clinical care, including support services and personal care services; and in-clinic and home-based therapy services, such as physical, occupational, and speech services. The HHH segment provides home health services, including in-home skilled nursing services; physical, occupational, and speech therapy services; and medical social and aide services, as well as hospice services for patients and their families when a life-limiting illness no longer responds to cure-oriented treatments. The MS segment offers enteral nutrition supplies and other products, including formulas, supplies, and pumps to adults and children delivered on a periodic or as-needed basis. The company was incorporated in 2016 and is headquartered in Atlanta, Georgia.

Opportunity Summary
Trading at $7 against a fair value of $10, a 29% discount. Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 86% of screened stocks.

Ethical Screen
Business Activity PASS
Debt Ratio (0.94%) FAIL
Cash Ratio (0.12%) PASS
Receivables Ratio (0.00%) PASS
Revenue Ratio (0.00%) PASS
Overall FAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 78.0
Score Combined: 54.0
Fair Value Est: $10.48 · Margin of Safety: +41.1% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality81.2
Cash Flow50.0
Moat50.0
Balance Sheet0.0
Debt Purity0.0
Liquid Purity63.0
Rev Purity100.0
Compliance48.0
Tier: GOLD · Score: 72.8 · Rank: #218

Earnings History (Last 8 Quarters)
Date EPS Est. Reported EPS Surprise %
2026-08-06 0.16 Pending
2026-05-14 0.08 0.19 +136.8%
2026-03-19 0.16 0.17 +8.7%
2025-11-06 0.13 0.15 +14.9%
2025-08-07 0.04 0.18 +405.5%
2025-05-08 -0.01 0.03 +668.2%
2025-03-13 0.14 +10506.1%
2024-11-07 -0.01 0.02 +270.1%

Quarterly Financials
Period Revenue Net Income EBITDA Gross Profit Op. Income EPS
2026-03-31 $647.9M $41.7M $80.8M $205.4M $72.4M 0.19
2025-12-31 $662.5M $178.8M $78.0M $213.3M $72.5M 0.85
2025-09-30 $621.9M $14.1M $55.7M $202.8M $52.4M 0.07
2025-06-30 $589.6M $27.0M $87.1M $210.8M $83.4M 0.13
2025-03-31 $559.2M $5.2M $51.8M $183.6M $51.9M 0.03
2024-12-31

Insider Transactions
Date Name Role Shares Value
2026-05-20 CUNNINGHAM PATRICK A Officer 125,000 $948.5K
2026-02-19 STEWART DEBORAH Officer 29,815 $220.2K
2026-02-19 BUCKHALTER MATTHEW Chief Financial Officer 36,030 $266.1K
2026-02-19 SHANER JEFFREY Chief Executive Officer 461,909 $3.4M
2026-02-19 REISZ EDWIN C Officer 162,043 $1.2M
2026-02-19 CUNNINGHAM PATRICK A Officer 49,160 $363.1K
2026-02-13 GANZI VICTOR F. Director 18,916
2026-02-13 WINDLEY RODNEY D Director 289,947
2026-02-13 RODGERS STEVEN E Director 18,916
2026-02-13 SHANER JEFFREY Chief Executive Officer 715,229
Top Institutional Holders
Holder Shares Value % Held
Bain Capital Investors Llc 81.6M $598.1M 0.4%
J.H. Whitney Equity Partners VII, LLC 36.2M $265.7M 0.2%
Nut Tree Capital Management, LP 12.9M $94.7M 0.1%
Blackrock Inc. 5.5M $40.3M 0.0%
Summit Partners, L.P. 5.5M $40.0M 0.0%
Vanguard Capital Management LLC 4.0M $29.1M 0.0%
Boston Partners 2.8M $20.7M 0.0%
Braidwell LP 2.2M $16.2M 0.0%
Littlejohn & Co LLC 2.2M $16.2M 0.0%
Nuveen, LLC 2.2M $16.1M 0.0%

Analyst Recommendations
2 Months Ago
1
5
5
11 analysts

Last Month
1
5
5
11 analysts

Current
1
6
4
11 analysts

Strong Buy
Buy
Hold
Sell
Strong Sell

Additional Fundamentals
Enterprise Value
$2.9B
Price/Book
6.62
Beta
1.929
Analysts
10
Total Revenue (TTM)
$2.5B
Total Debt
$1.5B
Earnings Growth
+612.3%
Rec. Mean
1.82
Short Ratio
2.53
Short % Float
0.0%
Employees
3,500

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration

The Opportunity
Score 54.0 (P83 — top 17.3% of scored tickers). Moderate Moat. Ethical FAIL. 10 analysts at Buy.
Price: $7.43 | Target: $10.05 (+35%) | Fair Value: $10.48 (+41%)

Score
54

Moat
MODERATE

Conviction
Standard

Upside
+35%

The Fundamentals
Revenue Growth+27.4%
Profit Margin9.2%
ROE615.7%
Forward P/E10.6
Market Cap$1.6B

Earnings Track Record
Date Estimate Reported Surprise
2026-08-06 $0.16 Pending
2026-05-14 $0.08 $0.19 +136.8%
2026-03-19 $0.16 $0.17 +8.7%
2025-11-06 $0.13 $0.15 +14.9%
2025-08-07 $0.04 $0.18 +405.5%
2025-05-08 $-0.01 $0.03 +668.2%
Position Sizing Scenarios
Stop: $6.32 (-15%) | Entry: $7.43
Shares Cost Profit to Target R:R
To Consensus ($10.05, 10 analysts)
10 $74.30 +$26.20 (35%) 2.4R
50 $371.50 +$131.00 (35%) 2.4R
100 $743.00 +$262.00 (35%) 2.4R
To Fair Value ($10.48)
10 $74.30 +$30.50 (41%) 2.7R
50 $371.50 +$152.50 (41%) 2.7R
100 $743.00 +$305.00 (41%) 2.7R
Risk Factors
  • No elevated risk flags in current data

The Verdict
Aveanna Healthcare Holdings Inc. holds a moderate competitive moat, is growing revenue at +27.4%, and trades at a 41.1% discount to fair value.

Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
51.4
Risk Grade
Layers
8
Quality: HMM_CRISIS,CONSISTENT_BEATER,STRONG_EARNINGS_DRIFT

Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-6.1%
worst expected daily loss, 19 in 20 days
CVaR 95%
-8.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.20
above 1.0 is good
Max Drawdown
-39.4%
Worst Day

Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
60
Liquidity Grade
LIQUID

Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal

Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
DEATH_CROSS
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.6x
Short Interest

Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone

Piotroski F-Score

Earnings Beat Rate
100.0%
Earnings Consistency

Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
Ticker Correlation
PNTG 0.461
IWM 0.387
GNL 0.354
XPEL 0.353
PRVA 0.344
Inverse Correlated
Ticker Correlation
KBT.KW -0.253
LIANY -0.192
ATHXQ -0.130
4326.SR -0.125
SUKOONTAKAFL.AE -0.111

Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Friday
Best Month
Aug
Worst Month
Dec
Fri-Mon Effect
-0.6693685287172264

Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+9.3%
Beat Drift Positive %
71.4%
Consistency

Momentum Rankings

How does this ticker’s recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+11.2%
3M Return
+3.1%
6M Return
-12.3%
12M Return
+36.1%
Momentum Rank
#1834
Momentum Signal
UP

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