Phreesia, Inc.

NYSE:PHR Lagerbericht

Marktkapitalisierung: US$533.5m

Phreesia Management

Management Kriterienprüfungen 3/4

Phreesia CEO ist Chaim Indig , ernannt in Jan 2005, hat eine Amtszeit von 21.33 Jahren. Die jährliche Gesamtvergütung beträgt $8.26M , bestehend aus 6.2% Gehalt und 93.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 2.36% der Aktien des Unternehmens, im Wert von $12.59M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 18.6 Jahre.

Wichtige Informationen

Chaim Indig

Geschäftsführender

US$8.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts6.23%
Amtszeit als Geschäftsführer21.3yrs
Eigentum des Geschäftsführers2.4%
Durchschnittliche Amtszeit des Managements3.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder18.6yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 17

PHR: Post Reset Execution On Profitability And Intake Reach Will Support Multiple

Analysts have trimmed their fair value estimate for Phreesia from about $16.17 to $15.39 and lowered the future P/E assumption, reflecting a broad reset in price targets as firms point to slowing digital advertising growth and rising competition. Analyst Commentary Recent research points to a sharp reset in expectations for Phreesia, with multiple firms cutting price targets and, in several cases, downgrading ratings.
Narrativ-Update Apr 24

PHR: Post Guidance Reset Execution On Profitability And Intake Reach Will Support Multiple

The updated analyst price target for Phreesia reflects a modest downward adjustment of around $0.28, with analysts pointing to slightly lower assumptions for revenue growth, profit margin, and future P/E, along with a small change in the discount rate. Analyst Commentary Recent research updates on Phreesia have been concentrated on lowering price targets and, in several cases, revising ratings, which points to a clear reset in expectations around growth, profitability, and execution risk.
Narrativ-Update Apr 10

PHR: Profitability Focus And Intake Reach Will Support Post Guidance Reset Multiple Resilience

Analysts have reduced their average price target on Phreesia to reflect a lower fair value estimate of about $16.44, down from roughly $27.89. They cited more conservative assumptions for revenue growth, profit margins and future P/E multiples after a broad wave of target cuts and downgrades from multiple firms.
Seeking Alpha Apr 07

Phreesia: Market Delivers A Resounding Vote Of No Confidence (Rating Downgrade)

Summary Phreesia is downgraded from buy to hold after plunging to all-time lows post-Q4 2026, driven by reduced revenue guidance and significant market headwinds. PHR cut FY2027 revenue guidance by 6.7% at the midpoint and now expects only low single-digit revenue per AHSC growth, signaling stalling momentum post-AccessOne acquisition. Despite record free cash flow and maintained adjusted EBITDA guidance, margin protection claims lack specificity amid rising stock-based compensation and upcoming AccessOne investments. Valuation is at 1.0x sales TTM, but with growth stalled and market confidence lost, PHR is now a 'prove it' stock before any upgrade consideration. Read the full article on Seeking Alpha
Narrativ-Update Mar 26

PHR: Profitability Focus And Intake Reach Will Support Future Multiple Resilience

Analyst price targets on Phreesia have been trimmed by a few dollars to around the mid $20s, as analysts factor in slightly lower revenue growth and profit margin assumptions while still using a relatively high future P/E of about 37x. Analyst Commentary Recent Street research on Phreesia has centered on fine tuning price targets and reassessing how much investors should pay for the company’s earnings profile, rather than making wholesale shifts in views on the business itself.
Narrativ-Update Mar 11

PHR: Profitability Pivot And Intake Network Breadth Will Support Future Margin Expansion

Analysts have trimmed their average price targets on Phreesia by roughly $5 to the mid $20s, reflecting a mix of caution after a challenging period for health tech stocks and continued confidence in the company’s profitability pivot and patient intake platform. Analyst Commentary Recent Street research on Phreesia clusters around a common theme, lower price targets but generally constructive views on the company’s execution and path to profitability.
Narrativ-Update Feb 24

PHR: Profitability Pivot And AccessOne Integration Will Drive Future Margin Expansion

