EVH Class A Evolent Health, Inc Class A Common Stock
NYSE · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$3.46
· of 52w range
· above low
· to high
$2.1052w low
$8.4652w high
P/E (TTM)
-0.8
EPS (TTM)
$-4.57
Revenue (TTM)
$2.10B
your badges
52W Range
$2–$8
Analyst Rating
BUY
Price Target
$6
P/E
-0.8
ROE
-79.0%
Net Profit Margin
-24.1%
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EVH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$3.46
P/E (TTM)
-0.8
EPS (TTM)
$-4.57
Revenue (TTM)
$2.10B
ROE (TTM)
-79.0%
Debt/Equity (MRQ)
2.5
52W Range
$2–$8
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.88B2017-12-31 → 2025-12-31
EPS$-5.072017-12-31 → 2025-12-31
Free Cash Flow·2017-12-31 → 2019-12-31
Net margin-24.1%2018-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | EVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -0.85Y avg ≈-48.8 | ≈-48.8 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | EVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | -20.4%5Y avg ≈-9.4% | ≈-9.4% | 2.7% | Weak | |
| EBITDA Margin (TTM) | -15.1%5Y avg ≈-3.6% | ≈-3.6% | 4.3% | Weak | |
| Pretax Margin (TTM) | -23.9%5Y avg ≈-11.4% | ≈-11.4% | -4.6% | In line | |
| Net Profit Margin (TTM) | -24.1%5Y avg ≈-11.7% | ≈-11.7% | -3.9% | In line | |
| ROA (TTM) | -22.8%5Y avg ≈-7.1% | ≈-7.1% | -2.6% | Weak | |
| ROE (TTM) | -79.0%5Y avg ≈-21.2% | ≈-21.2% | 2.4% | Weak | |
| ROIC | -29.6%5Y avg ≈-7.8% | ≈-7.8% | -14.9% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | EVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 2.55Y avg ≈0.9 | ≈0.9 | 0.1 | High debt | |
| Current Ratio (MRQ) | 1.25Y avg ≈1.1 | ≈1.1 | 1.5 | Below avg | |
| Quick Ratio | 1.25Y avg ≈1.0 | ≈1.0 | 1.0 | In line | |
| Long-Term Debt / Equity (MRQ) | 2.55Y avg ≈0.8 | ≈0.8 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | EVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -26.6%5Y avg ≈19.2% | ≈19.2% | · | · | |
| Revenue CAGR 3Y | 11.5%5Y avg ≈27.1% | ≈27.1% | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | EVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.85Y avg ≈0.8 | ≈0.8 | 0.6 | Top tier | |
| Receivables Turnover | 5.25Y avg ≈5.6 | ≈5.6 | 7.0 | Weak | |
| Revenue / Employee | ≈$446.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-5.7%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $0.02 | $-0.02 | 183.7% |
| March 31, 2026 | $-0.02 | $-0.05 | 61.4% | |
| Dec. 31, 2025 | $0.08 | $0.06 | 37.7% | |
| Sept. 30, 2025 | $0.05 | $0.11 | -52.6% | |
| June 30, 2025 | $-0.10 | $0.08 | -226.4% | |
| March 31, 2025 | $0.06 | $0.10 | -37.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Cost of Revenue | $1.48B | $2.19B | $1.50B | $1.04B | $658M | · | · | · | · | · | |
| R&D Expense | · | · | · | · | $16M | $15M | $20M | $18M | $17M | $11M | |
| SG&A Expense | $304M | $263M | $358M | $269M | $219M | $210M | $236M | $235M | $206M | $161M | |
| Operating Expenses | $2.29B | $2.60B | $2.04B | $1.35B | $950M | $1.19B | $996M | $675M | $508M | $492M | |
| Operating Income | $-410M | $-40M | $-71M | $4M | $-42M | $-263M | $-309M | $-47M | $-73M | $-237M | |
| Interest Expense | · | · | $54M | $16M | $25M | $28M | $15M | $5M | $4M | $247.0K | |
| Interest Income | $4M | $6M | $5M | $1M | $407.0K | $3M | $3M | $3M | $2M | $970.0K | |
| Other Non-op | $249.0K | $241.0K | $-543.0K | $57.0K | $-146.0K | $-118.0K | $-489.0K | $109.0K | $171.0K | $4.0K | |
| Pretax Income | $-535M | $-63M | $-202M | $-62M | $-30M | $-331M | $-330M | $-54M | $-76M | $-238M | |
| Income Tax | $-126.0K | $-1M | $-89M | $-43M | $483.0K | $-2M | $-23M | $40.0K | $-7M | $-11M | |
| Net Income | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| EPS (Basic) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| EPS (Diluted) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | · | $-0.94 | $-3.55 | |
