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Upturn AI SWOT - About
HSTM 
HealthStream Inc (HSTM)
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Upturn Advisory Summary
06/30/2025: HSTM (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
5 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $34.5
1 Year Target Price $34.5
| 2 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 840.97M USD | Price to earnings Ratio 43.73 | 1Y Target Price 34.5 |
Price to earnings Ratio 43.73 | 1Y Target Price 34.5 | ||
Volume (30-day avg) 5 | Beta 0.43 | 52 Weeks Range 25.72 - 34.17 | Updated Date 06/30/2025 |
52 Weeks Range 25.72 - 34.17 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 0.45% | Basic EPS (TTM) 0.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.54% | Operating Margin (TTM) 5.96% |
Management Effectiveness
Return on Assets (TTM) 2.41% | Return on Equity (TTM) 5.4% |
Valuation
Trailing PE 43.73 | Forward PE 43.1 | Enterprise Value 743681572 | Price to Sales(TTM) 2.88 |
Enterprise Value 743681572 | Price to Sales(TTM) 2.88 | ||
Enterprise Value to Revenue 2.54 | Enterprise Value to EBITDA 12.07 | Shares Outstanding 30525300 | Shares Floating 24264229 |
Shares Outstanding 30525300 | Shares Floating 24264229 | ||
Percent Insiders 20.56 | Percent Institutions 76.31 |
Analyst Ratings
Rating 3 | Target Price 34.5 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
HealthStream Inc
Company Overview
History and Background
HealthStream, Inc. was founded in 1990. Initially focused on patient satisfaction surveys, it has evolved into a leading provider of workforce solutions for the healthcare industry, primarily through online learning and talent management tools.
Core Business Areas
- Workforce Solutions: Provides learning, talent management, and performance assessment solutions to healthcare organizations. This includes online courses, competency management, and credentialing services.
- Research & Analytics: Offers patient experience solutions. It utilizes data analytics and insights gathered through patient surveys to help hospitals improve care delivery and outcomes.
Leadership and Structure
Robert A. Frist, Jr. serves as Chairman and CEO. The company has a typical corporate structure with functional departments like Sales, Marketing, Product Development, and Finance.
Top Products and Market Share
Key Offerings
- HealthStream Learning Center (HLC): A platform offering online courses, continuing education, and compliance training for healthcare professionals. Market share within the healthcare learning management system market is estimated to be significant but varies based on specific segments. Competitors include Relias Learning, NetCE, and Vector Solutions. Revenue figures are proprietary.
- EchoCredentialing: Credentialing and privileging software for healthcare organizations. No definitive market share numbers are publicly available. Competitors include symplr, VerityStream, and Cactus Software. Revenue figures are proprietary.
- Patient Experience Solutions: Solutions to gather patient feedback and improve satisfaction. No definitive market share numbers are publicly available. Competitors include Press Ganey, NRC Health, and Avatar Solutions. Revenue figures are proprietary.
Market Dynamics
Industry Overview
The healthcare workforce solutions market is growing, driven by increasing regulatory requirements, the need for skilled healthcare professionals, and the adoption of digital learning technologies. The patient experience solutions market is driven by value-based care and increasing focus on patient satisfaction.
Positioning
HealthStream is a well-established player in the healthcare workforce solutions market with a strong focus on learning and talent management. It competes on its breadth of offerings and depth of healthcare-specific content.
Total Addressable Market (TAM)
The total addressable market for healthcare workforce solutions is estimated to be in the billions of dollars. HealthStream's positioning allows it to capture a significant portion of this market through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Established brand reputation in the healthcare industry
- Comprehensive suite of workforce solutions
- Strong customer relationships
- Focus on healthcare-specific content
- Recurring revenue model from subscriptions
Weaknesses
- Dependence on the healthcare industry
- Competition from larger, more diversified companies
- Potential for slower growth in mature markets
- Integration risk with acquisitions
- Margin pressure from competition
Opportunities
- Expanding into new healthcare verticals (e.g., long-term care)
- Developing new products and services (e.g., AI-powered learning)
- Acquiring complementary businesses
- Leveraging data analytics to improve outcomes
- Growing internationally
Threats
- Economic downturns impacting healthcare spending
- Changes in healthcare regulations
- Increased competition from new entrants
- Cybersecurity threats and data breaches
- Technological obsolescence
Competitors and Market Share
Key Competitors
- RELX (RELX)
- Thomson Reuters (TRI)
- Cornerstone OnDemand (CSOD) (Now part of Clearlake Capital Group, No Longer Public)
Competitive Landscape
HealthStream competes on its healthcare-specific expertise and comprehensive suite of solutions. Some competitors have broader offerings or greater financial resources.
Major Acquisitions
Morrisey Associates
- Year: 2014
- Acquisition Price (USD millions): 48
- Strategic Rationale: Expanded HealthStream's credentialing solutions.
Growth Trajectory and Initiatives
Historical Growth: HealthStream has historically grown through organic expansion and strategic acquisitions.
Future Projections: Analyst estimates project continued growth in revenue and earnings, driven by demand for workforce solutions and patient experience improvements. These can be sourced by research groups such as Zacks.
Recent Initiatives: Recent initiatives include product enhancements, acquisitions of complementary businesses, and expansion into new markets.
Summary
HealthStream is a stable company with a strong position in the healthcare workforce solutions market. Its recurring revenue model provides a solid foundation, but it faces competition and needs to continue innovating to maintain its market share. The company should capitalize on opportunities in new healthcare verticals and international markets while remaining vigilant about regulatory changes and cybersecurity threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry research
- Company website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available information. Actual results may vary.
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 HealthStream Inc
Exchange NASDAQ | Headquaters Nashville, TN, United States | ||
IPO Launch date 2000-04-05 | Co-Founder, Chairman of the Board & CEO Mr. Robert A. Frist Jr. | ||
Sector Healthcare | Industry Health Information Services | Full time employees 1083 | Website https://www.healthstream.com |
Full time employees 1083 | Website https://www.healthstream.com | ||
HealthStream, Inc. provides Software-as-a-Service (SaaS) based applications for healthcare organizations in the United States. The company offers hStream, a technology platform; CredentialStream, provides healthcare organizations with tools to support the provider lifecycle management from recruiting, application submission, verification of licensure and other credentials, privileging, appointments by credentialing committees, enrollment, network, management, onboarding, and performance evaluations of providers; ShiftWizard; and Competency Suite, AI/ML-driven clinical competency development system. Its solutions help healthcare organizations in meeting their ongoing clinical development, talent management, training, education, assessment, competency management, safety and compliance, and scheduling, as well as provider credentialing, privileging, and enrollment needs. The company serves its products to healthcare industry, including private, not-for-profit, and government entities, as well as pharmaceutical and medical device companies, and nursing schools and students. The company was incorporated in 1990 and is headquartered in Nashville, Tennessee.
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