Phreesia(19P)株式概要Phreesia, Inc.は、米国とカナダの医療業界向けにSaaSベースの統合ソフトウェアと決済プラットフォームを提供している。 詳細19P ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績2/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より65.1%で取引されている 収益は年間34.21%増加すると予測されています 今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る19P Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,520 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG492,520 investors already sharing narrativesYour Fair Value€Current Price€9.2534.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-162m587m2016201920222025202620282031Revenue US$587.4mEarnings US$10.9mAdvancedSet Fair ValueView all narrativesPhreesia, Inc. 競合他社CompuGroup Medical SE KGaASymbol: HMSE:COPMarket cap: €1.4bDocCheckSymbol: XTRA:AJ91Market cap: €59.9mMeVis Medical SolutionsSymbol: XTRA:M3VMarket cap: €44.0mEckert & ZieglerSymbol: XTRA:EUZMarket cap: €884.2m価格と性能株価の高値、安値、推移の概要Phreesia過去の株価現在の株価US$9.2552週高値US$27.4852週安値US$6.85ベータ0.871ヶ月の変化14.91%3ヶ月変化16.35%1年変化-57.14%3年間の変化-66.73%5年間の変化-83.77%IPOからの変化-56.28%最新ニュースValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 68% over the past three years.New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$0.049 (vs US$0.066 loss in 1Q 2026)First quarter 2027 results: EPS: US$0.049 (up from US$0.066 loss in 1Q 2026). Revenue: US$130.9m (up 13% from 1Q 2026). Net income: US$2.96m (up US$6.88m from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2027Phreesia, Inc. maintained earnings guidance for the fiscal year 2027. For the year, The company expects revenue to be in the range of $510 million to $520 million.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 24, 2026Phreesia, Inc., Annual General Meeting, Jun 24, 2026.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 68% over the past three years.New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$0.049 (vs US$0.066 loss in 1Q 2026)First quarter 2027 results: EPS: US$0.049 (up from US$0.066 loss in 1Q 2026). Revenue: US$130.9m (up 13% from 1Q 2026). Net income: US$2.96m (up US$6.88m from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2027Phreesia, Inc. maintained earnings guidance for the fiscal year 2027. For the year, The company expects revenue to be in the range of $510 million to $520 million.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 24, 2026Phreesia, Inc., Annual General Meeting, Jun 24, 2026.お知らせ • May 01Phreesia, Inc. to Report Q1, 2027 Results on May 27, 2026Phreesia, Inc. announced that they will report Q1, 2027 results After-Market on May 27, 2026お知らせ • Mar 31Phreesia, Inc. Lowers Revenue Guidance for the Fiscal Year 2027Phreesia, Inc. lowered revenue guidance for the fiscal year 2027. For the year, the company expects revenue to be in the range of $510 million to $520 million from a previous range of $545 million to $559 million. The company is lowering outlook for total revenue per AHSC to the low-single-digit % range for fiscal 2027, compared to low double-digit growth previously.お知らせ • Mar 03Phreesia Network Solutions Launches ProviderConnectPhreesia Network Solutions, a leader in healthcare media, has announced the launch of ProviderConnect, a first-of-its-kind offering for healthcare provider (HCP) marketers. Drawing on over two decades of experience of pioneering digital tools for direct-to-consumer health marketers, ProviderConnect enables life sciences brands and others across the healthcare space to smartly engage relevant HCPs in a low-waste, high-impact way. ProviderConnect reimagines how HCP outreach can happen. Instead of broad-reach awareness blasts, this new tool lets teams reach the right clinicians at the right time based on cases they are likely to see in upcoming practice. ProviderConnect solves this problem by giving HCPs the right resources before the visit, helping them recognize less common presentations, consider new or updated treatment options for the patient in front of them, and proactively address side effects and cost so patients can make informed decisions and stay engaged in their care. Phreesia Network Solutions’ most well-known media offering, PatientConnect, is a highly effective tool trusted by the top 20 pharmaceutical manufacturers. Drawing on the strengths of PatientConnect, ProviderConnect also leverages the pre-appointment window of time, centers on patient-level relevance, keeps privacy at the center, and is powered by real-world care signals instead of inference and engagement data alone. ProviderConnect is a groundbreaking offering that allows marketers to reach providers with key information at a more relevant time. ProviderConnect offers turnkey activation and aligns to industry measurement practices. The new tool prioritizes privacy and uses advanced AI trained on insights across Phreesia’s entire product ecosystem.お知らせ • Feb 24Phreesia, Inc. Announces Board ChangesPhreesia, Inc. announced that it has appointed Jon Kessler to its Board, effective April 6, 2026. Mr. Kessler will serve as a Class I director of the Company, to hold office until the 2026 annual meeting of stockholders or until his earlier death, resignation or removal. In addition, Edward L. Cahill and Michael Weintraub have informed the Board that they will retire from the Board, effective at the 2026 Annual Meeting. Mr. Kessler is an experienced public company CEO and director who will bring valuable expertise to the Phreesia Board. As founder, Chairman and CEO of WageWorks and most recently President and CEO of HealthEquity (NASDAQ:HQY), he has spent the majority of his career leading and scaling healthcare financial services companies, with a deep focus on driving shareholder value creation through technological innovation. Mr. Cahill and Mr. Weintraub have helped oversee Phreesia since the Company’s founding. Since going public in 2019, the Company has grown revenue from approximately $100 million to over $460 million for the twelve months ended October 31, 2025. In 2024, Phreesia enabled approximately 170 million patient visits, nearly 1 in 7 visits across the U.S. Mr. Weintraub will continue to serve as Board Chair until his retirement date, at which point a new director will be appointed Chair. Following these changes, the Board will reduce its size to seven directors, six of whom are independent and two of whom have been appointed in the last three years.お知らせ • Feb 18Phreesia, Inc. to Report Q4, 2026 Results on Mar 30, 2026Phreesia, Inc. announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on Mar 30, 2026お知らせ • Dec 09+ 1 more updatePhreesia, Inc. Updates Revenue Outlook for the Fiscal 2026Phreesia, Inc. updated revenue outlook for the fiscal 2026. For the year, the company now expects revenue to a range of $479 million to $481 million from a previous range of $472 million to $482 million. The updated revenue outlook includes approximately $7.5 million of expected revenue from AccessOne between the November 12th closing date and January 31, 2026 but does not assume revenue from other potential future acquisitions completed between now and January 31, 2026.お知らせ • Nov 13Phreesia, Inc. (NYSE:PHR) completed the acquisition of AccessOne Parent Holdings, Inc. from Frontier Growth for approximately $160 million.Phreesia, Inc. (NYSE:PHR) entered into a definitive agreement to acquire AccessOne Parent Holdings, Inc. from Frontier Growth for $160 million on August 29, 2025. A cash consideration of $160 million, subject to customary adjustments, will be paid by Phreesia, Inc. The transaction will be funded through a combination of cash from its balance sheet and proceeds from a new, fully committed bridge loan. The board of directors of AccessOne Parent Holdings unanimously approved the transaction. Phreesia's board of directors also approved the deal. The transaction remains subject to regulatory approvals, including antitrust regulations, and AccessOne Parent Holdings' stockholder approval. The expected completion of the transaction is during the third quarter or early fourth quarter of Phreesia’s 2026 fiscal year. Steven Siesser and Traci Tomaselli of Lowenstein Sandler LLP acted as legal advisor and The Goldman Sachs Group, Inc. acted as financial advisor for Phreesia, Inc. Patrick Strubbe of Womble Bond Dickinson acted as legal advisor and Houlihan Lokey, Inc. acted as financial advisor for AccessOne Parent Holdings, Inc. Phreesia, Inc. (NYSE:PHR) completed the acquisition of AccessOne Parent Holdings, Inc. from Frontier Growth for approximately $160 million on November 12, 2025. The total consideration of $163 million in cash, subject to certain customary purchase price adjustments set forth in the Merger Agreement. The purchase price was funded by approximately (i) $107 million of net proceeds from the Bridge Loan, net of $3 million of debt issuance costs and original issue discount, (ii) $50 million of cash from the Company's balance sheet and (iii) $6 million of cash acquired from AccessOne.お知らせ • Nov 04Phreesia, Inc. to Report Q3, 2026 Results on Dec 08, 2025Phreesia, Inc. announced that they will report Q3, 2026 results After-Market on Dec 08, 2025お知らせ • Sep 05Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2026Phreesia, Inc. maintained earnings guidance for the fiscal year 2026. For the period, the company is maintaining its revenue outlook to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from the AccessOne Acquisition or other potential future acquisitions completed between now and January 31, 2026.