Tempus AI, Inc. Class A Common Stock (TEM)vsWaystar Holding Corp. Common Stock (WAY)
TEM
Tempus AI, Inc. Class A Common Stock
$46.96
-3.65%
HEALTHCARE · Cap: $9.10B
WAY
Waystar Holding Corp. Common Stock
$24.07
-2.87%
HEALTHCARE · Cap: $4.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Tempus AI, Inc. Class A Common Stock generates 16% more annual revenue ($1.27B vs $1.10B). WAY leads profitability with a 10.2% profit margin vs -19.3%. WAY earns a higher WallStSmart Score of 51/100 (C-).
TEM
Avoid31
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 TEM.
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
Revenue surging 83.0% year-over-year
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
Trading at 17.0x book value
0.0% earnings growth
ROE of -89.5% — below average capital efficiency
Negative free cash flow — burning cash
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 : TEM
The strongest argument for TEM centers on Revenue Growth. Revenue growth of 83.0% 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 : TEM
The primary concerns for TEM are Price/Book, EPS Growth, Return on Equity. Debt-to-equity of 2.63 is elevated, increasing financial risk.
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
TEM profiles as a hypergrowth stock while WAY is a growth play — different risk/reward profiles.
TEM is growing revenue faster at 83.0% — sustainability is the question.
WAY generates stronger free cash flow (57M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAY scores higher overall (51/100 vs 31/100) and 24.3% revenue growth. Both earn "Buy" 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.
Tempus AI, Inc. Class A Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Tempus AI, Inc is a healthcare technology company. The company is headquartered in Chicago, Illinois.
Visit Website →Waystar Holding Corp. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
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