Addus HomeCare vs Sotera Health
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KIRA’s take AI analyst
I put Addus HomeCare and Sotera Health side by side, using each one’s latest annual report. Here is what stands out:
- Addus HomeCare is the larger business, with $1.4B of revenue in fiscal 2025 against $1.2B for Sotera Health.
- Addus HomeCare grew revenue faster (23.2%, against 5.7%).
- Sotera Health turned more of its sales into free cash flow (12.8% FCF margin, against 7.3%).
- Addus HomeCare earned a higher return on the capital invested in it (9.4%, against 6.7%).
- Investors pay more for each dollar of Sotera Health’s earnings: a P/E of 31.8x against 21.3x for Addus HomeCare.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Addus HomeCare
ADUS
4/9
Revenue growth5-year growthNet marginReturn on capital
Sotera Health
SHC
5/9
Gross marginFCF marginReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | ADUS FY25 | SHC FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.3B | $5.2B |
| Revenue | $1.4B | $1.2B |
| Free cash flow | $104M | $149M |
| Net income | $95.9M | $77.9M |
| Growth | ||
| Revenue growth | 23.2% | 5.7% |
| 5-year growth | 13.2% | 7.3% |
| Share count change | 5.8% | 0.5% |
| Profitability | ||
| Gross margin | 32.5% | 55.5% |
| Operating margin | 9.7% | — |
| Net margin | 6.7% | 6.7% |
| FCF margin | 7.3% | 12.8% |
| Return on capital | 9.4% | 6.7% |
| Return on equity | 9.3% | 15.4% |
| Balance sheet | ||
| Net debt | $39.4M | $1.9B |
| Net debt / EBITDA | 0.3x | — |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | 21.3x | 31.8x |
| Piotroski F-score | 5 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.