| Shares (Basic) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| Shares (Diluted) | 114,208,000 | 114,682,000 | 111,251,000 | 93,699,000 | 86,067,000 | 84,928,000 | 82,364,000 | · | 64,351,000 | 45,031,000 | |
| EBITDA | $-294M | $78M | $52M | $71M | $18M | $-209M | $-246M | $-3M | $-40M | $-220M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $152M | $104M | $193M | $188M | $266M | $319M | $101M | $228M | $238M | $135M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $0 | $44M | |
| Receivables | $310M | $415M | $447M | $255M | $131M | $124M | $76M | $80M | $49M | $41M | |
| Prepaid Expense | $19M | $29M | $30M | $21M | $51M | $56M | $28M | $23M | $8M | $11M | |
| Current Assets | $506M | $607M | $684M | $478M | $524M | $548M | $229M | $488M | $378M | $265M | |
| PP&E (Net) | $81M | $73M | $78M | $88M | $81M | $86M | $85M | $74M | $51M | $31M | |
| PP&E (Gross) | $287M | $253M | $237M | $238M | $200M | $175M | $140M | $105M | $65M | $36M | |
| Accum. Depreciation | $206M | $180M | $159M | $150M | $119M | $89M | $55M | $32M | $14M | $5M | |
| Goodwill | $694M | $1.14B | $1.12B | $723M | $426M | $349M | $566M | $768M | $628M | $627M | |
| Intangibles | $585M | $680M | $752M | $443M | $280M | $265M | $308M | $335M | $241M | $259M | |
| Other Non-current Assets | · | · | · | · | · | · | · | $15M | $9M | $10M | |
| Total Assets | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Accounts Payable | $60M | $96M | $48M | $57M | $96M | $32M | $37M | $147M | $43M | $44M | |
| Accrued Liabilities | $66M | $66M | $150M | $111M | $107M | $73M | $33M | $49M | $30M | $29M | |
| Short-term Debt | $0 | $171M | $0 | $0 | · | · | · | · | · | · | |
| Current Liabilities | $385M | $716M | $674M | $433M | $445M | $403M | $193M | $269M | $133M | $132M | |
| Capital Leases | $4M | $25M | $38M | $56M | $58M | $63M | $69M | $0 | · | · | |
| Deferred Tax | $8M | $11M | $13M | $5M | $1M | $679.0K | $2M | $25M | $2M | $21M | |
| Other Non-current Liabilities | $8M | $3M | $4M | $5M | $6M | $22M | $12M | $17M | $10M | $15M | |
| Total Liabilities | $1.48B | $1.35B | $1.43B | $958M | $726M | $752M | $569M | $533M | $266M | $288M | |
| Long-term Debt | · | · | · | · | $216M | $290M | $294M | $221M | $121M | $120M | |
| Total Debt | $971M | $662M | $597M | $413M | $216M | $290M | · | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $908.0K | $859.0K | · | · | · | · | |
| Paid-in Capital | $1.79B | $1.80B | $1.81B | $1.49B | $1.34B | $1.23B | $1.17B | $1.09B | $924M | $555M | |
| Retained Earnings | $-1.32B | $-781M | $-719M | $-606M | $-627M | $-589M | $-252M | $50M | $86M | $147M | |
| Treasury Stock | $61M | $21M | $21M | $21M | $21M | $21M | $0 | · | · | · | |
| AOCI | $-3M | $-2M | $-1M | $-1M | $-362.0K | $-278.0K | $-234.0K | $-182.0K | $0 | · | |
| Stockholders' Equity | $415M | $1.00B | $1.07B | $859M | $694M | $620M | $929M | $1.14B | $1.01B | $703M | |
| Liabilities + Equity | $1.90B | $2.54B | $2.68B | $1.82B | $1.42B | $1.37B | $1.50B | $1.72B | $1.31B | $1.20B | |
| Shares Outstanding | · | · | · | · | · | · | 84,588,629 | · | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $118M | $123M | $67M | $60M | $61M | $61M | $45M | $32M | $17M | |
| Stock-based Comp | $40M | $40M | $41M | $34M | $17M | $15M | $16M | $18M | $20M | $19M | |
| Deferred Tax | $-15M | $-19M | $-54M | $2M | $-10M | $-48M | $-32M | $-17M | $100.0K | $-11M | |
| Amort. of Intangibles | $90M | $88M | $91M | $35M | $29M | $32M | $37M | $27M | $23M | $12M | |
| Restructuring | · | · | · | $0 | $7M | $1M | $0 | $0 | · | · | |
| Other Non-cash | $433M | $-59M | $146M | $-96M | $10M | $290M | $215M | $-13M | $-20M | $99M | |
| Operating Cash Flow | $39M | $19M | $143M | $-12M | $39M | $-16M | $-43M | $-21M | $-28M | $-36M | |
| CapEx | · | · | · | · | · | · | $36M | $40M | $28M | $16M | |
