Last 7 days
0.8%
Last 30 days
-2.5%
Last 90 days
10.7%
Trailing 12 Months
-24.1%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-03 | Vakharia Tejal | sold (taxes) | -16,535 | 13.52 | -1,223 | svp general counsel |
2023-08-04 | Poulton Richard J. | acquired | - | - | 366,302 | ceo |
2023-08-04 | Poulton Richard J. | back to issuer | -2,190,660 | 13.5 | -162,271 | ceo |
2023-05-25 | Hammond Lisa | sold (taxes) | -18,060 | 11.89 | -1,519 | svp & chief hr officer |
2023-05-10 | Poulton Richard J. | sold (taxes) | -157,140 | 11.9 | -13,205 | ceo |
2023-05-10 | Hammond Lisa | sold (taxes) | -28,000 | 11.9 | -2,353 | svp & chief hr officer |
2023-05-10 | Vakharia Tejal | sold (taxes) | -37,711 | 11.9 | -3,169 | svp general counsel |
2023-05-02 | Langan Thomas | sold (taxes) | -22,999 | 12.15 | -1,893 | president and cco |
2023-05-02 | Jones Leah | sold (taxes) | -27,009 | 12.15 | -2,223 | chief financial officer |
2023-05-01 | Jones Leah | sold (taxes) | -86,031 | 12.53 | -6,866 | chief financial officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | reduced | -40.42 | -451,170 | 611,100 | 0.01% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 72.39 | 34,506 | 86,108 | -% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 5.72 | 10,000 | 454,000 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -2.96 | -111,999 | 1,663,770 | -% |
2023-08-16 | Nuveen Asset Management, LLC | reduced | -34.67 | -6,387,720 | 10,911,300 | -% |
2023-08-15 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | added | 0.51 | -47,000 | 1,554,000 | 0.01% |
2023-08-15 | ALLIANCEBERNSTEIN L.P. | added | 0.31 | -69,961 | 2,150,000 | -% |
2023-08-15 | WELLS FARGO & COMPANY/MN | added | 6.22 | 187,585 | 7,528,910 | -% |
2023-08-15 | CAPTRUST FINANCIAL ADVISORS | reduced | -9.91 | -28,714 | 191,948 | -% |
2023-08-15 | Belpointe Asset Management LLC | sold off | -100 | -10,610 | - | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 10, 2023 | dimensional fund advisors lp | 8.5% | 9,277,320 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 12.40% | 13,550,569 | SC 13G/A | |
Jan 26, 2023 | blackrock inc. | 19.1% | 20,902,942 | SC 13G/A | |
Jan 20, 2023 | blackrock inc. | 19.1% | 20,902,942 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 10.82% | 13,268,135 | SC 13G/A | |
Feb 08, 2022 | dimensional fund advisors lp | 8.2% | 10,090,569 | SC 13G/A | |
Jan 28, 2022 | blackrock inc. | 19.5% | 23,846,502 | SC 13G/A | |
Apr 12, 2021 | wellington management group llp | 3.78% | 5,292,953 | SC 13G/A | |
Feb 12, 2021 | dimensional fund advisors lp | 6.9% | 10,939,535 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 10.11% | 15,973,325 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 18, 2023 | 8-K | Current Report | |
Sep 05, 2023 | 4 | Insider Trading | |
