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Phreesia, Inc.NYSE:PHR 株式レポート

時価総額 US$542.0m
株価
US$8.95
US$15.39
41.8% 割安 内在価値ディスカウント
1Y-64.1%
7D-2.4%
1D
ポートフォリオ価値
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Phreesia, Inc.

NYSE:PHR 株式レポート

時価総額:US$542.0m

Phreesia(PHR)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

PHR ファンダメンタル分析
スノーフレーク・スコア
評価5/6
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

PHR Community Fair Values

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Phreesia, Inc. 競合他社

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$8.95
52週高値US$32.76
52週安値US$7.77
ベータ0.89
1ヶ月の変化-6.18%
3ヶ月変化-24.34%
1年変化-64.13%
3年間の変化-69.99%
5年間の変化-82.07%
IPOからの変化-64.31%

最新ニュース

ナラティブの更新 May 17

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

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

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

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

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

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

Recent updates

ナラティブの更新 May 17

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Phreesia, Inc. ( NYSE:PHR ) shareholders won't be pleased to see that the share price has had a very rough month...
ナラティブの更新 Sep 06

AI Integration And Digital Adoption Will Expand Healthcare Services

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

Digital Healthcare Tools Will Expand Market Reach

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Phreesia: Remain Bullish Given The Healthy Growth Outlook

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

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

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

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

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

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

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

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

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

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

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

Phreesia Continues To Stay Positive On The Business Growth

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

株主還元

PHRUS Healthcare ServicesUS 市場
7D-2.4%-0.8%2.5%
1Y-64.1%-40.0%26.4%

業界別リターン: PHR過去 1 年間で-40 % の収益を上げたUS Healthcare Services業界を下回りました。

リターン対市場: PHRは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is PHR's price volatile compared to industry and market?
PHR volatility
PHR Average Weekly Movement10.6%
Healthcare Services Industry Average Movement10.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: PHR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PHRの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。

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.com

Phreesia, 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ます。AIを活用した予約最適化と紹介管理、音声とメッセージング・ソリューションでサポートされるAIベースのスマートな応対ソリューション患者コミュニケーション、インテークと来院後のワークフローに組み込まれた統合決済ソリューション、医療機関が患者に柔軟な支払いオプションを提供しながら現金回収を加速できる融資ソリューション、デジタル・インテークと臨床データ取得、患者エンゲージメントとアクティベーション・ツール、測定・分析ソリューションなどのソリューションを提供している。また、セルフサービスの受付タブレット「PhreesiaPads」や、キオスク端末「Arrivals Kiosk」も提供している。同社は、外来診療所、医療システム、病院、ライフサイエンス企業、政府機関、患者支援団体、公益団体、非営利団体など、さまざまな医療機関にサービスを提供している。フリージア社は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。

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。
PHR 基礎統計学
時価総額US$542.01m
収益(TTM)US$2.31m
売上高(TTM)US$480.59m
235.8x
PER(株価収益率
1.1x
P/Sレシオ

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
PHR 損益計算書(TTM)
収益US$480.59m
売上原価US$154.12m
売上総利益US$326.47m
その他の費用US$324.16m
収益US$2.31m

直近の収益報告

Jan 31, 2026

次回決算日

May 27, 2026

一株当たり利益(EPS)0.038
グロス・マージン67.93%
純利益率0.48%
有利子負債/自己資本比率27.5%

PHR の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/26 06:43
終値2026/05/26 00:00
収益2026/01/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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. 19 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 VruwinkBaird
Glen SantangeloBarclays
Zhilin LongBerenberg