Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Part 1: Deep dive on Definitive Healthcare ($DH)

Part 1: Deep dive on Definitive Healthcare ($DH)

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Jonah Lupton
May 01, 2023
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In order to read this entire deep dive writeup on Definitive Healthcare (DH) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber then I thank you for your support. Paid subscribers receive 3-4 deep dive writeups per month plus they get full access to my current investment portfolio, all of my activity (buys, sells, trims), my investment models and my daily webcasts.


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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

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Additional Sources [part 2]

  12. Conclusion [part 2]

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