The updated analyst price target for Phreesia reflects a modest trim of fair value to about $28.05, as analysts recalibrate their models following a series of target cuts to the $24 to $30 range. They continue to cite the company’s profitability pivot and patient intake platform scale as key parts of the long-term thesis.
Narrativ-Update Feb 10

PHR: Profitability Pivot And AccessOne Integration Will Support Future Margin Expansion

Analysts have nudged their price targets on Phreesia slightly lower, trimming fair value estimates by about $0.32 to reflect modestly updated assumptions on discount rates, margins, and future P/E. At the same time, recent research highlights both reduced targets in health tech and continued optimism around the company’s patient intake and payments platform.
Narrativ-Update Jan 26

PHR: Profitability Pivot And AccessOne Synergies Will Support Future EBITDA Improvement

Analysts have nudged their fair value estimate for Phreesia slightly lower to about $28.63 per share, reflecting modestly softer assumptions for revenue growth, profit margins, and future P/E multiples following a series of recent price target cuts and fresh coverage initiations. Analyst Commentary Recent research paints a mixed picture for Phreesia, with several firms trimming price targets while others initiate or resume positive ratings.
Narrativ-Update Jan 12

PHR: Profitability Pivot And AccessOne Integration Will Support Future Margin Expansion

Analysts trimmed their fair value estimate for Phreesia to about $29.16 from $29.82 and lowered future P/E assumptions, pointing to reduced Street price targets in the mid $20s, even as research notes highlight the company’s profitability focus, margin progress, and reach across U.S. patient visits. Analyst Commentary Street research on Phreesia is mixed, with several firms trimming price targets while still highlighting profitability efforts, margin progress, and the scale of the platform across U.S. patient visits.
Narrativ-Update Dec 24

PHR: Cross Sell And AccessOne Integration Will Drive Future EBITDA Expansion

Narrative Update Analysts have modestly trimmed their price target on Phreesia to approximately $29.82 from about $32.12 per share, reflecting slightly lower assumptions for revenue growth and profit margins even as they highlight the company’s growing cross-sell traction, long-term lift from the pending AccessOne acquisition, and potential for significant operating leverage to drive EBITDA growth in the high-20s to low-30s percentage range. Analyst Commentary Analysts generally view Phreesia positively, with recent coverage initiating the stock with an Outperform rating and a price target modestly above current levels, citing a strengthening growth and profitability profile.
Narrativ-Update Dec 10

PHR: Cross Selling Momentum Will Drive Stronger Long Term EBITDA Expansion

Analysts have modestly reduced their price target on Phreesia from $33.73 to $32.12 per share, citing expectations for stronger long term EBITDA growth supported by cross selling traction and operating leverage, as well as incremental upside from the pending AccessOne acquisition. Analyst Commentary Analysts highlight that Phreesia's current valuation reflects confidence in its ability to execute on growth initiatives while expanding margins, but they also caution that the shares already price in a meaningful portion of the long term opportunity.
Analyseartikel Sep 27

Phreesia, Inc.'s (NYSE:PHR) 26% Cheaper Price Remains In Tune With Revenues

Phreesia, Inc. ( NYSE:PHR ) shareholders won't be pleased to see that the share price has had a very rough month...
Narrativ-Update Sep 06

AI Integration And Digital Adoption Will Expand Healthcare Services

Phreesia’s price target increased to $33.73 as analysts responded positively to solid Q2 results, upwardly revised FY26 EBITDA guidance, strategic product launches, and the AccessOne acquisition—despite valuation concerns—supporting a strong double-digit growth outlook and margin expansion. Analyst Commentary Solid Q2 results, with revenues in line and adjusted EBITDA ahead of consensus; company raised FY26 EBITDA guidance driven by effective expense management.
User avatar
Neues Narrativ May 27

Digital Healthcare Tools Will Expand Market Reach

Expanding digital adoption and data-driven solutions are driving operational efficiency, deeper client relationships, and long-term recurring revenue growth.
Analyseartikel Apr 29

Revenues Tell The Story For Phreesia, Inc. (NYSE:PHR)

There wouldn't be many who think Phreesia, Inc.'s ( NYSE:PHR ) price-to-sales (or "P/S") ratio of 3.4x is worth a...
Analyseartikel Mar 07

Why Phreesia, Inc. (NYSE:PHR) Could Be Worth Watching

Phreesia, Inc. ( NYSE:PHR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Analyseartikel Feb 14

Phreesia (NYSE:PHR) Has Debt But No Earnings; Should You Worry?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Dec 27

Phreesia, Inc.'s (NYSE:PHR) Shares Climb 27% But Its Business Is Yet to Catch Up

Phreesia, Inc. ( NYSE:PHR ) shareholders would be excited to see that the share price has had a great month, posting a...
Seeking Alpha Dec 12

Phreesia Has Turned The Corner, Can It Continue To Mend?

