Progyny, Inc. (PGNY) has a MoatMap StockRank of 97/100 based on Quality (77/100), Value (44/100), and Momentum (73/100) factor scores. The current signal is STRONG BUY. Progyny is a dominant player in US fertility benefits, but it faces headwinds from corporate cost-cutting and does not align with any of our active macro themes. The business model lacks the global, asset-light compounding runway we seek in this environment.
Progyny, Inc. is a leading fertility and family building benefits management company, providing comprehensive and inclusive fertility solutions to large self-insured employers. The company's unique 'Smart Cycle' model and high success rates offer a differentiated value proposition, driving strong employer adoption and member satisfaction. This innovative approach and clinical expertise create a significant competitive moat in the niche but growing market for fertility benefits.
| Price | $25.93 |
| Market Cap | $2.0B |
| P/E (TTM) | 33.09 |
| P/E (Forward) | 11.55 |
| Price/Book | 4.09 |
| Return on Equity | 14.9% |
| Return on Invested Capital | 15.8% |
| Debt/Equity | 6.21 |
| Gross Margin | 24.1% |
| Operating Margin | 10.8% |
| Revenue Growth | 1.4% |
| Free Cash Flow | $200M |
Progyny, Inc. operates in the Healthcare Plans industry, part of the Healthcare sector (United States).