What is the 13F Pro Quality Score for CHE?

13F Pro ranks CHEMED CORP (CHE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CHE's current score at https://13fpro.ai/research/CHE (free sign-up required for the full ranking).

Where does 13F Pro source CHE data?

All CHEMED CORP fundamentals and ownership data come directly from SEC EDGAR. CHEMED CORP files with the SEC under CIK 19584. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CHE in?

CHEMED CORP (CHE) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives CHE's revenue?

Per CHEMED CORP's latest 10-Q filed with the SEC on 2026-04-28, the biggest revenue drivers are: VITAS ($420.0M, +3.1% YoY); Roto-Rooter ($237.5M, -0.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/CHE.

What are CHE's largest expenses?

CHEMED CORP's latest 10-Q reports these as the largest expense items: Cost of services provided and goods sold ($441.7M, +2.6% YoY); Selling, general and administrative expenses ($114.3M, +8.2% YoY); Depreciation ($14.3M, +6.4% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is CHE research updated on 13F Pro?

CHE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CHEMED CORP(CHE)Stock Analysis

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SEC EDGAR: CIK 19584 CHE stock profile & AI dashboard →

13F Pro Quality Score

67.2/100

Rank #475 of 2,879 stocksTOP 25%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

90.1/100

Profitability

54.3/100

Balance Sheet

94.5/100

Earnings Quality

40.9/100

Free Cash Flow

63.7/100

Institutional Flow

4.2/100

Revenue Scale

66.6/100

Dilution Risk

46.7/100

CHE Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CHEMED CORP (CHE), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores CHE at 67.2/100 on a 32-signal composite quality model, placing it at rank #475 of 2,879 stocks — the top 25% of the AI-ranked universe. CHE scores in the top quartile across balance sheet strength (94.5), revenue growth (90.1). Areas of concern include institutional flow (4.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 46.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), CHEMED CORP reports quarterly revenue of $657.5M, net income of $66.3M, an operating margin of 12.9%. Top institutional holders of CHE by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CHE trades on the NYSE exchange and files with the SEC under CIK 19584. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CHEMED CORP directly from SEC EDGAR. CHEMED CORP's 13F Pro composite quality score has ranged between 8 and 82 since 2021, currently 67.2 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about CHEMED CORP

Quirks, history, and lore behind CHE — the kind of stuff that makes a stock memorable.

1
The Basics
A U.S. healthcare holding company · listed on the NYSE · headquartered in Cincinnati, Ohio · operates across two very different healthcare businesses.
2
The Numbers
Annual revenue in the low single-digit billions, with a market cap comfortably in the mid-cap range — not a giant, but not a nobody either.
3
The History
The company traces its roots back decades through a series of acquisitions and spin-offs, ultimately landing on a corporate structure that pairs plumbing and end-of-life care under one roof — yes, really.
4
The Secret
One of its two arms is a nationwide hospice and palliative care provider, making it one of the largest players in the business of helping patients spend their final days comfortably.
5
The Lore
The other arm is a plumbing and drain cleaning services giant — think clogged pipes — making this one of the most philosophically extreme conglomerates on any exchange.
6
The Giveaway
Parent company of VITAS Healthcare — one of America's largest hospice providers — and Roto-Rooter, the iconic drain-cleaning brand. From deathbeds to drainpipes, it does it all.

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What's Driving CHE's Business? Latest 10-Q Breakdown

✓ 28/28 datapoints verified

AI-extracted from CHEMED CORP's 10-Q filed 2026-04-28 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Chemed revenue grew 1.6% to $657.5M, with VITAS up 3.1% but Roto-Rooter down 0.9%; net income fell 7.6% to $66.3M amid higher costs and adverse acuity mix.

Biggest Revenue Drivers

Total revenue: $657.5M+1.6% YoY

VITAS$420.0M+3.1% YoY

2.2% increase in days-of-care and 2.6% Medicare reimbursement rate increase, offset by 120-basis-point acuity mix headwind and 47-basis-point Medicare Cap/contra-revenue impact.

Roto-Rooter$237.5M-0.9% YoY

Plumbing revenue rose 7.7% on price/mix gains despite 6.4% job decline; excavation down 1.1%, water restoration down 11.7%.

Largest Expense Items

Cost of services provided and goods sold$441.7M+2.6% YoY

VITAS patient care expenses increased; VITAS gross margin declined to 22.5% from 23.2% in prior year.

Selling, general and administrative expenses$114.3M+8.2% YoY

SG&A before incentives and deferred compensation adjustments up 5.0%; Roto-Rooter advertising increased $3.9M.

Depreciation$14.3M+6.4% YoY

Margins: Consolidated gross margin declined to 32.8% from 33.5% YoY, driven by VITAS margin compression to 22.5% from 23.2% due to increased variable patient care expenses. Roto-Rooter gross margin held flat at 51.0%.

