National Research Corporation (NRC) vs Omada Health, Inc. (OMDA)

National Research Corporation and Omada Health, Inc. are both Health Information Services companies. Omada Health, Inc. is the larger, with a market value of $1.2B against $563.6M — 2.1× the size. National Research Corporation trades at the lower P/E: 87.6× against 267×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against 3.37%. Omada Health, Inc. has the higher net margin (1.39% vs 0.00%) and the lower return on invested capital (−0.93% vs 11.6%). Across the 19 metrics below, National Research Corporation leads on 10 and Omada Health, Inc. on 9.

Valuation

Metric NRC OMDA Health Information Services median
P/E 87.59 267.14 42.03
P/S 3.84 3.60 1.80
P/B n/m 4.42 1.87
Price to free cash flow 29.91 65.15 16.74
EV/EBITDA 26.36 100.83 13.40
EV/Sales 4.49 2.98 2.63
Earnings yield 1.14% 0.37% (2.73%)
Free cash flow yield 3.34% 1.53% 0.00%

Profitability

Metric NRC OMDA Health Information Services median
Gross margin 60.69% 68.19% 59.61%
Operating margin 11.06% (0.15%) (10.54%)
Net margin 0.00% 1.39% (16.14%)
Free cash flow margin 12.83% 5.53% 0.00%
Return on equity 0.00% 1.84% (3.15%)
Return on assets 0.00% 1.36% (5.62%)
Return on invested capital 11.64% (0.93%) 0.00%

Growth

Metric NRC OMDA Health Information Services median
Revenue growth (TTM) 3.37% 52.54% 6.48%
EPS growth (last fiscal year) (51.92%) 94.27% 63.46%
Revenue growth, 5-year CAGR 0.53% — 10.98%
Net income growth, 5-year CAGR (21.22%) — 0.00%

Health

Metric NRC OMDA Health Information Services median
Debt to equity (10.76) 0.00 0.00
Current ratio 0.64 3.91 2.15
Net debt to EBITDA 2.34 77.72 0.71

Dividend

Metric NRC OMDA Health Information Services median
Dividend yield 2.52% — —
Payout ratio 2.21 — —

Size

Metric NRC OMDA Health Information Services median
Market cap 563.61m 1.16b 309.94m

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