Professional
Added to YB: 2026-01-28
Pitch date: 2026-01-26
NRC [bullish]
National Research Corporation
-40.43%
current return
Author Info
Long Cast Advisers seeks to grow wealth through long-term concentrated investing in small-cap stocks. Follow on Twitter/X.
Company Info
National Research Corporation provides analytics and insights that facilitate measurement and improvement of the patient and employee experience.
Market Cap
$477.4M
Pitch Price
$20.90
Price Target
N/A
Dividend
3.04%
EV/EBITDA
15.79
P/E
29.68
EV/Sales
4.00
Sector
Health Care Providers and Services
Category
turnaround
Long Cast Advisers New Position: National Research Corporation
NRC (new position): Healthcare survey/consulting co trading 13x EBITDA at trough $10M quarterly results. New Amazon CEO hire (Mar 2025) signals serious turnaround vs failed 2024 mgmt changes. $6.75B Press Ganey acquisition validates industry cash generation. Deferred revenue dramatically improving, signaling revenue inflection. Owner-operator professionalization phase. Consistent 30%+ EBITDA margins, no dilution.
Read full article (4 min)