Is HealthStream Stock a Good Investment?
HealthStream Investment Advice | HSTM |
- Examine HealthStream's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research HealthStream's leadership team and their track record. Good management can help HealthStream navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Health Care Technology space and any emerging trends that could impact HealthStream's business and its evolving consumer preferences.
- Compare HealthStream's performance and market position to its competitors. Analyze how HealthStream is positioned in terms of product offerings, innovation, and market share.
- Check if HealthStream pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about HealthStream's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in HealthStream stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if HealthStream is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine HealthStream Stock
Researching HealthStream's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company shares are held by company insiders. The book value of HealthStream was currently reported as 11.69. The company last dividend was issued on the 4th of November 2024.
To determine if HealthStream is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding HealthStream's research are outlined below:
| HealthStream is unlikely to experience financial distress in the next 2 years | |
| HealthStream currently holds 20.25 M in liabilities with Debt to Equity (D/E) ratio of 0.07, which may suggest the company is not taking enough advantage from borrowing. HealthStream has a current ratio of 0.97, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about HealthStream's use of debt, we should always consider it together with its cash and equity. | |
| HealthStream has a strong financial position based on the latest SEC filings | |
| About 75.0% of HealthStream shares are owned by institutional investors | |
| On 15th of November 2024 HealthStream paid $ 0.028 per share dividend to its current shareholders | |
| Latest headline from investing.com: HealthStreams SWOT analysis healthcare tech stock faces growth challenges |
HealthStream Quarterly Good Will |
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HealthStream uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in HealthStream. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HealthStream's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 19th of February 2024 Upcoming Quarterly Report | View | |
| 22nd of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 19th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact HealthStream's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises HealthStream's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2008-04-22 | 2008-03-31 | 0.01 | 0.0029 | -0.0071 | 71 | ||
2007-04-24 | 2007-03-31 | 0.01 | 0.002 | -0.008 | 80 | ||
2023-04-24 | 2023-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2021-02-22 | 2020-12-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2016-11-02 | 2016-09-30 | 0.07 | 0.06 | -0.01 | 14 | ||
2015-02-18 | 2014-12-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2013-07-22 | 2013-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2012-10-22 | 2012-09-30 | 0.08 | 0.07 | -0.01 | 12 |
Know HealthStream's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HealthStream is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HealthStream backward and forwards among themselves. HealthStream's institutional investor refers to the entity that pools money to purchase HealthStream's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Heartland Advisors Inc | 2024-09-30 | 318.4 K | Northern Trust Corp | 2024-09-30 | 270.2 K | Millennium Management Llc | 2024-09-30 | 230.1 K | Ameriprise Financial Inc | 2024-09-30 | 226 K | Amvescap Plc. | 2024-09-30 | 222.7 K | Charles Schwab Investment Management Inc | 2024-09-30 | 218.4 K | Bank Of New York Mellon Corp | 2024-09-30 | 217.2 K | Panagora Asset Management Inc | 2024-09-30 | 212.1 K | Assenagon Asset Management Sa | 2024-09-30 | 201.6 K | Blackrock Inc | 2024-06-30 | 4 M | Vanguard Group Inc | 2024-09-30 | 3 M |
HealthStream's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 956.55 M.Market Cap |
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HealthStream's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.08 | 0.08 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.04 | 0.05 |
Determining HealthStream's profitability involves analyzing its financial statements and using various financial metrics to determine if HealthStream is a good buy. For example, gross profit margin measures HealthStream's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of HealthStream's profitability and make more informed investment decisions.
