Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Emeis SA is a leading European provider of comprehensive care services for vulnerable populations, operating as a société anonyme headquartered in Puteaux, France, since its founding in 1989. The company specializes in nursing homes, assisted-living facilities for seniors, post-acute and rehabilitation hospitals, psychiatric hospitals, and home care services, addressing physical, cognitive, and mental frailties across all age groups. Its facilities offer personalized support, including accommodation, meals, therapeutic workshops, geriatrics, musculoskeletal and nervous system rehabilitation, mood disorders treatment, addictions care, and daily life assistance like housekeeping and mobility support. Emeis SA manages over 1,000 facilities in approximately 20 countries, primarily in Europe with presence in Latin America and Asia, employing nearly 83,500 professionals and generating €5.64 billion in revenue in 2024. With a real estate portfolio valued at €5 billion, it emphasizes seamless care pathways, mental health expertise, and a mission to support vitality for the vulnerable, fostering social cohesion through innovation and ethical practices. Key leadership includes CEO Laurent Guillot and Chairman Guillaume Pepy. Emeis SA plays a pivotal role in the global dependency care sector, serving nearly 280,000 patients annually with 93% beneficiary satisfaction.
Operating margin is thin at 2.94%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 4.6%, steady but not accelerating.
Net debt of €8.27B represents 16.1x FCF, leverage limits flexibility.
Profitability & Returns
Revenue (TTM)
€5.90B
▲ +4.6% YoY
Net Income (TTM)
-€299M
▲ +28.1% YoY
Op. Margin
2.94%
▲ +2.9pp YoY
ROIC
1.32%
▲ +1.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
€514M
▲ +56.5% YoY
Op. Cash Flow (TTM)
€680M
▲ +44.1% YoY
Net Debt
€8.27B
Cash & Equiv.
€337M
3Y CAGR: +8.0%
3Y CAGR: +23.5%
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