Is HealthStream Stock a Good Investment?

HealthStream Investment Advice

HSTM

To provide specific investment advice or recommendations on HealthStream stock, we recommend investors consider the following general factors when evaluating HealthStream. This will help you to make an informed decision on whether to include HealthStream in one of your diversified portfolios:

Examine HealthStream's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research HealthStream's leadership team and their track record. Good management can help HealthStream navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Health Care Technology space and any emerging trends that could impact HealthStream's business and its evolving consumer preferences.
Compare HealthStream's performance and market position to its competitors. Analyze how HealthStream is positioned in terms of product offerings, innovation, and market share.
Check if HealthStream pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about HealthStream's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in HealthStream stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if HealthStream is a good investment.

Sell

Buy

Strong Buy

Our investment recommendation module can be used to complement HealthStream trade recommendations provided by average analyst sentiment. It analyzes the entity's potential to grow using fundamental, technical, data market data available at the time. To make sure HealthStream is not overpriced, please check out all HealthStream fundamentals, including its shares outstanding, net income, price to earnings to growth, as well as the relationship between the price to book and current ratio . Given that HealthStream has a price to earning of 87.15 X, we strongly advise you to confirm HealthStream market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Market Performance	OK	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Small	Details
Economic Sensitivity	Almost mirrors the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine HealthStream Stock

Researching HealthStream's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company shares are held by company insiders. The book value of HealthStream was currently reported as 11.69. The company last dividend was issued on the 4th of November 2024.

To determine if HealthStream is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding HealthStream's research are outlined below:

	HealthStream is unlikely to experience financial distress in the next 2 years
	HealthStream currently holds 20.25 M in liabilities with Debt to Equity (D/E) ratio of 0.07, which may suggest the company is not taking enough advantage from borrowing. HealthStream has a current ratio of 0.97, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about HealthStream's use of debt, we should always consider it together with its cash and equity.
	HealthStream has a strong financial position based on the latest SEC filings
	About 75.0% of HealthStream shares are owned by institutional investors
	On 15th of November 2024 HealthStream paid $ 0.028 per share dividend to its current shareholders
	Latest headline from zacks.com: HealthStream, Inc. Hit a 52 Week High, Can the Run Continue

HealthStream Quarterly Good Will

191.14 Million

HealthStream uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in HealthStream. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HealthStream's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	19th of February 2024 Upcoming Quarterly Report	View
	22nd of April 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	19th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact HealthStream's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises HealthStream's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2008-04-22	2008-03-31	0.01	0.0029	-0.0071	71
2007-04-24	2007-03-31	0.01	0.002	-0.008	80
2023-04-24	2023-03-31	0.08	0.09	0.01	12
2021-02-22	2020-12-31	0.04	0.03	-0.01	25
2016-11-02	2016-09-30	0.07	0.06	-0.01	14
2015-02-18	2014-12-31	0.09	0.1	0.01	11
2013-07-22	2013-06-30	0.08	0.09	0.01	12
2012-10-22	2012-09-30	0.08	0.07	-0.01	12

Know HealthStream's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as HealthStream is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HealthStream backward and forwards among themselves. HealthStream's institutional investor refers to the entity that pools money to purchase HealthStream's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Heartland Advisors Inc	2024-09-30	318.4 K
Northern Trust Corp	2024-09-30	270.2 K
Bank Of New York Mellon Corp	2024-06-30	241.9 K
Ameriprise Financial Inc	2024-06-30	234.1 K
Charles Schwab Investment Management Inc	2024-09-30	218.4 K
Nuveen Asset Management, Llc	2024-06-30	216.3 K
Panagora Asset Management Inc	2024-09-30	212.1 K
Assenagon Asset Management Sa	2024-09-30	201.6 K
Amvescap Plc.	2024-06-30	198.5 K
Blackrock Inc	2024-06-30	4 M
Vanguard Group Inc	2024-09-30	3 M

Note, although HealthStream's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HealthStream's market capitalization trends

The company currently falls under 'Mid-Cap' category with a current market capitalization of 1 B.

