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Upturn AI SWOT - About
HCAT 
Health Catalyst Inc (HCAT)
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Upturn Advisory Summary
03/11/2025: HCAT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -26.72% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 304.01M USD | Price to earnings Ratio - | 1Y Target Price 8.64 |
Price to earnings Ratio - | 1Y Target Price 8.64 | ||
Volume (30-day avg) 918522 | Beta 1.41 | 52 Weeks Range 3.76 - 9.24 | Updated Date 04/1/2025 |
52 Weeks Range 3.76 - 9.24 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -22.67% | Operating Margin (TTM) -18.6% |
Management Effectiveness
Return on Assets (TTM) -4.57% | Return on Equity (TTM) -18.99% |
Valuation
Trailing PE - | Forward PE 19.72 | Enterprise Value 328670302 | Price to Sales(TTM) 0.99 |
Enterprise Value 328670302 | Price to Sales(TTM) 0.99 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA -4.96 | Shares Outstanding 70210600 | Shares Floating 68186478 |
Shares Outstanding 70210600 | Shares Floating 68186478 | ||
Percent Insiders 3.46 | Percent Institutions 76.18 |
Analyst Ratings
Rating 4.14 | Target Price 11.41 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Health Catalyst Inc
Company Overview
History and Background
Health Catalyst, Inc. was founded in 2008. It focuses on providing data and analytics technology and services to healthcare organizations, helping them improve clinical, financial, and operational outcomes. Initially focused on data warehousing, it evolved to a broader suite of analytics and advisory services.
Core Business Areas
- Analytics Platform: Provides a data operating system (DOS) platform that integrates data from various sources to enable analytics and decision-making.
- Application Suite: Offers a suite of analytics applications focused on specific areas such as population health, financial performance, and clinical outcomes.
- Professional Services: Provides advisory and implementation services to help healthcare organizations implement and utilize Health Catalyst's technology and solutions.
Leadership and Structure
The leadership team includes Dan Burton (CEO) and Patrick Nelli (CFO). The company operates with a functional organizational structure, focusing on product development, sales and marketing, and customer success.
Top Products and Market Share
Key Offerings
- Data Operating System (DOS): A platform that aggregates and harmonizes data from multiple sources. Market share data is difficult to ascertain precisely but Health Catalyst is a significant player in this space. Competitors include Oracle, Snowflake (SNOW), and cloud-based data warehouse solutions from Amazon (AMZN) and Microsoft (MSFT). Revenue from product is $218.4M in 2023, based on annual reports.
- Analytics Applications: A suite of applications that leverage the DOS for specific use cases like cost and quality analytics. Market share varies by application. Competitors include Cerner (now Oracle), Epic Systems, and other specialized healthcare analytics vendors.
- Population Health Management: Helps healthcare providers manage and improve the health of specific populations. This segment competes with companies like Optum (UNH), and other large healthcare IT vendors.
Market Dynamics
Industry Overview
The healthcare analytics market is growing rapidly due to increasing regulatory requirements, the shift to value-based care, and the need to improve efficiency and patient outcomes. Digital transformation in the industry is a key driver.
Positioning
Health Catalyst positions itself as a leader in data-driven healthcare improvement. Its competitive advantages include a strong analytics platform, a focus on healthcare, and deep domain expertise.
Total Addressable Market (TAM)
The global healthcare analytics market is estimated to reach hundreds of billions of dollars in the coming years. Health Catalyst is well-positioned to capture a significant share of this market, by expanding its service into new areas of healthcare.
Upturn SWOT Analysis
Strengths
- Strong analytics platform (DOS)
- Deep healthcare domain expertise
- Established customer base
- Focus on data-driven improvement
Weaknesses
- Reliance on professional services revenue
- Potential for slow sales cycles
- Dependence on the healthcare industry
- High operating expenses
Opportunities
- Expansion into new healthcare markets
- Increased adoption of value-based care
- Growing demand for healthcare analytics
- Partnerships with other healthcare organizations
Threats
- Increased competition from larger technology vendors
- Changes in healthcare regulations
- Economic downturn impacting healthcare spending
- Data privacy and security concerns
Competitors and Market Share
Key Competitors
- ORCL
- SNOW
- MSFT
- UNH
Competitive Landscape
Health Catalyst competes with larger technology vendors and specialized healthcare analytics providers. Its advantages include a strong focus on healthcare and deep domain expertise. However, it faces challenges from larger competitors with greater resources.
Major Acquisitions
Twistle
- Year: 2021
- Acquisition Price (USD millions): 106.5
- Strategic Rationale: To expand Health Catalyst's population health management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Health Catalyst has experienced revenue growth in recent years, driven by increased adoption of its data and analytics solutions.
Future Projections: Analysts project continued growth for Health Catalyst, driven by the increasing demand for healthcare analytics.
Recent Initiatives: Recent initiatives include expanding its product offerings and targeting new healthcare markets.
Summary
Health Catalyst is a key player in the healthcare analytics market with a strong data platform and domain expertise. While the company has demonstrated growth in revenue and operations, it grapples with consistent profitability. The company needs to continue to innovate and expand its product offerings. Health Catalyst should also navigate a competitive environment with larger technology vendors and address data privacy concerns.
Similar Companies
MSFT
Microsoft Corporation
MSFT
Microsoft Corporation
ORCL
Oracle Corporation
ORCL
Oracle Corporation
SNOW
Snowflake Inc.
SNOW
Snowflake Inc.
UNH
UnitedHealth Group Incorporated
UNH
UnitedHealth Group Incorporated
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data are estimates and may vary. Numerical data is not exact and may be rounded up or down for the purpose of brevity.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Health Catalyst Inc
Exchange NASDAQ | Headquaters South Jordan, UT, United States | ||
IPO Launch date 2019-07-25 | CEO & Director Mr. Daniel D. Burton | ||
Sector Healthcare | Industry Health Information Services | Full time employees 1500 | Website https://www.healthcatalyst.com |
Full time employees 1500 | Website https://www.healthcatalyst.com | ||
Health Catalyst, Inc. provides data and analytics technology and services to healthcare organizations in the United States. The company operates in two segments, Technology and Professional Services. It offers ignite data and analytics platform that provides clients a single comprehensive environment to integrate and organize data from their disparate software systems; and applications, a software analytics applications build for ignite platform to analyze clients face across clinical improvement, revenue and cost improvement, ambulatory operations, measures and registries, and data and analytics. The company also provides expertise solutions comprising data and analytics, domain expertise and education, tech-enabled managed, and implementation services; and opportunity analysis and prioritization, data governance, data modeling and analysis, quality and process improvement strategy, cost accounting, data abstraction, and population health strategies. It serves academic medical centers, integrated delivery networks, community hospitals, large physician practices, ACOs, health information exchanges, health insurers, life science organizations, healthcare technology vendors, and other risk-bearing entities. The company was formerly known as HQC Holdings, Inc. and changed its name to Health Catalyst, Inc. in March 2017. Health Catalyst, Inc. was founded in 2008 and is headquartered in South Jordan, Utah.
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