Health Catalyst Stock Five Year Return

HCAT Stock

USD 8.65 0.15 1.76%

Health Catalyst fundamentals help investors to digest information that contributes to Health Catalyst's financial success or failures. It also enables traders to predict the movement of Health Stock. The fundamental analysis module provides a way to measure Health Catalyst's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Health Catalyst stock.

Short Long Term Debt Total Total Assets

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Health Catalyst Company Five Year Return Analysis

Health Catalyst's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Health Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Health Catalyst is extremely important. It helps to project a fair market value of Health Stock properly, considering its historical fundamentals such as Five Year Return. Since Health Catalyst's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Health Catalyst's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Health Catalyst's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Long Term Debt Total	Total Liab	Net Invested Capital	Short Long Term Debt	Total Current Assets	Net Working Capital	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Capital Stock
Total Assets		0.97	0.92	0.98	0.78	-0.92	0.92	0.98	0.95	0.97	0.94	0.9	-0.39	0.98	-0.8	0.99	0.98	0.97	0.95	0.64	0.89	0.64
Total Stockholder Equity	0.97		0.99	0.95	0.81	-0.94	0.92	0.93	0.91	0.9	0.98	0.91	-0.61	0.99	-0.79	0.98	0.98	0.89	0.88	0.64	0.86	0.64
Net Tangible Assets	0.92	0.99		0.9	0.78	-0.91	0.91	0.87	0.86	0.83	0.99	0.91	-0.72	0.96	-0.78	0.96	0.96	0.83	0.8	0.6	0.81	0.6
Current Deferred Revenue	0.98	0.95	0.9		0.83	-0.94	0.96	0.97	0.98	0.94	0.93	0.94	-0.39	0.96	-0.9	0.97	0.96	0.98	0.91	0.66	0.88	0.66
Net Debt	0.78	0.81	0.78	0.83		-0.92	0.86	0.86	0.86	0.8	0.77	0.75	-0.4	0.79	-0.71	0.76	0.74	0.8	0.72	0.88	0.81	0.88
Retained Earnings	-0.92	-0.94	-0.91	-0.94	-0.92		-0.93	-0.93	-0.94	-0.9	-0.9	-0.85	0.46	-0.91	0.82	-0.92	-0.91	-0.92	-0.82	-0.83	-0.95	-0.83
Accounts Payable	0.92	0.92	0.91	0.96	0.86	-0.93		0.94	0.98	0.89	0.91	0.96	-0.47	0.94	-0.89	0.92	0.91	0.91	0.84	0.65	0.81	0.65
Long Term Debt	0.98	0.93	0.87	0.97	0.86	-0.93	0.94		0.97	0.99	0.9	0.89	-0.32	0.96	-0.8	0.95	0.93	0.97	0.93	0.73	0.88	0.73
Net Receivables	0.95	0.91	0.86	0.98	0.86	-0.94	0.98	0.97		0.95	0.88	0.91	-0.31	0.93	-0.87	0.93	0.91	0.97	0.89	0.7	0.88	0.7
Good Will	0.97	0.9	0.83	0.94	0.8	-0.9	0.89	0.99	0.95		0.86	0.83	-0.22	0.93	-0.73	0.93	0.92	0.97	0.92	0.72	0.91	0.72
Short Term Investments	0.94	0.98	0.99	0.93	0.77	-0.9	0.91	0.9	0.88	0.86		0.95	-0.66	0.98	-0.82	0.98	0.98	0.86	0.83	0.59	0.8	0.59
Long Term Debt Total	0.9	0.91	0.91	0.94	0.75	-0.85	0.96	0.89	0.91	0.83	0.95		-0.57	0.94	-0.91	0.92	0.92	0.86	0.79	0.51	0.71	0.51
Total Liab	-0.39	-0.61	-0.72	-0.39	-0.4	0.46	-0.47	-0.32	-0.31	-0.22	-0.66	-0.57		-0.53	0.4	-0.5	-0.53	-0.22	-0.24	-0.21	-0.26	-0.21
Net Invested Capital	0.98	0.99	0.96	0.96	0.79	-0.91	0.94	0.96	0.93	0.93	0.98	0.94	-0.53		-0.81	0.99	0.99	0.92	0.91	0.62	0.84	0.62
Short Long Term Debt	-0.8	-0.79	-0.78	-0.9	-0.71	0.82	-0.89	-0.8	-0.87	-0.73	-0.82	-0.91	0.4	-0.81		-0.82	-0.81	-0.85	-0.7	-0.5	-0.69	-0.5
Total Current Assets	0.99	0.98	0.96	0.97	0.76	-0.92	0.92	0.95	0.93	0.93	0.98	0.92	-0.5	0.99	-0.82		1.0	0.94	0.91	0.6	0.86	0.6
Net Working Capital	0.98	0.98	0.96	0.96	0.74	-0.91	0.91	0.93	0.91	0.92	0.98	0.92	-0.53	0.99	-0.81	1.0		0.92	0.9	0.59	0.86	0.59
Short Term Debt	0.97	0.89	0.83	0.98	0.8	-0.92	0.91	0.97	0.97	0.97	0.86	0.86	-0.22	0.92	-0.85	0.94	0.92		0.92	0.69	0.91	0.69
Intangible Assets	0.95	0.88	0.8	0.91	0.72	-0.82	0.84	0.93	0.89	0.92	0.83	0.79	-0.24	0.91	-0.7	0.91	0.9	0.92		0.52	0.79	0.52
Common Stock	0.64	0.64	0.6	0.66	0.88	-0.83	0.65	0.73	0.7	0.72	0.59	0.51	-0.21	0.62	-0.5	0.6	0.59	0.69	0.52		0.84	1.0
Property Plant Equipment	0.89	0.86	0.81	0.88	0.81	-0.95	0.81	0.88	0.88	0.91	0.8	0.71	-0.26	0.84	-0.69	0.86	0.86	0.91	0.79	0.84		0.84
Capital Stock	0.64	0.64	0.6	0.66	0.88	-0.83	0.65	0.73	0.7	0.72	0.59	0.51	-0.21	0.62	-0.5	0.6	0.59	0.69	0.52	1.0	0.84

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Health Return On Tangible Assets

Return On Tangible Assets

(0.28)

At this time, Health Catalyst's Return On Tangible Assets are comparatively stable compared to the past year.

According to the company disclosure, Health Catalyst has a Five Year Return of 0.0%. This indicator is about the same for the Health Care Technology average (which is currently at 0.0) sector and about the same as Health Care (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Health Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Health Catalyst's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Health Catalyst could also be used in its relative valuation, which is a method of valuing Health Catalyst by comparing valuation metrics of similar companies.

Health Catalyst is currently under evaluation in five year return category among its peers.

Health Catalyst Current Valuation Drivers

We derive many important indicators used in calculating different scores of Health Catalyst from analyzing Health Catalyst's financial statements. These drivers represent accounts that assess Health Catalyst's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Health Catalyst's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	650.3M	1.7B	1.9B	571.1M	522.4M	496.3M
Enterprise Value	684.9M	1.8B	1.9B	702.7M	665.2M	1.2B

Health Catalyst ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Health Catalyst's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Health Catalyst's managers, analysts, and investors.

Environmental

Governance

Social

Health Fundamentals

	Return On Equity	-0.21
	Return On Asset	-0.0526
	Profit Margin	(0.26) %
	Operating Margin	(0.16) %
	Current Valuation	503.41 M
	Shares Outstanding	60.85 M
	Shares Owned By Insiders	2.77 %
	Shares Owned By Institutions	90.69 %
	Number Of Shares Shorted	2.53 M
	Price To Earning	(2.62) X
	Price To Book	1.48 X
	Price To Sales	1.74 X
	Revenue	295.94 M
	Gross Profit	135.56 M
	EBITDA	(66.46 M)
	Net Income	(118.15 M)
	Cash And Equivalents	403.35 M
	Cash Per Share	7.37 X
	Total Debt	249.07 M
	Debt To Equity	0.53 %
	Current Ratio	5.15 X
	Book Value Per Share	5.83 X
	Cash Flow From Operations	(33.08 M)
	Short Ratio	4.63 X
	Earnings Per Share	(1.34) X
	Target Price	11.63
	Number Of Employees	1.3 K
	Beta	1.33
	Market Capitalization	526.33 M
	Total Asset	701.81 M
	Retained Earnings	(1.12 B)
	Working Capital	304.36 M
	Current Asset	216.75 M
	Current Liabilities	48.69 M
	Net Asset	701.81 M

About Health Catalyst Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Health Catalyst's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Health Catalyst using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Health Catalyst based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Health Stock Analysis

When running Health Catalyst's price analysis, check to measure Health Catalyst's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Health Catalyst is operating at the current time. Most of Health Catalyst's value examination focuses on studying past and present price action to predict the probability of Health Catalyst's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Health Catalyst's price. Additionally, you may evaluate how the addition of Health Catalyst to your portfolios can decrease your overall portfolio volatility.

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