Watch Items from the Filing

Medicare and Medicaid represent 81% of consolidated net accounts receivable (Medicare 65%, Medicaid/managed Medicaid 29% of VITAS AR). Reimbursement changes could materially impact cash flow.
VITAS acuity mix shifted unfavorably, reducing revenue growth by 120 basis points YoY; average length of stay declined to 102.7 days from 118.7 days.
Roto-Rooter water restoration revenue declined 11.7% YoY despite implicit price concessions declining 16.5%, signaling potential volume pressure in that segment.
Company repurchased 500,000 shares for $197.7M in Q1 2026 and increased debt to $91.2M from $0; $229.6M remains authorized under buyback program.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$657.5M

Net Income

Q1 2026

$66.3M

Free Cash Flow

Q1 2026

$71.1M

Operating Margin

Q1 2026

12.9%

D/E Ratio

Q1 2026

0.11

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.1% YoY

$2.53BFY 2025

FY21 $2.14BFY22 $2.13BFY24 $2.43BFY25 $2.53B

Net Income

-12.2% YoY

$265.2MFY 2025

FY21 $268.6MFY22 $249.6KFY24 $302.0MFY25 $265.2M

Operating Income

-7.7% YoY

$338.2MFY 2025

FY21 $343.0MFY22 $343.5MFY24 $366.5MFY25 $338.2M

EPS (Diluted)

-7.8% YoY

$18.34FY 2025

FY21 $16.85FY22 $16.53FY24 $19.89FY25 $18.34

Total Assets

-7.8% YoY

$1.54BFY 2025

FY21 $1.34BFY22 $1.44BFY24 $1.67BFY25 $1.54B

Total Debt

—FY 2025

FY21 $185.0MFY22 $102.5MFY24 —FY25 —

Op. Cash Flow

-7.0% YoY

$388.3MFY 2025

FY21 $308.6MFY22 $309.9MFY24 $417.5MFY25 $388.3M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$2.53B +4.1%	$2.43B +13.9%	$2.13B -0.2%	$2.14B +2.9%	$2.08B +7.3%	$1.94B
Net Income	$265.2M -12.2%	$302.0M +120881.6%	$249.6K -99.9%	$268.6M -15.9%	$319.5M +45.3%	$219.9M
Operating Income	$338.2M -7.7%	$366.5M +6.7%	$343.5M +0.1%	$343.0M -12.0%	$389.7M +51.4%	$257.4M
EPS (Diluted)	$18.34 -7.8%	$19.89 +20.3%	$16.53 -1.9%	$16.85 -13.5%	$19.48 +46.4%	$13.31
Total Assets	$1.54B -7.8%	$1.67B +15.7%	$1.44B +7.4%	$1.34B -6.4%	$1.43B +13.1%	$1.27B
Total Debt	—	—	$102.5M -44.6%	$185.0M	—	$90.0M
Operating Cash Flow	$388.3M -7.0%	$417.5M +34.7%	$309.9M +0.4%	$308.6M -36.9%	$489.3M +62.4%	$301.2M

AI Insight: CHE Financial Trends

Revenue grew modestly to $658M in Q1 2026 but equity declined sharply from $1,236M peak to $848M.

• Revenue increased 10% from $596M in Q2 2024 to $658M in Q1 2026.

• Operating income declined from $114M peak in Q4 2024 to $85M in Q1 2026.

• Operating cash flow volatile, ranging from $33M in Q1 2025 to $165M in Q4 2024.

• Total equity dropped 31% from $1,236M in Q3 2024 to $848M in Q1 2026.

⚠ First debt appearance of $91M in Q1 2026 after debt-free periods.

⚠ Net income inconsistent, falling from Q4 2024 peak of $90M to $66M in Q1 2026.

AI Insight: CHE Ratio Trends

CHE margins declined significantly from Q4 2024 peaks, with operating margin falling from 17.8% to 12.9% over five quarters.

• Operating margin compressed from 17.8% in Q4 2024 to 12.9% in Q1 2026, a 490bp decline.

• Net profit margin dropped from 14.1% in Q4 2024 to 10.1% in Q1 2026.

• ROIC fell from 40.7% in Q4 2024 to 36.0% in Q1 2026, though remains elevated.

• ROE maintained 31%+ levels in Q4 2025 and Q1 2026 despite margin pressure.

⚠ Significant margin volatility with Q2 2025 showing particularly weak 11.0% operating margin.

⚠ Q4 seasonal strength pattern appears consistent but magnitude of decline bears monitoring.

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Available Research

13F Pro tracks comprehensive data for CHEMED CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CHE

BlackRock, Inc.
$504.9M1,336,690 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$308.1M815,699 sh
VANGUARD CAPITAL MANAGEMENT LLC
$240.3M636,070 sh
STATE STREET CORP
$174.6M462,170 sh
AQR CAPITAL MANAGEMENT LLC
$157.0M415,612 sh
GEODE CAPITAL MANAGEMENT, LLC
$155.3M411,046 sh
TWO SIGMA INVESTMENTS, LP
$113.9M301,587 sh
TD ASSET MANAGEMENT INC
$105.7M279,701 sh
Epoch Investment Partners, Inc.
$94.5M250,123 sh
DIMENSIONAL FUND ADVISORS LP
$93.6M247,850 sh

Fund	Value	Shares
BlackRock, Inc.	$504.9M	1,336,690
VANGUARD PORTFOLIO MANAGEMENT LLC	$308.1M	815,699
VANGUARD CAPITAL MANAGEMENT LLC	$240.3M	636,070
STATE STREET CORP	$174.6M	462,170
AQR CAPITAL MANAGEMENT LLC	$157.0M	415,612
GEODE CAPITAL MANAGEMENT, LLC	$155.3M	411,046
TWO SIGMA INVESTMENTS, LP	$113.9M	301,587
TD ASSET MANAGEMENT INC	$105.7M	279,701
Epoch Investment Partners, Inc.	$94.5M	250,123
DIMENSIONAL FUND ADVISORS LP	$93.6M	247,850

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Is CHE a good stock to buy?

13F Pro's AI-powered analysis of CHEMED CORP (CHE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CHE are available on the CHE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CHE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CHE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CHEMED CORP's investment landscape.