Healthcare services companies faced a volatile first half of the year, with policy changes, tariff disruptions, and shrinking margins reshaping the industry landscape. The sector weathered the “Liberation Day” tariff slump and ended Q2 strong thanks to trade deal optimism and resilient demand—but not all segments recovered equally. Health insurers such as Centene and UnitedHealthcare have been hit hard by reimbursement headwinds and strong healthcare utilization, while the value-based care segment has continued to slide, posting negative returns amid a valuation reset.
Read the full article: PitchBook Q2 2025 Healthcare Services Public Comp Sheet and Valuation Guide //
Source: https://pitchbook.com/news/reports/q2-2025-healthcare-services-public-comp-sheet-and-valuation-guide