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Upturn AI SWOT - About
PHR 
Phreesia Inc (PHR)
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Upturn Advisory Summary
08/14/2025: 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 $32.21
1 Year Target Price $32.21
| 10 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.78% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.67B USD | Price to earnings Ratio - | 1Y Target Price 32.21 |
Price to earnings Ratio - | 1Y Target Price 32.21 | ||
Volume (30-day avg) 15 | Beta 0.71 | 52 Weeks Range 17.07 - 30.53 | Updated Date 08/15/2025 |
52 Weeks Range 17.07 - 30.53 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -9.83% | Operating Margin (TTM) -46.68% |
Management Effectiveness
Return on Assets (TTM) -5.98% | Return on Equity (TTM) -15.97% |
Valuation
Trailing PE - | Forward PE 90.91 | Enterprise Value 1591711574 | Price to Sales(TTM) 3.84 |
Enterprise Value 1591711574 | Price to Sales(TTM) 3.84 | ||
Enterprise Value to Revenue 3.66 | Enterprise Value to EBITDA -11.68 | Shares Outstanding 59504300 | Shares Floating 56415997 |
Shares Outstanding 59504300 | Shares Floating 56415997 | ||
Percent Insiders 4.33 | Percent Institutions 102.43 |
Upturn AI SWOT
Phreesia Inc
Company Overview
History and Background
Phreesia Inc. was founded in 2005. It pioneered the patient intake management space, initially focusing on digitizing patient registration and has expanded into a comprehensive healthcare technology platform.
Core Business Areas
- Patient Intake: Provides digital patient intake solutions, automating the process of patient registration, insurance verification, and payment collection.
- Appointment Reminders: Automated appointment reminders reduce no-show rates and improve patient adherence.
- Patient Engagement: Offers tools for patient education, satisfaction surveys, and targeted messaging to improve patient experience and outcomes.
- Payment Solutions: Streamlines patient payment processing, including online bill pay and payment plans.
- Life Sciences: Provides tools for life science companies to connect with patients and healthcare providers through targeted education and engagement campaigns.
Leadership and Structure
Phreesia is led by Chaim Indig (CEO) and Steve Weiss (CFO). The company has a traditional corporate structure with departments focused on technology, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Phreesia Platform: A comprehensive platform that digitizes patient intake, automates workflows, and engages patients. Phreesia claims to facilitate over 100 million patient visits annually. Competitors include Experian Health and Waystar.
- Phreesia Payments: Integrated payment solutions for collecting patient payments. This reduces billing errors and improves cash flow for healthcare providers. Competitors include Athenahealth and Change Healthcare.
- Life Sciences Solutions: Provides targeted patient education and support programs for pharmaceutical companies. This improves adherence to medication and care plans. Competitors include OptimizeRx and Veeva Systems.
Market Dynamics
Industry Overview
The healthcare technology market is experiencing rapid growth, driven by increasing demand for digital solutions to improve efficiency, reduce costs, and enhance patient experience. The adoption of electronic health records (EHRs) and telehealth is further fueling this growth.
Positioning
Phreesia is a leading player in the patient intake and engagement space. Its competitive advantages include its comprehensive platform, large network of healthcare providers, and strong relationships with pharmaceutical companies.
Total Addressable Market (TAM)
The TAM for patient intake and engagement solutions is estimated to be over $10 billion. Phreesia is well-positioned to capture a significant share of this market through product innovation and expansion into new market segments.
Upturn SWOT Analysis
Strengths
- Comprehensive platform
- Large network of healthcare providers
- Strong relationships with pharmaceutical companies
- High customer retention rate
- Innovative culture
Weaknesses
- Relatively high customer concentration
- Dependence on healthcare industry trends
- Competition from larger, more established players
- Data security and privacy concerns
Opportunities
- Expansion into new market segments (e.g., telehealth, remote patient monitoring)
- Increased adoption of digital health solutions
- Strategic acquisitions
- Development of new products and services
- Partnerships with other healthcare technology companies
Threats
- Intense competition
- Changes in healthcare regulations
- Economic downturn
- Data breaches
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- ATHN
- CPSI
- ALLO
Competitive Landscape
Phreesia competes with a mix of established healthcare technology companies and smaller, niche players. Its competitive advantages include its comprehensive platform, large network of providers, and strong focus on patient engagement. Disadvantages include its relatively high customer concentration and dependence on healthcare industry trends.
Major Acquisitions
VitalWare
- Year: 2020
- Acquisition Price (USD millions): 125
- Strategic Rationale: Acquired to expand Phreesia's revenue cycle management capabilities and improve its value proposition for healthcare providers.
Growth Trajectory and Initiatives
Historical Growth: Phreesia has experienced significant revenue growth in recent years, driven by increased adoption of its platform and expansion into new market segments. However, profitability has been variable due to investment in growth initiatives.
Future Projections: Analyst estimates typically project continued revenue growth for Phreesia, driven by the ongoing adoption of digital health solutions. Profitability is expected to improve as the company achieves greater scale.
Recent Initiatives: Recent initiatives include expanding its telehealth integrations, launching new patient engagement tools, and strengthening its relationships with pharmaceutical companies.
Summary
Phreesia is a strong player in the healthcare technology market, particularly in patient intake and engagement. Its comprehensive platform and strong network are working well. However, it faces competition and needs to manage data security and regulatory changes carefully. Continued innovation and expansion are crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Press releases
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice.
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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