Added to YB: 2026-07-02
Pitch date: 2026-06-29
PHR [bullish]
Phreesia, Inc.
+5.62%
current return
Author Info
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Company Info
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada.
Market Cap
$636.0M
Pitch Price
$10.15
Price Target
13.00 (+21%)
Dividend
N/A
EV/EBITDA
19.36
P/E
67.51
EV/Sales
1.32
Sector
Health Care Technology
Category
value
Phreesia, Inc. (NYSE: PHR) The Cheapest defensive Quality SaaS in the US ?
PHR: Founder-led healthcare-SaaS (intake, payments, pharma media network), profitable inflection: FY26 EBITDA $101.5m, FY27 guide $125-135m, first GAAP profit, $54m FCF. Down from $32 to ~$10 on cyclical pharma-budget guidance cut, not AI. 1.2x fwd sales, 5x EBITDA. Pale Fire (Groupon) activist ~14.7% at $8. Fair 23x P/E = ~30% base upside, multi-bagger if pharma cycle turns. Risks: litigation, 7% organic growth, AccessOne leverage/DSO.
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