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Upturn AI SWOT - About
PHR 
Phreesia Inc (PHR)
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Upturn Advisory Summary
04/01/2025: PHR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -1.27% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.50B USD | Price to earnings Ratio - | 1Y Target Price 32.31 |
Price to earnings Ratio - | 1Y Target Price 32.31 | ||
Volume (30-day avg) 539369 | Beta 1.03 | 52 Weeks Range 17.07 - 30.53 | Updated Date 04/1/2025 |
52 Weeks Range 17.07 - 30.53 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-12 | When Before Market | Estimate 0.1106 | Actual 0.1848 |
Profitability
Profit Margin -13.94% | Operating Margin (TTM) -46.68% |
Management Effectiveness
Return on Assets (TTM) -8.75% | Return on Equity (TTM) -22.67% |
Valuation
Trailing PE - | Forward PE 90.91 | Enterprise Value 1435806770 | Price to Sales(TTM) 3.56 |
Enterprise Value 1435806770 | Price to Sales(TTM) 3.56 | ||
Enterprise Value to Revenue 3.42 | Enterprise Value to EBITDA -11.68 | Shares Outstanding 58772400 | Shares Floating 55606964 |
Shares Outstanding 58772400 | Shares Floating 55606964 | ||
Percent Insiders 4.65 | Percent Institutions 99.76 |
Analyst Ratings
Rating 4.6 | Target Price 31.21 | Buy 6 | Strong Buy 9 |
Buy 6 | Strong Buy 9 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Phreesia Inc
Company Overview
History and Background
Phreesia was founded in 2005. It initially focused on providing patient check-in solutions to improve the patient experience and streamline workflows for healthcare providers. Over time, it expanded its platform to include various other services such as payment processing, patient surveys, and appointment scheduling.
Core Business Areas
- Patient Intake: Provides a digital check-in solution that automates patient registration, insurance verification, and payment collection.
- Payment Processing: Offers a platform for healthcare providers to securely collect payments from patients, improving revenue cycle management.
- Life Sciences: Provides solutions for pharmaceutical companies and other life sciences organizations to engage with patients and healthcare providers, collecting patient-reported outcomes.
Leadership and Structure
Chaim Indig serves as the CEO and co-founder. The company has a typical corporate structure with departments focused on technology, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Phreesia Platform: The core platform offers digital patient intake and engagement solutions. Phreesia's revenue for this product is significant, contributing a substantial portion of the company's overall revenue. Competitors include NextGen Healthcare, athenahealth, and Epic. The market for patient intake solutions is fragmented, with many small players, although Phreesia has established a solid market position. Market share data is not publicly available.
- Revenue: Data not publicly available
- Phreesia Payments: Provides integrated payment processing solutions for healthcare providers. Competitors include Square Healthcare and other healthcare-focused payment platforms. Market share data is not publicly available.
- Revenue: Data not publicly available
- Life Sciences Solutions: Offers targeted digital advertising and patient engagement tools for life sciences companies. Competitors include Veeva Systems and other healthcare marketing platforms. Market share data is not publicly available.
- Revenue: Data not publicly available
Market Dynamics
Industry Overview
The healthcare technology industry is rapidly growing, driven by the need for improved efficiency, patient engagement, and data analytics. Telehealth, digital health records, and patient engagement platforms are all experiencing significant growth.
Positioning
Phreesia is positioned as a leading provider of patient intake and engagement solutions, with a focus on improving the patient experience and streamlining workflows for healthcare providers. Its competitive advantage lies in its integrated platform and focus on the healthcare industry.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for patient intake and engagement solutions is estimated to be in the billions of dollars. Phreesia is well-positioned to capture a significant portion of this TAM through its existing customer base and expanded product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in the healthcare industry
- Integrated platform offering a comprehensive suite of solutions
- Large and growing customer base
- Recurring revenue model
- Strong focus on innovation and product development
Weaknesses
- Reliance on the healthcare industry, making it susceptible to changes in regulations and reimbursement models
- Competition from larger, more established players
- Potential for security breaches and data privacy concerns
- Relatively smaller market capitalization compared to its competitors
- Limited international presence
Opportunities
- Expansion into new markets and geographies
- Development of new products and services
- Strategic partnerships and acquisitions
- Increased adoption of telehealth and digital health solutions
- Growing demand for patient engagement and data analytics
Threats
- Increased competition from existing and new players
- Changes in healthcare regulations and reimbursement models
- Economic downturn and reduced healthcare spending
- Security breaches and data privacy concerns
- Technological obsolescence
Competitors and Market Share
Key Competitors
- ATHN
- NXGN
- MTBC
Competitive Landscape
Phreesia faces competition from larger, more established players in the healthcare technology industry. Its competitive advantages include its integrated platform, strong brand reputation, and focus on the healthcare industry. However, it needs to continue to innovate and expand its product offerings to maintain its competitive edge.
Major Acquisitions
Vital Data Technology
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Phreesia's capabilities in data analytics and value-based care.
Growth Trajectory and Initiatives
Historical Growth: Phreesia has experienced significant growth in revenue and customer base over the past few years, driven by the increasing demand for patient engagement and digital health solutions.
Future Projections: Future growth projections are positive, with analysts forecasting continued revenue growth and potential profitability in the coming years. Projections are best obtained from financial news sources.
Recent Initiatives: Recent initiatives include expanding its platform to include new products and services, such as telehealth integration and patient-reported outcomes collection.
Summary
Phreesia shows promise with its solid market position in patient intake and engagement. Consistent revenue growth coupled with the lack of profitability requires careful attention. Competitors and evolving industry standards remain key threats. Strategic initiatives and acquisitions have the potential to drive future expansion and profitability for the company.
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Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate and may vary. Future performance is not guaranteed.
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 Phreesia Inc
Exchange NYSE | Headquaters Wilmington, DE, United States | ||
IPO Launch date 2019-07-18 | Co-Founder, CEO & Director Mr. Chaim Indig | ||
Sector Healthcare | Industry Health Information Services | Full time employees 2082 | Website https://www.phreesia.com |
Full time employees 2082 | Website https://www.phreesia.com | ||
Phreesia, Inc. engages in the provision of an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. The company offers an appointment scheduling system for online appointments, reminders, and referral tracking and management; registration solutions to automate patient self-registration; revenue cycle solutions that provide insurance-verification processes, point-of-sale payments applications, post-visit payment collection, and flexible payment options; and network connect solution to deliver clinically relevant content to patients. It deploys its platform in a range of modalities, including Phreesia Mobile, a patients' mobile device; PhreesiaPads, a self-service intake tablets; Phreesia Dashboard, a web-based dashboard for healthcare services clients; and Arrivals Kiosks, which are on-site kiosks. The company serves patients; single-specialty practices, multi-specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies. Phreesia, Inc. was incorporated in 2005 and is based in Wilmington, Delaware.
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