Part 1: Deep dive writeup on Definitive Healthcare ($DH)
Part 1: Deep dive writeup on Definitive Healthcare ($DH)
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Company: Definitive Healthcare
Ticker: (DH)
Website: DefinitiveHC.com
IPO date: September 15, 2021
IPO price: $37.25
Stock price at the time of writing: $10.70
Outstanding shares: 154 million shares
52 week high: $30.11 on August 04, 2022
52 week low: $9.42 on March 29, 2022
ATH: $48.99 on September 17, 2021
Market cap: $1.21 billion
Enterprise value: $1.14 billion
Headquarters: Framingham, Massachusetts, United States
Number of employees: 970+
Average price target from analysts: $14.64 — 36.8% upside from current price
***Next earnings report (Q1 2023) is Thursday, May 4, 2023***
Investor Relations [click here]
Q4 2022 Earnings Report [click here]
Q4 2022 Earnings Call Transcript [click here]
Q4 2022 Earnings Presentation [click here]
Outline
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Additional Sources [part 2]
Conclusion [part 2]