Addus Homecare's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Addus Homecare (ADUS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Addus Homecare vs Its Competitors
- TTM: Trailing 12-month revenue of 1,476M vs 50,276M combined for its competitors (2.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months), vs accelerating (+2.0%) for its tracked peer group.
- Growth: Addus Homecare generated 8.2% revenue growth year over year in Q2 2026, vs 7.9% for its competitors combined.
- Profitability: Its 7.3% net margin compares with 12.0% for the peer group.
- Scale: Addus Homecare ranks #22 of 51 companies by market capitalization in the Healthcare Facilities industry, holding 0.9% of industry market cap.
- Peer revenue share: Addus Homecare accounted for 2.9% of combined revenue among its tracked peer group, up from 2.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.03M compares with $0.17M for the peer group (0.2x).
- Structure: Addus Homecare operates in the following segments: Personal Care, Hospice, Home Health.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ADUS Sales vs. its Competitors, Q2 2026
Addus Homecare reported revenue growth of 8.18 % year on year in Q2 2026, above its competitors' combined revenue growth of 7.92 %.
With a net margin of 7.31 %, Addus Homecare reported lower profitability than its competitors (11.99 %).
Addus Homecare generated 2.86 % of the combined sales of its peer group, up from 2.85 % a year earlier.
Addus Homecare vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Addus Homecare reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Addus Homecare and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Addus Homecare Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Addus Homecare's competitor groups requires a Commercial License.
For context: the Healthcare Facilities industry grew revenue 14.8% year over year, combined, vs 8.2% for Addus Homecare. Addus Homecare's share of combined industry revenue moved from 0.34% to 0.32%, a loss of 0.02 percentage points.
Addus Homecare's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Addus Homecare Corp | Yes | Yes | Yes | No |
| Competitors combined (17) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ADUS Stock Performance relative to its Competitors
ADUS Stock Performance relative to High-Confidence Competitors
ADUS Stock Performance relative to Similar-Size Competitors
ADUS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | National Healthcare Corp | 282.9% | Outperformed |
| 2 | Viemed Healthcare Inc | 282.9% | Outperformed |
| 3 | Quipt Home Medical Corp | 282.9% | Outperformed |
| 4 | Sonida Senior Living Inc | 282.9% | Outperformed |
| 5 | Aveanna Healthcare Holdings Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Addus Homecare's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Addus Homecare's Comment on Competition and Industry Peers
Publicly Traded Peers of Addus Homecare Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Addus Homecare Corp |
2,318.97 | 1,475.61 |
 Tenet Healthcare Corp |
22,023.95 | 22,154.00 |
 Encompass Health Corporation |
13,590.00 | 6,206.10 |
 Ensign Group Inc |
10,764.68 | 5,674.31 |
 Chemed Corporation |
7,023.55 | 2,661.04 |
 Option Care Health Inc |
5,035.79 | 5,666.58 |
| SUBTOTAL | 80,489.98 | 61,166.09 |
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Sources: Addus Homecare Corp's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Addus Homecare Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Addus Homecare's Competitors Named by the Company
Competitive relationships identified from Addus Homecare reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Docgo Inc | Company report | 85% |
| Gold Horses, LLC | Company report | 85% |
| Lhc Group Inc | Company report | 85% |
| Encompass Health Corporation | Company report | 85% |
| Aveanna Healthcare Holdings Inc | Company report | 85% |
| Chemed Corporation | Company report | 85% |
| Amedisys Inc | Company report | 85% |
| Enhabit Inc | Company report | 85% |
| Option Care Health Inc | Company report | 85% |
| Brookdale Senior Living Inc | Company report | 85% |
| Surgery Partners Inc | Company report | 85% |
| National Healthcare Corp | Company report | 85% |
| Clearday Inc | Company report | 85% |
| Ensign Group Inc | Company report | 85% |
| Tenet Healthcare Corp | Company report | 85% |
| Healthcare Services Group Inc | Company report | 85% |
| Viemed Healthcare Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Addus Homecare's named competitors require a Commercial License.
