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Healthcare - Medical - Healthcare Information Services - NASDAQ - US
$ 4.29
-3.81 %
$ 665 M
Market Cap
-1.39
P/E
1. INTRINSIC VALUE

Definitive Healthcare Corp., together with its subsidiaries, provides healthcare commercial intelligence in the United States. Its solutions provide information on healthcare providers and their activities to help its customers in the area ranging from product development to go-to-market planning, and sales and marketing execution. The company's platform offers 16 intelligence modules that cover functional areas, such as sales, marketing, clinical research and product development, strategy, talent acquisition, and physician network management. It serves biopharmaceutical and medical device companies, healthcare information technology companies, and healthcare providers; and other diversified companies comprising staffing and commercial real estate companies, financial institutions, and other organizations in the healthcare ecosystem.[ Read More ]

The intrinsic value of one DH stock under the base case scenario is HIDDEN Compared to the current market price of 4.29 USD, Definitive Healthcare Corp. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart DH

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FINANCIALS
251 M REVENUE
12.92%
-330 M OPERATING INCOME
-1325.42%
-202 M NET INCOME
-809.40%
41.2 M OPERATING CASH FLOW
15.77%
-31.8 M INVESTING CASH FLOW
87.23%
-25.6 M FINANCING CASH FLOW
4.17%
62.7 M REVENUE
-1.63%
-225 M OPERATING INCOME
-7056.78%
-284 M NET INCOME
-32.74%
19.4 M OPERATING CASH FLOW
38.40%
8.96 M INVESTING CASH FLOW
-40.00%
-12.1 M FINANCING CASH FLOW
14.57%
Balance Sheet Decomposition Definitive Healthcare Corp.
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Current Assets 380 M
Cash & Short-Term Investments 308 M
Receivables 59.2 M
Other Current Assets 13.1 M
Non-Current Assets 1.43 B
Long-Term Investments 509 K
PP&E 14.1 M
Other Non-Current Assets 1.42 B
Current Liabilities 171 M
Accounts Payable 5.79 M
Short-Term Debt 16 M
Other Current Liabilities 149 M
Non-Current Liabilities 456 M
Long-Term Debt 252 M
Other Non-Current Liabilities 204 M
EFFICIENCY
Earnings Waterfall Definitive Healthcare Corp.
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Revenue 251 M
Cost Of Revenue 47.5 M
Gross Profit 204 M
Operating Expenses 546 M
Operating Income -330 M
Other Expenses -127 M
Net Income -202 M
RATIOS
81.11% GROSS MARGIN
81.11%
-131.18% OPERATING MARGIN
-131.18%
-80.50% NET MARGIN
-80.50%
-23.50% ROE
-23.50%
-11.08% ROA
-11.08%
-27.73% ROIC
-27.73%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Definitive Healthcare Corp.
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Net Income -202 M
Depreciation & Amortization 51.8 M
Capital Expenditures -2.98 M
Stock-Based Compensation 48.7 M
Change in Working Capital -30.4 M
Others 160 M
Free Cash Flow 38.2 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Definitive Healthcare Corp.
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Wall Street analysts predict an average 1-year price target for DH of $6.31 , with forecasts ranging from a low of $4 to a high of $8 .
DH Lowest Price Target Wall Street Target
4 USD -6.76%
DH Average Price Target Wall Street Target
6.31 USD 47.14%
DH Highest Price Target Wall Street Target
8 USD 86.48%
4. DIVIDEND ANALYSIS
0.02% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Definitive Healthcare Corp.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 year ago
Aug 24, 2023
Sell 23 K USD
SEA VII Management, LLC
Director
- 2454
9.39 USD
1 year ago
Aug 24, 2023
Sell 39.5 K USD
SEA VII Management, LLC
Director
- 4202
9.39 USD
1 year ago
May 12, 2023
Sell 21 K USD
SEA VII Management, LLC
director, 10 percent owner:
- 2301
9.11 USD
1 year ago
May 12, 2023
Sell 35.9 K USD
SEA VII Management, LLC
director, 10 percent owner:
- 3939
9.11 USD
1 year ago
Feb 27, 2023
Sell 33.4 M USD
SEA VII Management, LLC
director, 10 percent owner:
- 3000000
11.12 USD
2 years ago
Nov 07, 2022
Bought 5.19 M USD
Krantz Jason Ronald
Director
+ 450000
11.54 USD
2 years ago
Aug 08, 2022
Sell 23.1 M USD
Spectrum Equity Associates VII, L.P.
director:
- 1016000
22.75 USD
2 years ago
Aug 08, 2022
Sell 5.89 M USD
Winn David Randall
Director
- 245277
24.025 USD
2 years ago
Aug 08, 2022
Sell 138 K USD
Winn David Randall
director:
- 5763
24.025 USD
2 years ago
May 10, 2022
Sell 283 K USD
Haywood Jeffrey Charles
director:
- 18315
15.46 USD
2 years ago
May 10, 2022
Sell 13.4 K USD
Spectrum Equity Associates VII, L.P.
director:
- 811
16.52 USD
2 years ago
Mar 03, 2022
Bought 50 K USD
Booth Richard Douglas
Chief Financial Officer
+ 2374.173
21.06 USD
3 years ago
Sep 17, 2021
Sell 1.69 M USD
SEA VII Management, LLC
director, 10 percent owner:
- 66857
25.3125 USD
7. News
Definitive Healthcare Corp. (DH)) Q3 2024 Earnings Call Transcript Definitive Healthcare Corp. (NASDAQ:DH ) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Matt Ruderman - Investor Relations Kevin Coop - Chief Executive Officer Richard Booth - Chief Financial Officer Conference Call Participants Jenny Shen - BTIG George Hill - Deutsche Bank Anna Kruszenski - Barclays Bank Operator Welcome to Definitive Healthcare's Q3 2024 Earnings Call. Later we will conduct a question-and-answer session. seekingalpha.com - 6 days ago
