Feed / CHE

Chemed Corporation

CHE

Healthcare · 518.63 -0.2% today

Isolated · not yet confirmedMarket checked 9 Sept, 15:55 GMT-4

Market read

Chemed Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.2% todayVolume comparison unavailable
Market group0 of 1 activeHospice & Palliative Care · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • CHE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CHE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Care Facilities

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • CHE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements55
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 1.46x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -1.7 percentage points in the latest annual period.
  • Net margin changed -1.9 percentage points in the latest annual period.
Questions before a position
  • P/E is 24% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 57% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

518.63
6m+29.4%12m+11.8%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.3B-5.5%$16.85-2.8%
2022-12-31$1.2B-4.7%$16.53-5.3%
2023-12-31$2.3B+88.5%$17.93+0.7%
2024-12-31$2.4B+7.4%$19.89-0.1%
2025-12-31$2.5B+4.1%$18.34-4.8%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 1 filings
“After-tax Corporate expenses for the first six months of 2026 increased 30.5% when compared to the first six months in 2025 due primarily to a $3.5 million decrease in interest income related to lower cash and investment balances and a $1.5 million increase i…”
10-Q · Jul 31, 2026 ↗
Restructuring and cost reductionspositive · 1 filings
“After-tax Corporate expenses for 2024 increased 0.8% when compared to 2023 due mainly to a $5.3 million severance agreement in 2024 and a $1.1 million tax expense due to the impact of the deferred rate tax change in 2023, which did not recur in 2024.”
10-K · Feb 27, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 3.0× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

518.63-0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CHE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CHE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CHE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

CSV

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CHE is currently a Leader in the organic co-movement group Hospice & Palliative Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for CHE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.