Definitive Healthcare Corp. (DH) vs OptimizeRx Corp. (OPRX)

Definitive Healthcare Corp. and OptimizeRx Corp. are both Health Information Services companies. Definitive Healthcare Corp. and OptimizeRx Corp. are of similar size ($148.6M and $146.3M). Definitive Healthcare Corp. has negative trailing earnings, so its P/E is not meaningful; OptimizeRx Corp. trades at 33.4×. Definitive Healthcare Corp. grew revenue faster over the last twelve months: −4.99% against −5.82%. OptimizeRx Corp. has the higher net margin (4.66% vs −72.3%) and the higher return on invested capital (5.41% vs −92.2%). Across the 20 metrics below, OptimizeRx Corp. leads on 11 and Definitive Healthcare Corp. on 9.

Valuation

Metric DH OPRX Health Information Services median
P/E n/m 33.38 39.52
P/S 0.43 1.53 2.65
P/B 0.54 1.15 2.32
Price to free cash flow 3.52 8.10 16.77
EV/EBITDA 1.75 8.91 12.35
EV/Sales 0.33 1.47 3.06
Earnings yield (168.42%) 3.00% (1.68%)
Free cash flow yield 28.41% 12.34% 0.54%

Profitability

Metric DH OPRX Health Information Services median
Gross margin 75.24% 73.22% 63.38%
Operating margin (104.58%) 11.04% (8.35%)
Net margin (72.28%) 4.66% (14.70%)
Free cash flow margin 12.27% 18.83% 0.58%
Return on equity (56.15%) 3.68% (6.82%)
Return on assets (26.55%) 2.76% (6.02%)
Return on invested capital (92.23%) 5.41% 0.00%

Growth

Metric DH OPRX Health Information Services median
Revenue growth (TTM) (4.99%) (5.82%) 8.62%
EPS growth (last fiscal year) 63.28% 124.55% —
Revenue growth, 5-year CAGR 15.34% 20.37% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DH OPRX Health Information Services median
Debt to equity 0.86 0.15 0.01
Current ratio 1.86 5.58 2.37
Net debt to EBITDA (0.36) 0.13 0.50

Dividend

Metric DH OPRX Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric DH OPRX Health Information Services median
Market cap 146.29m 148.62m 352.86m

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