お知らせ • Sep 03Phreesia Launches VoiceAI , A Conversational AI Solution to Transform Call Management in HealthcarePhreesia announced the launch of Phreesia VoiceAI, an always-on, intelligent AI phone solution purpose-built for healthcare. VoiceAI leverages advanced natural language processing and real-time workflow integration to help healthcare organizations manage high call volumes, streamline routine interactions and improve the patient experience--all without increasing staff workload. VoiceAI allows patients to easily resolve common requests by using patients' natural spoken language. VoiceAI then triages and routes those patient requests accordingly. Calls requiring clinical or administrative follow-up are seamlessly directed to the right team member. Intelligent Triage: VoiceAI automatically identifies call intent using patient- spoken input and routes accordingly--no rigid phone trees or button-pushing. Reliable Answers: AI responses are grounded in clinical rules and real-time scheduling logic. Parallel Capacity: VoiceAI handles multiple calls simultaneously, reducing wait times and ensuring prompt responses. Integrated Documentation: Staff can document interactions and access real-time patient information directly from a secure web app. With supported EMRsPhreesia VoiceAI supports the most common call types healthcare organizations handle every day--scheduling and referrals, prescription refills, clinical questions, and medical records requests-- while also extending to urgent after-hours calls. Whether urgent or routine, calls are managed 24/7: urgent needs are routed directly to on-call physicians through a secure mobile app, while routine requests are captured and documented for timely follow-up.お知らせ • Aug 08Phreesia, Inc. to Report Q2, 2026 Results on Sep 04, 2025Phreesia, Inc. announced that they will report Q2, 2026 results After-Market on Sep 04, 2025お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for Fiscal Year 2026Phreesia, Inc. maintained earnings guidance for fiscal year 2026. For the period, the company is maintaining its revenue outlook to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. The company is maintaining their expectation for AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, the expected total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 25, 2025Phreesia, Inc., Annual General Meeting, Jun 25, 2025.お知らせ • Apr 29Phreesia, Inc. to Report Q1, 2026 Results on May 28, 2025Phreesia, Inc. announced that they will report Q1, 2026 results After-Market on May 28, 2025お知らせ • Mar 13Phreesia, Inc. Maintains Earnings Guidance for Fiscal Year 2026Phreesia, Inc. Maintained earnings guidance for fiscal year 2026. For the period, the company is maintaining its revenue outlook. They expect revenue to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. They are maintaining their expectation for AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, they expect total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.お知らせ • Feb 08Phreesia, Inc. to Report Q4, 2025 Results on Mar 12, 2025Phreesia, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2025お知らせ • Dec 10Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2026Phreesia, Inc. provided earnings guidance for the fiscal year 2026. For the year, Company expected revenue to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. Company expects AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, company expect Total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.お知らせ • Nov 01Phreesia, Inc. to Report Q3, 2025 Results on Dec 09, 2024Phreesia, Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024Reported Earnings • Sep 06Second quarter 2025 earnings released: US$0.31 loss per share (vs US$0.68 loss in 2Q 2024)Second quarter 2025 results: US$0.31 loss per share (improved from US$0.68 loss in 2Q 2024). Revenue: US$102.1m (up 19% from 2Q 2024). Net loss: US$18.0m (loss narrowed 51% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 05Phreesia, Inc. Maintains Revenue Guidance for the Fiscal Year 2025Phreesia, Inc. maintained revenue guidance for the fiscal year 2025. The company maintained its revenue outlook for fiscal 2025 of $416 million to $426 million, implying year-over-year growth of 17% to 20%. The company expects Total revenue per AHSC to increase in fiscal 2025 compared to the $98,944 achieved in fiscal 2024.Recent Insider Transactions • Aug 30General Counsel & Secretary recently sold €329k worth of stockOn the 26th of August, Allison Hoffman sold around 14k shares on-market at roughly €23.31 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.お知らせ • Aug 01Phreesia, Inc. to Report Q2, 2025 Results on Sep 04, 2024Phreesia, Inc. announced that they will report Q2, 2025 results on Sep 04, 2024Buy Or Sell Opportunity • Jul 12Now 26% overvaluedOver the last 90 days, the stock has fallen 15% to €18.80. The fair value is estimated to be €14.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.Reported Earnings • Jun 04First quarter 2025 earnings released: US$0.35 loss per share (vs US$0.70 loss in 1Q 2024)First quarter 2025 results: US$0.35 loss per share (improved from US$0.70 loss in 1Q 2024). Revenue: US$101.2m (up 21% from 1Q 2024). Net loss: US$19.7m (loss narrowed 48% from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$45m net loss in 3 years). Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.0% increase in shares outstanding). Significant insider selling over the past 3 months (€1.3m sold).お知らせ • Jun 01Phreesia, Inc. Updates Earnings Guidance for the Year 2025Phreesia, Inc. updated earnings guidance for the year 2025. The company updating revenue outlook for fiscal year 2025 to a range of $416 million to $426 million from a previous range of $424 million to $434 million. The updated revenue range incorporates the accelerated wind-down of a clearinghouse client relationship. For additional information regarding this client relationship refer to the Stakeholder Letter filed together with this earnings release. The revenue range provided for fiscal 2025 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2025.お知らせ • May 17Phreesia, Inc., Annual General Meeting, Jun 26, 2024Phreesia, Inc., Annual General Meeting, Jun 26, 2024.お知らせ • May 01Phreesia, Inc. to Report Q1, 2025 Results on May 30, 2024Phreesia, Inc. announced that they will report Q1, 2025 results on May 30, 2024Recent Insider Transactions • Apr 12Co-Founder recently sold €251k worth of stockOn the 8th of April, Chaim Indig sold around 12k shares on-market at roughly €20.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.5m. Chaim has been a net seller over the last 12 months, reducing personal holdings by €1.9m.お知らせ • Mar 19Phreesia Appoints Jack Callahan as Chief Technology OfficerPhreesia has named Jack Callahan as the company’s new Chief Technology Officer. Callahan previously served as Phreesia’s Vice President of Engineering and has been with the company for 14 years. He succeeds Dan Nathan, who has been with the company for 17 years and played an integral role in establishing Phreesia’s technical capabilities. Nathan will remain with the company as Senior Engineering Advisor. Callahan joined Phreesia in 2010 as an engineer and has served in many roles during his tenure, most recently, Vice President of Engineering. Prior to joining Phreesia, Callahan was a Developer and Architect at Spotfire, where he worked on the professional services team and helped clients from a wide range of industries gather and analyze their data.Reported Earnings • Mar 15Full year 2024 earnings released: US$2.51 loss per share (vs US$3.36 loss in FY 2023)Full year 2024 results: US$2.51 loss per share (improved from US$3.36 loss in FY 2023). Revenue: US$356.3m (up 27% from FY 2023). Net loss: US$136.9m (loss narrowed 22% from FY 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Phreesia, Inc. to Report Q4, 2024 Results on Mar 14, 2024Phreesia, Inc. announced that they will report Q4, 2024 results After-Market on Mar 14, 2024Recent Insider Transactions • Jan 19Co-Founder recently sold €1.5m worth of stockOn the 17th of January, Chaim Indig sold around 68k shares on-market at roughly €22.24 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chaim has been a net seller over the last 12 months, reducing personal holdings by €1.7m.Reported Earnings • Dec 06Third quarter 2024 earnings released: US$0.58 loss per share (vs US$0.76 loss in 3Q 2023)Third quarter 2024 results: US$0.58 loss per share (improved from US$0.76 loss in 3Q 2023). Revenue: US$91.6m (up 25% from 3Q 2023). Net loss: US$31.9m (loss narrowed 21% from 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.お知らせ • Dec 06Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2024 and Fiscal Year 2025Phreesia, Inc. provided earnings guidance for the Fiscal Year 2024 and Fiscal Year 2025. For fiscal year 2024, the company maintains revenue outlook 2024 at $353 million to $356 million, implying year-over-year growth of 26% to 27%.For fiscal year 2025, the company expects revenue to be in the range of $424 million to $434 million.