$R1 RCM (RCM.US)$ R1 RCM is one of the things I see as long-term investment value as I see strengthening macro trends driving an increase in the number of RCM outsourcing decisions over the next few years and R1 is poised to win more and more decisions with the help of these decisions. R1 has been making technology investments and digital transformations that differentiate it from its peers.
R1 RCM股票讨论
2023上半年营收增长42.3%,营业利润达到1.2亿,但是扣除利息费用和重组并购费用后,税前利润为亏损状态,靠所得税返还才产生了60万的净利。
目前总市值52.4亿,缺乏足够的利润数据支持。
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R1在外包收入循环管理提供商中引领技术创新。在收入循环管理自动化方面,我认为它至少领先于同行一年。自动化本身并不是R1独有的,但当应用于R1独特的端到端和集成平台时,我相信它将继续增强公司的竞争优势,并在更长的时间内为现有客户创造更多价值。
基本上,RCM效率低下有两个主要原因:(1)太多的单一解决方案没有有效整合;(2)组织内部孤岛效应导致工作重复和执行不力。此外,许多任务的低技能性质也导致人员流动率高,难以全面改善运营。R1的完全外包集成平台解决了这两个问题,并可通过利用人工智能和自动化来加速和增强。
R1 RCM is one of the things I see as long-term investment value as I see strengthening macro trends driving an increase in the number of RCM outsourcing decisions over the next few years and R1 is poised to win more and more decisions with the help of these decisions. R1 has been making technology investments and digital transformations that differentiate it from its peers.
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