Is Phreesia Stock a Good Investment?
Phreesia Investment Advice | PHR |
- Examine Phreesia's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Phreesia's leadership team and their track record. Good management can help Phreesia navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Health Care Technology space and any emerging trends that could impact Phreesia's business and its evolving consumer preferences.
- Compare Phreesia's performance and market position to its competitors. Analyze how Phreesia is positioned in terms of product offerings, innovation, and market share.
- Check if Phreesia pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Phreesia's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Phreesia stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Phreesia is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Phreesia Stock
Researching Phreesia's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are owned by institutional investors. The company recorded a loss per share of 1.46. Phreesia had not issued any dividends in recent years.
To determine if Phreesia is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Phreesia's research are outlined below:
| Phreesia appears to be risky and price may revert if volatility continues | |
| The company reported the last year's revenue of 356.3 M. Reported Net Loss for the year was (136.88 M) with profit before taxes, overhead, and interest of 260.41 M. | |
| Phreesia has about 176.68 M in cash with (32.38 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.58. | |
| Over 95.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Disposition of 388 shares by Yvonne Hui of Phreesia at 27.85 subject to Rule 16b-3 |
Phreesia Quarterly Cost Of Revenue |
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Phreesia uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Phreesia. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Phreesia's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of March 2024 Upcoming Quarterly Report | View | |
| 29th of May 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 27th of March 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of January 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Phreesia's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Phreesia's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2019-12-09 | 2019-10-31 | -0.08 | -0.07 | 0.01 | 12 | ||
2020-06-08 | 2020-04-30 | -0.19 | -0.16 | 0.03 | 15 | ||
2024-09-04 | 2024-07-31 | -0.36 | -0.31 | 0.05 | 13 | ||
2024-03-14 | 2024-01-31 | -0.26 | -0.21 | 0.05 | 19 | ||
2020-09-08 | 2020-07-31 | -0.13 | -0.08 | 0.05 | 38 | ||
2019-09-09 | 2019-07-31 | -0.41 | -0.46 | -0.05 | 12 | ||
2021-06-03 | 2021-04-30 | -0.17 | -0.11 | 0.06 | 35 | ||
2023-09-06 | 2023-07-31 | -0.42 | -0.34 | 0.08 | 19 |
Know Phreesia's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phreesia is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phreesia backward and forwards among themselves. Phreesia's institutional investor refers to the entity that pools money to purchase Phreesia's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Granahan Investment Management Inc.. | 2024-09-30 | 1.5 M | State Street Corp | 2024-09-30 | 1.3 M | Geode Capital Management, Llc | 2024-09-30 | 1.2 M | Gw&k Investment Management, Llc | 2024-09-30 | 1.2 M | Timessquare Capital Management, Llc | 2024-09-30 | 868.4 K | Riverbridge Partners Llc | 2024-09-30 | 753.2 K | Blair William & Co | 2024-09-30 | 680 K | Deerfield Management Co | 2024-09-30 | 544.4 K | Northern Trust Corp | 2024-09-30 | 536.4 K | Fmr Inc | 2024-09-30 | 6.7 M | Brown Advisory Holdings Inc | 2024-09-30 | 5.7 M |
Phreesia's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 1.56 B.Market Cap |
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Phreesia's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.73) | (0.76) | |
| Return On Capital Employed | (0.58) | (0.61) | |
| Return On Assets | (0.43) | (0.45) | |
| Return On Equity | (0.63) | (0.59) |
Determining Phreesia's profitability involves analyzing its financial statements and using various financial metrics to determine if Phreesia is a good buy. For example, gross profit margin measures Phreesia's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Phreesia's profitability and make more informed investment decisions.
