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HealthStream, Inc.
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🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 85 Ready View all →
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$925M
Market Cap
37.8
P/E
2.52
PEG
5.5%
ROCE
5.1%
ROE
0.05
D/E
6.8%
OPM
0.0%
% from 52W High
82
α RS
🔍 HSTM is showing a multi-screen setup because it matches 4 of 39 tracked screener presets, RS Rating is 81, an ECS of 59.7 last quarter, and it has maintained a 19-day Near 52-Week High momentum persistence. The main caution: the Debt Free Growers preset's Backtest win rate is only 40.4%. Net: Mixed signal stack, not a recommendation. ? Conviction RS Rating ECS Momentum Streaks Backtest
Sources
Conviction 4/39 · RS Rating 81 · ECS 59.7 · Near 52-Week High streak: 19d · Backtest win rate 40.4%
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🌏 Global Investor Returns
Currency-adjusted total returns for HSTM including FX impact
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📈 Price History
Ratio Health
— Excellent
— Good
— Average
— Poor
By Category
📊 Peer Medians
About

HealthStream, Inc. provides Software-as-a-Service (SaaS) based applications for healthcare organizations in the United States. The company offers hStream, a technology platform; CredentialStream, provides healthcare organizations with tools to support the provider lifecycle management from recruiting, application submission, verification of licensure and other credentials, privileging, appointments by credentialing committees, enrollment, network, management, onboarding, and performance evaluations of providers; ShiftWizard; and Competency Suite, AI/ML-driven clinical competency development system. It also provides applications for performance appraisal, competency management, disclosure management, clinical competency, assessment, development, simulation-based education, clinical rotation and onboarding management, quality management, and industry training. The company’s solutions help healthcare organizations in meeting their ongoing learning, clinical development, credentialing, and scheduling needs. It serves the healthcare industry, including private, not-for-profit, and government entities, as well as pharmaceutical and medical device companies, and nursing schools and students. The company was incorporated in 1990 and is headquartered in Nashville, Tennessee.

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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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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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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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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