R1 RCM Inc (RCM)vsSpok Holdings Inc (SPOK)
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
SPOK
Spok Holdings Inc
$11.13
-1.24%
HEALTHCARE · Cap: $235.29M
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 1663% more annual revenue ($2.46B vs $139.71M). SPOK leads profitability with a 11.4% profit margin vs -2.5%. SPOK earns a higher WallStSmart Score of 43/100 (D).
RCM
Hold39
out of 100
Grade: F
SPOK
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RCM.
Margin of Safety
-164.5%
Fair Value
$5.10
Current Price
$11.13
$6.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Smaller company, higher risk/reward
Revenue declined 0.1%
Earnings declined 27.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bull Case : SPOK
The strongest argument for SPOK centers on P/E Ratio, Price/Book.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : SPOK
The primary concerns for SPOK are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
RCM profiles as a turnaround stock while SPOK is a declining play — different risk/reward profiles.
RCM carries more volatility with a beta of 0.84 — 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.
Bottom Line
SPOK scores higher overall (43/100 vs 39/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) is a leading provider of technology-enabled revenue cycle management services, specializing in optimizing the financial performance of healthcare organizations. By leveraging advanced analytics and industry expertise, R1 RCM delivers comprehensive solutions that streamline patient billing processes and enhance operational efficiencies across a diverse portfolio of clients, including hospitals and outpatient facilities. The company's innovative approach not only improves revenue capture but also elevates the patient experience, positioning R1 RCM as a key player in the evolving healthcare landscape. With a robust growth strategy focused on expanding its service offerings and market reach, R1 RCM is poised to capitalize on the increasing demand for effective revenue cycle solutions in the healthcare sector.
Spok Holdings Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Spok Holdings, Inc., through its subsidiary, Spok, Inc., provides healthcare communication solutions in the United States, Europe, Canada, Australia, Asia, and the Middle East. The company is headquartered in Springfield, Virginia.
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