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Upturn AI SWOT - About
PHR 
Phreesia Inc (PHR)
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Upturn Advisory Summary
10/15/2025: 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 $33.8
1 Year Target Price $33.8
| 10 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.36B USD | Price to earnings Ratio - | 1Y Target Price 33.8 |
Price to earnings Ratio - | 1Y Target Price 33.8 | ||
Volume (30-day avg) 15 | Beta 0.68 | 52 Weeks Range 17.07 - 32.76 | Updated Date 10/16/2025 |
52 Weeks Range 17.07 - 32.76 | Updated Date 10/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.35% | Operating Margin (TTM) -46.68% |
Management Effectiveness
Return on Assets (TTM) -3.45% | Return on Equity (TTM) -8.76% |
Valuation
Trailing PE - | Forward PE 384.62 | Enterprise Value 1282972563 | Price to Sales(TTM) 3.03 |
Enterprise Value 1282972563 | Price to Sales(TTM) 3.03 | ||
Enterprise Value to Revenue 2.85 | Enterprise Value to EBITDA 179.94 | Shares Outstanding 59914473 | Shares Floating 53564737 |
Shares Outstanding 59914473 | Shares Floating 53564737 | ||
Percent Insiders 4.19 | Percent Institutions 105.55 |
Upturn AI SWOT
Phreesia Inc
Company Overview
History and Background
Phreesia Inc. was founded in 2005. Initially, it focused on point-of-care mobile charging stations, but pivoted to healthcare technology, creating a patient intake management platform. They went public in 2019.
Core Business Areas
- Patient Intake Platform: Provides a comprehensive suite of solutions that streamline patient intake, including digital registration, payment processing, and patient communication.
- Phreesia Life Sciences: Connects pharmaceutical and life sciences companies with patients at the point of care to deliver targeted educational content and support adherence programs.
- Payment Processing: Facilitates secure and efficient payment collection for healthcare providers.
Leadership and Structure
Chaim Indig is the CEO and co-founder. The company has a traditional corporate structure with departments for sales, marketing, technology, and operations.
Top Products and Market Share
Key Offerings
- Phreesia Platform: A comprehensive patient intake management platform. Market share is estimated to be around 25% within the patient intake sector. Competitors include Experian Health, Waystar, and NextGen Healthcare. Generates a majority of Phreesia's revenue. This platform offers automated patient check-in, insurance verification, and copay collection. It streamlines the administrative tasks of healthcare providers by replacing clipboards and paper forms with digital tablets and tools.
- Phreesia Life Sciences: Connects pharmaceutical companies with patients for targeted communication. Specific market share data is unavailable, but this segment is growing and contributes significantly to overall revenue. Competitors include OptimizeRx and Veeva Systems. This product allows pharmaceutical companies to display advertisements, surveys, and education directly to patients while they check-in.
Market Dynamics
Industry Overview
The healthcare technology industry is experiencing rapid growth due to increasing demands for efficiency, automation, and improved patient experiences. Digital patient intake solutions are becoming increasingly essential for modern healthcare practices.
Positioning
Phreesia is positioned as a leading provider of patient intake and engagement solutions, leveraging its comprehensive platform and extensive network of healthcare providers. Its competitive advantage lies in its integrated suite of offerings and its focus on improving the patient experience.
Total Addressable Market (TAM)
The TAM for patient intake and engagement solutions is estimated to be several billion dollars. Phreesia is well-positioned to capture a significant portion of this market due to its established presence and expanding product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition within the patient intake space
- Comprehensive and integrated platform
- Extensive network of healthcare providers
- Recurring revenue model
Weaknesses
- Reliance on healthcare provider adoption
- Relatively high implementation costs for some providers
- Dependence on US healthcare system
Opportunities
- Expanding into new healthcare verticals (e.g., dental, vision)
- Increasing penetration within existing customer base
- Developing new products and services, such as telehealth integration
- Strategic acquisitions
Threats
- Increased competition from established healthcare IT vendors
- Changes in healthcare regulations and reimbursement models
- Data security and privacy concerns
- Economic downturn impacting healthcare spending
Competitors and Market Share
Key Competitors
- EHR vendors such as Allscripts (MDRX), Cerner (ORCL) [post-acquisition by Oracle]
- Experian Health (EXPGY)
- Waystar (WAY)
- NextGen Healthcare (NXGN)
- athenahealth (private)
- Rivet Health (private)
Competitive Landscape
Phreesia differentiates itself through its comprehensive platform and focus on patient engagement. However, it faces competition from larger, more established healthcare IT vendors and smaller, specialized players. Phreesia is known for its easy-to-use interface and is widely adopted for its specialization in the patient intake experience.
Major Acquisitions
Payments Path
- Year: 2014
- Acquisition Price (USD millions): 0
- Strategic Rationale: This helped to enable Phreesia to embed payment processing into the core Phreesia platform.
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 markets.
Future Projections: Analysts project continued revenue growth for Phreesia, driven by the increasing demand for digital patient intake solutions.
Recent Initiatives: Recent initiatives include strategic partnerships with leading healthcare organizations and the development of new platform features to enhance patient engagement.
Summary
Phreesia is a key player in the healthcare technology space, providing a robust platform that streamlines patient intake. Its strong brand and integrated suite of offerings are working well, while it should keep an eye on the competition and maintain data security. Continued growth will depend on expanding the platform and increasing customer penetration. Overall, Phreesia demonstrates potential in the healthcare IT sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Company SEC Filings (10K, 10Q)
- Analyst Reports
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is based on estimates and may not be precise. Financial data is based on available information and may be subject to change.
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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