R1 RCM Inc (RCM)vsWaystar Holding Corp. Common Stock (WAY)
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
WAY
Waystar Holding Corp. Common Stock
$24.07
-2.87%
HEALTHCARE · Cap: $4.74B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 124% more annual revenue ($2.46B vs $1.10B). WAY leads profitability with a 10.2% profit margin vs -2.5%. WAY earns a higher WallStSmart Score of 51/100 (C-).
RCM
Hold39
out of 100
Grade: F
WAY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RCM.
Margin of Safety
-471.8%
Fair Value
$4.15
Current Price
$24.07
$19.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 23.6%
Revenue surging 24.3% year-over-year
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%
Distress zone — elevated risk
ROE of 3.2% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
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 : WAY
The strongest argument for WAY centers on Price/Book, Debt/Equity, Operating Margin. Revenue growth of 24.3% demonstrates continued momentum.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : WAY
The primary concerns for WAY are Altman Z-Score, Return on Equity, Piotroski F-Score. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
RCM profiles as a turnaround stock while WAY is a growth play — different risk/reward profiles.
WAY is growing revenue faster at 24.3% — 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
WAY scores higher overall (51/100 vs 39/100) and 24.3% revenue growth. Both earn "Buy" 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.
Waystar Holding Corp. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
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