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Upturn AI Summary - About
National Research Corp(NRC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NRC
10/02/2026: NRC (2-star) is currently NOT-A-BUY. Pass it for now.
National Research Corp is a specialized healthcare intelligence provider that helps hospitals and health systems measure patient experience. The stock is a steady performer known for its high recurring revenue model, strong operating margins, and consistent dividend payments. Its primary growth opportunity lies in leveraging its data to address modern challenges like healthcare worker burnout and retail-like consumer demand. However, the company faces risks from hospital budget tightening and increasing competition from EHR platforms. It may best suit long-term investors seeking income and stability rather than rapid capital appreciation, and stakeholders should monitor the company's ability to retain large hospital contracts amid sector consolidation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady, predictable growth rather than rapid, high-multiple scaling. |
| Momentum investor | Weak fit | The stock typically exhibits low beta and steady price movement rather than high-volatility momentum. |
| Value investor | Mixed fit | The company's stable margins offer value, though the valuation often trades at a premium due to recurring revenue. |
| Dividend investor | Strong fit | The company has a consistent history of paying dividends, making it suitable for income-focused portfolios. |
| Low-risk investor | Strong fit | Its predictable, recurring revenue model and strong balance sheet provide stability for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock tends to be less volatile than the broader market due to its stable business model. |
| Valuation risk | Medium | Trading at a premium based on recurring revenue, the valuation can contract if growth expectations slip. |
| Competition risk (EHR integration) | Medium / high | EHR providers incorporating feedback modules could erode NRC's niche market presence. |
| Business quality | Strong | The company maintains high-quality recurring revenue and strong cash flow generation. |
| Dividend income | Medium | Dividends are reliable but typically do not offer high-growth yields. |
| Execution risk | Low | The company has a long track record of operational success with limited recent management upheaval. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -4.58% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 450.13M USD | Price to earnings Ratio 84.79 | 1Y Target Price 26 |
Price to earnings Ratio 84.79 | 1Y Target Price 26 | ||
Volume (30-day avg) 128.2K shares | Beta 0.38 | 52 Weeks Range 10.65 - 23.49 | Updated Date 10/02/2026 |
52 Weeks Range 10.65 - 23.49 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 2.81% | Basic EPS (TTM) 0.24 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Services | Recurring fees from hospitals and health systems for access to patient experience software and data platforms. | The vast majority of revenue comes from steady, long-term software subscriptions. |
| Advisory/Professional Services | Consulting and expert insights based on the data collected from the software platforms. | This segment complements the software revenue by helping clients act on the data they buy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 84.79 | Forward PE 17.21 | Enterprise Value 564.04M | Price to Sales(TTM) 3.22 |
Enterprise Value 564.04M | Price to Sales(TTM) 3.22 | ||
Enterprise Value to Revenue 4.03 | Enterprise Value to EBITDA 24.09 | Shares Outstanding 22.12M | Shares Floating 11.82M |
Shares Outstanding 22.12M | Shares Floating 11.82M | ||
Percent Insiders 49.79 | Percent Institutions 50.37 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About National Research Corp
Exchange NASDAQ | Headquarters Lincoln, NE, United States | ||
IPO Launch date 1997-10-10 | CEO, Principal Executive Officer & Director Mr. Trent S. Green | ||
Sector Healthcare | Industry Health Information Services | Full time employees 357 | Website https://www.nrchealth.com |
Full time employees 357 | Website https://www.nrchealth.com | ||
NRC Health provides analytics and insights to measure and improve patient and employee experience for healthcare organizations in the United States. The company offers market experience solutions, a subscription-based services for improved tracking of awareness, perception, and consistency of healthcare brands; assessment of differentiators; and segmentation tools to evaluate the needs, wants, and behaviors of communities through assessments. It also provides patient experience solutions, a cross-continuum multi-mode digital platform that collects and measures data to improve patient experience, engagement, and loyalty; employee experience solutions, which combines health care with technology comprising engagement, pulse, lifecycle, culture of safety, and magnet RN satisfaction; and consumer experience solution that offers online reputation solutions, community insights, and cross-journey listening through nGage. In addition, the company offers Huey, an AI engine built for Human Understanding that serves as a healthcare experience management companion; and governance solutions provided through national conferences, publications, advisory services, and an online portal for not-for-profit health system boards of directors, executives, and physician leadership. Further, it provides patient experience, service recovery, care transitions, employee engagement, reputation management, rounding, and brand loyalty. The company was formerly known as National Research Corporation and changed its name to NRC Health April 2026. The company was founded in 1981 and is headquartered in Lincoln, Nebraska.
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