Evaluate HealthStream's management efficiency
HealthStream has return on total asset (ROA) of 0.026 % which means that it generated a profit of $0.026 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0565 %, meaning that it created $0.0565 on every $100 dollars invested by stockholders. HealthStream's management efficiency ratios could be used to measure how well HealthStream manages its routine affairs as well as how well it operates its assets and liabilities. As of the 23rd of December 2024, Return On Tangible Assets is likely to grow to 0.08. Also, Return On Capital Employed is likely to grow to 0.04. At this time, HealthStream's Intangibles To Total Assets are very stable compared to the past year. As of the 23rd of December 2024, Fixed Asset Turnover is likely to grow to 9.73, while Total Current Assets are likely to drop about 103.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.15 | 11.70 | |
| Tangible Book Value Per Share | 1.33 | 1.70 | |
| Enterprise Value Over EBITDA | 13.53 | 10.92 | |
| Price Book Value Ratio | 2.43 | 2.01 | |
| Enterprise Value Multiple | 13.53 | 10.92 | |
| Price Fair Value | 2.43 | 2.01 | |
| Enterprise Value | 735 M | 771.8 M |
Understanding the operational decisions made by HealthStream management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.0036 | Forward Dividend Yield 0.0036 | Forward Dividend Rate 0.11 | Beta 0.353 |
Basic technical analysis of HealthStream Stock
As of the 23rd of December, HealthStream retains the risk adjusted performance of 0.0678, and Market Risk Adjusted Performance of 0.1263. HealthStream technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out HealthStream coefficient of variation, as well as the relationship between the treynor ratio and semi variance to decide if HealthStream is priced fairly, providing market reflects its last-minute price of 31.43 per share. Given that HealthStream has jensen alpha of 0.0992, we strongly advise you to confirm HealthStream's regular market performance to make sure the company can sustain itself at a future point.HealthStream's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HealthStream insiders, such as employees or executives, is commonly permitted as long as it does not rely on HealthStream's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HealthStream insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
HealthStream's Outstanding Corporate Bonds
HealthStream issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HealthStream uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HealthStream bonds can be classified according to their maturity, which is the date when HealthStream has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HEALTHCARE TRUST OF Corp BondUS42225UAH77 | View | |
| US42225UAG94 Corp BondUS42225UAG94 | View | |
| HR 3625 15 JAN 28 Corp BondUS42225UAK07 | View | |
| HR 205 15 MAR 31 Corp BondUS42225UAM62 | View | |
| HR 24 15 MAR 30 Corp BondUS42225UAL89 | View |
Understand HealthStream's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing HealthStream's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0678 | |||
| Market Risk Adjusted Performance | 0.1263 | |||
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.54 | |||
| Coefficient Of Variation | 1267.58 | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.83 | |||
| Information Ratio | 0.0597 | |||
| Jensen Alpha | 0.0992 | |||
| Total Risk Alpha | 0.0755 | |||
| Sortino Ratio | 0.0652 | |||
| Treynor Ratio | 0.1163 | |||
| Maximum Drawdown | 10.49 | |||
| Value At Risk | (2.00) | |||
| Potential Upside | 2.36 | |||
| Downside Variance | 2.37 | |||
| Semi Variance | 1.96 | |||
| Expected Short fall | (1.30) | |||
| Skewness | 0.5122 | |||
| Kurtosis | 2.4 |
| Risk Adjusted Performance | 0.0678 | |||
| Market Risk Adjusted Performance | 0.1263 | |||
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.54 | |||
| Coefficient Of Variation | 1267.58 | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.83 | |||
| Information Ratio | 0.0597 | |||
| Jensen Alpha | 0.0992 | |||
| Total Risk Alpha | 0.0755 | |||
| Sortino Ratio | 0.0652 | |||
| Treynor Ratio | 0.1163 | |||
| Maximum Drawdown | 10.49 | |||
| Value At Risk | (2.00) | |||
| Potential Upside | 2.36 | |||
| Downside Variance | 2.37 | |||
| Semi Variance | 1.96 | |||
| Expected Short fall | (1.30) | |||
| Skewness | 0.5122 | |||
| Kurtosis | 2.4 |
Consider HealthStream's intraday indicators
HealthStream intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HealthStream stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
HealthStream Corporate Filings
F4 | 18th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 21st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 11th of April 2024 Other Reports | ViewVerify |
HealthStream Stock media impact
Far too much social signal, news, headlines, and media speculation about HealthStream that are available to investors today. That information is available publicly through HealthStream media outlets and privately through word of mouth or via HealthStream internal channels. However, regardless of the origin, that massive amount of HealthStream data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of HealthStream news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of HealthStream relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to HealthStream's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive HealthStream alpha.
HealthStream Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards HealthStream can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
HealthStream Corporate Executives
Elected by the shareholders, the HealthStream's board of directors comprises two types of representatives: HealthStream inside directors who are chosen from within the company, and outside directors, selected externally and held independent of HealthStream. The board's role is to monitor HealthStream's management team and ensure that shareholders' interests are well served. HealthStream's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, HealthStream's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Scott CPA | CFO VP | Profile | |
| Scott Roberts | Interim CFO | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HealthStream. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. To learn how to invest in HealthStream Stock, please use our How to Invest in HealthStream guide.You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is Health Care Technology space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HealthStream. If investors know HealthStream will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HealthStream listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.494 | Dividend Share 0.109 | Earnings Share 0.65 | Revenue Per Share 9.485 | Quarterly Revenue Growth 0.039 |
The market value of HealthStream is measured differently than its book value, which is the value of HealthStream that is recorded on the company's balance sheet. Investors also form their own opinion of HealthStream's value that differs from its market value or its book value, called intrinsic value, which is HealthStream's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HealthStream's market value can be influenced by many factors that don't directly affect HealthStream's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between HealthStream's value and its price, as these two are different measures arrived at by various means. Investors typically determine if HealthStream is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HealthStream's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.