PHR Stock Analysis: Phreesia | NYSE

Health Information Services | NYSE, USA | Market Cap: 732m USD | 12M Return: -63.5% | US71944F1066 | Charts, Fundamentals & Technical Analysis

Patient Intake, Payment Platform, Patient Engagement, Appointment Scheduling
Total Rating 26
Safety 36
Buy Signal -0.06
Health Information Services
Industry Rotation: +25.3
Market Cap: 732M
Avg Turnover: 8.60M
Risk 3d forecast
Volatility54.9%
VaR 5th Pctl9.06%
VaR vs Median0.24%
Reward TTM
Sharpe Ratio-1.50
Rel. Str. IBD6.3
Rel. Str. Peer Group3.6
Character TTM
Beta1.563
Beta Downside1.790
Hurst Exponent0.441
Drawdowns 3y
Max DD75.24%
CAGR/Max DD-0.27
CAGR/Mean DD-0.69
EPS (Earnings per Share) EPS (Earnings per Share) of PHR over the last years for every Quarter: "2021-07": -0.33, "2021-10": -0.46, "2022-01": -0.7, "2022-04": -0.71, "2022-07": -0.61, "2022-10": -0.48, "2023-01": -0.43, "2023-04": -0.38, "2023-07": -0.34, "2023-10": -0.25, "2024-01": -0.21, "2024-04": -0.05, "2024-07": -0.03, "2024-10": 0.04, "2025-01": -0.11, "2025-04": 0.2259, "2025-07": 0.27, "2025-10": 0.31, "2026-01": 0.4404, "2026-04": 0.19, "2026-07": 0.03,
Last SUE: -0.33
Qual. Beats: 0
Revenue Revenue of PHR over the last years for every Quarter: 2021-07: 51.007, 2021-10: 55.915, 2022-01: 58.02, 2022-04: 63.354, 2022-07: 67.867, 2022-10: 73.103, 2023-01: 76.586, 2023-04: 83.845, 2023-07: 85.83, 2023-10: 91.619, 2024-01: 95.005, 2024-04: 101.217, 2024-07: 102.115, 2024-10: 106.8, 2025-01: 109.681, 2025-04: 115.936, 2025-07: 117.255, 2025-10: 120.333, 2026-01: 127.067, 2026-04: 130.935, 2026-07: 129.458,
Rev. CAGR: 15.69%
Rev. Trend: 99.6%
Last SUE: 1.85
Qual. Beats: 2

Warnings

Altman Z'' In Financial Distress Zone
Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 7 years of data

Jan +10.5% 24
Feb -3.1% 35
Mar -12.3% 52
Apr -3.7% 39
May -5.8% 43
Jun +15.6% 73
Jul +7.3% 45
Aug +2.7% 16
Sep -15.9% 37
Oct +2.0% 0
Nov +9.4% 21
Dec +14.2% 18

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PHR Phreesia

Phreesia, Inc. is a U.S.-based healthcare technology company that provides an integrated SaaS platform combining patient intake, scheduling, communications, and payment processing for healthcare organizations across the United States and Canada. Its offerings include AI-enabled appointment optimization and referral management, smart patient answering via voice and messaging, embedded payment and patient financing solutions, digital intake and clinical data capture, patient engagement tools, and analytics. The company complements its software with proprietary hardware, including the PhreesiaPad self-service intake tablet and Arrivals Kiosks, and serves ambulatory practices, health systems, hospitals, life sciences companies, and government and non-profit organizations. Phreesia was incorporated in 2005 and is headquartered in Wilmington, Delaware.

Phreesia operates within the Health Care Technology sub-industry, a segment that sells software and digital workflow tools to providers, payers, and life sciences firms. A distinguishing feature of its business model is the combination of subscription-based SaaS revenue with transaction-based payment processing fees generated as patients settle balances through the platform during intake and post-visit workflows.

Headlines to Watch Out For
  • Subscription revenue accelerates on health system client expansion
  • Payment processing volume rebounds with patient visit recovery
  • Operating margin expansion progresses toward profitability milestone
Piotroski VR-10 (Strict) 5.5
Net Income: 13.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.12 > 0.02 and ΔFCF/TA 4.31 > 1.0
NWC/Revenue: 21.60% < 20% (prev 26.13%; Δ -4.53% < -1%)
CFO/TA 0.14 > 3% & CFO 91.4m > Net Income 13.1m
Net Debt (28.2m) to EBITDA (44.2m): 0.64 < 3
Current Ratio: 1.76 > 1.5 & < 3
Outstanding Shares: last quarter (62.5m) vs 12m ago 5.40% < -2%
Gross Margin: 70.25% > 18% (prev 68.02%; Δ 2.23% > 0.5%)
Asset Turnover: 96.21% > 50% (prev 110.0%; Δ -13.84% > 0%)
Interest Coverage Ratio: 1.20 > 6 (EBIT TTM 12.8m / Interest Expense TTM 10.7m)
Altman Z'' -1.31
A: 0.17 (Total Current Assets 253.5m - Total Current Liabilities 143.8m) / Total Assets 647.0m
B: -1.23 (Retained Earnings -794.3m / Total Assets 647.0m)
C: 0.02 (EBIT TTM 12.8m / Avg Total Assets 527.8m)
D: 1.35 (Book Value of Equity 371.9m / Total Liabilities 275.1m)
Altman-Z'' = -1.31 = CCC
Beneish M -2.67
DSRI: 1.04 (Receivables 90.1m/76.8m, Revenue 507.8m/449.7m)
GMI: 0.97 (GM 68.02% / 70.25%)
AQI: 1.45 (AQ_t 0.58 / AQ_t-1 0.40)
SGI: 1.13 (Revenue 507.8m / 449.7m)
TATA: -0.12 (NI 13.1m - CFO 91.4m) / TA 647.0m)
Beneish M = -2.67 (Cap -4..+1) = A
What is the price of PHR shares?

