American Well Corporation (AMWL) vs Health Catalyst, Inc. (HCAT)

American Well Corporation and Health Catalyst, Inc. are both Health Information Services companies. American Well Corporation is the larger, with a market value of $229.1M against $131.0M — 1.7× the size. Health Catalyst, Inc. grew revenue faster over the last twelve months: −7.54% against −19.0%. American Well Corporation has the higher net margin (−35.8% vs −90.6%) and the lower return on invested capital (−135.5% vs −102.1%). Across the 18 metrics below, American Well Corporation leads on 12 and Health Catalyst, Inc. on 6.

Valuation

Metric AMWL HCAT Health Information Services median
P/E n/m n/m 39.52
P/S 1.03 0.44 2.65
P/B 0.96 1.28 2.32
Price to free cash flow n/m 19.54 16.77
EV/EBITDA n/m 20.23 12.35
EV/Sales 0.13 0.61 3.06
Earnings yield (35.52%) (211.49%) (1.68%)
Free cash flow yield (14.23%) 5.12% 0.54%

Profitability

Metric AMWL HCAT Health Information Services median
Gross margin 51.88% 50.48% 63.38%
Operating margin (37.28%) (84.36%) (8.35%)
Net margin (35.75%) (90.61%) (14.70%)
Free cash flow margin (14.66%) 2.25% 0.58%
Return on equity (29.54%) (118.12%) (6.82%)
Return on assets (21.82%) (54.33%) (6.02%)
Return on invested capital (135.53%) (102.14%) 0.00%

Growth

Metric AMWL HCAT Health Information Services median
Revenue growth (TTM) (19.00%) (7.54%) 8.62%
EPS growth (last fiscal year) 57.06% (121.74%) —
Revenue growth, 5-year CAGR 0.33% 10.50% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AMWL HCAT Health Information Services median
Debt to equity 0.00 1.52 0.01
Current ratio 2.90 2.70 2.37
Net debt to EBITDA 2.69 16.00 0.50

Dividend

Metric AMWL HCAT Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric AMWL HCAT Health Information Services median
Market cap 229.11m 130.95m 352.86m

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