HealthStream, Inc. (HSTM) vs National Research Corporation (NRC)

HealthStream, Inc. and National Research Corporation are both Health Information Services companies. HealthStream, Inc. is the larger, with a market value of $905.6M against $563.6M — 1.6× the size. HealthStream, Inc. trades at the lower P/E: 42.0× against 87.6×. HealthStream, Inc. grew revenue faster over the last twelve months: 9.83% against 3.37%. HealthStream, Inc. has the higher net margin (6.25% vs 0.00%) and the lower return on invested capital (5.41% vs 11.6%). Both pay a dividend; National Research Corporation yields more (2.52% vs 0.46%). Across the 22 metrics below, HealthStream, Inc. leads on 18 and National Research Corporation on 4.

Valuation

Metric HSTM NRC Health Information Services median
P/E 42.03 87.59 42.03
P/S 2.65 3.84 1.80
P/B 2.17 n/m 1.87
Price to free cash flow 12.61 29.91 16.74
EV/EBITDA 9.35 26.36 13.40
EV/Sales 2.39 4.49 2.63
Earnings yield 2.38% 1.14% (2.73%)
Free cash flow yield 7.93% 3.34% 0.00%

Profitability

Metric HSTM NRC Health Information Services median
Gross margin 64.74% 60.69% 59.61%
Operating margin 7.57% 11.06% (10.54%)
Net margin 6.25% 0.00% (16.14%)
Free cash flow margin 21.04% 12.83% 0.00%
Return on equity 5.45% 0.00% (3.15%)
Return on assets 3.84% 0.00% (5.62%)
Return on invested capital 5.41% 11.64% 0.00%

Growth

Metric HSTM NRC Health Information Services median
Revenue growth (TTM) 9.83% 3.37% 6.48%
EPS growth (last fiscal year) (7.58%) (51.92%) 63.46%
Revenue growth, 5-year CAGR 4.43% 0.53% 10.98%
Net income growth, 5-year CAGR 5.41% (21.22%) 0.00%

Health

Metric HSTM NRC Health Information Services median
Debt to equity 0.00 (10.76) 0.00
Current ratio 1.48 0.64 2.15
Net debt to EBITDA (0.75) 2.34 0.71

Dividend

Metric HSTM NRC Health Information Services median
Dividend yield 0.46% 2.52% —
Payout ratio 0.19 2.21 —

Size

Metric HSTM NRC Health Information Services median
Market cap 905.63m 563.61m 309.94m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack