Tempus AI, Inc. Class A Common Stock (TEM)vsWaystar Holding Corp. Common Stock (WAY)
TEM
Tempus AI, Inc. Class A Common Stock
$53.50
-1.05%
HEALTHCARE · Cap: $9.87B
WAY
Waystar Holding Corp. Common Stock
$19.90
-3.49%
HEALTHCARE · Cap: $4.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Tempus AI, Inc. Class A Common Stock generates 10% more annual revenue ($1.27B vs $1.16B). WAY leads profitability with a 10.9% profit margin vs -19.3%. WAY earns a higher WallStSmart Score of 63/100 (C+).
TEM
Avoid31
out of 100
Grade: F
WAY
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.3%
Fair Value
$31.29
Current Price
$53.50
$22.21 premium
Margin of Safety
+8.3%
Fair Value
$25.87
Current Price
$19.90
$5.97 discount
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 25.6%
Revenue surging 22.4% year-over-year
Earnings expanding 37.5% YoY
Areas to Watch
Trading at 19.4x book value
0.0% earnings growth
ROE of -89.5% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 3.6% — below average capital efficiency
Weak financial health signals
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 22.4% 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 P/E Ratio, Altman Z-Score, Return on Equity.
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 (70M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAY scores higher overall (63/100 vs 31/100) and 22.4% 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
Want to dig deeper into these stocks?