Ramsay Health Care Ltd

RHC: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Ramsay Health Care: Shares Undervalued Despite Challenging Outlook

Shane Ponraj

Jan 6, 2025

Shares in narrow-moat Ramsay Health Care have declined roughly 20% since August 2024 and now trade at roughly a 40% discount to our unchanged AUD 62 per share fair value estimate. While wage growth is likely to outpace tariff indexation in Europe near-term, we think the market has a myopic view of Ramsay’s profitability.

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Ramsay Health Care Ltd

Ramsay Health Care: Shares Undervalued Despite Challenging Outlook

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