As of September 04, 2026, the stock is trading at USD 11.10 with a total of 1,261,644 shares traded. Over the past week, the price has changed by -6.41%, over one month by -1.77%, over three months by +15.03% and over the past year by -63.53%.

Current recommended Stop Loss: 10.50 (which is 5.4% or 1.2 ATR below the current price).

Is PHR a buy, sell or hold?

Phreesia has received a consensus analysts rating of 4.67. Therefore, it is recommended to buy PHR.

  • StrongBuy: 10
  • Buy: 5
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the PHR price?
Analysts Target Price 13.9 25.6%
Phreesia (PHR) - Fundamental Data Overview as of 04 September 2026
Market Cap USD = 731.9m (731.9m USD * 1.0 USD.USD)
P/E Trailing = 74.0
P/E Forward = 15.7978
P/S = 1.478
P/B = 2.0381
Revenue TTM = 507.8m USD
EBIT TTM = 12.8m USD
EBITDA TTM = 44.2m USD
Long Term Debt = 90.0m USD (from longTermDebt, last fiscal year)
Short Term Debt = 9.22m USD (from shortTermDebt, last fiscal year)
Debt = 101.2m USD (corrected: LT Debt 90.0m + ST Debt 9.22m) + Leases 1.95m
Net Debt = 28.2m USD (calculated: Debt 101.2m - CCE 72.9m)
Enterprise Value = 760.1m USD (731.9m + Debt 101.2m - CCE 72.9m)
Interest Coverage Ratio = 1.20 (Ebit TTM 12.8m / Interest Expense TTM 10.7m)
EV/FCF = 9.81x (Enterprise Value 760.1m / FCF TTM 77.5m)
FCF Yield = 10.20% (FCF TTM 77.5m / Enterprise Value 760.1m)
FCF Margin = 15.26% (FCF TTM 77.5m / Revenue TTM 507.8m)
Net Margin = 2.58% (Net Income TTM 13.1m / Revenue TTM 507.8m)
Gross Margin = 70.25% ((Revenue TTM 507.8m - Cost of Revenue TTM 151.1m) / Revenue TTM)
Gross Margin QoQ = 85.11% (prev 59.21%)
Tobins Q-Ratio = 1.17 (Enterprise Value 760.1m / Total Assets 647.0m)
Interest Expense / Debt = 10.54% (Interest Expense 10.7m / Debt 101.2m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 10.1m (EBIT 12.8m * (1 - 21.00%))
Current Ratio = 1.76 (Total Current Assets 253.5m / Total Current Liabilities 143.8m)
Debt / Equity = 0.27 (Debt 101.2m / totalStockholderEquity, last quarter 371.9m)
Debt / EBITDA = 0.64 (Net Debt 28.2m / EBITDA 44.2m)
Debt / FCF = 0.36 (Net Debt 28.2m / FCF TTM 77.5m)
Total Stockholder Equity = 347.1m (last 4 quarters mean from totalStockholderEquity)
RoA = 2.48% (Net Income 13.1m / Total Assets 647.0m)
RoE = 3.77% (Net Income TTM 13.1m / Total Stockholder Equity 347.1m)
RoCE = 2.92% (EBIT 12.8m / Capital Employed (Equity 347.1m + L.T.Debt 90.0m))
RoIC = 2.07% (NOPAT 10.1m / Invested Capital 487.0m)
WACC = 11.10% (E(731.9m)/V(833.0m) * Re(11.48%) + D(101.2m)/V(833.0m) * Rd(10.54%) * (1-Tc(0.21)))
Discount Rate = 11.48% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 97.95 | Cagr: 4.42%
[DCF] Terminal Value 69.62% ; FCFF base≈59.0m ; Y1≈67.7m ; Y5≈99.6m
[DCF] Fair Price = 15.85 (EV 1.01b - Net Debt 28.2m = Equity 979.7m / Shares 61.8m; r=11.10% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.33 | # QB: 0
Revenue Correlation: 99.62 | Revenue CAGR: 15.69% | SUE: 1.85 | # QB: 2
EPS current Quarter (2026-10-31): EPS=0.36 | Chg30d=+0.08% | Revisions=+25% | Analysts=9
EPS current Year (2027-01-31): EPS=1.33 | Chg30d=-0.02% | Revisions=-25% | GrowthEPS=+2.8% | GrowthRev=+7.1%
EPS next Year (2028-01-31): EPS=1.61 | Chg30d=+0.01% | Revisions=+25% | GrowthEPS=+20.8% | GrowthRev=+4.5%
[Analyst] Revisions Ratio: +17% (up=2, down=1)