Methodology: relationships are extracted from Addus Homecare reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Addus Homecare's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Addus Homecare Corp | Personal Care 78.43 % |
| Tenet Healthcare Corp | Hospital Operations 75.65 % |
| Encompass Health Corporation | Inpatient Rehabilitation 100.00 % |
| Ensign Group Inc | Skilled Services 95.82 % |
| Chemed Corporation | Segment Vitas 66.20 % |
| Option Care Health Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Addus Homecare's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Addus Homecare Corp | 2,319 | 29,128 | 2,079 |
| Tenet Healthcare Corp | 22,024 | 223,778 | 38,525 |
| Encompass Health Corporation | 13,590 | 147,764 | 19,840 |
| Ensign Group Inc | 10,765 | 123,354 | 8,682 |
| Chemed Corporation | 7,024 | 168,303 | 17,861 |
| Option Care Health Inc | 5,036 | 685,528 | 24,944 |
| PEERS TOTAL | 78,171 | 167,837 | 16,151 |
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Addus Homecare's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Docgo Inc | United States 82.30 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Addus Homecare's Position in Industry Market Structure
Market-capitalization share and concentration across all 48 companies in Addus Homecare's industry classification, broader than the peer set above. Market cap in millions of $.Addus Homecare ranks #22 of 48 companies by market capitalization in its industry, holding 0.87 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,802, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Hca Healthcare Inc | 105,440 | 39.61 % |
| 2 | Tenet Healthcare Corp | 22,943 | 8.62 % |
| 3 | Brightspring Health Services Inc | 14,734 | 5.54 % |
| 4 | Encompass Health Corporation | 13,590 | 5.11 % |
| 5 | Davita Inc | 1,234 | 5.2% |
| 6 | Ensign Group Inc | 1,234 | 5.2% |
| 7 | Universal Health Services Inc | 1,234 | 5.2% |
| 8 | Pacs Group Inc | 1,234 | 5.2% |
| 9 | Chemed Corporation | 1,234 | 5.2% |
| 10 | Fresenius Medical Care Ag | 1,234 | 5.2% |
| 22 | Addus Homecare Corp | 2,319 | 0.87 % |
Market cap and industry share for the rest of Addus Homecare's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-10-30.
Addus Homecare's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 17 | Aveanna Healthcare Holdings Inc | 2,959 | 34.08 % |
| 18 | Acadia Healthcare Company Inc | 2,738 | 27.03 % |
| 19 | Brookdale Senior Living Inc | 2,534 | 15.75 % |
| 20 | Pediatrix Medical Group Inc | 2,428 | 63.93 % |
| 21 | Progyny Inc | 1,234 | 12.3% |
| 22 | Addus Homecare Corp | 2,319 | 1.93 % |
| 23 | Ardent Health Inc | 1,234 | 12.3% |
| 24 | Healthcare Services Group Inc | 1,234 | 12.3% |
| 25 | Sonida Senior Living Inc | 1,234 | 12.3% |
| 26 | Teladoc Health Inc | 1,234 | 12.3% |
| 27 | Agilon Health Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Addus Homecare's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-10-30. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Addus Homecare's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Healthcare Facilities industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (98 companies). See the full Healthcare Facilities industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.32 % | 23.37 % (avg) | -23.0 pp |
| Operating Margin | 0.10 % | industry median | +9.9 pp |
| EBITDA Margin | 0.12 % | -0.17 % (avg) | +0.3 pp |
| Capital Intensity (Capex / Revenue) | 0.52 % | 3.59 % (avg) | -3.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Addus Homecare's Valuation vs Competitive Position
Valuation multiples vs the Healthcare Facilities industry average (98 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Healthcare Facilities industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 16.5x | 21.6x | -5.0x |
| EV / EBITDA | 10.4x | 13.7x | -3.3x |
| P/B | 1.6x | 3.2x | -1.6x |
| Return on Equity | 0.10 % | industry aggregate | -40.24 % |
| Return on Invested Capital | 0.12 % | 0.13 % (avg) | -0.01 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Addus Homecare's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2017 | 2018 | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 6.25 % | 21.71 % | 25.22 % | 13.93 % | 10.02 % | 11.22 % | 9.09 % | 23.21 % |
