Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WAY
HoldUnloved QualityWaystar Holding Corp. · Healthcare · United States · $5.0B · Avg Vol: $62M/d
COMPANY DESCRIPTION
Waystar Holding Corp. provides cloud-based software solutions for healthcare payments, streamlining processes for providers to get paid accurately and quickly across patient intake, claims, and revenue cycle management. Its comprehensive, integrated platform creates significant operational efficiencies and reduces administrative burden for providers, leading to high client stickiness and network effects within the healthcare ecosystem. Waystar is a leading technology provider focused on modernizing complex healthcare payments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 704.9M | 791.0M | 943.5M | 1.1B | 16.0% | 1.2B | 1.3B | 1.4B | 13.8% |
| EPS | -0.31 | -0.31 | -0.13 | 0.63 | — | 0.70 | 0.74 | 0.83 | 15.0% |
| Shares | 166.7M | 166.7M | 172.1M | 191.6M | +15.0% | 191.7M | — | — | — |
| Debt | 2.3B | 2.2B | 1.3B | 1.5B | -13.0% | 1.5B | — | — | — |
| Equity | 2.1B | 2.0B | 3.1B | 3.9B | 22.6% | — | — | — | — |
| Op CF | 102.6M | 51.5M | 169.8M | 309.7M | 44.5% | 293.0M | — | — | — |
| Inv CF | -17.4M | -61.5M | -27.3M | -680.9M | — | — | — | — | — |
| Fin CF | -67.1M | -17.2M | 16.7M | 243.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of WAY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WAY | Waystar Holding Corp.(you) | $5.0B | 62 | Hold |
| DOCS | Doximity, Inc. | $4.8B | 61 | Hold |
| TXG | 10x Genomics, Inc. | $8.0B | 60 | Hold |
| HTFL | Heartflow, Inc. | $4.2B | 44 | Hold |
| PRVA | Privia Health Group, Inc. | $2.7B | 51 | Hold |
| OMDA | Omada Health, Inc. | $1.5B | 65 | Buy |
| OMCL | Omnicell, Inc. | $1.5B | 66 | Buy |
| HQY | HealthEquity, Inc. | $8.0B | 82 | Strong Buy |
| HNGE | Hinge Health, Inc. | $7.0B | 84 | Strong Buy |
| BTSG | BrightSpring Health Services, Inc. | $11.7B | 84 | Strong Buy |
Peer medians: ROE -30.8% · P/E 26.9x · Gross margin 58.1%