Definitive Healthcare Corp. (DH) Beats Q3 Earnings and Revenue Estimates Definitive Healthcare Corp. (DH) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.09 per share a year ago. zacks.com - 1 week ago
Definitive Healthcare Reports Financial Results for Third Quarter Fiscal Year 2024 Third quarter revenue exceeded guidance, and the Company announced a $100 million repurchase authorization Third quarter revenue exceeded guidance, and the Company announced a $100 million repurchase authorization globenewswire.com - 1 week ago
DH vs. GEHC: Which Stock Is the Better Value Option? Investors interested in Medical Info Systems stocks are likely familiar with Definitive Healthcare Corp. (DH) and GE HealthCare Technologies (GEHC). But which of these two stocks presents investors with the better value opportunity right now? zacks.com - 2 weeks ago
Definitive Healthcare launches Monocl Conferences to improve conference planning and participation for biopharma and medtech organizations Monocl Conferences equips life science organizations with an intuitive solution to enhance conference planning and KOL engagement Monocl Conferences equips life science organizations with an intuitive solution to enhance conference planning and KOL engagement globenewswire.com - 1 month ago
Definitive Healthcare launches predictive analytics solution that empowers healthcare organizations to prepare and plan for future market conditions Market Forecast equips providers with three, five, and 10-year market trend projections to strengthen strategic planning around future demand and growth opportunities Market Forecast equips providers with three, five, and 10-year market trend projections to strengthen strategic planning around future demand and growth opportunities globenewswire.com - 1 month ago
Irenic Capital Management LP's Strategic Acquisition in Definitive Healthcare Corp On September 30, 2024, Irenic Capital Management LP (Trades, Portfolio) made a significant addition to its investment portfolio by acquiring 6,413,185 shares of Definitive Healthcare Corp (DH, Financial). This transaction, executed at a price of $4.47 per share, marks a substantial increase in the firm's holdings in the healthcare sector, reflecting a strategic move to bolster its position in this industry. gurufocus.com - 1 month ago
INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of Definitive Healthcare Corp. (DH) on Behalf of Investors BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Definitive Healthcare Corp. (“Definitive Healthcare” or the “Company”) (NASDAQ: DH) investors concerning the Company's possible violations of federal securities laws. On July 30, 2024, Definitive Healthcare disclosed that it took a $363.6 million goodwill impairment, and that as a result the Company was reducing its 2024 fiscal year guidance. On this news, Definitive Healthcare's stock price f. businesswire.com - 2 months ago
Definitive Healthcare to Present at the Morgan Stanley 22nd Annual Global Healthcare Conference FRAMINGHAM, Mass., Aug. 29, 2024 (GLOBE NEWSWIRE) -- Definitive Healthcare Corp. (“Definitive Healthcare”) (Nasdaq: DH), an industry leader in healthcare commercial intelligence, today announced that its Chief Financial Officer, Rick Booth, will present at the Morgan Stanley 22nd Annual Global Healthcare Conference. globenewswire.com - 2 months ago
Definitive Healthcare launches powerful consumer analytics and activation solution to more industries with Population Intelligence expansion Population Intelligence empowers businesses to improve marketing campaigns and digital advertising performance with combined clinical and consumer insights Population Intelligence empowers businesses to improve marketing campaigns and digital advertising performance with combined clinical and consumer insights globenewswire.com - 2 months ago
Definitive Healthcare: Poor Near-Term Outlook, But New CEO May Change Things DH remains a hold rating due to its poor near-term outlook and recent results. 2Q24 results show decelerating growth, client count decline, and an elongated sales cycle. New CEO Kevin Coop could be a game changer, but there is no reason to invest in DH at this point. seekingalpha.com - 2 months ago
Definitive Healthcare Corp. (DH) Q2 2024 Earnings Call Transcript Definitive Healthcare Corp. (NASDAQ:DH ) Q2 2024 Earnings Conference Call August 5, 2024 5:00 PM ET Company Participants Matt Ruderman - Investor Relations Kevin Coop - Chief Executive Officer Rick Booth - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Craig Hettenbach - Morgan Stanley Joe Vruwink - Baird David Grossman - Stifel Matt Shea - Needham & Company Hanna Lee - Bank of America John McCary - Raymond James Jared Haase - William Blair Operator Welcome to Definitive Healthcare's Q2 2024 Earnings Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 3 months ago
8. Profile Summary

Definitive Healthcare Corp. DH

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COUNTRY US
INDUSTRY Medical - Healthcare Information Services
MARKET CAP $ 665 M
Dividend Yield 0.02%
Description Definitive Healthcare Corp., together with its subsidiaries, provides healthcare commercial intelligence in the United States. Its solutions provide information on healthcare providers and their activities to help its customers in the area ranging from product development to go-to-market planning, and sales and marketing execution. The company's platform offers 16 intelligence modules that cover functional areas, such as sales, marketing, clinical research and product development, strategy, talent acquisition, and physician network management. It serves biopharmaceutical and medical device companies, healthcare information technology companies, and healthcare providers; and other diversified companies comprising staffing and commercial real estate companies, financial institutions, and other organizations in the healthcare ecosystem. Definitive Healthcare Corp. was founded in 2011 and is headquartered in Framingham, Massachusetts.
Contact 550 Cochituate Road, Framingham, MA, 01701 https://www.definitivehc.com
IPO Date Sept. 15, 2021
Employees 950
Officers Mr. William Moschella Chief Product & Technology Officer Mr. Jason Ronald Krantz Founder & Executive Chairman Mr. Craig Hazenfield Chief People Officer Ms. Kate Marie Shamsuddin Jensen Chief Operating Officer Mr. Kevin D. Coop Chief Executive Officer & Director Mr. Matthew Ruderman Chief Legal Officer & Secretary