Market Cap

828.02 Million

HealthStream's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.08	0.08
Return On Capital Employed	0.04	0.04
Return On Assets	0.03	0.03
Return On Equity	0.04	0.05

The company has Profit Margin (PM) of 0.07 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.09 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.09.

Determining HealthStream's profitability involves analyzing its financial statements and using various financial metrics to determine if HealthStream is a good buy. For example, gross profit margin measures HealthStream's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of HealthStream's profitability and make more informed investment decisions.

Evaluate HealthStream's management efficiency

HealthStream has return on total asset (ROA) of 0.026 % which means that it generated a profit of $0.026 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0565 %, meaning that it created $0.0565 on every $100 dollars invested by stockholders. HealthStream's management efficiency ratios could be used to measure how well HealthStream manages its routine affairs as well as how well it operates its assets and liabilities. As of the 28th of November 2024, Return On Tangible Assets is likely to grow to 0.08. Also, Return On Capital Employed is likely to grow to 0.04. At this time, HealthStream's Intangibles To Total Assets are very stable compared to the past year. As of the 28th of November 2024, Fixed Asset Turnover is likely to grow to 9.73, while Total Current Assets are likely to drop about 103.8 M.

	Last Reported	Projected for Next Year
Book Value Per Share	11.15	11.70
Tangible Book Value Per Share	1.33	1.70
Enterprise Value Over EBITDA	13.53	10.92
Price Book Value Ratio	2.43	2.01
Enterprise Value Multiple	13.53	10.92
Price Fair Value	2.43	2.01
Enterprise Value	735 M	771.8 M

Understanding the operational decisions made by HealthStream management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.

Dividend Yield

0.0034

Forward Dividend Yield

0.0034

Forward Dividend Rate

0.11

Beta

0.353

Basic technical analysis of HealthStream Stock

As of the 28th of November, HealthStream retains the market risk adjusted performance of 0.2338, and Risk Adjusted Performance of 0.1082. HealthStream technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out HealthStream coefficient of variation, as well as the relationship between the treynor ratio and semi variance to decide if HealthStream is priced fairly, providing market reflects its last-minute price of 33.03 per share. Given that HealthStream has jensen alpha of 0.1035, we strongly advise you to confirm HealthStream's regular market performance to make sure the company can sustain itself at a future point.

HealthStream's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HealthStream insiders, such as employees or executives, is commonly permitted as long as it does not rely on HealthStream's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HealthStream insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Taylor Tate Deborah over a week ago Disposition of 900 shares by Taylor Tate Deborah of HealthStream subject to Rule 16b-3
		Scott Fenstermacher over three weeks ago Acquisition by Scott Fenstermacher of 383 shares of HealthStream subject to Rule 16b-3
		Michael Sousa over three weeks ago Disposition of 640 shares by Michael Sousa of HealthStream subject to Rule 16b-3
		Taylor Tate Deborah over a month ago Disposition of 1400 shares by Taylor Tate Deborah of HealthStream at 28.5268 subject to Rule 16b-3
		Gordon Frank over a month ago Disposition of 1125 shares by Gordon Frank of HealthStream subject to Rule 16b-3
		Rappuhn Terry Allison over a month ago Acquisition by Rappuhn Terry Allison of 1125 shares of HealthStream subject to Rule 16b-3
		Michael Sousa over two months ago Disposition of 527 shares by Michael Sousa of HealthStream subject to Rule 16b-3
		Scott Fenstermacher over two months ago Acquisition by Scott Fenstermacher of 1536 shares of HealthStream subject to Rule 16b-3
		Taylor Tate Deborah over three months ago Disposition of 1400 shares by Taylor Tate Deborah of HealthStream at 28.5268 subject to Rule 16b-3
		Scott Fenstermacher over three months ago Disposition of 1000 shares by Scott Fenstermacher of HealthStream at 28.9903 subject to Rule 16b-3
		O'hara Kevin P over three months ago Acquisition by Ohara Kevin P of 6100 shares of HealthStream subject to Rule 16b-3
		O'hara Kevin P over three months ago Disposition of 3000 shares by Ohara Kevin P of HealthStream at 28.03 subject to Rule 16b-3

