Healthstream Stock Buy Hold or Sell Recommendation
| HSTM Stock | USD 32.68 0.31 0.96% |
Given the investment horizon of 90 days and your conservative risk appetite, our recommendation regarding HealthStream is 'Cautious Hold'. The recommendation algorithm takes into account all of HealthStream's available fundamental, technical, and predictive indicators you will find on this site.
Check out HealthStream Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in HealthStream Stock, please use our How to Invest in HealthStream guide. Note, we conduct extensive research on individual companies such as HealthStream and provide practical buy, sell, or hold advice based on investors' constraints. HealthStream. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
HealthStream |
Execute HealthStream Buy or Sell Advice
The HealthStream recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on HealthStream. Macroaxis does not own or have any residual interests in HealthStream or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute HealthStream's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
HealthStream Trading Alerts and Improvement Suggestions
| HealthStream generated a negative expected return over the last 90 days | |
| HealthStream is unlikely to experience financial distress in the next 2 years | |
| HealthStream currently holds 20.25 M in liabilities with Debt to Equity (D/E) ratio of 0.07, which may suggest the company is not taking enough advantage from borrowing. HealthStream has a current ratio of 0.97, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about HealthStream's use of debt, we should always consider it together with its cash and equity. | |
| HealthStream has a strong financial position based on the latest SEC filings | |
| Over 79.0% of HealthStream shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Acquisition by Dent Thompson of 1125 shares of HealthStream subject to Rule 16b-3 |
HealthStream Returns Distribution Density
The distribution of HealthStream's historical returns is an attempt to chart the uncertainty of HealthStream's future price movements. The chart of the probability distribution of HealthStream daily returns describes the distribution of returns around its average expected value. We use HealthStream price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of HealthStream returns is essential to provide solid investment advice for HealthStream.
| Mean Return | 0.06 | Value At Risk | -2.12 | Potential Upside | 1.68 | Standard Deviation | 1.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of HealthStream historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
HealthStream Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as HealthStream, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading HealthStream back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Stephens Inv Mgmt Group Llc | 2024-12-31 | 331.2 K | Northern Trust Corp | 2024-12-31 | 306.4 K | Heartland Advisors Inc | 2024-12-31 | 287.4 K | Amvescap Plc. | 2024-12-31 | 248.2 K | Sei Investments Co | 2024-12-31 | 234.2 K | Charles Schwab Investment Management Inc | 2024-12-31 | 223.3 K | Bank Of New York Mellon Corp | 2024-12-31 | 219.6 K | Goldman Sachs Group Inc | 2024-12-31 | 211.7 K | Panagora Asset Management Inc | 2024-12-31 | 208.4 K | Blackrock Inc | 2024-12-31 | 4 M | Vanguard Group Inc | 2024-12-31 | 3.1 M |
HealthStream Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | (95.0M) | 10.3M | (882K) | (5.7M) | 19.1M | 20.1M | |
| Free Cash Flow | 17.1M | 17.0M | 26.1M | 36.0M | 56.3M | 59.1M | |
| Depreciation | 30.2M | 36.8M | 37.9M | 41.1M | 41.2M | 43.3M | |
| Other Non Cash Items | 4.8M | 9.3M | 8.1M | 11.6M | (6.9M) | (7.3M) | |
| Capital Expenditures | 18.8M | 25.3M | 25.1M | 28.0M | 1.4M | 1.3M | |
| Net Income | 14.1M | 5.8M | 12.1M | 15.2M | 20.0M | 21.0M | |
| End Period Cash Flow | 36.6M | 46.9M | 46.0M | 40.3M | 59.5M | 45.9M | |
| Change To Inventory | (2.3M) | (11.6M) | 3.0M | (10.3M) | (9.3M) | (8.8M) | |
| Investments | 31.0M | 4.3M | (28.4M) | (57.6M) | (51.8M) | (49.2M) | |
| Change Receivables | (4.1M) | 11.6M | (3.0M) | 10.3M | 11.9M | 12.5M | |
| Dividends Paid | 40K | 19K | 1.5M | 3.1M | 3.4M | 3.2M | |
| Change To Netincome | 4.9M | 7.2M | 6.9M | 1.8M | 1.6M | 2.1M |
HealthStream Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to HealthStream or Health Care Technology sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that HealthStream's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a HealthStream stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.65 | |
