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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#3183
Positioning
Market Dominance
Services
Business Services
$1.4B
Chaim Indig
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. The company deploys its platform in a range of modalities, such as mobile devices, tablets, kiosks, and kiosks. It serves patients; single-specialty practices, multi-Specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = PHR ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$PHR Phreesia, Inc. | 43 | 56 | 45 | 18 | 1170.0x | 27.4x | -12.0% | -8.7% | 68.0% | -8.5% | -8.5% | 15.8% | 0.0% | 0.0x | $1.4B | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
Phreesia, Inc. (PHR) receives a "Reduce" rating with a composite score of 42.6/100. It ranks #3183 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Lagging peers — losers tend to keep underperforming
Fair valuation relative to peers
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for PHR.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 56 | 69 | -13DRAG |
| MOMENTUM | 18 | 11 | +7ALPHA |
| VALUATION | 45 | 44 | +1NEUTRAL |
| INVESTMENT | 31 | 38 | -7DRAG |
| STABILITY | 61 | 66 | -5NEUTRAL |
| SHORT INT | 53 | 63 | -10DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy -12.0% (sector 5.7%)
GM 68% vs sector 65%, OM -8% vs sector 5%
Capital turnover N/A, R&D intensity 26.2%
Rev growth 16%, 7yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Phreesia, Inc. (PHR) as a Reduce with a composite score of 42.6/100 at a current price of $11.75. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Phreesia, Inc. holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 42.6/100 places it at rank #3183 in our full universe.
No Moat
Medium
Poor
Fair Value
Gross margins of 68% signal strong pricing power.
Stable competitive position in a defensive sector.
Elevated P/E ratio of 1170.0x leaves little room for execution misses.
Weak momentum suggests persistent institutional selling pressure.
Vulnerability to macroeconomic shocks and interest rate volatility.
Phreesia, Inc. represents a reduce based on multi-factor quantitative performance.
Phreesia, Inc. receives a Reduce rating from our analysis, with a composite score of 42.6/100 and 2 out of 5 stars, ranking #3183 out of 7,333 stocks. PHR's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
With a quality score of 56/100, PHR shows adequate but unremarkable business quality. The company reports a return on equity of -12.0% (sector avg: 5.7%), gross margins of 68.0% (sector avg: 64.6%), net margins of -8.5% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
With a value score of 45/100, PHR appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 1170.00x, an EV/EBITDA of 27.36x, a P/B ratio of 2.57x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
Phreesia, Inc.'s investment score of 31/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 15.8% vs. a sector average of 8.6% and a return on assets of -8.7% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
Phreesia, Inc. is experiencing notably weak momentum with a score of just 18/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 15.8% year-over-year, while a beta of 1.01 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
With a stability score of 61/100, PHR exhibits average financial resilience. Key stability metrics include a beta of 1.01 and a debt-to-equity ratio of 0.00x (sector avg: 0.3x). While the balance sheet is not a major concern, the stock is subject to typical market volatility and may experience sharper drawdowns during risk-off episodes.
The short interest score of 53/100 for PHR suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include small-cap liquidity risk. With a $1.4B market cap (small-cap), Phreesia, Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
Phreesia, Inc. is a small-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #3183 of 7,333 overall (57th percentile). Key comparisons include ROE of -12.0% trailing the 5.7% sector median and operating margins of -8.5% below the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While PHR currently exhibits a REDUCE profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
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Improvement in Momentum (18) would have the largest impact on the composite score.
EV/EBITDA 133% ABOVE SECTOR MEDIAN
ROE 309% BELOW SECTOR MEDIAN
Gross Margin 5% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
Capricorn Fund Managers Ltd acquired 484,500 shares of Phreesia, valued at $11.4 million, representing 3.8% of their reportable assets under management. The investment comes as Phreesia reaches a milestone of first quarterly net income and plans to expand payment solutions.
Phreesia (PHR) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Although the revenue and EPS for Phreesia (PHR) give a sense of how its business performed in the quarter ended April 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Phreesia (PHR), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2024.
Tap five stocks with increasing P/E ratios to try out a different approach. These stocks include CLEAR Secure (YOU), Applied DNA Sciences (APDN), Phreesia (PHR), Vigil Neuroscience (VIGL) and Biodesix (BDSX).