Professional
Added to YB: 2025-06-10
Pitch date: 2025-06-10
NRC [bullish]
National Research Corporation
-12.85%
current return
Author Info
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Company Info
National Research Corporation provides analytics and insights that facilitate measurement and improvement of the patient and employee experience.
Market Cap
$303.6M
Pitch Price
$15.89
Price Target
N/A
Dividend
4.77%
EV/EBITDA
12.36
P/E
26.82
EV/Sales
2.77
Sector
Health Care Providers and Services
Category
turnaround
(NAS:NRC) NRC Health: A Neglected Turnaround in Healthcare Compliance
NRC: Healthcare patient experience SaaS in triopoly w/ Press Ganey & Qualtrics. TRCV bottomed at $133M, now rising to $134.4M after sales reset. $115.4M booked for '25-'27 (was ~$0 in '23). 90% retention, 25-27% op margins. New CEO Trent Green, founder stepping down after 40yrs. Trades 8.8x '27E EBIT. ~60% upside.
Read full article (9 min)