MedAssets Upped to Hold

Zacks

On Jan 4, 2014, Zacks Investment Research upgraded MedAssets, Inc. (MDAS) to a Zacks Rank #3 (Hold) from a Zacks Rank #4 (Sell).

Why the Upgrade?

MedAssets lately announced a couple of contract renewals. This demonstrates the strong future potential of the company. The deal extensions also assure that the company is likely to enjoy a steady flow of revenues through the coming quarters.

Allina Health, a not-for-profit health system, has extended its prior agreement with MDAS to align hospital and physician reimbursement strategies more efficiently across its own healthcare domain.

MedAssets also got its contract renewed with Advocate Health Care (Advocate), a 12-hospital, 3,300-bed health system. The contract is part of the performance improvement relationship built with the former to improve operational efficiencies and standards of care at Advocate. Moreover, Calif-based Marin General Hospital (MGH) also appointed MDAS for a comprehensive cost and operational management improvement program in their establishment.

All the above contract renewals are a healthy signal as players in the healthcare sector are striving hard to sustain themselves amid changes introduced by The Patient Protection and Affordable Care Act.

Companies like MedAssets have the potential to grow in the long run as healthcare providers are looking forward to realize more financial and operational gains while simultaneously delivering improved customer service.

MedAssets reported third quarter adjusted earnings per share (EPS) of 27 cents, beating the Zacks Consensus Estimate by a penny. The company’s revenues of $166.4 million slightly missed the Zacks Consensus Estimate of $167 million. It also lowered its revenue and earnings guidance for 2013, anticipating that the performance related fees might come down and expenses shoot up.

The Zacks Consensus Estimate for 2013 remained at $1.14 per share over the last 30 days. However, the same for 2014 fell 0.8% to $1.22 over the same time frame.

Other Stocks to Consider

Currently, MDAS carries a Zacks Rank #3 (Hold). Investors interested in the industry can look at Air Methods Corp. (AIRM), Envision Healthcare Holdings, Inc. (EVHC) both with a Zacks Rank #1 (Strong Buy), and Charles River Laboratories International, Inc. (CRL), carrying a Zacks Rank #2 (Buy).

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