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HealthStream, Inc.
🏹 Trader: 🎯 Near 52W High 💎 VCP Breakout | BRS 75 Ready View all →
$866M
Market Cap
37.8
P/E
2.52
PEG
5.4%
ROCE
5.1%
ROE
0.04
D/E
6.7%
OPM
-3.3%
% from 52W High
62
α RS
🔍 HSTM is showing a sector-leadership setup because Sector RRG has Health Care in the Leading quadrant with the trail still strengthening, it matches 2 of 37 tracked screener presets, and RS Rating is 62. Net: Broad signal stack, not a recommendation. ? RRG Conviction RS Rating
Sources
Health Care in Leading quadrant · Conviction 2/37 · RS Rating 62
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🌏 Global Investor Returns
Currency-adjusted total returns for HSTM including FX impact
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📈 Price History
Ratio Health
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📊 Sector Averages
About

HealthStream, Inc. provides Software-as-a-Service (SaaS) based applications for healthcare organizations in the United States.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding HSTM
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 477.8K $9.9M 0.02% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-04
Record Q2 revenue and adjusted EBITDA were driven by strong growth in core subscription products and recent acquisitions. Full-year guidance was raised for revenue and adjusted EBITDA, though net income guidance was trimmed due to increased investment. A $2 million non-recurring revenue item boosted Q2 results.
Q1 2026 Q1 2026 2026-05-05
Record Q1 revenue and profitability driven by strong subscription growth, recent acquisitions, and robust performance in CredentialStream, ShiftWizard, and Competency Suite. Guidance for 2026 is reaffirmed, with continued investment in AI, career networks, and technology infrastructure.
Q4 2025 Q4 2025 2026-02-24
Full-year 2025 saw 4.3% revenue and 7.5% Adjusted EBITDA growth, with strong Q4 results and robust performance from core products. Two acquisitions and increased capital returns supported expansion, while 2026 guidance projects continued growth and margin improvement.
Q3 2025 Q3 2025 2025-11-04
Record Q3 revenue and profit growth driven by strong SaaS subscription performance, with core products like CredentialStream and ShiftWizard posting double-digit gains. Guidance for 2025 remains steady, factoring in new acquisitions and legacy product declines.
Q2 2025 Q2 2025 2025-08-05
Record Q2 revenue and strong income growth were driven by robust subscription product performance and major enterprise deals. AI innovation and the HLX launch mark strategic advances, while gross margin remains pressured by cloud costs. Guidance for 2025 is reaffirmed.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Information Sources:
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