OptimizeRx Corp. (OPRX) vs Spok Holdings, Inc. (SPOK)

OptimizeRx Corp. and Spok Holdings, Inc. are both Health Information Services companies. Spok Holdings, Inc. is the larger, with a market value of $216.5M against $148.6M — 1.5× the size. Spok Holdings, Inc. trades at the lower P/E: 17.4× against 33.4×. Spok Holdings, Inc. grew revenue faster over the last twelve months: −3.39% against −5.82%. Spok Holdings, Inc. has the higher net margin (9.00% vs 4.66%) and the higher return on invested capital (8.20% vs 5.41%). Across the 21 metrics below, Spok Holdings, Inc. leads on 11 and OptimizeRx Corp. on 10.

Valuation

Metric OPRX SPOK Health Information Services median
P/E 33.38 17.43 39.52
P/S 1.53 1.61 2.65
P/B 1.15 1.56 2.32
Price to free cash flow 8.10 8.60 16.77
EV/EBITDA 8.91 10.20 12.35
EV/Sales 1.47 1.49 3.06
Earnings yield 3.00% 5.74% (1.68%)
Free cash flow yield 12.34% 11.62% 0.54%

Profitability

Metric OPRX SPOK Health Information Services median
Gross margin 73.22% 78.18% 63.38%
Operating margin 11.04% 11.89% (8.35%)
Net margin 4.66% 9.00% (14.70%)
Free cash flow margin 18.83% 18.69% 0.58%
Return on equity 3.68% 8.42% (6.82%)
Return on assets 2.76% 6.06% (6.02%)
Return on invested capital 5.41% 8.20% 0.00%

Growth

Metric OPRX SPOK Health Information Services median
Revenue growth (TTM) (5.82%) (3.39%) 8.62%
EPS growth (last fiscal year) 124.55% 2.74% —
Revenue growth, 5-year CAGR 20.37% (1.17%) 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric OPRX SPOK Health Information Services median
Debt to equity 0.15 0.00 0.01
Current ratio 5.58 1.09 2.37
Net debt to EBITDA 0.13 (1.09) 0.50

Dividend

Metric OPRX SPOK Health Information Services median
Dividend yield — 7.36% 0.85%
Payout ratio 0.00 0.71 0.00

Size

Metric OPRX SPOK Health Information Services median
Market cap 148.62m 216.50m 352.86m

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