Advisory Board Co. (The) (ABCO)

Advisory Board Co. (The) (ABCO) — VMCI valuation read

Composite valuation read on ABCO: VMCI 60/100 against a Healthcare sector median of 50. The 10-point above-median print is the headline number for Advisory Board Co. (The), and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for ABCO: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on ABCO: ABCO trades at 15.0x earnings, 17% below the Healthcare median of 18.0x; ROIC of 17.0% sits 7.0pp above the Healthcare median (10.0%); net debt to EBITDA of 2.9x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Healthcare closes the value frame.

ABCO rose 0.7% over the trailing 7 days, with a -12.0% read on a 30-day basis.