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Progyny, Inc.NasdaqGS:PGNY 주식 보고서

시가총액 US$1.9b
주가
US$24.88
US$30.91
19.5% 저평가 내재 할인율
1Y21.2%
7D7.0%
1D
포트폴리오 가치
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Progyny, Inc.

NasdaqGS:PGNY 주식 리포트

시가총액: US$1.9b

Progyny (PGNY) 주식 개요

는 미국에서 불임, 가족 형성 및 여성 건강 혜택 솔루션을 제공하는 복리후생 관리 회사입니다. 자세히 보기

PGNY 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장2/6
과거 실적4/6
재무 건전성6/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 PGNY에 대한 위험이 감지되지 않았습니다.

PGNY Community Fair Values

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Progyny, Inc. 경쟁사

가격 이력 및 성과

Progyny 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$24.88
52주 최고가US$28.75
52주 최저가US$16.10
베타0.91
1개월 변동36.93%
3개월 변동16.75%
1년 변동21.25%
3년 변동-33.46%
5년 변동-61.15%
IPO 이후 변동56.09%

최근 뉴스 및 업데이트

분석 기사 May 16

The Strong Earnings Posted By Progyny (NASDAQ:PGNY) Are A Good Indication Of The Strength Of The Business

Progyny, Inc. ( NASDAQ:PGNY ) recently posted some strong earnings, and the market responded positively. Our analysis...

Recent updates

분석 기사 May 16

The Strong Earnings Posted By Progyny (NASDAQ:PGNY) Are A Good Indication Of The Strength Of The Business

Progyny, Inc. ( NASDAQ:PGNY ) recently posted some strong earnings, and the market responded positively. Our analysis...
내러티브 업데이트 Mar 09

PGNY: Healthy Utilization And Member Engagement Will Support Future Policy Tailwinds

Analysts have trimmed their average price targets for Progyny to a range of about $28 to $30 from $32 to $35, reflecting slightly lower growth assumptions and a more conservative P/E. The revised targets still point to solid underlying member engagement and demand outside specific client transitions.
내러티브 업데이트 Feb 23

PGNY: Resilient Employer Demand And Conservative Guidance Will Support Future Upside

Narrative Update on Progyny Analysts have raised their average price target on Progyny to $34 from $30, supported by views that demand remains resilient beyond key clients, that concerns around ProgynyRx are better understood as a coverage mismatch, and that the company’s conservative guidance approach offers clearer visibility with fewer expected surprises. Analyst Commentary Recent Street research on Progyny clusters around a more constructive view of the business, with price targets lifted into the low to mid US$30s and several ratings moving higher.
내러티브 업데이트 Feb 08

PGNY: Emerging Employer Demand And Catalysts Will Support Future Upside Potential

Narrative Update on Progyny The analyst price target for Progyny has moved higher by about US$1.50 per share. Analysts point to increased targets at several firms, resilient demand outside key accounts, emerging catalysts, and updated P/E and margin assumptions as key supports for their revised views.
내러티브 업데이트 Jan 24

PGNY: Policy Tailwinds And Utilization Trends Will Balance Competition And Regulatory Risks

Analysts have nudged their price targets on Progyny higher, including recent US$2 to US$6 increases from several firms, pointing to resilient demand, a conservative guidance style that reduces surprise risk, and what they view as emerging catalysts that help offset concerns around competition, regulation, and ProgynyRx utilization. Analyst Commentary Recent research commentary on Progyny has leaned constructive on the story, with several firms lifting ratings or price targets and pointing to what they see as resilient demand, conservative guidance, and potential catalysts.
내러티브 업데이트 Jan 10

PGNY: Policy Tailwinds And Utilization Trends Will Shape Fertility Benefits Demand

Analysts have raised their fair value estimate for Progyny to $26 from $21, citing expectations for stronger revenue growth and profit margins, a higher future P/E assumption, and growing confidence in demand, utilization, and policy tailwinds, as reflected in recent upgrades and price target increases from multiple research firms. Analyst Commentary Recent Street research on Progyny highlights a generally constructive stance, with multiple firms assigning Buy or Overweight ratings and setting price targets in the US$30s.
내러티브 업데이트 Dec 25

PGNY Emerging IVF Policy Tailwinds Will Support Stronger Long-Term Share Performance

Analysts have nudged their fair value estimate for Progyny higher to $33 from $32, citing emerging utilization and policy tailwinds that support slightly faster revenue growth and improving profit margins despite a modestly higher discount rate and lower future P E multiple. Analyst Commentary Bullish analysts highlight that recent upgrades and rising price targets reinforce confidence in Progyny's ability to deliver above consensus growth, with improving utilization trends and policy tailwinds supporting a higher fair value range in the low to mid 30s.
내러티브 업데이트 Dec 11

PGNY Emerging IVF Coverage Tailwinds Will Drive Upside Potential

Analysts have modestly raised their fair value estimate for Progyny from $28.25 to $29.40 per share, citing emerging positive catalysts, stronger expected utilization on higher eligible lives, and potential incremental tailwinds from expanding IVF awareness and coverage. Analyst Commentary Bullish analysts see the recent upgrade and price target moves as validation that Progyny's fundamentals and growth prospects are underappreciated at current levels, with the stock offering an attractive risk reward skew.
Seeking Alpha Nov 19

Progyny: Growth Has Returned (Rating Upgrade)

Summary Progyny (PGNY) surges after strong Q3 earnings, robust client growth, and a $200M share buyback, signaling renewed momentum and market confidence. PGNY overcame Amazon's departure by adding new clients, achieving near 100% renewal rates, and accelerating revenue growth across both business segments. Analyst upgrades, insider buying, and secular tailwinds—like rising infertility and delayed childbirth—support a bullish outlook and reinforce the company’s competitive moat. With a strong balance sheet, improving margins, and attractive valuation, I upgrade PGNY to a buy, targeting a return to the $30 range by mid-2026. Read the full article on Seeking Alpha
내러티브 업데이트 Sep 05

Rising Demand For Women's Health Will Transform Market Opportunity

Analysts cite improving membership trends, positive pre-announcements, and strategic partnerships expanding Progyny's women's health services as driving renewed confidence and modest upgrades, though the consensus price target remains unchanged at $28.25. Analyst Commentary Bullish analysts cite a rebound in membership activity, highlighted by two consecutive positive pre-announcements, as signaling recovery from last year's lows and renewed momentum.
분석 기사 Aug 02

At US$22.49, Is It Time To Put Progyny, Inc. (NASDAQ:PGNY) On Your Watch List?

While Progyny, Inc. ( NASDAQ:PGNY ) might not have the largest market cap around , it saw significant share price...
분석 기사 Jul 13

Progyny (NASDAQ:PGNY) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 May 16

Progyny, Inc.'s (NASDAQ:PGNY) CEO Will Probably Struggle To See A Pay Rise This Year

Key Insights Progyny to hold its Annual General Meeting on 22nd of May Total pay for CEO Pete Anevski includes...
분석 기사 May 13

The Price Is Right For Progyny, Inc. (NASDAQ:PGNY)

Progyny, Inc.'s ( NASDAQ:PGNY ) price-to-earnings (or "P/E") ratio of 35.9x might make it look like a strong sell right...
분석 기사 Apr 25

At US$22.90, Is Progyny, Inc. (NASDAQ:PGNY) Worth Looking At Closely?

Progyny, Inc. ( NASDAQ:PGNY ), is not the largest company out there, but it saw a decent share price growth of 16% on...
분석 기사 Mar 02

Progyny, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Progyny, Inc. ( NASDAQ:PGNY ) shareholders are probably feeling a little disappointed, since its shares fell 2.9% to...
Seeking Alpha Feb 06

The Play On Progyny: Don't Chase, But Watch And Wait

Summary Progyny, Inc. shares have fallen substantially from their 2024 peak due to disappointing FY24 outlooks and increased competition, including the loss of its largest client. Despite strong historical growth and a 99% renewal rate, fewer initial fertility consultations are leading to assisted reproductive treatments, challenging revenue predictability. PGNY stock has rebounded nicely over the past few weeks, and the shares saw some insider buying late in December. An analysis around Progyny follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Jan 30

Capital Allocation Trends At Progyny (NASDAQ:PGNY) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Jan 15

Progyny: The Growth Story Remains Intact

Summary Progyny, Inc.'s stock is undervalued due to overreaction to bad news; the company remains fundamentally strong with solid customer growth and free cash flow generation. Despite losing Amazon as a client, Progyny's retention rate is 99%, and the company is well-positioned to benefit from long-term secular tailwinds in fertility benefits. Progyny's proprietary “Smart Cycle” plan and strong partnerships with Fortune 500 companies highlight its competitive advantage and growth potential in the fertility benefits market. With a strong balance sheet, recent insider buys, and a strategic focus on international expansion, Progyny represents a good risk/reward play at current prices. Read the full article on Seeking Alpha
분석 기사 Jan 12

Progyny, Inc.'s (NASDAQ:PGNY) P/E Is Still On The Mark Following 28% Share Price Bounce

Progyny, Inc. ( NASDAQ:PGNY ) shareholders would be excited to see that the share price has had a great month, posting...
분석 기사 Jan 03

Is Now An Opportune Moment To Examine Progyny, Inc. (NASDAQ:PGNY)?

Progyny, Inc. ( NASDAQ:PGNY ), is not the largest company out there, but it led the NASDAQGS gainers with a relatively...
Seeking Alpha Dec 31

The Bottom Fishing Club: Progyny Reverses On Heavy Insider Buying

Summary Progyny shares have plummeted nearly 80% from 2021's peak, but management optimism and insider buying in December signal a potential turnaround during 2025. PGNY's valuation is deeply discounted, with strong fundamentals: $235M in cash, no debt, and 9.64% in trailing free cash flow yield. The stock's rare accumulation/momentum pattern since September and potential short squeeze kicker make it an attractive Buy. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

Progyny: Rating Downgrade On Uncertain Growth Outlook

Summary I recommend downgrading Progyny from buy to hold due to a loss of confidence in its growth outlook and increased uncertainty. PGNY's Q3 2024 results were disappointing, with revenue and margins falling short of expectations, leading to lowered FY24 guidance. Declines in ART cycles and a weaker 2024 sales season raise concerns about underlying demand, despite potential upsides from upselling adjacent solutions. Valuation multiples are unlikely to improve given the poor growth outlook, making it difficult to justify a bullish stance on PGNY. Read the full article on Seeking Alpha
분석 기사 Nov 21

Progyny's (NASDAQ:PGNY) Solid Earnings Have Been Accounted For Conservatively

The market seemed underwhelmed by the solid earnings posted by Progyny, Inc. ( NASDAQ:PGNY ) recently. Our analysis...
Seeking Alpha Nov 18

Progyny: After A Terrible Year, I'm Out (Rating Downgrade)

Summary I initially rated Progyny a "Buy" in late 2022, but 2024 has been disastrous, with a 60% stock drop and loss of Amazon as a client. Q3 2024 financials show minimal revenue growth, declining margins, and lower earnings per share, despite a strong balance sheet. Given management's struggles and increased competition, I no longer believe Progyny has a competitive advantage and have sold my shares. Read the full article on Seeking Alpha
분석 기사 Oct 21

Here's What's Concerning About Progyny's (NASDAQ:PGNY) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Oct 15

Progyny: Poor Year Raises Concerns For Future (Downgrade)

Summary Progyny has had a rough start to the year, with the share price declining by double digits in response to both Q1'24 and Q2'24. In September, they filed an 8-K informing investors that they lost their largest client, accounting for 13% of revenue. Shares declined 30% as a result. This article reviews the year for PGNY so far, outlines why I am reluctant to pick up more shares at these depressed prices, and why the fertility space remains interesting. Read the full article on Seeking Alpha
분석 기사 Sep 29

Progyny, Inc.'s (NASDAQ:PGNY) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors

To the annoyance of some shareholders, Progyny, Inc. ( NASDAQ:PGNY ) shares are down a considerable 28% in the last...
User avatar
새로운 내러티브 Sep 11

Expanding Market Reach And Enhancing Services Spur Optimistic Revenue And Profit Forecasts

Anticipated decrease in ART cycle utilizations may negatively affect revenue due to lower fertility treatment rates.
Seeking Alpha Aug 15

Progyny: Downgrading As Uncertainties Increase

Summary Progyny lowered full-year revenue guidance after seeing an unexpected drop in user utilization rates. The Harris-Walz ticket has put fertility benefits center stage in the upcoming presidential election, which makes the stock more volatile in the short term. Despite current challenges, Progyny's long-term growth thesis remains intact, with potential opportunities for expansion in the future. Read the full article on Seeking Alpha
분석 기사 Aug 11

Progyny, Inc. (NASDAQ:PGNY) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Progyny, Inc. ( NASDAQ:PGNY ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
분석 기사 Jul 20

At US$27.79, Is Progyny, Inc. (NASDAQ:PGNY) Worth Looking At Closely?

Progyny, Inc. ( NASDAQ:PGNY ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha Jul 12

Progyny: Recent Stock Decline Provides Buying Opportunity

Summary The Alabama court ruling had a lingering impact on Progyny in Q1 as the company missed revenue targets and adjusted their 2024 growth outlook downward. Progyny recently acquired Berlin-based Apryl, which should help the company gain exposure internationally. Listed by Time Magazine as one of the top 100 most influential companies of 2024, Progyny is still a dominant leader in a growing niche market. Read the full article on Seeking Alpha
분석 기사 Jun 23

Progyny's (NASDAQ:PGNY) Returns Have Hit A Wall

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Jun 10

Progyny: At This Price, Secular Tailwinds Are Too Compelling To Ignore

Summary Progyny finds itself in an industry enjoying numerous secular tailwinds that they are well-positioned to capitalize on. The company reported Q1’24 on the 9th of May, with the stock plummeting around 15% after reporting a revenue miss. This presents an attractive entry point, with a conservatively estimated 49-76% upside. Read the full article on Seeking Alpha

주주 수익률

PGNYUS HealthcareUS 시장
7D7.0%-0.4%1.1%
1Y21.2%16.3%28.7%

수익률 대 산업: PGNY은 지난 1년 동안 16.3%의 수익을 기록한 US Healthcare 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PGNY은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

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

안정적인 주가: PGNY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PGNY의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2008846Pete Anevskiwww.progyny.com

는 미국에서 불임, 가족 형성 및 여성 건강 혜택 솔루션을 제공하는 복리후생 관리 회사입니다. 스마트 주기 치료 번들을 포함한 차별화된 혜택 플랜 설계, 개인화된 컨시어지 스타일의 회원 지원 서비스, 선별된 불임 전문의 네트워크 등 불임 혜택 솔루션을 제공합니다. 또한, 치료 중 필요한 약품에 대한 접근성을 제공하고 케어 관리 서비스뿐만 아니라 임신 및 산후, 폐경 및 중년, 복지 및 휴가 탐색, 부모 및 자녀 웰빙 솔루션을 제공하는 통합 약국 혜택 솔루션인 Progyny Rx를 제공합니다.

Progyny, Inc. 기초 지표 요약

Progyny의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PGNY 기초 통계
시가총액US$1.95b
순이익 (TTM)US$67.69m
매출 (TTM)US$1.29b
28.8x
주가수익비율(P/E)
1.5x
주가매출비율(P/S)

PGNY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PGNY 손익계산서 (TTM)
매출US$1.29b
매출원가US$981.37m
총이익US$311.76m
기타 비용US$244.07m
순이익US$67.69m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.86
총이익률24.11%
순이익률5.23%
부채/자본 비율0%

PGNY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 16:49
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Progyny, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter WarendorfBarclays
Zhilin LongBerenberg
Nisala WeerasuriyaBerenberg