| Operating Margin | 6.16 % | 4.69 % | 5.36 % | 7.63 % | 7.23 % | 8.60 % | 8.90 % | 9.75 % |
| Return on Invested Capital | 6.98 % | 4.67 % | 4.26 % | 4.90 % | 4.76 % | 5.98 % | 5.33 % | 5.91 % |
| P/E | 29.5x | 47.9x | 53.6x | 32.6x | 37.2x | 22.6x | 29.5x | 22.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Addus Homecare's Strategic Group Map
Every company in Addus Homecare's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Addus Homecare is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Addus Homecare's trailing-12-month revenue growth of 15.9% and operating margin of 0.1% compares with an average of 10.7% growth and 0.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Addus Homecare sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Addus Homecare's BCG Growth-Share Matrix
Relative market share (vs Addus Homecare's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Addus Homecare falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue 5.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Hca Healthcare Inc alone holds 40% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Addus Homecare's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,802 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.52 % vs industry average 3.59 % (see Profitability & Cost Structure above) |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments. Supplier power and buyer power are not assessed here -- see Addus Homecare's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.
Addus Homecare's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Addus Homecare falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Addus Homecare's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 9.9 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months).
Weaknesses
- Return on equity 40.2 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.02x).
Opportunities
No rule matched.
Threats
- Industry dominated by Hca Healthcare Inc , holding 39.61 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Addus Homecare's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Addus Homecare Corp | 0.62 | 1.74 | 0.10 |
| Tenet Healthcare Corp | 0.50 | 1.51 | 3.47 |
| Encompass Health Corporation | 0.10 | 1.15 | 0.98 |
| Ensign Group Inc | 0.46 | 1.34 | 0.05 |
| Chemed Corporation | 0.14 | 0.98 | 0.13 |
| Option Care Health Inc | 0.29 | 1.56 | 0.85 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Addus Homecare's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Addus Homecare Corp | Q2 2026 | +8.2 % | +25.2 % |
| Tenet Healthcare Corp | Q3 2026 | +6.5 % | +110.5 % |
| Encompass Health Corporation | Q2 2026 | +9.6 % | +12.2 % |
| Ensign Group Inc | Q3 2026 | +14.5 % | +24.3 % |
| Chemed Corporation | Q3 2026 | +10.6 % | +11.5 % |
| Option Care Health Inc | Q1 2026 | +1.3 % | -3.0 % |
| PEERS TOTAL | +7.0 % | +65.3 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Addus Homecare's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Addus Homecare Corp | Q2 2026 | +8.9 % | +6.9 % |
| Tenet Healthcare Corp | Q3 2026 | +25.7 % | -29.3 % |
| Encompass Health Corporation | Q2 2026 | - | +40.4 % |
| Ensign Group Inc | Q3 2026 | +11.7 % | - |
| Chemed Corporation | Q3 2026 | +7.0 % | +7.8 % |
| Option Care Health Inc | Q1 2026 | +1.7 % | -3.5 % |
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Addus Homecare's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Addus Homecare Corp | 7.32% | 7.98% | 9.57% |
| Tenet Healthcare Corp | 12.39% | 10.91% | 57.13% |
| Encompass Health Corporation | 11.60% | 11.56% | 25.52% |
| Ensign Group Inc | 7.00% | 5.91% | 16.62% |
| Chemed Corporation | 17.73% | 20.46% | 32.10% |
| Option Care Health Inc | 6.02% | 7.82% | 15.28% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Addus Homecare's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Addus Homecare Corp | 21.99 | 1.57 |
| Tenet Healthcare Corp | 7.96 | 0.99 |
| Encompass Health Corporation | 22.14 | 2.19 |
| Ensign Group Inc | 26.97 | 1.90 |
| Chemed Corporation | 25.79 | 2.64 |
| Option Care Health Inc | 24.87 | 0.89 |
| PEERS AVERAGE | 13.76 | 1.32 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.