Waystar Holding Résultats passés
Passé contrôle des critères 4/6
Waystar Holding a connu une croissance annuelle moyenne de ses bénéfices de 74.5%, tandis que le secteur Healthcare Services a vu ses bénéfices augmenter de en hausse à 21.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 16.1% par an. Le rendement des capitaux propres de Waystar Holding est 3.4% et ses marges nettes sont de 11.2%.
Informations clés
74.49%
Taux de croissance des bénéfices
71.19%
Taux de croissance du BPA
| Healthcare Services Croissance de l'industrie | 1.72% |
| Taux de croissance des recettes | 16.09% |
| Rendement des fonds propres | 3.38% |
| Marge nette | 11.18% |
| Dernière mise à jour des bénéfices | 30 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Aug 07
WAY: Payment Software Adoption And New CFO Leadership May Support Future Upside
Analysts have nudged their fair value estimate for Waystar Holding from $25.00 to $27.00 as they refine assumptions around revenue growth, profit margins, and future P/E expectations. What’s in the News for Waystar Holding Waystar Holding appointed Alpana Wegner as Chief Financial Officer, effective August 1, 2026, succeeding long serving CFO Steve Oreskovich.
Mise à jour du récit • Jul 21
WAY: Market Share Gains And Buybacks Will Drive Future Upside
Analysts have revised their price target for Waystar Holding from $54.00 down to about $43.41, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that change the balance of risks and potential rewards in their models. What's in the News Waystar Holding plans to report second quarter 2026 financial results for the period ended June 30, 2026, after market close on July 29, 2026, followed by a conference call at 4:30 p.m. Eastern Time and a live audio webcast on the company's investor relations website.Mise à jour du récit • Jul 07
WAY: AI Payment Adoption And Fair Valuation May Guide Future Returns
Analysts have adjusted their price target for Waystar Holding to $25.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Waystar Holding Waystar Holding (WAY) shares moved 9.5% higher on strong trading volume after KeyBanc Capital Markets initiated coverage with an Overweight rating and a US$30 price target, citing a valuation gap and the company’s position in healthcare payments.
Mise à jour du récit • Jun 23
WAY: AI-Driven Revenue Integration And Buybacks Will Support Future Rerating
Analysts kept their fair value estimate for Waystar Holding steady at $33.83 while making only marginal tweaks to underlying inputs, indicating fine-tuning of assumptions rather than a change in overall outlook. What’s in the News for Waystar Holding Waystar’s “The State of the Mid-Revenue Cycle” report highlights that 86% of healthcare organizations still rely on manual or disconnected systems.Article d’analyse • Jun 19
Waystar Holding (WAY) Stock Could Be 45.4% Undervalued After Institutional Buying And Growth
Recent reports that major institutions have expanded positions in Waystar Holding (WAY), alongside strong year over year revenue and net profit growth, have put the stock in focus for investors watching healthcare software exposure. See our latest analysis for Waystar Holding. Despite the recent institutional interest, Waystar Holding’s 30 day share price return is down 5.8% and its year to date share price return is down 41.1%, while the 1 year total shareholder return has fallen 51.4%. This...Mise à jour du récit • Jun 06
WAY: AI Automation And Buybacks Will Support Future Earnings Rerating
Analysts have slightly reduced their price target for Waystar Holding to $33.83 from $34.26, indicating a modest adjustment in fair value and future P/E assumptions while keeping revenue growth and profit margin expectations broadly consistent with previous estimates. What's in the News Waystar reported strong Q1 2026 results that surpassed revenue and earnings estimates, and reaffirmed full year 2026 revenue guidance in the range of US$1.274b to US$1.294b, according to recent earnings coverage.Mise à jour du récit • May 20
WAY: AI Revenue Cycle Automation And Buybacks Will Support Future Earnings Power
Analysts have adjusted their price target for Waystar Holding from $36.00 to about $34.26. This reflects updated assumptions around slightly lower revenue growth, a higher profit margin, and a reduced future P/E multiple.Article d’analyse • May 07
Impressive Earnings May Not Tell The Whole Story For Waystar Holding (NASDAQ:WAY)
Investors were disappointed with Waystar Holding Corp.'s ( NASDAQ:WAY ) earnings, despite the strong profit numbers...Mise à jour du récit • Apr 29
WAY: AI Recoupment Automation And Data Scale Will Support Future Earnings Power
