Business Breakdowns
Chemed: Empire of Care - [Business Breakdowns, EP.215]
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Overview
Chemed excels by uniting VITAS hospice care and Roto-Rooter plumbing under one strategy—efficient capital allocation and relentless free cash flow growth.
Takeaways
  • Chemed’s value stems from acquiring and growing distinct businesses—VITAS in hospice care and Roto-Rooter in plumbing—each generating high returns and defensible market positions.
  • Thoughtful capital allocation drives Chemed’s 21% EPS CAGR since 2003, seen through strategic buybacks, dividend discipline, and organic plus acquisition-fueled expansion.
  • Roto-Rooter and VITAS thrive by leading in emergency plumbing and home-based hospice care, leveraging brand strength, resilience to cycles, and a focus on quality service.
Mind Map
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Chapters
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    The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
  • This is a chapter‘s title.
    The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
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