Summary Phreesia’s Q3 earnings show solid revenue growth, but customer growth is decelerating, impacting overall performance. Fiscal 2025 guidance improved with higher EBITDA and tighter revenue estimates, while fiscal 2026 projects slower revenue growth but significant EBITDA improvement. Strong cash flow and disciplined expense management are encouraging, with the company maintaining positive cash flows and holding $82M in cash. Despite current trading challenges, Phreesia’s innovative healthcare solutions and partnerships position it well for future growth and potential valuation recovery. Read the full article on Seeking Alpha
Analyseartikel Nov 07

Market Participants Recognise Phreesia, Inc.'s (NYSE:PHR) Revenues

With a price-to-sales (or "P/S") ratio of 3.1x Phreesia, Inc. ( NYSE:PHR ) may be sending bearish signals at the...
Analyseartikel Oct 08

Is Phreesia (NYSE:PHR) Weighed On By Its Debt Load?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Sep 06

Here's What Analysts Are Forecasting For Phreesia, Inc. (NYSE:PHR) After Its Second-Quarter Results

Phreesia, Inc. ( NYSE:PHR ) last week reported its latest second-quarter results, which makes it a good time for...
Seeking Alpha Sep 05

Phreesia: Remain Bullish Given The Healthy Growth Outlook

Summary I maintain a buy rating for PHR, driven by strong client growth, solid revenue outlook, and increasing transaction sizes in the pipeline. PHR's 2Q25 results show 19% y/y revenue growth and improved profitability, with positive EBITDA and FCF, indicating strong financial health. Despite a slight decline in revenue per AHSC, larger client acquisitions and increased transaction sizes support my 20% growth expectation. Read the full article on Seeking Alpha
Analyseartikel Jul 18

Market Participants Recognise Phreesia, Inc.'s (NYSE:PHR) Revenues Pushing Shares 26% Higher

Phreesia, Inc. ( NYSE:PHR ) shareholders would be excited to see that the share price has had a great month, posting a...
Seeking Alpha Jun 06

Phreesia: Growth Remains Strong, With EBITDA Margin Set To Improve

Summary Phreesia's revenue grew 20.7% year-over-year, with subscription revenue growing 23.4% and payment processing revenue growing 11.6%. The company added 103 new clients in the quarter, beating guidance, and expects to add around 100 more in the next quarter. Phreesia's focus on profitability is showing positive results, with EBITDA margin expanding and guidance suggesting further improvement. Read the full article on Seeking Alpha
Analyseartikel May 25

The Price Is Right For Phreesia, Inc. (NYSE:PHR)

When close to half the companies in the Healthcare Services industry in the United States have price-to-sales ratios...
Analyseartikel May 03

Are Investors Undervaluing Phreesia, Inc. (NYSE:PHR) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Phreesia fair value estimate is US$36.24 Current share price...
Analyseartikel Apr 12

At US$23.80, Is Phreesia, Inc. (NYSE:PHR) Worth Looking At Closely?