| Investing Cash Flow | $-233.0K | $-63M | $-416M | $-259M | $-16M | $261M | $-182M | $-160M | $-12M | $-97M | |
| Debt Issued | · | · | $647M | $220M | $0 | $30M | · | · | · | · | |
| Net Debt Issued | · | $0 | $183M | $220M | · | · | · | · | · | · | |
| Stock Repurchased | $40M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-40M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-36M | $-565.0K | $281M | $132M | $-30M | $-12M | $-36M | $274M | $166M | $150M | |
| Net Change in Cash | $2M | $-45M | $8M | $-140M | $-7M | $233M | $-260M | $93M | $125M | $18M | |
| Taxes Paid | $3M | $1M | $5M | $1M | $551.0K | $10M | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | · | $-78M | $-60M | $-56M | $-51M | |
| Levered FCF | · | · | · | · | · | · | $-92M | $-66M | $-59M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -21.9% | -1.6% | · | · | -4.7% | -26.5% | -36.2% | -7.6% | · | -32838.0% | |
| Net Margin | -28.5% | -2.4% | · | · | -4.1% | -32.7% | -35.7% | -8.4% | · | -22094.3% | |
| Pretax Margin | -28.5% | -2.5% | · | · | -3.3% | -33.0% | -38.6% | -8.6% | · | -32853.8% | |
| EBITDA Margin | -15.7% | 3.0% | · | · | 1.9% | -20.5% | -29.0% | -0.47% | · | -30455.7% | |
| ROA | -24.1% | -2.4% | -5.0% | -1.2% | -2.8% | -23.3% | -18.8% | -3.5% | -4.8% | -14.4% | |
| ROE | -81.5% | -6.0% | -10.4% | -2.2% | -5.8% | -43.2% | -29.2% | -4.9% | -7.1% | -23.6% | |
| ROIC | -29.6% | -2.4% | -2.4% | 0.09% | -4.7% | -29.4% | -31.1% | -4.2% | -6.6% | -32.3% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 | 1.4 | 1.2 | 1.8 | 2.8 | 2.0 | |
| Quick Ratio | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 | 1.2 | 0.9 | 1.1 | 2.2 | 1.7 | |
| Debt / Equity | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 | 0.5 | · | · | · | · | |
| LT Debt / Equity | 2.3 | 0.5 | 0.6 | 0.5 | 0.3 | 0.4 | · | · | · | · | |
| Interest Coverage | · | · | -1.3 | 0.2 | -1.7 | -9.6 | -21.1 | -8.7 | -20.0 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 1.0 | · | · | 0.7 | 0.7 | 0.5 | 0.4 | · | 0.0 | |
| Receivables Turnover | 5.2 | 5.9 | · | · | 5.8 | 10.1 | 10.9 | 9.7 | · | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $16.43 | $22.28 | · | · | $10.55 | · | · | · | · | $0.02 | |
| Cash Flow / Share | $0.34 | $0.16 | $1.28 | $-0.12 | $0.45 | · | · | · | $-0.43 | $-0.79 | |
| EPS (TTM) | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 | $-3.94 | $-3.67 | $-0.65 | $-0.94 | $-3.55 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -26.6% | 30.1% | 45.3% | 48.9% | -1.8% | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.5% | 41.2% | 28.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.88B | $2.55B | $1.96B | $1.35B | $908M | $925M | $687M | $627M | $435M | $254M | |
| Net Income TTM | $-535M | $-62M | $-113M | $-19M | $-38M | $-334M | $-306M | $-53M | $-61M | $-160M | |
| P/E | -0.8 | -13.9 | -25.8 | -140.4 | -62.9 | -4.1 | -2.5 | -30.7 | -13.1 | -4.2 | |
| Earnings Yield | -126.8% | -7.2% | -3.9% | -0.71% | -1.6% | -24.6% | -40.6% | -3.3% | -7.6% | -24.0% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $653M | $496M | $469M | $480M | $444M | $484M | $647M | $621M | $647M | $640M | $556M | $511M | $469M | $428M | $382M | $353M | |
| Cost of Revenue | $572M | $412M | $371M | $380M | $344M | $381M | $571M | $541M | $540M | $536M | $454M | $387M | $352M | $310M | $299M | $267M | |
| R&D Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $4M | |
| SG&A Expense | $69M | $73M | $73M | $78M | $75M | $78M | $48M | $67M | $69M | $79M | $81M | $97M | $90M | $90M | $83M | $69M | |
| Operating Expenses | $662M | $507M | $877M | $479M | $445M | $485M | $665M | $638M | $639M | $653M | $577M | $529M | $491M | $438M | $384M | $340M | |
| Operating Income | $-10M | $-11M | $-408M | $886.0K | $-1M | $-2M | $-19M | $-16M | $8M | $-13M | $-21M | $-18M | $-22M | $-10M | $-2M | $13M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $6M | · | $15M | $14M | $13M | · | $5M | |
