stockrowSchrodinger, Inc. (SDGR) vs Waystar Holding Corp. (WAY)
- Schrodinger, Inc. SDGR 29.96 +4.14%
- Waystar Holding Corp. WAY 28.33 −1.90%
Schrodinger, Inc. and Waystar Holding Corp. are both Health Information Services companies. Waystar Holding Corp. is the larger, with a market value of $5.6B against $2.2B — 2.6× the size. Schrodinger, Inc. has negative trailing earnings, so its P/E is not meaningful; Waystar Holding Corp. trades at 40.9×. Waystar Holding Corp. grew revenue faster over the last twelve months: 21.4% against 4.77%. Waystar Holding Corp. has the higher net margin (10.7% vs −22.0%) and the higher return on invested capital (3.33% vs 0.00%). Across the 17 metrics below, Waystar Holding Corp. leads on 14 and Schrodinger, Inc. on 3.
Valuation
Profitability
| Metric | SDGR | WAY | Health Information Services median |
|---|---|---|---|
| Gross margin | 58.52% | 69.39% | 59.61% |
| Operating margin | (49.64%) | 21.92% | (10.54%) |
| Net margin | (22.01%) | 10.70% | (16.14%) |
| Free cash flow margin | (43.38%) | 20.91% | 0.00% |
| Return on equity | (19.02%) | 3.72% | (3.15%) |
| Return on assets | (9.36%) | 2.53% | (5.62%) |
| Return on invested capital | 0.00% | 3.33% | 0.00% |
Growth
Health
Dividend
Size
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