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Upturn AI SWOT - About
HCAT 
Health Catalyst Inc (HCAT)
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Upturn Advisory Summary
06/20/2025: 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.
Number of Analysts
13 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $7.2
1 Year Target Price $7.2
| 7 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.92% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 265.53M USD | Price to earnings Ratio - | 1Y Target Price 7.2 |
Price to earnings Ratio - | 1Y Target Price 7.2 | ||
Volume (30-day avg) 13 | Beta 1.53 | 52 Weeks Range 3.49 - 9.24 | Updated Date 07/1/2025 |
52 Weeks Range 3.49 - 9.24 | Updated Date 07/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -23.34% | Operating Margin (TTM) -17.11% |
Management Effectiveness
Return on Assets (TTM) -4.15% | Return on Equity (TTM) -19.8% |
Valuation
Trailing PE - | Forward PE 17.95 | Enterprise Value 322793648 | Price to Sales(TTM) 0.85 |
Enterprise Value 322793648 | Price to Sales(TTM) 0.85 | ||
Enterprise Value to Revenue 1.04 | Enterprise Value to EBITDA -4.96 | Shares Outstanding 69601200 | Shares Floating 67324577 |
Shares Outstanding 69601200 | Shares Floating 67324577 | ||
Percent Insiders 3.23 | Percent Institutions 81.54 |
Analyst Ratings
Rating 4 | Target Price 7.2 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Health Catalyst Inc
Company Overview
History and Background
Health Catalyst, Inc. was founded in 2008 and went public in 2019. It provides data and analytics technology and services to healthcare organizations. The company's evolution focused on creating a data-driven platform to improve healthcare outcomes.
Core Business Areas
- Data Platform and Analytics: Offers a comprehensive data platform designed specifically for healthcare, enabling clients to aggregate and analyze data from various sources.
- Analytics Applications: Provides pre-built and customizable analytics applications focused on specific clinical, financial, and operational challenges within healthcare.
- Professional Services: Offers consulting and implementation services to help healthcare organizations deploy and utilize Health Catalyst's technology and analytics effectively.
Leadership and Structure
The leadership team includes Dan Burton (CEO), Patrick Nelli (CFO). The organizational structure is typically hierarchical with functional departments such as technology, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Data Operating System (DOS): A data platform tailored for healthcare organizations, providing a foundation for analytics and decision support. Competitors include Cerner (Oracle), Epic, and IBM Watson Health. Market Share of similar tools is fragmented and difficult to ascertain precisely for this specific product, but health catalyst's DOS is considered among the top tools in the market.
- Touchstone: Health Catalyst's suite of analytics applications. Competitors include those offered by Cerner (Oracle), Epic, and other healthcare IT vendors. No precise market share or revenue number is available. But touchstone is considered the premier analytics application.
Market Dynamics
Industry Overview
The healthcare analytics market is experiencing significant growth due to the increasing need for data-driven insights to improve patient care, reduce costs, and manage population health.
Positioning
Health Catalyst is positioned as a leader in healthcare data and analytics, providing a comprehensive platform and specialized solutions. Its competitive advantage lies in its healthcare-specific focus and depth of analytics capabilities.
Total Addressable Market (TAM)
The healthcare analytics market is expected to reach hundreds of billions. Health Catalyst is positioned to address a sizable portion of this TAM with its specialized platform and services.
Upturn SWOT Analysis
Strengths
- Healthcare-specific focus
- Comprehensive data platform
- Strong analytics capabilities
- Experienced leadership team
Weaknesses
- Dependence on professional services revenue
- Relatively small size compared to major competitors
- High implementation costs
Opportunities
- Growing healthcare analytics market
- Increasing adoption of value-based care
- Expansion into new healthcare segments
- Strategic acquisitions
Threats
- Competition from larger healthcare IT vendors
- Evolving regulatory landscape
- Cybersecurity risks
- Economic downturn
Competitors and Market Share
Key Competitors
- ORCL
- MSFT
- IBM
Competitive Landscape
Health Catalyst faces competition from large IT vendors like Oracle and IBM, as well as smaller niche players. Its advantage lies in its healthcare-specific focus and deep analytics expertise.
Major Acquisitions
Twistle
- Year: 2021
- Acquisition Price (USD millions): 102.5
- Strategic Rationale: Enhanced patient engagement capabilities and expanded Health Catalyst's reach into patient-centered care.
Growth Trajectory and Initiatives
Historical Growth: Health Catalyst experienced revenue growth in its early years, fueled by increasing adoption of healthcare analytics.
Future Projections: Analyst projections suggest continued growth for Health Catalyst, driven by market demand and product innovation.
Recent Initiatives: Recent initiatives include expanding its data platform capabilities, developing new analytics applications, and forging strategic partnerships.
Summary
Health Catalyst is a specialized healthcare analytics company with a strong platform and deep expertise. While facing competition from larger IT vendors, its focus on healthcare provides a competitive advantage. Future growth depends on continued product innovation, strategic partnerships, and market expansion. The acquisitions have also bolstered the product and growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market share estimates are approximate.
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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