お知らせ • Nov 02Phreesia, Inc. to Report Q3, 2024 Results on Dec 05, 2023Phreesia, Inc. announced that they will report Q3, 2024 results on Dec 05, 2023お知らせ • Sep 08Phreesia, Inc. Reaffirms Earnings Guidance for the Full Fiscal Year Ending January 31, 2024 and Fiscal Year 2025Phreesia, Inc. reaffirmed earnings guidance for the full fiscal year ending January 31, 2024 and fiscal year 2025. The company is maintaining its revenue outlook for the full fiscal year ending January 31, 2024 at between $353 million and $356 million, implying year-over-year growth of 26% to 27%. The company is maintaining its $500 million revenue target to be achieved by annualizing highest-revenue quarter in fiscal year 2025 and the company continues to expect to reach profitability during fiscal year 2025.Reported Earnings • Sep 07Second quarter 2024 earnings released: US$0.68 loss per share (vs US$0.89 loss in 2Q 2023)Second quarter 2024 results: US$0.68 loss per share (improved from US$0.89 loss in 2Q 2023). Revenue: US$85.8m (up 27% from 2Q 2023). Net loss: US$36.8m (loss narrowed 21% from 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$115m net loss in 2 years). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).お知らせ • Aug 03Phreesia, Inc. to Report Q2, 2024 Results on Sep 06, 2023Phreesia, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023お知らせ • Jul 14Phreesia, Inc. Appoints Lisa Egbuonu-Davis to Board of DirectorsPhreesia, Inc. announced it has named Lisa Egbuonu-Davis, M.D., MPH, MBA, as the newest member of its board of directors, effective July 13, 2023. Dr. Egbuonu-Davis is the former Vice President, Medical Innovations for DH Diagnostics, LLC, an affiliate of Danaher Corporation, where she provided medical advice to influence research, partnership and investment strategy across Danaher’s diagnostic platform businesses. Dr. Egbuonu-Davis brings broad strategic and operational experience in pharmaceuticals, public health and consulting, including expertise in developing and implementing research, commercialization and investment strategies for a variety of patient populations. Prior to her time at DH Diagnostics, she served as Vice President, Global Patient Centered Outcomes and Solutions at Sanofi, Inc., where she created patient programs, services and tools to enhance adherence and health outcomes in patients with chronic conditions. In this role, she leveraged Phreesia’s Patient Activation Measure to strategically identify intervention needs for patient support services for optimal health outcomes. She also previously served as Vice President of U.S. Medical Operations at Pfizer, leading clinical and outcomes research.お知らせ • Jun 25Phreesia, Inc.(NYSE:PHR) dropped from Russell Small Cap Comp Value IndexPhreesia, Inc.(NYSE:PHR) dropped from Russell Small Cap Comp Value IndexReported Earnings • Jun 01First quarter 2024 earnings released: US$0.70 loss per share (vs US$0.99 loss in 1Q 2023)First quarter 2024 results: US$0.70 loss per share (improved from US$0.99 loss in 1Q 2023). Revenue: US$83.8m (up 32% from 1Q 2023). Net loss: US$37.5m (loss narrowed 27% from 1Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 19Phreesia, Inc., Annual General Meeting, Jun 28, 2023Phreesia, Inc., Annual General Meeting, Jun 28, 2023, at 09:00 Eastern Standard Time. Agenda: To elect the three Class I directors named in Proposal One to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier resignation or removal; to ratify the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending January 31, 2024; to approve, on a non-binding, advisory basis, the compensation of named executive officers ("NEOs"), as disclosed in this proxy statement; to approve an amendment to Seventh Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law; and to transact any other business that properly comes before the Annual Meeting (including any adjournments, continuations and postponements thereof).Reported Earnings • Mar 24Full year 2023 earnings released: US$3.36 loss per share (vs US$2.37 loss in FY 2022)Full year 2023 results: US$3.36 loss per share (further deteriorated from US$2.37 loss in FY 2022). Revenue: US$280.9m (up 32% from FY 2022). Net loss: US$176.1m (loss widened 49% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Feb 03Phreesia, Inc. to Report Q4, 2023 Results on Mar 22, 2023Phreesia, Inc. announced that they will report Q4, 2023 results After-Market on Mar 22, 2023Reported Earnings • Dec 09Third quarter 2023 earnings released: US$0.76 loss per share (vs US$0.71 loss in 3Q 2022)Third quarter 2023 results: US$0.76 loss per share (further deteriorated from US$0.71 loss in 3Q 2022). Revenue: US$73.1m (up 31% from 3Q 2022). Net loss: US$40.2m (loss widened 11% from 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 09Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2023Phreesia, Inc. provides revenue guidance for the fiscal year 2023. The company is updating revenue outlook for fiscal year 2023 to at least $278 million up from a range of $273 million to $275 million. The new revenue outlook implies year-over-year growth of 30%.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 29Phreesia, Inc. to Report Q3, 2023 Results on Dec 08, 2022Phreesia, Inc. announced that they will report Q3, 2023 results After-Market on Dec 08, 2022Reported Earnings • Sep 09Second quarter 2023 earnings released: US$0.89 loss per share (vs US$0.48 loss in 2Q 2022)Second quarter 2023 results: US$0.89 loss per share (further deteriorated from US$0.48 loss in 2Q 2022). Revenue: US$67.9m (up 33% from 2Q 2022). Net loss: US$46.7m (loss widened 92% from 2Q 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 08Phreesia, Inc. Updates Revenue Outlook for Fiscal Year 2023Phreesia, Inc. updated revenue outlook for fiscal year 2023. Company updated revenue outlook for fiscal year 2023 to a range of $273 million to $275 million, up from $271 million to $275 million, based on first half performance and updated view of business and the macro environment. New revenue outlook implies year-over-year growth of 28% to 29%.お知らせ • Jul 30Phreesia, Inc. to Report Q2, 2023 Results on Sep 07, 2022Phreesia, Inc. announced that they will report Q2, 2023 results After-Market on Sep 07, 2022Reported Earnings • Jun 03First quarter 2023 earnings released: US$0.99 loss per share (vs US$0.24 loss in 1Q 2022)First quarter 2023 results: US$0.99 loss per share (down from US$0.24 loss in 1Q 2022). Revenue: US$63.4m (up 31% from 1Q 2022). Net loss: US$51.2m (loss widened 367% from 1Q 2022). Over the next year, revenue is forecast to grow 28%, compared to a 22% growth forecast for the industry in Germany.お知らせ • Jun 03Phreesia, Inc. Provides Earning Guidance for Fiscal 2023 and 2025Phreesia, Inc. provided earning guidance for fiscal 2023 and 2025. The company is maintaining revenue outlook for fiscal 2023 of $271 million to $275 million implying year-over-year growth of 27% to 29%.The company is maintaining annualized revenue target of $500 million to be achieved during a quarter of fiscal year 2025.Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 18Phreesia, Inc., Annual General Meeting, Jun 30, 2022Phreesia, Inc., Annual General Meeting, Jun 30, 2022, at 09:00 US Eastern Standard Time. Agenda: To elect the two Class III directors named in Proposal One to serve until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier resignation or removal; to ratify the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending January 31, 2023; to approve the compensation of named executive officers ("NEOs"), as disclosed in this proxy statement; and to transact any other business that properly comes before the Annual Meeting (including any adjournments,continuations and postponements thereof).お知らせ • May 02Phreesia, Inc. to Report Q1, 2023 Results on Jun 02, 2022Phreesia, Inc. announced that they will report Q1, 2023 results After-Market on Jun 02, 2022Reported Earnings • Apr 01Full year 2022 earnings released: US$2.37 loss per share (vs US$0.69 loss in FY 2021)Full year 2022 results: US$2.37 loss per share (down from US$0.69 loss in FY 2021). Revenue: US$213.2m (up 43% from FY 2021). Net loss: US$118.2m (loss widened 333% from FY 2021). Over the next year, revenue is forecast to grow 28%, compared to a 30% growth forecast for the industry in Germany.お知らせ • Mar 31Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2023Phreesia, Inc. provided earnings guidance for the fiscal year ending January 31, 2023. For the full fiscal year 2023, ending January 31, 2023, the company expected revenue to be between $271 million and $275 million, implying year-over-year growth of 27% to 29%.お知らせ • Mar 01Phreesia, Inc. to Report Q4, 2022 Results on Mar 30, 2022Phreesia, Inc. announced that they will report Q4, 2022 results on Mar 30, 2022お知らせ • Dec 15Phreesia, Inc. (NYSE:PHR) acquired Insignia Health, LLC from University of Oregon and others.Phreesia, Inc. (NYSE:PHR) entered into an agreement to acquire Insignia Health, LLC from University of Oregon and others for $35 million on December 3, 2021. Judith Hibbard joined Phreesia in an advisory role. Phreesia, Inc. (NYSE:PHR) completed the acquisition of Insignia Health, LLC from University of Oregon and others on December 13, 2021.Reported Earnings • Dec 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$0.71 loss per share (down from US$0.17 loss in 3Q 2021). Revenue: US$55.9m (up 45% from 3Q 2021). Net loss: US$36.3m (loss widened 441% from 3Q 2021). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 17%, compared to a 57% growth forecast for the industry in Germany.お知らせ • Dec 09+ 2 more updatesPhreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2023Phreesia, Inc. provided earnings guidance for the fiscal year 2023. The company expects revenue for fiscal year 2023 to grow in the range of 20% to 25% above fiscal year 2022 revenue.Executive Departure • Oct 05Independent Director Cheryl Pegus has left the companyOn the 1st of October, Cheryl Pegus' tenure as Independent Director ended after 2.4 years in the role. As of June 2021, Cheryl still personally held 13.22k shares (€687k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.67 years.Reported Earnings • Sep 03Second quarter 2022 earnings released: US$0.48 loss per share (vs US$0.17 loss in 2Q 2021)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: US$51.0m (up 46% from 2Q 2021). Net loss: US$24.4m (loss widened 283% from 2Q 2021).お知らせ • Sep 02Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2022Phreesia, Inc. provided revenue guidance for the fiscal year 2022. For the year, the company expects revenue to be in the range of $195 million to $198 million compared to previous range of $191 million to $194 million.Recent Insider Transactions • Jun 27Independent Director recently sold €252k worth of stockOn the 24th of June, Edward Cahill sold around 5k shares on-market at roughly €50.32 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.Reported Earnings • Jun 05First quarter 2022 earnings released: US$0.24 loss per share (vs US$0.16 loss in 1Q 2021)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: US$48.3m (up 45% from 1Q 2021). Net loss: US$11.0m (loss widened 80% from 1Q 2021).お知らせ • Jun 04Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2022Phreesia, Inc. provided revenue guidance for the fiscal year 2022. For the period, the company expects revenue to be in a range of $191 million to $194 million from the previous range of $178 million to $186 million.Executive Departure • May 01Chief Financial Officer has left the companyOn the 30th of April, Thomas Altier's tenure as Chief Financial Officer ended after 8.4 years in the role. As of December 2020, Thomas personally held 77.18k shares (€3.4m worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 02Full year 2021 earnings released: US$0.69 loss per share (vs US$4.50 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: US$148.7m (up 19% from FY 2020). Net loss: US$27.3m (loss narrowed 70% from FY 2020).お知らせ • Apr 01Phreesia, Inc. Provides Earnings Guidance for the Year Ending January 31, 2022Phreesia, Inc. provided earnings guidance for the year ending January 31, 2022. For the year, the company expects revenue to be between $178 million and $186 million, consistent with its previous growth guidance of 20% to 25% over fiscal year 2021.お知らせ • Feb 26Phreesia, Inc. to Report Q4, 2021 Results on Mar 30, 2021Phreesia, Inc. announced that they will report Q4, 2021 results After-Market on Mar 30, 2021Is New 90 Day High Low • Feb 04New 90-day high: €58.00The company is up 72% from its price of €33.80 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.04 per share.Recent Insider Transactions • Jan 23Insider recently sold €272k worth of stockOn the 19th of January, David Linetsky sold around 5k shares on-market at roughly €53.03 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Is New 90 Day High Low • Jan 13New 90-day high: €47.80The company is up 71% from its price of €28.00 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.97 per share.Recent Insider Transactions • Dec 30Independent Director recently sold €1.1m worth of stockOn the 24th of December, Edward Cahill sold around 24k shares on-market at roughly €46.96 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.Is New 90 Day High Low • Dec 24New 90-day high: €47.60The company is up 98% from its price of €24.00 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.42 per share.Recent Insider Transactions • Dec 22Insider recently sold €476k worth of stockOn the 17th of December, Cheryl Pegus sold around 10k shares on-market at roughly €45.81 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €899k more than they bought in the last 12 months.お知らせ • Dec 12Office Practicum and Phreesia Partner to Offer Seamlessly Integrated Patient Intake to Pediatric PracticesOffice Practicum and Phreesia announced that they have partnered to offer robust, bidirectional integration between their systems, helping pediatric groups improve operations and create the healthcare experience that parents and families want. The new Phreesia-OP integration will enable pediatric practices to capture demographic, financial, clinical and social data directly from patients during the intake process and save it in OP’s pediatric PM/EHR. Additionally, OP practices can leverage Phreesia’s various intake workflows to meet patients and their families where they are and provide a safe, convenient experience, whether they’re checking in from home, from their car or in the office.お知らせ • Dec 10Phreesia Announces Executive ChangesPhreesia, Inc. announced that Tom Altier, its Chief Financial Officer, will retire in April 2021. Randy Rasmussen, the company’s Chief Accounting Officer, will succeed Altier as CFO, effective May 1, 2021. Altier, who joined Phreesia in 2012, will continue in his current role through the end of April 2021 and the filing of Phreesia’s Annual Report on Form 10-K, and thereafter will continue to support the company in an advisory role. Rasmussen joined Phreesia as CAO in November 2019. He has more than 25 years of finance and accounting experience, including multiple leadership roles at public companies of various sizes and stages of growth and evolution. Most recently, he was a Senior Vice President and Controller with Medidata Solutions, Inc.Analyst Estimate Surprise Post Earnings • Dec 10Revenue beats expectationsRevenue exceeded analyst estimates by 8.0%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Healthcare Services industry in Germany.Reported Earnings • Dec 10Third quarter 2021 earnings released: US$0.17 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$38.5m (up 17% from 3Q 2020). Net loss: US$6.71m (loss widened 176% from 3Q 2020).Is New 90 Day High Low • Dec 05New 90-day high: €36.80The company is up 33% from its price of €27.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.04 per share.お知らせ • Nov 14Phreesia, Inc. to Report Q3, 2021 Results on Dec 08, 2020Phreesia, Inc. announced that they will report Q3, 2021 results at 5:00 PM, Eastern Standard Time on Dec 08, 2020Is New 90 Day High Low • Nov 05New 90-day high: €33.80The company is up 31% from its price of €25.80 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.48 per share.Is New 90 Day High Low • Oct 16New 90-day high: €29.00The company is up 13% from its price of €25.60 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.27 per share.お知らせ • Oct 03Phreesia, Inc. (NYSE:PHR) acquired The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK).Phreesia, Inc. (NYSE:PHR) acquired The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK) on October 1, 2020. Post completion of the acquisition, these two applications that will be incorporated into Phreesia’s offerings. Phreesia, Inc. (NYSE:PHR) completed the acquisition of The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK) on October 1, 2020.お知らせ • Aug 15Phreesia, Inc. to Report Q2, 2021 Results on Sep 08, 2020Phreesia, Inc. announced that they will report Q2, 2021 results at 5:00 PM, Eastern Standard Time on Sep 08, 2020株主還元19PDE Healthcare ServicesDE 市場7D0%-0.1%-0.8%1Y-57.1%9.5%-0.9%株主還元を見る業界別リターン: 19P過去 1 年間で9.5 % の収益を上げたGerman Healthcare Services業界を下回りました。リターン対市場: 19Pは、過去 1 年間で-0.9 % のリターンを上げたGerman市場を下回りました。価格変動Is 19P's price volatile compared to industry and market?19P volatility19P Average Weekly Movement10.0%Healthcare Services Industry Average Movement5.1%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: 19Pの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 19Pの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト20051,789Chaim Indigwww.phreesia.comPhreesia, Inc.は、米国およびカナダの医療業界向けに、SaaSベースの統合ソフトウェアおよび決済プラットフォームを提供している。同社は、オンライン予約、リマインダー、紹介者の追跡・管理を行う予約スケジューリングシステム、患者の自己登録を自動化する登録ソリューション、保険確認プロセス、POS決済アプリケーション、来院後の代金回収、柔軟な支払いオプションを提供する収益サイクルソリューション、臨床に関連したコンテンツを患者に配信するネットワークソリューションを提供している。患者用モバイル端末「Phreesia Mobile」、セルフサービス式受付タブレット「PhreesiaPads」、医療サービスクライアント向けウェブベースのダッシュボード「Phreesia Dashboard」、キオスク端末「Arrivals Kiosks」など、さまざまな形態でプラットフォームを展開している。同社は、単科診療所、複数診療科グループ、医療システム、製薬、医療機器、バイオテクノロジー企業、政府機関など、さまざまな医療サービス顧客にサービスを提供している。フリージアは2005年に設立され、デラウェア州ウィルミントンを拠点としている。もっと見るPhreesia, Inc. 基礎のまとめPhreesia の収益と売上を時価総額と比較するとどうか。19P 基礎統計学時価総額€579.85m収益(TTM)€8.04m売上高(TTM)€434.09m71.9xPER(株価収益率1.3xP/Sレシオ19P は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計19P 損益計算書(TTM)収益US$495.59m売上原価US$159.39m売上総利益US$336.20mその他の費用US$327.02m収益US$9.18m直近の収益報告Apr 30, 2026次回決算日該当なし一株当たり利益(EPS)0.15グロス・マージン67.84%純利益率1.85%有利子負債/自己資本比率23.6%19P の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/20 07:50終値2026/07/20 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Phreesia, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Joseph VruwinkBairdGlen SantangeloBarclaysZhilin LongBerenberg20 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 68% over the past three years.
