National Research Corporation (NRC) vs Phreesia, Inc. (PHR)

National Research Corporation and Phreesia, Inc. are both Health Information Services companies. Phreesia, Inc. is the larger, with a market value of $788.9M against $563.6M — 1.4× the size. Phreesia, Inc. trades at the lower P/E: 74.4× against 87.6×. Phreesia, Inc. grew revenue faster over the last twelve months: 12.9% against 3.37%. Phreesia, Inc. has the higher net margin (2.06% vs 0.00%) and the lower return on invested capital (1.74% vs 11.6%). Across the 21 metrics below, Phreesia, Inc. leads on 17 and National Research Corporation on 4.

Valuation

Metric NRC PHR Health Information Services median
P/E 87.59 74.35 42.03
P/S 3.84 1.54 1.80
P/B n/m 2.10 1.87
Price to free cash flow 29.91 11.58 16.74
EV/EBITDA 26.36 16.07 13.40
EV/Sales 4.49 1.69 2.63
Earnings yield 1.14% 1.34% (2.73%)
Free cash flow yield 3.34% 8.63% 0.00%

Profitability

Metric NRC PHR Health Information Services median
Gross margin 60.69% 67.52% 59.61%
Operating margin 11.06% 2.47% (10.54%)
Net margin 0.00% 2.06% (16.14%)
Free cash flow margin 12.83% 13.30% 0.00%
Return on equity 0.00% 3.12% (3.15%)
Return on assets 0.00% 1.98% (5.62%)
Return on invested capital 11.64% 1.74% 0.00%

Growth

Metric NRC PHR Health Information Services median
Revenue growth (TTM) 3.37% 12.93% 6.48%
EPS growth (last fiscal year) (51.92%) 103.92% 63.46%
Revenue growth, 5-year CAGR 0.53% 26.45% 10.98%
Net income growth, 5-year CAGR (21.22%) 0.00% 0.00%

Health

Metric NRC PHR Health Information Services median
Debt to equity (10.76) 0.41 0.00
Current ratio 0.64 1.76 2.15
Net debt to EBITDA 2.34 3.58 0.71

Dividend

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

Size

Metric NRC PHR Health Information Services median
Market cap 563.61m 788.93m 309.94m

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