Chemed Corp. (CHE)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-10-30
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-10-30
Research Workspace
Put CHE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 14%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
Chemed's VITAS growth and improving revenue trajectory support the case for renewed, steadier earnings growth. Revenue growth accelerated from 1.6% to 8.8%, then 10.6%; Q3 earnings beat consensus. Chemed trades at 22× P/E versus a 22× peer median and its 23× historical multiple. The price reflects less growth than our forecast, though the peer valuation read is about 10% below trading. The specific risk is VITAS Medicare cap liabilities returning; our model puts next-quarter misses near 25%. The read remains intact; peer multiples imply a price about 10% below where it trades. This read is provisional.
Trailing returns as of 2026-10-30. CHE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering CHE (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare CHE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CHE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Services — fair value, gap to price, and forward P/E.
Compare the value case
Put CHE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Return VITAS to a normal growth pattern
Reported VITAS strength and 28% EPS growth support progress toward normal growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Acquire Roto-Rooter franchises
Franchise buyback advances acquisition plans; integration timeline and EPS outlook indicate manageable execution.

Advances: Increase revenue growth excluding Medicare Cap
Vitas growth supports revenue growth objective.