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$0.049 (vs US$0.066 loss in 1Q 2026)First quarter 2027 results: EPS: US$0.049 (up from US$0.066 loss in 1Q 2026). Revenue: US$130.9m (up 13% from 1Q 2026). Net income: US$2.96m (up US$6.88m from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2027Phreesia, Inc. maintained earnings guidance for the fiscal year 2027. For the year, The company expects revenue to be in the range of $510 million to $520 million.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 24, 2026Phreesia, Inc., Annual General Meeting, Jun 24, 2026.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €8.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 68% over the past three years.
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 28First quarter 2027 earnings released: EPS: US$0.049 (vs US$0.066 loss in 1Q 2026)First quarter 2027 results: EPS: US$0.049 (up from US$0.066 loss in 1Q 2026). Revenue: US$130.9m (up 13% from 1Q 2026). Net income: US$2.96m (up US$6.88m from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2027Phreesia, Inc. maintained earnings guidance for the fiscal year 2027. For the year, The company expects revenue to be in the range of $510 million to $520 million.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 24, 2026Phreesia, Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • May 01Phreesia, Inc. to Report Q1, 2027 Results on May 27, 2026Phreesia, Inc. announced that they will report Q1, 2027 results After-Market on May 27, 2026
お知らせ • Mar 31Phreesia, Inc. Lowers Revenue Guidance for the Fiscal Year 2027Phreesia, Inc. lowered revenue guidance for the fiscal year 2027. For the year, the company expects revenue to be in the range of $510 million to $520 million from a previous range of $545 million to $559 million. The company is lowering outlook for total revenue per AHSC to the low-single-digit % range for fiscal 2027, compared to low double-digit growth previously.
お知らせ • Mar 03Phreesia Network Solutions Launches ProviderConnectPhreesia Network Solutions, a leader in healthcare media, has announced the launch of ProviderConnect, a first-of-its-kind offering for healthcare provider (HCP) marketers. Drawing on over two decades of experience of pioneering digital tools for direct-to-consumer health marketers, ProviderConnect enables life sciences brands and others across the healthcare space to smartly engage relevant HCPs in a low-waste, high-impact way. ProviderConnect reimagines how HCP outreach can happen. Instead of broad-reach awareness blasts, this new tool lets teams reach the right clinicians at the right time based on cases they are likely to see in upcoming practice. ProviderConnect solves this problem by giving HCPs the right resources before the visit, helping them recognize less common presentations, consider new or updated treatment options for the patient in front of them, and proactively address side effects and cost so patients can make informed decisions and stay engaged in their care. Phreesia Network Solutions’ most well-known media offering, PatientConnect, is a highly effective tool trusted by the top 20 pharmaceutical manufacturers. Drawing on the strengths of PatientConnect, ProviderConnect also leverages the pre-appointment window of time, centers on patient-level relevance, keeps privacy at the center, and is powered by real-world care signals instead of inference and engagement data alone. ProviderConnect is a groundbreaking offering that allows marketers to reach providers with key information at a more relevant time. ProviderConnect offers turnkey activation and aligns to industry measurement practices. The new tool prioritizes privacy and uses advanced AI trained on insights across Phreesia’s entire product ecosystem.
お知らせ • Feb 24Phreesia, Inc. Announces Board ChangesPhreesia, Inc. announced that it has appointed Jon Kessler to its Board, effective April 6, 2026. Mr. Kessler will serve as a Class I director of the Company, to hold office until the 2026 annual meeting of stockholders or until his earlier death, resignation or removal. In addition, Edward L. Cahill and Michael Weintraub have informed the Board that they will retire from the Board, effective at the 2026 Annual Meeting. Mr. Kessler is an experienced public company CEO and director who will bring valuable expertise to the Phreesia Board. As founder, Chairman and CEO of WageWorks and most recently President and CEO of HealthEquity (NASDAQ:HQY), he has spent the majority of his career leading and scaling healthcare financial services companies, with a deep focus on driving shareholder value creation through technological innovation. Mr. Cahill and Mr. Weintraub have helped oversee Phreesia since the Company’s founding. Since going public in 2019, the Company has grown revenue from approximately $100 million to over $460 million for the twelve months ended October 31, 2025. In 2024, Phreesia enabled approximately 170 million patient visits, nearly 1 in 7 visits across the U.S. Mr. Weintraub will continue to serve as Board Chair until his retirement date, at which point a new director will be appointed Chair. Following these changes, the Board will reduce its size to seven directors, six of whom are independent and two of whom have been appointed in the last three years.
お知らせ • Feb 18Phreesia, Inc. to Report Q4, 2026 Results on Mar 30, 2026Phreesia, Inc. announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on Mar 30, 2026
お知らせ • Dec 09+ 1 more updatePhreesia, Inc. Updates Revenue Outlook for the Fiscal 2026Phreesia, Inc. updated revenue outlook for the fiscal 2026. For the year, the company now expects revenue to a range of $479 million to $481 million from a previous range of $472 million to $482 million. The updated revenue outlook includes approximately $7.5 million of expected revenue from AccessOne between the November 12th closing date and January 31, 2026 but does not assume revenue from other potential future acquisitions completed between now and January 31, 2026.
お知らせ • Nov 13Phreesia, Inc. (NYSE:PHR) completed the acquisition of AccessOne Parent Holdings, Inc. from Frontier Growth for approximately $160 million.Phreesia, Inc. (NYSE:PHR) entered into a definitive agreement to acquire AccessOne Parent Holdings, Inc. from Frontier Growth for $160 million on August 29, 2025. A cash consideration of $160 million, subject to customary adjustments, will be paid by Phreesia, Inc. The transaction will be funded through a combination of cash from its balance sheet and proceeds from a new, fully committed bridge loan. The board of directors of AccessOne Parent Holdings unanimously approved the transaction. Phreesia's board of directors also approved the deal. The transaction remains subject to regulatory approvals, including antitrust regulations, and AccessOne Parent Holdings' stockholder approval. The expected completion of the transaction is during the third quarter or early fourth quarter of Phreesia’s 2026 fiscal year. Steven Siesser and Traci Tomaselli of Lowenstein Sandler LLP acted as legal advisor and The Goldman Sachs Group, Inc. acted as financial advisor for Phreesia, Inc. Patrick Strubbe of Womble Bond Dickinson acted as legal advisor and Houlihan Lokey, Inc. acted as financial advisor for AccessOne Parent Holdings, Inc. Phreesia, Inc. (NYSE:PHR) completed the acquisition of AccessOne Parent Holdings, Inc. from Frontier Growth for approximately $160 million on November 12, 2025. The total consideration of $163 million in cash, subject to certain customary purchase price adjustments set forth in the Merger Agreement. The purchase price was funded by approximately (i) $107 million of net proceeds from the Bridge Loan, net of $3 million of debt issuance costs and original issue discount, (ii) $50 million of cash from the Company's balance sheet and (iii) $6 million of cash acquired from AccessOne.
