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PHR 
Phreesia Inc (PHR)
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Upturn Advisory Summary
01/09/2026: PHR (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.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $29.82
1 Year Target Price $29.82
| 10 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio - | 1Y Target Price 29.82 |
Price to earnings Ratio - | 1Y Target Price 29.82 | ||
Volume (30-day avg) 15 | Beta 0.61 | 52 Weeks Range 15.41 - 32.76 | Updated Date 01/9/2026 |
52 Weeks Range 15.41 - 32.76 | Updated Date 01/9/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.16% | Operating Margin (TTM) -46.68% |
Management Effectiveness
Return on Assets (TTM) -0.27% | Return on Equity (TTM) -1.87% |
Valuation
Trailing PE - | Forward PE 42.19 | Enterprise Value 922909350 | Price to Sales(TTM) 2.2 |
Enterprise Value 922909350 | Price to Sales(TTM) 2.2 | ||
Enterprise Value to Revenue 1.99 | Enterprise Value to EBITDA 35.06 | Shares Outstanding 60287003 | Shares Floating 53173137 |
Shares Outstanding 60287003 | Shares Floating 53173137 | ||
Percent Insiders 4.85 | Percent Institutions 104.23 |
Upturn AI SWOT
Phreesia Inc
Company Overview
History and Background
Phreesia Inc. was founded in 2005 by Evan Smith, Chaim Friedman, and Michael J. Weintraub. The company revolutionized patient intake in healthcare by developing a platform that allows patients to check in, complete forms, and make payments electronically before their appointments. Significant milestones include its initial public offering (IPO) in 2019. Phreesia has evolved from a patient intake solution to a comprehensive patient engagement platform.
Core Business Areas
- Patient Intake and Engagement Platform: Phreesia's core offering is its SaaS platform that streamlines the patient journey from pre-visit through post-visit. This includes appointment scheduling, registration, form completion, payment processing, and communication.
- Patient Payments: A significant part of the platform is dedicated to enabling patients to pay their balances electronically and securely, improving revenue cycle management for healthcare providers.
- Patient Activation and Education: Phreesia also focuses on engaging patients with relevant health information and educational content to improve adherence to treatment plans and promote better health outcomes.
Leadership and Structure
Phreesia is led by a management team with experience in healthcare and technology. Evan Smith serves as the Chief Executive Officer (CEO). The company operates with a divisional structure that aligns with its product offerings and market segments.
Top Products and Market Share
Key Offerings
- Phreesia Platform (Patient Intake & Engagement): The flagship SaaS platform that digitizes and streamlines patient interactions. It is used by thousands of healthcare practices. Competitors include established EMR/EHR vendors with patient portal functionalities, as well as other specialized patient engagement solutions. Market share data for this specific product is not publicly disclosed in granular detail, but Phreesia is considered a leader in its niche.
- PhreesiaPay: This integrated payment solution allows patients to pay bills seamlessly. It contributes significantly to the company's revenue through transaction fees and processing. Competitors include general payment processors and healthcare-specific billing solutions. Phreesia's advantage lies in its tight integration with the intake workflow.
- Phreesia Content and Advertising: Leveraging its large patient base, Phreesia offers opportunities for pharmaceutical companies and other healthcare advertisers to reach targeted patient populations. This segment's revenue is tied to the size and engagement of the patient network. Competitors include traditional healthcare advertising channels and other digital health platforms.
Market Dynamics
Industry Overview
The healthcare technology industry, particularly patient engagement and revenue cycle management, is experiencing significant growth driven by the need for greater efficiency, improved patient experience, and value-based care initiatives. The shift towards digital solutions has been accelerated by recent global events. The market is characterized by increasing competition and a demand for integrated platforms.
