Acquisition ImpactThe Prospect Health acquisition closed at a lower purchase price than initially expected, allowing a lower pro-forma net leverage ratio.
Financial PerformanceRevenue growth seems high, and ASTH's control over data and medical trend is appreciated.
Strategic PositioningAstrana Health is seen as a leading operator in the advanced primary care space, consistently delivering strong execution and maintaining its position as the most profitable APC provider in the coverage universe.