お知らせ • Nov 04Phreesia, Inc. to Report Q3, 2026 Results on Dec 08, 2025Phreesia, Inc. announced that they will report Q3, 2026 results After-Market on Dec 08, 2025
お知らせ • Sep 05Phreesia, Inc. Maintains Earnings Guidance for the Fiscal Year 2026Phreesia, Inc. maintained earnings guidance for the fiscal year 2026. For the period, the company is maintaining its revenue outlook to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from the AccessOne Acquisition or other potential future acquisitions completed between now and January 31, 2026.
お知らせ • Sep 03Phreesia Launches VoiceAI , A Conversational AI Solution to Transform Call Management in HealthcarePhreesia announced the launch of Phreesia VoiceAI, an always-on, intelligent AI phone solution purpose-built for healthcare. VoiceAI leverages advanced natural language processing and real-time workflow integration to help healthcare organizations manage high call volumes, streamline routine interactions and improve the patient experience--all without increasing staff workload. VoiceAI allows patients to easily resolve common requests by using patients' natural spoken language. VoiceAI then triages and routes those patient requests accordingly. Calls requiring clinical or administrative follow-up are seamlessly directed to the right team member. Intelligent Triage: VoiceAI automatically identifies call intent using patient- spoken input and routes accordingly--no rigid phone trees or button-pushing. Reliable Answers: AI responses are grounded in clinical rules and real-time scheduling logic. Parallel Capacity: VoiceAI handles multiple calls simultaneously, reducing wait times and ensuring prompt responses. Integrated Documentation: Staff can document interactions and access real-time patient information directly from a secure web app. With supported EMRsPhreesia VoiceAI supports the most common call types healthcare organizations handle every day--scheduling and referrals, prescription refills, clinical questions, and medical records requests-- while also extending to urgent after-hours calls. Whether urgent or routine, calls are managed 24/7: urgent needs are routed directly to on-call physicians through a secure mobile app, while routine requests are captured and documented for timely follow-up.
お知らせ • Aug 08Phreesia, Inc. to Report Q2, 2026 Results on Sep 04, 2025Phreesia, Inc. announced that they will report Q2, 2026 results After-Market on Sep 04, 2025
お知らせ • May 28Phreesia, Inc. Maintains Earnings Guidance for Fiscal Year 2026Phreesia, Inc. maintained earnings guidance for fiscal year 2026. For the period, the company is maintaining its revenue outlook to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. The company is maintaining their expectation for AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, the expected total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.
お知らせ • May 15Phreesia, Inc., Annual General Meeting, Jun 25, 2025Phreesia, Inc., Annual General Meeting, Jun 25, 2025.
お知らせ • Apr 29Phreesia, Inc. to Report Q1, 2026 Results on May 28, 2025Phreesia, Inc. announced that they will report Q1, 2026 results After-Market on May 28, 2025
お知らせ • Mar 13Phreesia, Inc. Maintains Earnings Guidance for Fiscal Year 2026Phreesia, Inc. Maintained earnings guidance for fiscal year 2026. For the period, the company is maintaining its revenue outlook. They expect revenue to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. They are maintaining their expectation for AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, they expect total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.
お知らせ • Feb 08Phreesia, Inc. to Report Q4, 2025 Results on Mar 12, 2025Phreesia, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2025
お知らせ • Dec 10Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2026Phreesia, Inc. provided earnings guidance for the fiscal year 2026. For the year, Company expected revenue to be in the range of $472 million to $482 million. The revenue range provided for fiscal 2026 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2026. Company expects AHSCs to reach approximately 4,500 in fiscal 2026. Additionally, company expect Total revenue per AHSC in fiscal 2026 to increase from fiscal 2025.
お知らせ • Nov 01Phreesia, Inc. to Report Q3, 2025 Results on Dec 09, 2024Phreesia, Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024
Reported Earnings • Sep 06Second quarter 2025 earnings released: US$0.31 loss per share (vs US$0.68 loss in 2Q 2024)Second quarter 2025 results: US$0.31 loss per share (improved from US$0.68 loss in 2Q 2024). Revenue: US$102.1m (up 19% from 2Q 2024). Net loss: US$18.0m (loss narrowed 51% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 05Phreesia, Inc. Maintains Revenue Guidance for the Fiscal Year 2025Phreesia, Inc. maintained revenue guidance for the fiscal year 2025. The company maintained its revenue outlook for fiscal 2025 of $416 million to $426 million, implying year-over-year growth of 17% to 20%. The company expects Total revenue per AHSC to increase in fiscal 2025 compared to the $98,944 achieved in fiscal 2024.
Recent Insider Transactions • Aug 30General Counsel & Secretary recently sold €329k worth of stockOn the 26th of August, Allison Hoffman sold around 14k shares on-market at roughly €23.31 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.
お知らせ • Aug 01Phreesia, Inc. to Report Q2, 2025 Results on Sep 04, 2024Phreesia, Inc. announced that they will report Q2, 2025 results on Sep 04, 2024
Buy Or Sell Opportunity • Jul 12Now 26% overvaluedOver the last 90 days, the stock has fallen 15% to €18.80. The fair value is estimated to be €14.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.
Reported Earnings • Jun 04First quarter 2025 earnings released: US$0.35 loss per share (vs US$0.70 loss in 1Q 2024)First quarter 2025 results: US$0.35 loss per share (improved from US$0.70 loss in 1Q 2024). Revenue: US$101.2m (up 21% from 1Q 2024). Net loss: US$19.7m (loss narrowed 48% from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$45m net loss in 3 years). Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (7.0% increase in shares outstanding). Significant insider selling over the past 3 months (€1.3m sold).
お知らせ • Jun 01Phreesia, Inc. Updates Earnings Guidance for the Year 2025Phreesia, Inc. updated earnings guidance for the year 2025. The company updating revenue outlook for fiscal year 2025 to a range of $416 million to $426 million from a previous range of $424 million to $434 million. The updated revenue range incorporates the accelerated wind-down of a clearinghouse client relationship. For additional information regarding this client relationship refer to the Stakeholder Letter filed together with this earnings release. The revenue range provided for fiscal 2025 assumes no additional revenue from potential future acquisitions completed between now and January 31, 2025.
お知らせ • May 17Phreesia, Inc., Annual General Meeting, Jun 26, 2024Phreesia, Inc., Annual General Meeting, Jun 26, 2024.
お知らせ • May 01Phreesia, Inc. to Report Q1, 2025 Results on May 30, 2024Phreesia, Inc. announced that they will report Q1, 2025 results on May 30, 2024
Recent Insider Transactions • Apr 12Co-Founder recently sold €251k worth of stockOn the 8th of April, Chaim Indig sold around 12k shares on-market at roughly €20.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.5m. Chaim has been a net seller over the last 12 months, reducing personal holdings by €1.9m.
お知らせ • Mar 19Phreesia Appoints Jack Callahan as Chief Technology OfficerPhreesia has named Jack Callahan as the company’s new Chief Technology Officer. Callahan previously served as Phreesia’s Vice President of Engineering and has been with the company for 14 years. He succeeds Dan Nathan, who has been with the company for 17 years and played an integral role in establishing Phreesia’s technical capabilities. Nathan will remain with the company as Senior Engineering Advisor. Callahan joined Phreesia in 2010 as an engineer and has served in many roles during his tenure, most recently, Vice President of Engineering. Prior to joining Phreesia, Callahan was a Developer and Architect at Spotfire, where he worked on the professional services team and helped clients from a wide range of industries gather and analyze their data.
Reported Earnings • Mar 15Full year 2024 earnings released: US$2.51 loss per share (vs US$3.36 loss in FY 2023)Full year 2024 results: US$2.51 loss per share (improved from US$3.36 loss in FY 2023). Revenue: US$356.3m (up 27% from FY 2023). Net loss: US$136.9m (loss narrowed 22% from FY 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Phreesia, Inc. to Report Q4, 2024 Results on Mar 14, 2024Phreesia, Inc. announced that they will report Q4, 2024 results After-Market on Mar 14, 2024
Recent Insider Transactions • Jan 19Co-Founder recently sold €1.5m worth of stockOn the 17th of January, Chaim Indig sold around 68k shares on-market at roughly €22.24 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chaim has been a net seller over the last 12 months, reducing personal holdings by €1.7m.