| Interest Income | $703.0K | $1M | $868.0K | $964.0K | $1M | $1M | $830.0K | $794.0K | $1M | $3M | $3M | $1M | $604.0K | $1M | $604.0K | $425.0K | |
| Other Non-op | $109.0K | $742.0K | $252.0K | $80.0K | $-35.0K | $-48.0K | $381.0K | $-43.0K | $-105.0K | $8.0K | $-220.0K | $-77.0K | $-26.0K | $-220.0K | $-73.0K | $-345.0K | |
| Pretax Income | $-26M | $-26M | $-431M | $-20M | $-21M | $-63M | $-24M | $-24M | $1M | $-17M | $-48M | $-31M | $-35M | $-88M | $-10M | $-43M | |
| Income Tax | $3M | $910.0K | $-2M | $906.0K | $-825.0K | $1M | $-1M | $-619.0K | $-238.0K | $565.0K | $-15M | $-6M | $-970.0K | $-68M | $1M | $-46M | |
| Net Income | $-28M | $-27M | $-429M | $-21M | $-20M | $-65M | $-23M | $-23M | $2M | $-17M | $-33M | $-25M | $-34M | $-20M | $-11M | $2M | |
| EPS (Basic) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| EPS (Diluted) | $-0.25 | $-0.24 | $-3.84 | $-0.24 | $-0.44 | $-0.63 | $-0.27 | $-0.27 | $-0.06 | $-0.22 | $-0.37 | $-0.30 | $-0.37 | $-0.24 | $-0.11 | $0.02 | |
| Shares (Basic) | 112,542,000 | 111,905,000 | · | 114,066,000 | 115,882,000 | 115,315,000 | · | 114,862,000 | 114,688,000 | 114,141,000 | · | 112,282,000 | 111,278,000 | 107,783,000 | · | 95,286,000 | |
| Shares (Diluted) | 112,542,000 | 111,905,000 | · | 114,066,000 | 115,882,000 | 115,315,000 | · | 114,862,000 | 114,688,000 | 114,141,000 | · | 112,282,000 | 111,278,000 | 107,783,000 | · | 99,308,000 | |
| EBITDA | $-10M | $11M | · | $886.0K | $-1M | $22M | · | $-16M | $8M | $16M | · | $-18M | $-22M | $19M | · | $13M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $116M | $142M | $152M | $117M | $151M | $247M | $104M | $97M | $101M | $165M | · | $185M | $143M | $158M | · | $157M | |
| Receivables | $449M | $314M | $310M | $387M | $359M | $430M | $415M | $408M | $374M | $428M | · | $394M | $345M | $263M | · | $188M | |
| Prepaid Expense | $23M | $22M | $19M | $22M | $28M | $35M | $29M | $23M | $26M | $25M | · | $37M | $41M | $34M | · | $24M | |
| Current Assets | $611M | $502M | $506M | $570M | $562M | $728M | $607M | $544M | $521M | $669M | · | $639M | $577M | $476M | · | $394M | |
| PP&E (Net) | $82M | $81M | $81M | $80M | $77M | $74M | $73M | $74M | $75M | $76M | · | $80M | $84M | $89M | · | $95M | |
| PP&E (Gross) | $298M | $293M | $287M | $280M | $271M | $261M | $253M | $247M | $241M | $234M | · | $255M | $250M | $247M | · | $236M | |
| Accum. Depreciation | $216M | $212M | $206M | $200M | $193M | $187M | $180M | $173M | $166M | $158M | · | $175M | $167M | $159M | · | $142M | |
| Goodwill | $694M | $694M | $694M | $1.08B | $1.14B | $1.14B | $1.14B | $1.14B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $1.12B | $723M | $723M | |
| Intangibles | $554M | $570M | $585M | $624M | $651M | $668M | $680M | $697M | $711M | $731M | · | $778M | $802M | $826M | · | $451M | |
| Total Assets | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B | |
| Accounts Payable | $39M | $63M | $60M | $72M | $69M | $58M | $96M | $50M | $39M | $77M | · | $52M | $77M | $51M | · | $62M | |
| Accrued Liabilities | $44M | $45M | $66M | $61M | $64M | $100M | $66M | $120M | $85M | $165M | · | $194M | $167M | $170M | · | $132M | |
| Short-term Debt | · | · | $0 | $5M | $172M | $172M | $171M | · | · | · | · | $991.0K | · | · | · | · | |
| Current Liabilities | $493M | $381M | $385M | $430M | $558M | $739M | $716M | $524M | $483M | $659M | · | $615M | $541M | $458M | · | $382M | |
| Capital Leases | $2M | $3M | $4M | $4M | $8M | $16M | $25M | $29M | $31M | $32M | · | $40M | $57M | $54M | · | $58M | |
| Deferred Tax | $10M | $8M | $8M | $10M | $10M | $11M | $11M | $12M | $13M | $13M | · | $27M | $34M | $36M | · | $4M | |
