American Well Corp (AMWL)vsR1 RCM Inc (RCM)
AMWL
American Well Corp
$8.62
-1.82%
HEALTHCARE · Cap: $145.20M
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 938% more annual revenue ($2.46B vs $237.38M). RCM leads profitability with a -2.5% profit margin vs -37.0%. RCM earns a higher WallStSmart Score of 39/100 (F).
AMWL
Avoid34
out of 100
Grade: F
RCM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.4%
Fair Value
$10.38
Current Price
$8.62
$1.76 discount
Margin of Safety
+27.4%
Fair Value
$19.71
Current Price
$14.31
$5.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -38.7% — below average capital efficiency
Revenue declined 17.9%
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMWL
The strongest argument for AMWL centers on Price/Book, Debt/Equity.
Bull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : AMWL
The primary concerns for AMWL are EPS Growth, Market Cap, Return on Equity.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Key Dynamics to Monitor
AMWL carries more volatility with a beta of 1.70 — expect wider price swings.
RCM is growing revenue faster at 14.7% — sustainability is the question.
RCM generates stronger free cash flow (60M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RCM scores higher overall (39/100 vs 34/100) and 14.7% revenue growth. AMWL offers better value entry with a 58.4% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Well Corp
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
American Well Corporation is a telehealth business enabling digital healthcare delivery. The company is headquartered in Boston, Massachusetts.
R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) is a premier provider of technology-driven revenue cycle management solutions, dedicated to significantly improving the financial performance of healthcare organizations throughout the United States. By harnessing advanced analytics and extensive industry expertise, the company delivers comprehensive services that streamline billing processes and enhance operational efficiency for both hospitals and outpatient facilities. R1 RCM's innovative solutions not only maximize revenue capture but also enhance patient experiences, positioning the company as a vital player in the dynamic healthcare landscape. With a focus on expanding service offerings and increasing market share, R1 RCM is well-equipped to meet the growing demand for sophisticated revenue cycle management services, ensuring robust growth and competitive advantage in the marketplace.
Compare with Other HEALTH INFORMATION SERVICES Stocks
Want to dig deeper into these stocks?