Reported Earnings • Dec 06Third quarter 2024 earnings released: US$0.58 loss per share (vs US$0.76 loss in 3Q 2023)Third quarter 2024 results: US$0.58 loss per share (improved from US$0.76 loss in 3Q 2023). Revenue: US$91.6m (up 25% from 3Q 2023). Net loss: US$31.9m (loss narrowed 21% from 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 06Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2024 and Fiscal Year 2025Phreesia, Inc. provided earnings guidance for the Fiscal Year 2024 and Fiscal Year 2025. For fiscal year 2024, the company maintains revenue outlook 2024 at $353 million to $356 million, implying year-over-year growth of 26% to 27%.For fiscal year 2025, the company expects revenue to be in the range of $424 million to $434 million.
お知らせ • Nov 02Phreesia, Inc. to Report Q3, 2024 Results on Dec 05, 2023Phreesia, Inc. announced that they will report Q3, 2024 results on Dec 05, 2023
お知らせ • Sep 08Phreesia, Inc. Reaffirms Earnings Guidance for the Full Fiscal Year Ending January 31, 2024 and Fiscal Year 2025Phreesia, Inc. reaffirmed earnings guidance for the full fiscal year ending January 31, 2024 and fiscal year 2025. The company is maintaining its revenue outlook for the full fiscal year ending January 31, 2024 at between $353 million and $356 million, implying year-over-year growth of 26% to 27%. The company is maintaining its $500 million revenue target to be achieved by annualizing highest-revenue quarter in fiscal year 2025 and the company continues to expect to reach profitability during fiscal year 2025.
Reported Earnings • Sep 07Second quarter 2024 earnings released: US$0.68 loss per share (vs US$0.89 loss in 2Q 2023)Second quarter 2024 results: US$0.68 loss per share (improved from US$0.89 loss in 2Q 2023). Revenue: US$85.8m (up 27% from 2Q 2023). Net loss: US$36.8m (loss narrowed 21% from 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Aug 28New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$115m net loss in 2 years). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
お知らせ • Aug 03Phreesia, Inc. to Report Q2, 2024 Results on Sep 06, 2023Phreesia, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023
お知らせ • Jul 14Phreesia, Inc. Appoints Lisa Egbuonu-Davis to Board of DirectorsPhreesia, Inc. announced it has named Lisa Egbuonu-Davis, M.D., MPH, MBA, as the newest member of its board of directors, effective July 13, 2023. Dr. Egbuonu-Davis is the former Vice President, Medical Innovations for DH Diagnostics, LLC, an affiliate of Danaher Corporation, where she provided medical advice to influence research, partnership and investment strategy across Danaher’s diagnostic platform businesses. Dr. Egbuonu-Davis brings broad strategic and operational experience in pharmaceuticals, public health and consulting, including expertise in developing and implementing research, commercialization and investment strategies for a variety of patient populations. Prior to her time at DH Diagnostics, she served as Vice President, Global Patient Centered Outcomes and Solutions at Sanofi, Inc., where she created patient programs, services and tools to enhance adherence and health outcomes in patients with chronic conditions. In this role, she leveraged Phreesia’s Patient Activation Measure to strategically identify intervention needs for patient support services for optimal health outcomes. She also previously served as Vice President of U.S. Medical Operations at Pfizer, leading clinical and outcomes research.
お知らせ • Jun 25Phreesia, Inc.(NYSE:PHR) dropped from Russell Small Cap Comp Value IndexPhreesia, Inc.(NYSE:PHR) dropped from Russell Small Cap Comp Value Index
Reported Earnings • Jun 01First quarter 2024 earnings released: US$0.70 loss per share (vs US$0.99 loss in 1Q 2023)First quarter 2024 results: US$0.70 loss per share (improved from US$0.99 loss in 1Q 2023). Revenue: US$83.8m (up 32% from 1Q 2023). Net loss: US$37.5m (loss narrowed 27% from 1Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 19Phreesia, Inc., Annual General Meeting, Jun 28, 2023Phreesia, Inc., Annual General Meeting, Jun 28, 2023, at 09:00 Eastern Standard Time. Agenda: To elect the three Class I directors named in Proposal One to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier resignation or removal; to ratify the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending January 31, 2024; to approve, on a non-binding, advisory basis, the compensation of named executive officers ("NEOs"), as disclosed in this proxy statement; to approve an amendment to Seventh Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law; and to transact any other business that properly comes before the Annual Meeting (including any adjournments, continuations and postponements thereof).
Reported Earnings • Mar 24Full year 2023 earnings released: US$3.36 loss per share (vs US$2.37 loss in FY 2022)Full year 2023 results: US$3.36 loss per share (further deteriorated from US$2.37 loss in FY 2022). Revenue: US$280.9m (up 32% from FY 2022). Net loss: US$176.1m (loss widened 49% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Feb 03Phreesia, Inc. to Report Q4, 2023 Results on Mar 22, 2023Phreesia, Inc. announced that they will report Q4, 2023 results After-Market on Mar 22, 2023
Reported Earnings • Dec 09Third quarter 2023 earnings released: US$0.76 loss per share (vs US$0.71 loss in 3Q 2022)Third quarter 2023 results: US$0.76 loss per share (further deteriorated from US$0.71 loss in 3Q 2022). Revenue: US$73.1m (up 31% from 3Q 2022). Net loss: US$40.2m (loss widened 11% from 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 09Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2023Phreesia, Inc. provides revenue guidance for the fiscal year 2023. The company is updating revenue outlook for fiscal year 2023 to at least $278 million up from a range of $273 million to $275 million. The new revenue outlook implies year-over-year growth of 30%.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 29Phreesia, Inc. to Report Q3, 2023 Results on Dec 08, 2022Phreesia, Inc. announced that they will report Q3, 2023 results After-Market on Dec 08, 2022
Reported Earnings • Sep 09Second quarter 2023 earnings released: US$0.89 loss per share (vs US$0.48 loss in 2Q 2022)Second quarter 2023 results: US$0.89 loss per share (further deteriorated from US$0.48 loss in 2Q 2022). Revenue: US$67.9m (up 33% from 2Q 2022). Net loss: US$46.7m (loss widened 92% from 2Q 2022). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 08Phreesia, Inc. Updates Revenue Outlook for Fiscal Year 2023Phreesia, Inc. updated revenue outlook for fiscal year 2023. Company updated revenue outlook for fiscal year 2023 to a range of $273 million to $275 million, up from $271 million to $275 million, based on first half performance and updated view of business and the macro environment. New revenue outlook implies year-over-year growth of 28% to 29%.
お知らせ • Jul 30Phreesia, Inc. to Report Q2, 2023 Results on Sep 07, 2022Phreesia, Inc. announced that they will report Q2, 2023 results After-Market on Sep 07, 2022
Reported Earnings • Jun 03First quarter 2023 earnings released: US$0.99 loss per share (vs US$0.24 loss in 1Q 2022)First quarter 2023 results: US$0.99 loss per share (down from US$0.24 loss in 1Q 2022). Revenue: US$63.4m (up 31% from 1Q 2022). Net loss: US$51.2m (loss widened 367% from 1Q 2022). Over the next year, revenue is forecast to grow 28%, compared to a 22% growth forecast for the industry in Germany.
お知らせ • Jun 03Phreesia, Inc. Provides Earning Guidance for Fiscal 2023 and 2025Phreesia, Inc. provided earning guidance for fiscal 2023 and 2025. The company is maintaining revenue outlook for fiscal 2023 of $271 million to $275 million implying year-over-year growth of 27% to 29%.The company is maintaining annualized revenue target of $500 million to be achieved during a quarter of fiscal year 2025.
Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Gillian Munson was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 18Phreesia, Inc., Annual General Meeting, Jun 30, 2022Phreesia, Inc., Annual General Meeting, Jun 30, 2022, at 09:00 US Eastern Standard Time. Agenda: To elect the two Class III directors named in Proposal One to serve until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified, subject to their earlier resignation or removal; to ratify the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending January 31, 2023; to approve the compensation of named executive officers ("NEOs"), as disclosed in this proxy statement; and to transact any other business that properly comes before the Annual Meeting (including any adjournments,continuations and postponements thereof).
お知らせ • May 02Phreesia, Inc. to Report Q1, 2023 Results on Jun 02, 2022Phreesia, Inc. announced that they will report Q1, 2023 results After-Market on Jun 02, 2022
Reported Earnings • Apr 01Full year 2022 earnings released: US$2.37 loss per share (vs US$0.69 loss in FY 2021)Full year 2022 results: US$2.37 loss per share (down from US$0.69 loss in FY 2021). Revenue: US$213.2m (up 43% from FY 2021). Net loss: US$118.2m (loss widened 333% from FY 2021). Over the next year, revenue is forecast to grow 28%, compared to a 30% growth forecast for the industry in Germany.
