Professional
Added to YB: 2025-06-10
Pitch date: 2025-06-10
NRC [bullish]
NRC Health
+24.02%
current return
Author Info
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Company Info
NRC Health provides analytics and insights to measure and improve patient and employee experience for healthcare organizations in the United States.
Market Cap
N/A
Pitch Price
$15.75
Price Target
N/A
Dividend
3.28%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
3.72
Sector
Health Care Providers and Services
Category
turnaround
(NAS:NRC) NRC Health: A Neglected Turnaround in Healthcare Compliance
NRC: Healthcare patient experience SaaS in triopoly w/ Press Ganey & Qualtrics. TRCV bottomed at $133M, now rising to $134.4M after sales reset. $115.4M booked for '25-'27 (was ~$0 in '23). 90% retention, 25-27% op margins. New CEO Trent Green, founder stepping down after 40yrs. Trades 8.8x '27E EBIT. ~60% upside.
Read full article (9 min)