| Other Non-current Liabilities | $8M | $8M | $8M | $4M | $4M | $3M | $3M | $3M | $3M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Total Liabilities | $1.59B | $1.48B | $1.48B | $1.61B | $1.34B | $1.52B | $1.35B | $1.28B | $1.24B | $1.41B | · | $1.40B | $1.38B | $1.30B | · | $903M | |
| Total Debt | $966M | $973M | · | $1.06B | $821M | $819M | · | $600M | $599M | $598M | · | $601M | $633M | $632M | · | $412M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $1.82B | $1.80B | $1.79B | $1.79B | $1.78B | $1.80B | $1.80B | $1.82B | $1.81B | $1.81B | · | $1.80B | $1.77B | $1.77B | · | $1.47B | |
| Retained Earnings | $-1.37B | $-1.34B | $-1.32B | $-886M | $-865M | $-845M | $-781M | $-758M | $-735M | $-736M | · | $-686M | $-660M | $-626M | · | $-595M | |
| Treasury Stock | $61M | $61M | $61M | $61M | $21M | $21M | $21M | $21M | $21M | $21M | · | $21M | $21M | $21M | · | $21M | |
| AOCI | $-4M | $-4M | $-3M | $-2M | $-2M | $-2M | $-2M | $-1M | $-1M | $-1M | · | $-1M | $-1M | $-1M | · | $-1M | |
| Stockholders' Equity | $383M | $396M | $415M | $842M | $896M | $936M | $1.00B | $1.04B | $1.05B | $1.05B | $1.07B | $1.10B | $1.09B | $1.12B | $859M | $856M | |
| Liabilities + Equity | $1.97B | $1.88B | $1.90B | $2.45B | $2.46B | $2.65B | $2.54B | $2.50B | $2.48B | $2.64B | · | $2.67B | $2.65B | $2.59B | · | $1.76B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $22M | $22M | $45M | $24M | $23M | $24M | $29M | $30M | $30M | $30M | $30M | $32M | $32M | $29M | $20M | $17M | |
| Stock-based Comp | $15M | $11M | $2M | $15M | $12M | $11M | $-6M | $14M | $13M | $19M | $11M | $10M | $9M | $11M | $15M | $7M | |
| Amort. of Intangibles | $15M | $15M | $39M | $17M | $17M | $17M | $22M | $22M | $22M | $22M | $22M | $24M | $24M | $21M | $11M | $10M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-7M | · | · | · | $34M | · | · | · | $-26M | · | · | · | $-22M | · | · | |
| Operating Cash Flow | $-9M | $-984.0K | $49M | $16M | $-30M | $5M | $-26M | $19M | $21M | $5M | $89M | $61M | $654.0K | $-8M | $36M | $-3M | |
| Investing Cash Flow | $-7M | $-6M | $82M | $-9M | $-61M | $-13M | $-20M | $-20M | $-14M | $-10M | $-6M | $-6M | $-8M | $-395M | $-4M | $-255M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $-267.0K | $256M | · | $220M | |
| Net Debt Issued | · | · | · | · | · | $-62M | · | · | · | $0 | · | · | · | $219M | · | · | |
| Stock Repurchased | · | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-11M | $-4M | $-93M | $-42M | $-9M | $108M | $97M | $-9M | $-103M | $15M | $-84M | $-37M | $23M | $380M | $-11M | $173M | |
| Net Change in Cash | $-27M | $-12M | $38M | $-35M | $-100M | $99M | $51M | $-10M | $-96M | $10M | $-1M | $17M | $16M | $-23M | $20M | $-86M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $2M | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.5% | -2.1% | · | 0.18% | -0.26% | -0.34% | · | -2.6% | 1.2% | -2.1% | · | -3.5% | -4.6% | -2.4% | · | 3.7% | |
| Net Margin | -4.3% | -5.4% | · | -4.3% | -4.5% | -13.4% | · | -3.7% | 0.25% | -2.7% | · | -5.0% | -7.3% | -6.1% | · | 0.60% | |
| Pretax Margin | -3.9% | -5.2% | · | -4.2% | -4.7% | -13.1% | · | -3.8% | 0.21% | -2.6% | · | -6.0% | -7.5% | -20.6% | · | -12.3% | |
| EBITDA Margin | -1.5% | 2.2% | · | 0.18% | -0.26% | 4.6% | · | -2.6% | 1.2% | 2.5% | · | -3.5% | -4.6% | 4.4% | · | 3.7% | |
| ROA | -1.3% | -1.2% | · | -0.84% | -0.81% | -2.4% | · | -0.89% | 0.06% | -0.66% | · | -1.1% | -1.7% | -1.3% | · | 0.14% | |
| ROE | -4.4% | -4.0% | · | -2.2% | -2.0% | -6.5% | · | -2.2% | 0.15% | -1.6% | · | -2.6% | -4.0% | -3.0% | · | 0.29% | |
| ROIC | -0.78% | -0.80% | · | 0.05% | -0.07% | -0.09% | · | -0.97% | 0.55% | -0.84% | · | -0.87% | -1.2% | -0.13% | · | -0.05% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | · | 1.3 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 1.1 | 1.2 | · | 1.2 | 0.9 | 0.9 | · | 1.0 | 1.0 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | |
| Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.9 | 0.9 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| LT Debt / Equity | 2.5 | 2.5 | · | 1.3 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -2.2 | · | -1.2 | -1.5 | -0.8 | · | 2.7 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.1 | · | 1.5 | 1.8 | 1.9 | · | 1.8 | 2.0 | 1.9 | · | 1.9 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $5.80 | $4.43 | · | $4.20 | $3.83 | $4.19 | · | $5.41 | $5.64 | $5.60 | · | $4.55 | $4.22 | $3.97 | · | $3.55 | |
| Cash Flow / Share | · | $-0.01 | · | · | · | $0.04 | · | · | · | $0.04 | · | · | · | $-0.07 | · | · | |
| EPS (TTM) | $-4.57 | $-4.76 | · | $-1.58 | $-1.61 | $-1.23 | · | $-0.92 | $-0.95 | $-1.26 | · | $-1.02 | $-0.70 | $-0.38 | · | $-0.15 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.10B | $1.89B | · | $2.05B | $2.20B | $2.40B | · | $2.46B | $2.35B | $2.18B | · | $1.79B | $1.63B | $1.48B | · | $1.22B | |
| Net Income TTM | $-505M | $-497M | · | $-128M | $-130M | $-109M | · | $-72M | $-74M | $-110M | · | $-91M | $-64M | $-34M | · | $-13M | |
| P/E | -1.2 | -0.5 | · | -5.4 | -7.0 | -7.7 | · | -30.7 | -20.1 | -26.0 | · | -26.7 | -43.3 | -85.4 | · | -239.5 | |
| Earnings Yield | -84.3% | -208.8% | · | -18.7% | -14.3% | -13.0% | · | -3.2% | -5.0% | -3.8% | · | -3.8% | -2.3% | -1.2% | · | -0.42% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.88B | $2.55B | $1.96B | $1.35B | $908M |
| Operating Margin % | -21.9% | -1.6% | · | · | -4.7% |
| Net Income | $-535M | $-62M | $-113M | $-19M | $-38M |
| Diluted EPS | $-5.07 | $-0.81 | $-1.28 | $-0.20 | $-0.44 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 2.3 | 0.7 | 0.6 | 0.5 | 0.3 |
| Current Ratio | 1.3 | 0.8 | 1.0 | 1.1 | 1.2 |
| Quick Ratio | 1.2 | 0.7 | 0.9 | 1.0 | 0.9 |
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 217 filers · $665.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
217
Value held
$665.3M
New positions
36
Exited positions
29
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 36 (-7 vs prior Q) | 29 (-24 vs prior Q) | 72 (+13 vs prior Q) | 64 (+2 vs prior Q) | +1.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $80,296,492 | 14,814,851 | 12.07% | Shares |
| CADIAN CAPITAL MANAGEMENT, LP | $58,614,444 | 10,814,473 | 8.81% | Shares |
| MORGAN STANLEY | $48,612,048 | 8,969,012 | 7.31% | Shares |
| VANGUARD GROUP INC | $35,656,260 | 8,914,065 | 5.36% | Shares |
| UBS Group AG | $33,849,434 | 6,245,283 | 5.09% | Shares |
| Rubicon Founders LLC | $31,523,387 | 5,816,123 | 4.74% | Shares |
| Engaged Capital LLC | $30,156,403 | 5,563,912 | 4.53% | Shares |
| D. E. Shaw & Co., Inc. | $27,682,981 | 5,107,561 | 4.16% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $25,950,927 | 4,787,994 | 3.90% | Shares |
| MARSHALL WACE, LLP | $18,499,786 | 3,413,245 | 2.78% | Shares |
| Nuveen, LLC | $16,975,900 | 3,132,085 | 2.55% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $15,748,879 | 2,904,912 | 2.37% | Shares |
| Rock Springs Capital Management LP | $13,550,000 | 2,500,000 | 2.04% | Shares |
| STATE STREET CORP | $13,335,536 | 2,460,431 | 2.00% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11,553,126 | 2,131,573 | 1.74% | Shares |
| Glenmede Investment Management, LP | $10,477,514 | 1,238,477 | 1.57% | Shares |
| Camber Capital Management LP | $9,571,000 | 850,000 | 1.44% | Shares |
| GOLDMAN SACHS GROUP INC | $9,462,518 | 1,745,852 | 1.42% | Shares |
| Rock Point Advisors, LLC | $9,321,782 | 1,719,886 | 1.40% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8,680,878 | 1,601,638 | 1.30% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $8,497,563 | 1,567,816 | 1.28% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7,305,195 | 1,347,822 | 1.10% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6,920,256 | 1,276,800 | 1.04% | Shares |
| TWO SIGMA INVESTMENTS, LP | $6,848,999 | 1,263,653 | 1.03% | Shares |