お知らせ • Mar 31Phreesia, Inc. Provides Earnings Guidance for the Fiscal Year Ending January 31, 2023Phreesia, Inc. provided earnings guidance for the fiscal year ending January 31, 2023. For the full fiscal year 2023, ending January 31, 2023, the company expected revenue to be between $271 million and $275 million, implying year-over-year growth of 27% to 29%.
お知らせ • Mar 01Phreesia, Inc. to Report Q4, 2022 Results on Mar 30, 2022Phreesia, Inc. announced that they will report Q4, 2022 results on Mar 30, 2022
お知らせ • Dec 15Phreesia, Inc. (NYSE:PHR) acquired Insignia Health, LLC from University of Oregon and others.Phreesia, Inc. (NYSE:PHR) entered into an agreement to acquire Insignia Health, LLC from University of Oregon and others for $35 million on December 3, 2021. Judith Hibbard joined Phreesia in an advisory role. Phreesia, Inc. (NYSE:PHR) completed the acquisition of Insignia Health, LLC from University of Oregon and others on December 13, 2021.
Reported Earnings • Dec 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$0.71 loss per share (down from US$0.17 loss in 3Q 2021). Revenue: US$55.9m (up 45% from 3Q 2021). Net loss: US$36.3m (loss widened 441% from 3Q 2021). Revenue exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 17%, compared to a 57% growth forecast for the industry in Germany.
お知らせ • Dec 09+ 2 more updatesPhreesia, Inc. Provides Earnings Guidance for the Fiscal Year 2023Phreesia, Inc. provided earnings guidance for the fiscal year 2023. The company expects revenue for fiscal year 2023 to grow in the range of 20% to 25% above fiscal year 2022 revenue.
Executive Departure • Oct 05Independent Director Cheryl Pegus has left the companyOn the 1st of October, Cheryl Pegus' tenure as Independent Director ended after 2.4 years in the role. As of June 2021, Cheryl still personally held 13.22k shares (€687k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.67 years.
Reported Earnings • Sep 03Second quarter 2022 earnings released: US$0.48 loss per share (vs US$0.17 loss in 2Q 2021)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: US$51.0m (up 46% from 2Q 2021). Net loss: US$24.4m (loss widened 283% from 2Q 2021).
お知らせ • Sep 02Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2022Phreesia, Inc. provided revenue guidance for the fiscal year 2022. For the year, the company expects revenue to be in the range of $195 million to $198 million compared to previous range of $191 million to $194 million.
Recent Insider Transactions • Jun 27Independent Director recently sold €252k worth of stockOn the 24th of June, Edward Cahill sold around 5k shares on-market at roughly €50.32 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
Reported Earnings • Jun 05First quarter 2022 earnings released: US$0.24 loss per share (vs US$0.16 loss in 1Q 2021)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: US$48.3m (up 45% from 1Q 2021). Net loss: US$11.0m (loss widened 80% from 1Q 2021).
お知らせ • Jun 04Phreesia, Inc. Provides Revenue Guidance for the Fiscal Year 2022Phreesia, Inc. provided revenue guidance for the fiscal year 2022. For the period, the company expects revenue to be in a range of $191 million to $194 million from the previous range of $178 million to $186 million.
Executive Departure • May 01Chief Financial Officer has left the companyOn the 30th of April, Thomas Altier's tenure as Chief Financial Officer ended after 8.4 years in the role. As of December 2020, Thomas personally held 77.18k shares (€3.4m worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 02Full year 2021 earnings released: US$0.69 loss per share (vs US$4.50 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: US$148.7m (up 19% from FY 2020). Net loss: US$27.3m (loss narrowed 70% from FY 2020).
お知らせ • Apr 01Phreesia, Inc. Provides Earnings Guidance for the Year Ending January 31, 2022Phreesia, Inc. provided earnings guidance for the year ending January 31, 2022. For the year, the company expects revenue to be between $178 million and $186 million, consistent with its previous growth guidance of 20% to 25% over fiscal year 2021.
お知らせ • Feb 26Phreesia, Inc. to Report Q4, 2021 Results on Mar 30, 2021Phreesia, Inc. announced that they will report Q4, 2021 results After-Market on Mar 30, 2021
Is New 90 Day High Low • Feb 04New 90-day high: €58.00The company is up 72% from its price of €33.80 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.04 per share.
Recent Insider Transactions • Jan 23Insider recently sold €272k worth of stockOn the 19th of January, David Linetsky sold around 5k shares on-market at roughly €53.03 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Is New 90 Day High Low • Jan 13New 90-day high: €47.80The company is up 71% from its price of €28.00 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.97 per share.
Recent Insider Transactions • Dec 30Independent Director recently sold €1.1m worth of stockOn the 24th of December, Edward Cahill sold around 24k shares on-market at roughly €46.96 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
Is New 90 Day High Low • Dec 24New 90-day high: €47.60The company is up 98% from its price of €24.00 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.42 per share.
Recent Insider Transactions • Dec 22Insider recently sold €476k worth of stockOn the 17th of December, Cheryl Pegus sold around 10k shares on-market at roughly €45.81 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €899k more than they bought in the last 12 months.
お知らせ • Dec 12Office Practicum and Phreesia Partner to Offer Seamlessly Integrated Patient Intake to Pediatric PracticesOffice Practicum and Phreesia announced that they have partnered to offer robust, bidirectional integration between their systems, helping pediatric groups improve operations and create the healthcare experience that parents and families want. The new Phreesia-OP integration will enable pediatric practices to capture demographic, financial, clinical and social data directly from patients during the intake process and save it in OP’s pediatric PM/EHR. Additionally, OP practices can leverage Phreesia’s various intake workflows to meet patients and their families where they are and provide a safe, convenient experience, whether they’re checking in from home, from their car or in the office.
お知らせ • Dec 10Phreesia Announces Executive ChangesPhreesia, Inc. announced that Tom Altier, its Chief Financial Officer, will retire in April 2021. Randy Rasmussen, the company’s Chief Accounting Officer, will succeed Altier as CFO, effective May 1, 2021. Altier, who joined Phreesia in 2012, will continue in his current role through the end of April 2021 and the filing of Phreesia’s Annual Report on Form 10-K, and thereafter will continue to support the company in an advisory role. Rasmussen joined Phreesia as CAO in November 2019. He has more than 25 years of finance and accounting experience, including multiple leadership roles at public companies of various sizes and stages of growth and evolution. Most recently, he was a Senior Vice President and Controller with Medidata Solutions, Inc.
Analyst Estimate Surprise Post Earnings • Dec 10Revenue beats expectationsRevenue exceeded analyst estimates by 8.0%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Healthcare Services industry in Germany.
Reported Earnings • Dec 10Third quarter 2021 earnings released: US$0.17 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$38.5m (up 17% from 3Q 2020). Net loss: US$6.71m (loss widened 176% from 3Q 2020).
Is New 90 Day High Low • Dec 05New 90-day high: €36.80The company is up 33% from its price of €27.60 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.04 per share.
お知らせ • Nov 14Phreesia, Inc. to Report Q3, 2021 Results on Dec 08, 2020Phreesia, Inc. announced that they will report Q3, 2021 results at 5:00 PM, Eastern Standard Time on Dec 08, 2020
Is New 90 Day High Low • Nov 05New 90-day high: €33.80The company is up 31% from its price of €25.80 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.48 per share.
Is New 90 Day High Low • Oct 16New 90-day high: €29.00The company is up 13% from its price of €25.60 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.27 per share.
お知らせ • Oct 03Phreesia, Inc. (NYSE:PHR) acquired The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK).Phreesia, Inc. (NYSE:PHR) acquired The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK) on October 1, 2020. Post completion of the acquisition, these two applications that will be incorporated into Phreesia’s offerings. Phreesia, Inc. (NYSE:PHR) completed the acquisition of The Family Caregiver and MedTrue from Geisinger Health System and Merck & Co., Inc. (NYSE:MRK) on October 1, 2020.
お知らせ • Aug 15Phreesia, Inc. to Report Q2, 2021 Results on Sep 08, 2020Phreesia, Inc. announced that they will report Q2, 2021 results at 5:00 PM, Eastern Standard Time on Sep 08, 2020