Phreesia, Inc. ( NYSE:PHR ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha Apr 03

Phreesia Continues To Stay Positive On The Business Growth

Summary Phreesia is expected to continue growing revenue at a rate of 20%+ and see an increase in adjusted EBITDA margin as the business scales. PHR has shown strong customer additions, driving revenue growth, and has added new products to contribute to revenue growth. Management has raised profitability guidance for FY25, which is expected to drive positive stock sentiment. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Chaim Indig im Vergleich zu den Einnahmen von Phreesia verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026US$8mUS$515k

US$2m

Oct 31 2025n/an/a

-US$5m

Jul 31 2025n/an/a

-US$24m

Apr 30 2025n/an/a

-US$43m

Jan 31 2025n/an/a

-US$59m

Oct 31 2024n/an/a

-US$83m

Jul 31 2024n/an/a

-US$100m

Apr 30 2024n/an/a

-US$119m

Jan 31 2024US$8mUS$495k

-US$137m

Oct 31 2023n/an/a

-US$144m

Jul 31 2023n/an/a

-US$152m

Apr 30 2023n/an/a

-US$162m

Jan 31 2023US$8mUS$515k

-US$176m

Oct 31 2022n/an/a

-US$185m

Jul 31 2022n/an/a

-US$181m

Apr 30 2022n/an/a

-US$158m

Jan 31 2022US$9mUS$515k

-US$118m

Oct 31 2021n/an/a

-US$80m

Jul 31 2021n/an/a

-US$50m

Apr 30 2021n/an/a

-US$32m

Jan 31 2021US$6mUS$419k

-US$27m

Oct 31 2020n/an/a

-US$23m

Jul 31 2020n/an/a

-US$19m

Apr 30 2020n/an/a

-US$83m

Jan 31 2020US$10mUS$346k

-US$91m

Vergütung im Vergleich zum Markt: ChaimDie Gesamtvergütung ($USD8.26M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD2.65M).

Entschädigung vs. Einkommen: ChaimDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Chaim Indig (45 yo)

21.3yrs
Amtszeit
US$8,262,693
Vergütung

Mr. Chaim Indig co-founded Phreesia, Inc. in January 2005 and serves as Chief Executive Officer and Director since January 2005. Mr. Indig has helped to revolutionize the patient check-in experience. Under...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Chaim Indig
Co-Founder21.3yrsUS$8.26m2.36%
$ 12.6m
Evan Roberts
Co-Founder & President of Provider Solutions21.3yrsUS$3.66m1.16%
$ 6.2m
Balaji Gandhi
Chief Financial Officer3.2yrsUS$3.66m0.032%
$ 170.8k
Allison Hoffman
General Counsel & Secretary5.8yrsUS$2.65m0.078%
$ 416.3k
David Linetsky
President of Network Solutions7.2yrsUS$3.63m0.16%
$ 836.5k
Yvonne Hui
Senior VP & Chief Accounting Officerless than a yearkeine Daten0.039%
$ 209.9k
Jack Callahan
Chief Technology Officer2.2yrskeine Datenkeine Daten
Briana Kearney
Vice President of Marketingno datakeine Datenkeine Daten
Amy VanDuyn
Senior Vice President of Human Resources16.1yrskeine Daten0.28%
$ 1.5m
Nick Kemske
Chief Information Security Officer1.3yrskeine Datenkeine Daten
Kristin Roberts
Senior Vice President of Productless than a yearkeine Datenkeine Daten
Nick Vissat
Senior Vice President of Provider Salesless than a yearkeine Datenkeine Daten
3.2yrs
Durchschnittliche Betriebszugehörigkeit
45yo
Durchschnittliches Alter

Erfahrenes Management: PHRDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Chaim Indig
Co-Founder21.3yrsUS$8.26m2.36%
$ 12.6m
Eve Kurtin
Board Observerno datakeine Datenkeine Daten
Edward Cahill
Independent Director18.6yrsUS$222.43k0.083%
$ 441.2k
Michael Weintraub
Independent Chairman21.3yrsUS$359.99k0.31%
$ 1.7m
Richard Jackson
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Gillian Munson
Independent Director7yrsUS$247.43k0.017%
$ 89.7k
Elsa-Grace Giardina
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Mark Blais
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Michael Brodman
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Lee Schwamm
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Susan MacDonald
Member of Medical Advisory Boardno datakeine Datenkeine Daten
Mark Smith
Independent Director7.6yrsUS$234.99k0.010%
$ 53.7k
18.6yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter

Erfahrener Vorstand: PHRDie Vorstandsmitglieder sind sehr erfahren ( 18.6 ).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 22:28
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Phreesia, Inc. wird von 23 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Joseph VruwinkBaird
Glen SantangeloBarclays
Zhilin LongBerenberg