R1 RCM Inc (RCM)vsTruBridge Inc. (TBRG)
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
TBRG
TruBridge Inc.
$14.60
-1.82%
HEALTHCARE · Cap: $223.22M
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 609% more annual revenue ($2.46B vs $347.27M). TBRG leads profitability with a 1.0% profit margin vs -2.5%. TBRG appears more attractively valued with a PEG of 0.76. TBRG earns a higher WallStSmart Score of 49/100 (D+).
RCM
Hold39
out of 100
Grade: F
TBRG
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RCM.
Margin of Safety
-1056.4%
Fair Value
$1.63
Current Price
$14.60
$12.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Growing faster than its price suggests
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%
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
1.0% margin — thin
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 : TBRG
The strongest argument for TBRG centers on Price/Book, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : TBRG
The primary concerns for TBRG are Revenue Growth, Market Cap, Return on Equity. A P/E of 62.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
RCM profiles as a turnaround stock while TBRG is a value 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
TBRG scores higher overall (49/100 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.
TruBridge Inc.
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company is headquartered in Mobile, Alabama.
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