Added to YB: 2026-10-05
Pitch date: 2026-10-01
NRC [neutral]
NRC Health
-1.4%
current return
Author Info
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Company Info
NRC Health provides analytics and insights to measure and improve patient and employee experience for healthcare organizations in the United States.
Market Cap
$469.2M
Pitch Price
$21.41
Price Target
N/A
Dividend
3.02%
EV/EBITDA
20.41
P/E
88.15
EV/Sales
3.97
Sector
Health Care Providers and Services
Category
N/A
Letter to Readers - September 2026 - NRC Health
NRC (monitor): NRC Health remains overvalued despite record total recurring contract value of $152M, up 11%, and its largest-ever contract win. H1 2026 revenue rose 4%, but a 29% SG&A increase drove operating income down 77%, and the company swung from a $5.6M profit to a $61K loss. Share-based compensation rose from $478K to $9M; adjusting for SBC, the company is not truly cash generative. Qualtrics completed its $6.75B acquisition of Press Ganey, while NRC’s 62% gross margin is expected to face pressure in coming years.
Read full article (1 min)