Phreesia, Inc. (PHR) vs SOPHiA GENETICS SA (SOPH)

Phreesia, Inc. and SOPHiA GENETICS SA are both Health Information Services companies. SOPHiA GENETICS SA is the larger, with a market value of $703.2M against $620.7M — 1.1× the size. SOPHiA GENETICS SA has negative trailing earnings, so its P/E is not meaningful; Phreesia, Inc. trades at 59.7×. SOPHiA GENETICS SA grew revenue faster over the last twelve months: 23.7% against 12.9%. Phreesia, Inc. has the higher net margin (2.06% vs −93.9%) and the higher return on invested capital (1.74% vs −196.5%). Across the 18 metrics below, Phreesia, Inc. leads on 15 and SOPHiA GENETICS SA on 3.

Valuation

Metric PHR SOPH Health Information Services median
P/E 59.71 n/m 39.52
P/S 1.24 7.15 2.65
P/B 1.69 7.41 2.32
Price to free cash flow 9.30 n/m 16.77
EV/EBITDA 13.19 n/m 12.35
EV/Sales 1.39 6.49 3.06
Earnings yield 1.67% (13.79%) (1.68%)
Free cash flow yield 10.75% (6.71%) 0.54%

Profitability

Metric PHR SOPH Health Information Services median
Gross margin 67.52% 66.63% 63.38%
Operating margin 2.47% (85.55%) (8.35%)
Net margin 2.06% (93.86%) (14.70%)
Free cash flow margin 13.30% (47.83%) 0.58%
Return on equity 3.12% (101.22%) (6.82%)
Return on assets 1.98% (43.02%) (6.02%)
Return on invested capital 1.74% (196.45%) 0.00%

Growth

Metric PHR SOPH Health Information Services median
Revenue growth (TTM) 12.93% 23.65% 8.62%
EPS growth (last fiscal year) 103.92% (23.16%) —
Revenue growth, 5-year CAGR 26.45% 22.16% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PHR SOPH Health Information Services median
Debt to equity 0.41 0.58 0.01
Current ratio 1.76 2.69 2.37
Net debt to EBITDA 3.58 0.37 0.50

Dividend

Metric PHR SOPH Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric PHR SOPH Health Information Services median
Market cap 620.71m 703.16m 352.86m

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