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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
10/30/2026: NRC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
National Research Corp is a specialized provider of patient experience and healthcare analytics software, offering a stable and recurring revenue-based model. Its primary strengths lie in its deep, long-standing relationships with US health systems and a focused approach to healthcare data. The company's main growth opportunity centers on expanding into employee engagement and utilizing AI to deliver more actionable insights to its clients. However, investors should monitor risks regarding competition from large-scale enterprise platforms and potential healthcare sector consolidation. The stock is a suitable consideration for value and dividend-focused investors seeking exposure to the healthcare services sector, provided they monitor the firm's competitive positioning in a rapidly evolving digital market.
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 | While steady, the company is a mature player and may not offer the explosive growth profiles sought by aggressive growth investors. |
| Momentum investor | Mixed fit | Momentum appeal is limited, likely requiring a clear, positive technical upturn signal to be attractive. |
| Value investor | Strong fit | The company's stable cash flows and predictable business model often appeal to value-oriented investors. |
| Dividend investor | Strong fit | The history of consistent dividends makes it a suitable candidate for income-focused portfolios. |
| Low-risk investor | Strong fit | Low debt and stable demand within the healthcare sector offer a lower-risk profile compared to high-growth tech stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock's historical behavior suggests a relatively stable price trajectory. |
| Valuation risk | Medium | As a stable dividend payer, the stock's valuation is sensitive to broader interest rate environments. |
| Competition risk (Direct Experience Management) | Medium | Large enterprise platforms like Qualtrics pose a competitive threat to specialized niche providers. |
| Business quality | Strong | The recurring revenue model and deep healthcare penetration indicate a high-quality, defensible business. |
| Dividend income | Medium | While consistent, yields are dependent on continued operational profitability. |
| Execution risk | Low | The company has a long track record of operational stability and consistent client delivery. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit -18.55% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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 505.71M USD | Price to earnings Ratio 88.26 | 1Y Target Price 27 |
Price to earnings Ratio 88.26 | 1Y Target Price 27 | ||
Volume (30-day avg) 103.0K shares | Beta 0.28 | 52 Weeks Range 11.45 - 24.40 | Updated Date 11/01/2026 |
52 Weeks Range 11.45 - 24.40 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 2.72% | Basic EPS (TTM) 0.27 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Patient Experience Analytics | Subscription-based fees for platform access and reporting. | The company makes most of its money from long-term contracts with hospitals that pay to use its survey and performance data tools. |
| Consulting and Data Services | Performance improvement consulting and advisory services. | Additional revenue is generated by helping healthcare clients turn data insights into operational changes. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 0.21 | Actual 0.21 |
Profitability
Profit Margin 4.48% | Operating Margin (TTM) 23.2% |
Management Effectiveness
Return on Assets (TTM) 10.32% | Return on Equity (TTM) 248.11% |
Valuation
Trailing PE 88.26 | Forward PE 17.21 | Enterprise Value 603.92M | Price to Sales(TTM) 3.52 |
Enterprise Value 603.92M | Price to Sales(TTM) 3.52 | ||
Enterprise Value to Revenue 4.2 | Enterprise Value to EBITDA 24.66 | Shares Outstanding 21.22M | Shares Floating 10.92M |
Shares Outstanding 21.22M | Shares Floating 10.92M | ||
Percent Insiders 51.9 | Percent Institutions 53.43 |
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.
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