Phreesia Gestione
Criteri Gestione verificati 3/4
Phreesia Il CEO è Chaim Indig, nominato in Jan2005, e ha un mandato di 21.33 anni. la retribuzione annua totale è $ 8.26M, composta da 6.2% di stipendio e 93.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.36% delle azioni della società, per un valore di $ 12.59M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 18.6 anni.
Informazioni chiave
Chaim Indig
Amministratore delegato
US$8.3m
Compenso totale
| Percentuale dello stipendio del CEO | 6.23% |
| Mandato del CEO | 21.3yrs |
| Proprietà del CEO | 2.4% |
| Durata media del management | 3.2yrs |
| Durata media del Consiglio di amministrazione | 18.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jan 31 2026 | US$8m | US$515k | US$2m |
| Oct 31 2025 | n/a | n/a | -US$5m |
| Jul 31 2025 | n/a | n/a | -US$24m |
| Apr 30 2025 | n/a | n/a | -US$43m |
| Jan 31 2025 | n/a | n/a | -US$59m |
| Oct 31 2024 | n/a | n/a | -US$83m |
| Jul 31 2024 | n/a | n/a | -US$100m |
| Apr 30 2024 | n/a | n/a | -US$119m |
| Jan 31 2024 | US$8m | US$495k | -US$137m |
| Oct 31 2023 | n/a | n/a | -US$144m |
| Jul 31 2023 | n/a | n/a | -US$152m |
| Apr 30 2023 | n/a | n/a | -US$162m |
| Jan 31 2023 | US$8m | US$515k | -US$176m |
| Oct 31 2022 | n/a | n/a | -US$185m |
| Jul 31 2022 | n/a | n/a | -US$181m |
| Apr 30 2022 | n/a | n/a | -US$158m |
| Jan 31 2022 | US$9m | US$515k | -US$118m |
| Oct 31 2021 | n/a | n/a | -US$80m |
| Jul 31 2021 | n/a | n/a | -US$50m |
| Apr 30 2021 | n/a | n/a | -US$32m |
| Jan 31 2021 | US$6m | US$419k | -US$27m |
| Oct 31 2020 | n/a | n/a | -US$23m |
| Jul 31 2020 | n/a | n/a | -US$19m |
| Apr 30 2020 | n/a | n/a | -US$83m |
| Jan 31 2020 | US$10m | US$346k | -US$91m |
Compensazione vs Mercato: La retribuzione totale di Chaim ($USD 8.26M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.65M ).
Compensazione vs guadagni: La retribuzione di Chaim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Chaim Indig (45 yo)
21.3yrs
Mandato
US$8,262,693
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | US$8.26m | 2.36% $ 12.6m | |
| Co-Founder & President of Provider Solutions | 21.3yrs | US$3.66m | 1.16% $ 6.2m | |
| Chief Financial Officer | 3.2yrs | US$3.66m | 0.032% $ 170.8k | |
| General Counsel & Secretary | 5.8yrs | US$2.65m | 0.078% $ 416.3k | |
| President of Network Solutions | 7.2yrs | US$3.63m | 0.16% $ 836.5k | |
| Senior VP & Chief Accounting Officer | less than a year | Nessun dato | 0.039% $ 209.9k | |
| Chief Technology Officer | 2.2yrs | Nessun dato | Nessun dato | |
| Vice President of Marketing | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Human Resources | 16.1yrs | Nessun dato | 0.28% $ 1.5m | |
| Chief Information Security Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Product | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President of Provider Sales | less than a year | Nessun dato | Nessun dato |
3.2yrs
Durata media
45yo
Età media
Gestione esperta: Il team dirigenziale di PHR è considerato esperto (durata media dell'incarico 3.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | US$8.26m | 2.36% $ 12.6m | |
| Board Observer | no data | Nessun dato | Nessun dato | |
| Independent Director | 18.6yrs | US$222.43k | 0.083% $ 441.2k | |
| Independent Chairman | 21.3yrs | US$359.99k | 0.31% $ 1.7m | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 7yrs | US$247.43k | 0.017% $ 89.7k | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Member of Medical Advisory Board | no data | Nessun dato | Nessun dato | |
| Independent Director | 7.6yrs | US$234.99k | 0.010% $ 53.7k |
18.6yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di PHR è composto da personale esperto e esperto (durata media dell'incarico 18.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 04:45 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Phreesia, Inc. è coperta da 23 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vruwink | Baird |
| Glen Santangelo | Barclays |
| Zhilin Long | Berenberg |