InfuSystem Holdings, Inc. (INFU) Stock

InfuSystem Holdings, Inc. (INFU) is a Healthcare stock trading at $12.18 (as of 2026-08-20), with a market capitalization of $242.59M and a trailing P/E of 28.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

InfuSystem Holdings, through subsidiaries, supplies infusion pumps and related services in the U.S. and Canada. It operates Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME), providing ambulatory and pole-mounted pumps with disposable supply kits, durable medical equipment sales/rentals/leasing, and support such as recertification, maintenance, and repair to oncology and other alternate-care settings.

Understand InfuSystem Holdings, Inc.: how it makes money

InfuSystem Holdings provides electronic ambulatory infusion pumps, and related disposable supply kits, along with services, to oncology and infusion hospital outpatient chemotherapy clinics, generating revenue by selling, renting, or leasing these devices and supplies to clinics and patients.

The company’s profit model is tied to growing and maintaining an installed base of infusion devices (its device fleet) that supports ongoing, clinic-driven demand for pumps and related disposable supply kits, while its access depends on coverage across health insurance networks and facilities it serves.

Business quality (Weak): Clear operating focus on infusion pumps and associated supply kits for oncology and chemotherapy clinics, with measurable operating indicators tied to its device fleet, facilities, and insurance network coverage. Segment-level revenue visibility is not provided here.

Valuation: At 25× earnings, INFU trades 21% below the Medical Equipment average (32×). Note: one-time items can distort reported P/E.

Bull case

Device fleet scale can support repeat demand for infusion pump-related supplies at oncology and infusion clinic settings: The company supplies electronic ambulatory infusion pumps and associated disposable supply kits to chemotherapy clinics, and tracks Device Fleet Size.
Network and facility coverage indicate reach into the reimbursement and care-delivery systems it serves: It covers Health Insurance Networks Covered and serves multiple facilities, suggesting it can place and support devices across insured care settings.

Bear case

Performance may be sensitive to the ability to expand or retain facilities and keep its device fleet productive: Its listed operating metrics emphasize Number of Facilities and Device Fleet Size, implying fleet and facility dynamics matter for results.
Demand is concentrated in specific clinical use cases and care settings: The company supplies to oncology, infusion, and hospital outpatient chemotherapy clinics for treatment of cancers and related disease states.

Valuation — source: SEC EDGAR (first-party)
Price	$12.18
Market Cap	$242.59M
P/E Ratio	28.4
EV / EBITDA	10.0
Price / Book	4.10
Price / Sales	1.69
FCF Yield	9.4%
DCF Value (model)	$4.62
DCF Upside vs Price	-62.1%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$143.44M
Net Margin	4.6%
Revenue Growth (YoY)	2.6%
EPS Growth (YoY)	33.3%
FCF Growth (YoY)	-1.6%

Financial Health — source: SEC EDGAR
Altman Z-Score	4.58 (safe)
Piotroski F-Score	8/9 (strong)

Valuation vs Sector & Industry
Stock P/E	28.4
Sector P/E (Healthcare)	21.6
Industry P/E (Medical Equipment)	32.9
vs Sector	31.5%
vs Industry	-13.6%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	Minerva Advisors LLC ($11.11M)
Institutional Holders Tracked	10

Company
Sector	Healthcare
Industry	Medical Equipment
CEO	Carrie A. Lachance
Employees	502
Country	US
IPO Date	2007-12-27

Related Companies (Business model: Medical Devices / Life Science Tools; 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.