| NORTHERN TRUST CORP | $5,437,589 | 1,003,245 | 0.82% | Shares |
| Hudson Bay Capital Management LP | $4,949,051 | 913,109 | 0.74% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,744,657 | 875,398 | 0.71% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $4,663,140 | 860,358 | 0.70% | Shares |
| Walleye Capital LLC | $4,584,166 | 845,787 | 0.69% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $4,296,803 | 792,768 | 0.65% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $4,149,028 | 765,020 | 0.62% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $4,132,002 | 762,362 | 0.62% | Shares |
| TUDOR INVESTMENT CORP ET AL | $3,790,027 | 699,267 | 0.57% | Shares |
| Voleon Capital Management LP | $3,612,441 | 666,502 | 0.54% | Shares |
| Cubist Systematic Strategies, LLC | $3,564,938 | 421,387 | 0.54% | Shares |
| ALGERT GLOBAL LLC | $3,558,029 | 656,463 | 0.53% | Shares |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3,414,600 | 630,000 | 0.51% | Shares |
| Man Group plc | $2,700,634 | 498,272 | 0.41% | Shares |
| CITADEL ADVISORS LLC | $2,649,372 | 488,814 | 0.40% | Shares |
| FORMULA GROWTH LTD | $2,628,700 | 485,000 | 0.40% | Shares |
| CITIGROUP INC | $2,521,091 | 465,146 | 0.38% | Shares |
| Tejara Capital Ltd | $2,392,692 | 441,456 | 0.36% | Shares |
| Invesco Ltd. | $2,247,036 | 414,582 | 0.34% | Shares |
| Jump Financial, LLC | $2,103,448 | 388,090 | 0.32% | Shares |
| Mariner, LLC | $2,015,099 | 371,753 | 0.30% | Shares |
| Benefit Street Partners LLC | $1,968,354 | 363,165 | 0.30% | Shares |
| Bank of New York Mellon Corp | $1,867,883 | 344,628 | 0.28% | Shares |
| Creative Planning | $1,788,692 | 330,017 | 0.27% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,644,119 | 303,343 | 0.25% | Shares |
| BRIGHTON JONES LLC | $1,593,998 | 294,096 | 0.24% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Engaged Capital Flagship Master Fund, LP, Engaged Capital Co-Invest XI, LP, Engaged Capital Flagship Fund, LP, Engaged Capital Flagship Fund, Ltd., Engaged Capital, LLC, Engaged Capital Holdings, LLC, Glenn W. Welling ×6 filings | Aug. 25, 2022 | · | Initial filing | · | SEC |
| UnitedHealth Group Incorporated, The Advisory Board Company ×2 filings | March 5, 2018 | · | Initial filing | Board campaign | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 37 insiders · 15 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Seth Blackley | Chief Executive Officer | July 1, 2026 F | 1,272,767 | 0 | 0 | $0 |
| Steve Wigginton | CEO, Valence Health | Aug. 1, 2017 M | 12,411 | 0 | 0 | $0 |
| Mario Ramos | Chief Financial Officer | March 2, 2026 A | 587,500 | 0 | 0 | $0 |
| John Paul Johnson | Chief Financial Officer | July 1, 2025 A | 309,245 | 0 | 0 | $0 |
| Nicholas Mcgrane | Chief Financial Officer | March 1, 2019 A | 84,088 | 0 | 0 | $0 |
| Daniel Joseph Mccarthy | PRESIDENT | Aug. 26, 2026 S | 655,133 | 0 | 1 | $-329,460 |
| Emily Ann Rafferty | Chief Operating Officer | March 3, 2025 F | 130,128 | 0 | 0 | $0 |
| Steve Tutewohl | Chief Operating Officer | July 1, 2023 A | 136,331 | 0 | 0 | $0 |
| Thomas Peterson III | Chief Operating Officer | March 1, 2019 A | 67,868 | 0 | 0 | $0 |
| Aammaad Shams | Chief Accounting Officer | July 1, 2026 A | 95,637 | 0 | 0 | $0 |
| Jonathan Weinberg | General Counsel | July 1, 2026 F | 284,917 | 0 | 0 | $0 |
| Lydia Stone | Chief Accounting Officer | March 2, 2020 A | 48,855 | 0 | 0 | $0 |
| Dave Thornton | Chief Talent Officer | Sept. 14, 2016 S | 95,457 | 0 | 0 | $0 |
| Chad Pomeroy | Chief Technology Officer | Sept. 14, 2016 S | 286,370 | 0 | 0 | $0 |
| Gary Piefer | Chief Medical Officer | June 10, 2015 P | 206,269 | 0 | 0 | $0 |
| Russell Monroe Glass | Director | June 4, 2026 A | 77,347 | 0 | 0 | $0 |
| Toyin Ajayi | Director | June 4, 2026 A | 75,170 | 0 | 0 | $0 |