Analysts have trimmed their fair value estimate for Waystar Holding slightly to $36.00, reflecting small adjustments to the discount rate, profit margin assumptions, and future P/E expectations while keeping revenue growth assumptions broadly in line. What's in the News Waystar is rolling out new AI-powered capabilities for what it describes as an autonomous revenue cycle, including AltitudeAI agentic tools and broader platform updates that will be showcased at the Spring 2026 Waystar Innovation Showcase at 1 p.m. ET (Key Developments).Mise à jour du récit • Apr 12
WAY: AI Revenue Cycle Automation And Data Scale Will Support Future Earnings Power
Analysts have nudged their price target for Waystar Holding slightly lower to about $36.09 from around $36.77, reflecting small tweaks to assumptions on discount rate, long term revenue, growth, profit margin, and future P/E expectations. What's in the News Waystar launched an AI-powered solution aimed at identifying provider revenue affected by post payment recoupments, supported by a proprietary dataset covering more than 7.5 billion healthcare payment transactions and over US$2.4b in annual gross claims (Key Developments).Mise à jour du récit • Mar 28
WAY: Expanded Google Cloud AI Partnership Will Support Future Earnings Power
Analysts have slightly adjusted their price target for Waystar Holding to about $36.77 from $37.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views.Mise à jour du récit • Mar 12
WAY: Agentic AI Partnership With Google Cloud Will Support Long Term Earnings Power
Analysts have maintained their $37.00 price target on Waystar Holding, citing largely unchanged assumptions around revenue growth, profit margins, and a future P/E near 43.8x as support for keeping their fair value view steady. What's in the News Waystar expanded its collaboration with Google Cloud to accelerate agentic AI capabilities, with deeper use of Gemini models and data infrastructure across its revenue cycle platform (Client Announcements).Nouveau récit • Mar 04
AI Automation And Healthcare Data Scale Will Shape A Fairly Valued Future
Catalysts About Waystar Holding Waystar Holding provides AI-enabled revenue cycle management and payment software that helps health care providers get paid accurately and efficiently. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 26
WAY: Agentic AI Rollout Will Drive Long Term Earnings Power
Analysts have trimmed their price target on Waystar Holding from $46.36 to $37.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Waystar Holding issued earnings guidance for full year 2026, with total revenue expected in a range of $1.274b to $1.294b (company guidance).Nouveau récit • Feb 18
AI-Powered Revenue Cycle Platform Will Benefit From Expanding Healthcare Data And Network Effects
Catalysts About Waystar Holding Waystar Holding provides AI driven software that helps health care providers manage the full revenue cycle and get paid accurately and efficiently. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Feb 15
Waystar Holding Corp.: A Lot Of Market Share Yet To Convert, In An Ever-Growing Market.
Summary Baron Discovery Fund initiated a position in Waystar Holding Corp., which provides a full spectrum of revenue cycle management software to health care providers. Waystar Holding Corp. acquired its Clinical Visitation capabilities with the July 2025 acquisition of Iodine Software for $1.25 billion. Waystar's $1 billion-plus in estimated 2025 revenues are a 50/50 combination of subscription and volume-based revenue. Waystar Holding Corp. will grow revenues organically in the low teens through 2031, with about 45% EBITDA margins. Waystar Holding Corp. only trades at about 15 times its 2026 EBITDA – and only 6 times our 2031 EBITDA estimates. Read the full article on Seeking AlphaArticle d’analyse • Feb 13
Some Confidence Is Lacking In Waystar Holding Corp. (NASDAQ:WAY) As Shares Slide 27%
To the annoyance of some shareholders, Waystar Holding Corp. ( NASDAQ:WAY ) shares are down a considerable 27% in the...Mise à jour du récit • Feb 12
WAY: Agentic AI Rollout And 2025 Guidance Will Support Further Upside
Analysts have adjusted their price target on Waystar Holding slightly lower to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a modest trim of the implied equity value in dollar terms.Mise à jour du récit • Jan 24
WAY: Raised 2025 Guidance And Agentic AI Progress Will Drive Upside
Analysts have modestly trimmed their price target for Waystar Holding to US$46.90 from US$48.10, reflecting small updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and the future P/E multiple. What's in the News Waystar introduced agentic intelligence to its cloud-native platform through Waystar AltitudeAI, using a data network that combines clinical, financial, and administrative information at scale to support an autonomous revenue cycle approach.Mise à jour du récit • Jan 09
WAY: Raised 2025 Guidance And Solid Earnings Outlook Will Drive Upside
