The public healthcare services sector delivered a robust performance in Q1 2025, outpacing major indexes such as the S&P 500 and Nasdaq, which saw declines of 5% and 10%, respectively. Notable winners in the quarter were CVS Health, Alignment Healthcare, The Oncology Institute, and agilon health, all with YTD gains exceeding 50%. The payers & payviders segment emerged as a standout, outperforming other subsectors, while the hospitals, rehabilitation & long-term care segment posted the lowest average performance. Despite declining valuation multiples, healthcare services showed resilience in Q1 after several challenging quarters and may face less exposure to tariffs than other industries.
Read the full article: PitchBook: Q1 2025 Healthcare Services Public Comp Sheet and Valuation Guide //
Source: https://pitchbook.com/news/reports/q1-2025-healthcare-services-public-comp-sheet-and-valuation-guide