| Kim Keck | Director | June 4, 2026 A | 102,597 | 0 | 0 | $0 |
| Richard M Jelinek | Director | June 4, 2026 A | 77,533 | 0 | 0 | $0 |
| Brendan B Springstubb | Director | June 4, 2026 A | 99,917 | 1 | 0 | $38,200 |
| Craig A. Barbarosh | Director | June 4, 2026 A | 95,031 | 0 | 0 | $0 |
| Jill D. Smith | Director | June 4, 2026 A | 64,233 | 0 | 0 | $0 |
| Peter J Grua | Director | June 4, 2026 A | 63,075 | 0 | 0 | $0 |
| Shawn M Guertin | Director | June 4, 2026 A | 63,075 | 0 | 0 | $0 |
| Cheryl Scott | Director | June 5, 2025 A | 73,476 | 0 | 0 | $0 |
| Diane Holder | Director | March 6, 2025 P | 70,584 | 0 | 0 | $0 |
| Mary Bridget Duffy | Director | June 6, 2024 A | 48,001 | 0 | 0 | $0 |
| Tunde Sotunde | Director | June 8, 2023 A | 14,018 | 0 | 0 | $0 |
| Frank J Williams | Director | June 1, 2023 M | 819,812 | 0 | 0 | $0 |
| David Farner | Director | June 9, 2022 A | 67,091 | 0 | 0 | $0 |
| Michael D'Amato | Director | June 10, 2021 A | 93,455 | 0 | 0 | $0 |
| Bruce C. Felt Jr. | Director | June 9, 2020 A | 53,742 | 0 | 0 | $0 |
| Kenneth A Samet | Director | Aug. 15, 2019 P | 39,235 | 0 | 0 | $0 |
| Norman Payson | Director | June 13, 2018 A | 21,284 | 0 | 0 | $0 |
| UNITEDHEALTH GROUP INC | Director | June 1, 2018 S | 0 | 0 | 0 | $0 |
| UPMC | 10% owner | May 19, 2017 S | 6,434,283 | 0 | 0 | $0 |
| ADVISORY BOARD CO | 10% owner | May 19, 2017 C | 4,128,167 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 21 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| JSML · Janus Detroit Street Trust | 0.30% | 353,725 NS | July 31, 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.24% | 814,328 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.18% | 287,524 SH | Aug. 19, 2026 | Daily |
| IHF · iShares Trust | 0.07% | 217,647 SH | Sept. 11, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.06% | 32,306 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 376,452 SH | Oct. 2, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 64,467 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 659,586 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 2,931,653 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 54,743 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.01% | 381,420 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1,299,653 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 43,642 SH | Aug. 19, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.01% | 283,197 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.00% | 111,300 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 142,347 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 29,771 SH | Sept. 3, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.00% | 7,074 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 3,384,855 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 9,406 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 683,840 SH | Sept. 11, 2026 | Daily |
EVH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 19 analysts
BUY
Median target
$6.00
+73.4%
5 26.3%
Strong Buy
10 52.6%
Buy
4 21.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
12 analysts · 2026-09-29Mean target $5.75 +66.2%
Now
Current price $3.46
Low$3.00
Mean$5.75
High$8.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| EVH | · | -0.8 | -26.6% | -28.5% | -81.5% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
| SLP | $285M | -4.4 | 13.1% | -81.7% | -41.2% | 58.4% |
| CTEV | $708M | -2.5 | 3.7% | -29.4% | 265.9% | · |
| AMWL | $81M | -0.8 | -2.0% | -38.4% | -35.4% | · |
| OPRX | $230M | 45.4 | 18.8% | 4.7% | 4.2% | 67.2% |
| DH | · | -2.2 | -4.2% | -57.5% | -28.2% | 75.9% |
| LFMD | $159M | 13.6 | 25.3% | 7.4% | 204.0% | 85.7% |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
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Source: SEC 10-Q filed Aug 6, 2026