Professional
Added to YB: 2024-08-20
Pitch date: 2024-07-25
PGNY [bullish]
Progyny, Inc.
-8.18%
current return
Author Info
No bio for this author
Company Info
Progyny, Inc., a benefits management company, provides fertility, family building, and women’s health benefits solutions in the United States.
Market Cap
$2.1B
Pitch Price
$29.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.17
P/E
39.77
EV/Sales
1.42
Sector
Health Care Providers and Services
Category
turnaround
Polen U.S. Small Company Growth Added On Portfolio Holding: Progyny, Inc.
PGNY: Leading fertility managed care provider. Q1 weak due to IVF legal concerns, but likely temporary. Long-term growth potential intact, expanding beyond early adopters. Stock weighed by headlines/guidance, but attractive valuation. Added to position pre-Q1 results. Risks: ongoing political/legal uncertainty. Catalysts: benefit utilization recovery, new sector penetration.
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