Evaluate Phreesia's management efficiency
Phreesia has Return on Asset of (0.1664) % which means that on every $100 spent on assets, it lost $0.1664. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.4026) %, meaning that it generated no profit with money invested by stockholders. Phreesia's management efficiency ratios could be used to measure how well Phreesia manages its routine affairs as well as how well it operates its assets and liabilities. As of 01/17/2025, Return On Tangible Assets is likely to drop to -0.76. In addition to that, Return On Capital Employed is likely to drop to -0.61. At this time, Phreesia's Net Tangible Assets are relatively stable compared to the past year. As of 01/17/2025, Non Current Assets Total is likely to grow to about 210.9 M, while Non Currrent Assets Other are likely to drop slightly above 3.3 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 4.15 | 4.36 | |
| Tangible Book Value Per Share | 1.61 | 1.69 | |
| Enterprise Value Over EBITDA | (11.49) | (12.07) | |
| Price Book Value Ratio | 4.98 | 3.64 | |
| Enterprise Value Multiple | (11.49) | (12.07) | |
| Price Fair Value | 4.98 | 3.64 | |
| Enterprise Value | 1.2 B | 1.1 B |
Examining the leadership quality of Phreesia offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Beta 0.947 |
Basic technical analysis of Phreesia Stock
As of the 17th of January 2025, Phreesia holds the Risk Adjusted Performance of 0.1062, coefficient of variation of 848.97, and Semi Deviation of 3.03. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Phreesia, as well as the relationship between them. Please check Phreesia information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Phreesia is priced some-what accurately, providing market reflects its current price of 27.21 per share. Given that Phreesia has jensen alpha of 0.4317, we recommend you to check out Phreesia's recent market performance to make sure the company can sustain itself at a future point.Phreesia's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phreesia insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phreesia's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phreesia insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Phreesia's Outstanding Corporate Bonds
Phreesia issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phreesia uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phreesia bonds can be classified according to their maturity, which is the date when Phreesia has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| International Game Technology Corp BondUS460599AD57 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Phreesia's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Phreesia's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1062 | |||
| Market Risk Adjusted Performance | 0.6235 | |||
| Mean Deviation | 2.37 | |||
| Semi Deviation | 3.03 | |||
| Downside Deviation | 3.49 | |||
| Coefficient Of Variation | 848.97 | |||
| Standard Deviation | 3.73 | |||
| Variance | 13.91 | |||
| Information Ratio | 0.116 | |||
| Jensen Alpha | 0.4317 | |||
| Total Risk Alpha | 0.4448 | |||
| Sortino Ratio | 0.1239 | |||
| Treynor Ratio | 0.6135 | |||
| Maximum Drawdown | 28.02 | |||
| Value At Risk | (6.03) | |||
| Potential Upside | 5.37 | |||
| Downside Variance | 12.21 | |||
| Semi Variance | 9.2 | |||
| Expected Short fall | (2.85) | |||
| Skewness | 0.1064 | |||
| Kurtosis | 5.75 |
| Risk Adjusted Performance | 0.1062 | |||
| Market Risk Adjusted Performance | 0.6235 | |||
| Mean Deviation | 2.37 | |||
| Semi Deviation | 3.03 | |||
| Downside Deviation | 3.49 | |||
| Coefficient Of Variation | 848.97 | |||
| Standard Deviation | 3.73 | |||
| Variance | 13.91 | |||
| Information Ratio | 0.116 | |||
| Jensen Alpha | 0.4317 | |||
| Total Risk Alpha | 0.4448 | |||
| Sortino Ratio | 0.1239 | |||
| Treynor Ratio | 0.6135 | |||
| Maximum Drawdown | 28.02 | |||
| Value At Risk | (6.03) | |||
| Potential Upside | 5.37 | |||
| Downside Variance | 12.21 | |||
| Semi Variance | 9.2 | |||
| Expected Short fall | (2.85) | |||
| Skewness | 0.1064 | |||
| Kurtosis | 5.75 |
Consider Phreesia's intraday indicators
Phreesia intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Phreesia stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 8929.25 | |||
| Daily Balance Of Power | 0.519 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 27.03 | |||
| Day Typical Price | 27.09 | |||
| Price Action Indicator | 0.39 | |||
| Period Momentum Indicator | 0.41 |
Phreesia Corporate Filings
F4 | 16th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 9th of December 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Phreesia Stock media impact
Far too much social signal, news, headlines, and media speculation about Phreesia that are available to investors today. That information is available publicly through Phreesia media outlets and privately through word of mouth or via Phreesia internal channels. However, regardless of the origin, that massive amount of Phreesia data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Phreesia news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Phreesia relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Phreesia's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Phreesia alpha.
Phreesia Maximum Pain Price Across April 17th 2025 Option Contracts
Phreesia's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Phreesia close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Phreesia's options.
Phreesia Corporate Management
| Michael Davidoff | Senior Vice President - Marketing and Business Development | Profile | |
| Scott Perricelli | Independent Director | Profile | |
| Charles Kallenbach | General Counsel, Secretary | Profile | |
| Mark Smith | Independent Director | Profile |
Additional Tools for Phreesia Stock Analysis
When running Phreesia's price analysis, check to measure Phreesia's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phreesia is operating at the current time. Most of Phreesia's value examination focuses on studying past and present price action to predict the probability of Phreesia's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phreesia's price. Additionally, you may evaluate how the addition of Phreesia to your portfolios can decrease your overall portfolio volatility.