Claritev Corporation (CTEV) vs National Research Corporation (NRC)

Claritev Corporation and National Research Corporation are both Health Information Services companies. National Research Corporation is the larger, with a market value of $450.1M against $395.9M — 1.1× the size. Claritev Corporation has negative trailing earnings, so its P/E is not meaningful; National Research Corporation trades at 78.3×. Claritev Corporation grew revenue faster over the last twelve months: 6.32% against −0.23%. National Research Corporation has the higher net margin (3.96% vs −28.5%) and the higher return on invested capital (10.3% vs 0.47%). Across the 19 metrics below, Claritev Corporation leads on 10 and National Research Corporation on 9.

Valuation

Metric CTEV NRC Health Information Services median
P/E n/m 78.28 39.52
P/S 0.39 3.08 2.65
P/B n/m 65.77 2.32
Price to free cash flow n/m 19.90 16.77
EV/EBITDA 10.36 21.87 12.35
EV/Sales 5.06 3.67 3.06
Earnings yield (73.89%) 1.28% (1.68%)
Free cash flow yield (4.59%) 5.02% 0.54%

Profitability

Metric CTEV NRC Health Information Services median
Gross margin 72.97% 61.75% 63.38%
Operating margin 3.27% 10.53% (8.35%)
Net margin (28.46%) 3.96% (14.70%)
Free cash flow margin (1.80%) 15.46% 0.58%
Return on equity 172.76% 39.82% (6.82%)
Return on assets (5.76%) 4.00% (6.02%)
Return on invested capital 0.47% 10.32% 0.00%

Growth

Metric CTEV NRC Health Information Services median
Revenue growth (TTM) 6.32% (0.23%) 8.62%
EPS growth (last fiscal year) 83.03% (51.92%) —
Revenue growth, 5-year CAGR 0.58% 0.53% 12.36%
Net income growth, 5-year CAGR 0.00% (21.22%) 0.00%

Health

Metric CTEV NRC Health Information Services median
Debt to equity (16.23) 13.13 0.01
Current ratio 1.00 0.65 2.37
Net debt to EBITDA 9.46 2.34 0.50

Dividend

Metric CTEV NRC Health Information Services median
Dividend yield — 1.26% 0.85%
Payout ratio 0.00 0.51 0.00

Size

Metric CTEV NRC Health Information Services median
Market cap 395.89m 450.13m 352.86m

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