HealthStream's Outstanding Corporate Bonds

HealthStream issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HealthStream uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HealthStream bonds can be classified according to their maturity, which is the date when HealthStream has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HEALTHCARE TRUST OF Corp Bond US42225UAH77	View
	US42225UAG94 Corp Bond US42225UAG94	View
	HR 3625 15 JAN 28 Corp Bond US42225UAK07	View
	HR 205 15 MAR 31 Corp Bond US42225UAM62	View
	HR 24 15 MAR 30 Corp Bond US42225UAL89	View
	HEALTHCARE TR AMER Corp Bond US42225UAD63	View
	HEALTHCARE TR AMER Corp Bond US42225UAF12	View

View All HealthStream Corporate Bonds

Understand HealthStream's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing HealthStream's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1082
	Market Risk Adjusted Performance	0.2338
	Mean Deviation	1.22
	Semi Deviation	1.32
	Downside Deviation	1.54
	Coefficient Of Variation	745.13
	Standard Deviation	1.67
	Variance	2.77
	Information Ratio	0.0589
	Jensen Alpha	0.1035
	Total Risk Alpha	(0.04)
	Sortino Ratio	0.0637
	Treynor Ratio	0.2238
	Maximum Drawdown	10.49
	Value At Risk	(2.00)
	Potential Upside	2.33
	Downside Variance	2.38
	Semi Variance	1.73
	Expected Short fall	(1.32)
	Skewness	0.3968
	Kurtosis	2.42

	Risk Adjusted Performance	0.1082
	Market Risk Adjusted Performance	0.2338
	Mean Deviation	1.22
	Semi Deviation	1.32
	Downside Deviation	1.54
	Coefficient Of Variation	745.13
	Standard Deviation	1.67
	Variance	2.77
	Information Ratio	0.0589
	Jensen Alpha	0.1035
	Total Risk Alpha	(0.04)
	Sortino Ratio	0.0637
	Treynor Ratio	0.2238
	Maximum Drawdown	10.49
	Value At Risk	(2.00)
	Potential Upside	2.33
	Downside Variance	2.38
	Semi Variance	1.73
	Expected Short fall	(1.32)
	Skewness	0.3968
	Kurtosis	2.42

Consider HealthStream's intraday indicators

HealthStream intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HealthStream stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0251
	Daily Balance Of Power	0.5833
	Rate Of Daily Change	1.02
	Day Median Price	33.01
	Day Typical Price	33.02
	Market Facilitation Index	0.84
	Price Action Indicator	0.27
	Period Momentum Indicator	0.49

HealthStream Corporate Filings

F4	25th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	21st of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	11th of April 2024 Other Reports	View Verify

HealthStream time-series forecasting models is one of many HealthStream's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary HealthStream's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

HealthStream Stock media impact

Far too much social signal, news, headlines, and media speculation about HealthStream that are available to investors today. That information is available publicly through HealthStream media outlets and privately through word of mouth or via HealthStream internal channels. However, regardless of the origin, that massive amount of HealthStream data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of HealthStream news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of HealthStream relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to HealthStream's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive HealthStream alpha.

HealthStream Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards HealthStream can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

HealthStream Corporate Executives

Elected by the shareholders, the HealthStream's board of directors comprises two types of representatives: HealthStream inside directors who are chosen from within the company, and outside directors, selected externally and held independent of HealthStream. The board's role is to monitor HealthStream's management team and ensure that shareholders' interests are well served. HealthStream's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, HealthStream's outside directors are responsible for providing unbiased perspectives on the board's policies.

	Scott CPA	CFO VP	Profile
	Scott Roberts	Interim CFO	Profile

When determining whether HealthStream is a strong investment it is important to analyze HealthStream's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact HealthStream's future performance. For an informed investment choice regarding HealthStream Stock, refer to the following important reports: