R1 RCM Inc (RCM)vsWaystar Holding Corp. Common Stock (WAY)
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
WAY
Waystar Holding Corp. Common Stock
$25.63
-0.31%
HEALTHCARE · Cap: $4.93B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 104% more annual revenue ($2.46B vs $1.21B). WAY leads profitability with a 11.2% profit margin vs -2.5%. WAY earns a higher WallStSmart Score of 55/100 (C-).
RCM
Hold39
out of 100
Grade: F
WAY
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.5%
Fair Value
$19.21
Current Price
$14.31
$4.90 discount
Intrinsic value data unavailable for WAY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 24.4%
18.1% revenue growth
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 3.2% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bull Case : WAY
The strongest argument for WAY centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : WAY
The primary concerns for WAY are P/E Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
RCM profiles as a turnaround stock while WAY is a growth play — different risk/reward profiles.
RCM carries more volatility with a beta of 0.84 — expect wider price swings.
WAY is growing revenue faster at 18.1% — sustainability is the question.
RCM generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
WAY scores higher overall (55/100 vs 39/100) and 18.1% revenue growth. RCM offers better value entry with a 25.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) stands out as a leading provider of technology-driven revenue cycle management solutions, specifically designed to enhance the financial performance of healthcare organizations across the United States. Leveraging cutting-edge analytics and deep industry insights, R1 RCM optimizes billing processes and boosts operational efficiency for hospitals and outpatient facilities. By maximizing revenue capture while improving patient experiences, the company solidifies its position within a rapidly evolving healthcare landscape. With strategic initiatives aimed at expanding its service offerings and increasing market presence, R1 RCM is poised for sustained growth and a competitive edge in the increasingly complex revenue cycle management sector.
Waystar Holding Corp. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
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