σ | Overall volatility | 1.13 | |
Ir | Information ratio | 0.04 |
HealthStream Volatility Alert
HealthStream has relatively low volatility with skewness of -0.44 and kurtosis of 0.64. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure HealthStream's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact HealthStream's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.HealthStream Fundamentals Vs Peers
Comparing HealthStream's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze HealthStream's direct or indirect competition across all of the common fundamentals between HealthStream and the related equities. This way, we can detect undervalued stocks with similar characteristics as HealthStream or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of HealthStream's fundamental indicators could also be used in its relative valuation, which is a method of valuing HealthStream by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare HealthStream to competition |
| Fundamentals | HealthStream | Peer Average |
| Return On Equity | 0.0572 | -0.31 |
| Return On Asset | 0.0263 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | 0.06 % | (5.51) % |
| Current Valuation | 907.58 M | 16.62 B |
| Shares Outstanding | 30.41 M | 571.82 M |
| Shares Owned By Insiders | 21.37 % | 10.09 % |
| Shares Owned By Institutions | 78.63 % | 39.21 % |
| Number Of Shares Shorted | 858.59 K | 4.71 M |
| Price To Earning | 87.15 X | 28.72 X |
| Price To Book | 2.77 X | 9.51 X |
| Price To Sales | 3.38 X | 11.42 X |
| Revenue | 291.65 M | 9.43 B |
| Gross Profit | 193.71 M | 27.38 B |
| EBITDA | 66.05 M | 3.9 B |
| Net Income | 20.01 M | 570.98 M |
| Cash And Equivalents | 51.84 M | 2.7 B |
| Cash Per Share | 1.70 X | 5.01 X |
| Total Debt | 20.25 M | 5.32 B |
| Debt To Equity | 0.07 % | 48.70 % |
| Current Ratio | 0.99 X | 2.16 X |
| Book Value Per Share | 11.81 X | 1.93 K |
| Cash Flow From Operations | 57.66 M | 971.22 M |
| Short Ratio | 7.75 X | 4.00 X |
| Earnings Per Share | 0.66 X | 3.12 X |
| Price To Earnings To Growth | 3.91 X | 4.89 X |
| Target Price | 35.0 | |
| Number Of Employees | 1.08 K | 18.84 K |
| Beta | 0.39 | -0.15 |
| Market Capitalization | 984.53 M | 19.03 B |
| Total Asset | 499.94 M | 29.47 B |
| Retained Earnings | 92.37 M | 9.33 B |
| Working Capital | 11.85 M | 1.48 B |
Note: Disposition of 830 shares by Scott Fenstermacher of HealthStream subject to Rule 16b-3 [view details]
HealthStream Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as HealthStream . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About HealthStream Buy or Sell Advice
When is the right time to buy or sell HealthStream? Buying financial instruments such as HealthStream Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having HealthStream in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Emerging Markets Funds Thematic Idea Now
Emerging Markets Funds
Fund or Etfs that invest in markets of developing countries. The Emerging Markets Funds theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Emerging Markets Funds Theme or any other thematic opportunities.
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Check out HealthStream Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in HealthStream Stock, please use our How to Invest in HealthStream guide.You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Is Health Care Technology space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HealthStream. If investors know HealthStream will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HealthStream listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.065 | Dividend Share 0.112 | Earnings Share 0.66 | Revenue Per Share | Quarterly Revenue Growth 0.052 |
The market value of HealthStream is measured differently than its book value, which is the value of HealthStream that is recorded on the company's balance sheet. Investors also form their own opinion of HealthStream's value that differs from its market value or its book value, called intrinsic value, which is HealthStream's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HealthStream's market value can be influenced by many factors that don't directly affect HealthStream's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HealthStream's value and its price as these two are different measures arrived at by different means. Investors typically determine if HealthStream is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HealthStream's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.