Denny - why do you prefer HCSG over AWS [AHS] which is of a similar size and sector and with a good BMW record of its own? Or do you have both as strong growth picks and shovel plays on the healthcare sector?
About the only thing they have in common is that they operate in healthcare. HCSG does the dirty work, janitorial services, and food while AHS is about staffing:
AMN Healthcare Services, Inc. provides healthcare workforce solutions and staffing services in the United States. The company operates through three segments: Nurse and Allied Healthcare Staffing, Locum Tenens Staffing, and Physician Permanent Placement Services.
AHS does not have a BMWM chart because the data is just short of 15 years (16 years and $1 billion market CAP required). AHS is not a steady growing business, the CAGR for the past 10 years is 6.4% and 50.4% for the past five. For all I know it might have something to do with ObamaCare, maybe healthcare organizations want to be rid of the risk of permanent employees. There has been terrific volatility in the stock.
and if you compare with HCSG
the difference is stark. At least from a historical perspective, AHS does not look like a steady business although it might be a great find going forward. In the past I’ve looked at several staffing outfits and, as I recall, all had his crazy volatility, doing great at times and terribly at others. My suggestion would be to compare AHS to other temporary staffing companies to see what can be learned.