Analysts have trimmed their fair value estimate for Waystar Holding by about $0.25 to roughly $48.10, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Waystar Holding raised earnings guidance for full fiscal year 2025, with total revenue now expected to be between US$1.085b and US$1.093b (Key Developments).Mise à jour du récit • Dec 23
WAY: Raised 2025 Guidance And Strengthened Balance Sheet Will Drive Upside
Analysts have slightly reduced their price target on Waystar Holding to approximately $48.35 per share, down from about $48.74. They attribute this adjustment to a modestly higher discount rate and slightly softer long term margin assumptions, which more than offset marginally stronger projected revenue growth.Mise à jour du récit • Dec 09
WAY: Raised Fiscal 2025 Guidance Will Support Bullish Momentum
Analysts have slightly lowered their price target on Waystar Holding, trimming fair value by approximately $0.42 per share as they incorporate a marginally higher discount rate while keeping long term growth and profitability assumptions largely unchanged. What's in the News Raised full year 2025 revenue guidance to a range of $1.085 billion to $1.093 billion, signaling stronger than previously expected top line performance (corporate guidance) Announced and subsequently closed a private placement of common shares, including a planned issuance for gross proceeds of about $620.8 million under Regulation D (private placements) Completed a follow on equity offering of 18 million common shares, raising approximately $709.2 million at a price of $39.40 per share (follow on equity offering) Added to the S&P 1000 index, increasing the company profile among institutional investors and index tracking funds (index constituent add) Unveiled new AI powered AltitudeAI capabilities aimed at cutting denial related administrative time by over 90 percent and significantly improving patient payment collections for healthcare providers (product related announcement) Valuation Changes Fair Value: decreased slightly from $49.16 to $48.74 per share, reflecting a modest reduction in intrinsic value.Mise à jour du récit • Nov 24
WAY: Raised Fiscal 2025 Guidance Will Drive Upward Momentum
Analysts have revised their price target for Waystar Holding downward from $50.38 to $49.16. They cited revised long-term assumptions including higher expected revenue growth and profit margins, along with a slightly higher discount rate and modestly lower forward price-to-earnings estimates.Nouveau récit • Jun 08
Advanced AI And Cloud RCM Will Transform Digital Healthcare
Advanced AI adoption and cloud-based solutions are enhancing operational efficiency, expanding market reach, and driving strong cross-sell activity and recurring revenue growth.Article d’analyse • May 08
The Strong Earnings Posted By Waystar Holding (NASDAQ:WAY) Are A Good Indication Of The Strength Of The Business
Waystar Holding Corp.'s ( NASDAQ:WAY ) strong earnings report was rewarded with a positive stock price move. We have...Article d’analyse • Jan 07
Calculating The Fair Value Of Waystar Holding Corp. (NASDAQ:WAY)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Waystar Holding fair value estimate is US$32.68 With US$37.50...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Waystar Holding gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 1,206 | 135 | 319 | 67 |
| 31 Mar 26 | 1,157 | 126 | 307 | 62 |
| 31 Dec 25 | 1,099 | 112 | 294 | 55 |
| 30 Sep 25 | 1,040 | 111 | 276 | 48 |
| 30 Jun 25 | 1,011 | 86 | 259 | 46 |
| 31 Mar 25 | 975 | 26 | 272 | 50 |
| 31 Dec 24 | 944 | -19 | 269 | 49 |
| 30 Sep 24 | 906 | -53 | 254 | 47 |
| 30 Jun 24 | 863 | -74 | 242 | 45 |
| 31 Mar 24 | 825 | -57 | 202 | 37 |
| 31 Dec 23 | 791 | -51 | 187 | 35 |
| 30 Sep 23 | 766 | -52 | 173 | 34 |
| 30 Jun 23 | 747 | -47 | 169 | 33 |
| 31 Mar 23 | 724 | -49 | 171 | 33 |
| 31 Dec 22 | 705 | -51 | 174 | 33 |
| 31 Dec 21 | 579 | -47 | 162 | 28 |
Des revenus de qualité: WAY a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de WAY sont plus élevées que l'année dernière WAY. (11.2%) sont plus élevées que l'année dernière (8.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de WAY ont augmenté de manière significative de 74.5% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de WAY au cours de l'année écoulée ( 56.8% ) est inférieure à sa moyenne sur 5 ans ( 74.5% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices WAY au cours de l'année écoulée ( 56.8% ) a dépassé celle du secteur Healthcare Services 12.4%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de WAY ( 3.4% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/16 13:05 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Waystar Holding Corp. est couverte par 29 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Saket Kalia | Barclays |