Added to YB: 2026-01-14
Pitch date: 2025-11-11
NRC [bullish]
NRC Health
+33.41%
current return
Author Info
No bio for this author
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
$430.0M
Pitch Price
$14.74
Price Target
48.00 (+151%)
Dividend
3.35%
EV/EBITDA
14.61
P/E
49.55
EV/Sales
N/A
Sector
Health Care Providers and Services
Category
turnaround
National Research Corporation - $NRC
NRC: Healthcare IT platform w/ 100% subscription revenue showing clear inflection. TRCV backlog +8% YOY (1st time since Q4/21) after 4 straight quarters growth. Margins expanding (+420bp Q3) as revenue follows TRCV higher. FCF set to double to $38M in 2026 as $40M capex project ends. Trading 9.5x trailing EBITDA, 4.4% dividend yield vs Rule-of-40 trajectory.
Read full article (8 min)