Positioning
Phreesia is positioned as a leading provider of patient intake and engagement solutions in the US healthcare market. Its competitive advantages include a large and growing network of provider clients, a user-friendly platform that improves both patient and provider experience, and a strong focus on data analytics to drive engagement and revenue. The company differentiates itself by offering a comprehensive solution that addresses multiple points in the patient journey.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for patient engagement and revenue cycle management solutions in healthcare is substantial and growing. While specific TAM figures vary by report, it is estimated to be in the tens of billions of dollars globally. Phreesia is currently addressing a significant portion of the US market for patient intake and engagement, with substantial room for expansion within its existing client base and by targeting new segments of the healthcare provider market.
Upturn SWOT Analysis
Strengths
- Established leadership position in patient intake and engagement.
- Large and growing network of healthcare provider clients.
- Integrated platform offering end-to-end patient journey management.
- Proprietary technology and data analytics capabilities.
- Strong revenue growth and recurring revenue model.
Weaknesses
- Reliance on healthcare provider adoption and integration.
- Competition from larger, more established healthcare IT companies.
- Potential for data security and privacy concerns.
- Market penetration challenges in highly fragmented physician practices.
- Profitability can be impacted by ongoing investment in technology and sales.
Opportunities
- Expansion into new healthcare verticals (e.g., hospitals, health systems).
- Growth in international markets.
- Development of new AI-powered features and predictive analytics.
- Strategic partnerships and acquisitions to broaden service offerings.
- Increased demand for digital patient engagement tools post-pandemic.
Threats
- Changes in healthcare regulations and reimbursement policies.
- Intensifying competition and pricing pressure.
- Cybersecurity threats and data breaches.
- Economic downturns impacting healthcare provider spending.
- Rapid technological advancements by competitors.
Competitors and Market Share
Key Competitors
- Epic Systems (EHR Vendor)
- Cerner (EHR Vendor)
- NextGen Healthcare (EHR Vendor)
- Athenahealth (RCM & EHR Provider)
- Waystar (Revenue Cycle Management)
Competitive Landscape
Phreesia faces strong competition from large EHR vendors that offer integrated patient portals and from specialized revenue cycle management (RCM) companies. Phreesia's advantage lies in its dedicated focus on patient intake and engagement, offering a more specialized and potentially user-friendly experience compared to the broader functionalities of EHRs. However, EHR vendors benefit from deep integration within hospital systems.
Growth Trajectory and Initiatives
Historical Growth: Phreesia has experienced significant historical revenue growth, driven by increasing client adoption and expansion of its platform's capabilities. The company has successfully scaled its operations and customer base over the past several years.
Future Projections: Analyst projections generally indicate continued strong revenue growth for Phreesia in the coming years, driven by market expansion, new product development, and increasing demand for digital health solutions. Profitability is expected to improve as the company scales and leverages its platform's efficiencies.
Recent Initiatives: Recent initiatives have focused on expanding the platform's functionality to include more sophisticated patient engagement tools, enhancing data analytics capabilities, and exploring strategic partnerships to broaden market reach.
Summary
Phreesia Inc. is a growing leader in the patient intake and engagement space, demonstrating strong revenue growth and a comprehensive platform. Its key strengths lie in its established client network and integrated technology. However, it faces intense competition and ongoing profitability challenges due to significant investment. Continued expansion into new healthcare segments and strategic partnerships will be crucial for sustained success, while managing competitive pressures and regulatory changes remains a key focus.
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Sources and Disclaimers
Data Sources:
- Phreesia Inc. Investor Relations Filings (SEC)
- Company Website
- Industry Analysis Reports
- Financial Data Providers (e.g., Refinitiv, Bloomberg - simulated for this response)
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data and financial figures are estimates and may vary based on reporting methodologies. Investing in the stock market involves risk, and individuals should conduct their own due diligence.
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. provides 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 solutions 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 a range of healthcare services clients, including single-specialty practices, multi-specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies, as well as government entities and other organizations. Phreesia, Inc. was incorporated in 2005 and is based in Wilmington, Delaware.
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