Aug 18, 2023 | 8-K | Current Report | |
Aug 10, 2023 | NT 10-Q | NT 10-Q | |
Aug 08, 2023 | 4 | Insider Trading | |
Jun 14, 2023 | 8-K | Current Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
UNH | 464.6B | 348.5B | 1.79% | -1.49% | 22.01 | 1.33 | 13.69% | 15.63% |
VEEV | 32.5B | 2.2B | 8.51% | 21.82% | 60.14 | 14.55 | 11.56% | 37.20% |
MID-CAP | ||||||||
TDOC | 3.2B | 2.5B | -15.42% | -33.04% | -0.79 | 1.26 | 13.30% | 59.30% |
OMCL | 2.3B | 1.2B | -11.37% | -43.78% | -99.56 | 1.87 | -1.77% | -138.27% |
SMALL-CAP | ||||||||
NXGN | 1.6B | 678.1M | 44.50% | 39.22% | 673.28 | 2.34 | 12.34% | 2970.73% |
MDRX | 1.4B | - | -2.48% | -24.09% | 22.47 | 1.63 | - | - |
PHR | 968.3M | 319.4M | -31.51% | -31.01% | -6.35 | 3.03 | 30.27% | 15.64% |
CCRN | 865.4M | 2.4B | -1.69% | -15.70% | 6.96 | 0.36 | -5.09% | -42.39% |
SLP | 797.7M | 55.7M | -11.73% | -21.76% | 76.79 | 14.33 | 7.05% | -12.17% |
HSTM | 657.9M | 274.0M | 1.13% | -2.46% | 51.11 | 2.4 | 5.60% | 81.56% |
HCAT | 559.2M | 284.6M | -15.76% | -1.49% | -3.8 | 1.96 | 7.33% | -1.68% |
CPSI | 215.3M | 336.9M | -12.06% | -46.54% | 43.71 | 0.64 | 10.57% | -74.53% |
-1.6%
-0.9%
-2.6%
16.6%
91.5%
64.6%
27.3%
Y-axis is the maximum loss one would have experienced if Allscripts Healthcare Solutions was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
Revenue | 0.9% | 837 | 830 | 820 | 811 | 806 | 1,027 | 1,255 | 1,503 | 1,531 | 1,573 | 1,615 | 1,633 | 1,661 | 1,685 | 1,715 | 1,750 | 1,744 | 1,680 | 1,588 | 1,498 | 1,487 |
Cost Of Revenue | -0.7% | 874 | 881 | 882 | 883 | 444 | 599 | 758 | 937 | 973 | 1,003 | 1,023 | 1,022 | 1,015 | 1,010 | 1,026 | 1,025 | 1,031 | 983 | 915 | 865 | 844 |
Gross Profit | 2.2% | 655 | 641 | 630 | 620 | 362 | 427 | 497 | 566 | 557 | 571 | 592 | 610 | 646 | 675 | 690 | 725 | 713 | 697 | 673 | 633 | 643 |
S&GA Expenses | 1.4% | 360 | 355 | 323 | 314 | 181 | 248 | 329 | 390 | 404 | 407 | 398 | 401 | 393 | 405 | 427 | 451 | 474 | 460 | 428 | 401 | 393 |
R&D Expenses | 1.3% | 201 | 198 | 196 | 194 | 117 | 142 | 167 | 206 | 212 | 227 | 242 | 245 | 251 | 253 | 266 | 268 | 271 | 254 | 222 | 202 | 182 |
EBITDA | -0.4% | 300 | 301 | 164 | 202 | 12.00 | -26.62 | -30.78 | -61.81 | -17.17 | -10.81 | -143 | -116 | -100 | - | - | - | - | - | - | - | - |
EBITDA Margin | -1.2% | 0.36* | 0.36* | 0.16* | 0.16* | 0.01* | -0.02* | -0.02* | -0.04* | -0.01* | -0.01* | -0.08* | -0.07* | -0.06* | - | - | - | - | - | - | - | - |
Interest Expenses | -21.4% | 9.00 | 11.00 | 12.00 | 13.00 | 16.00 | 19.00 | 27.00 | 34.00 | 39.00 | 44.00 | 44.00 | 43.00 | 45.00 | 48.00 | 49.00 | 51.00 | 49.00 | 45.00 | 41.00 | 38.00 | 51.00 |
Earnings Before Taxes | -2.1% | 122 | 125 | 160 | 162 | -11.57 | -57.10 | -106 | -149 | -138 | -145 | -294 | -281 | -258 | -246 | 14.00 | 13.00 | 21.00 | 22.00 | -209 | -190 | -169 |
EBT Margin | 2.1% | 0.15* | 0.14* | 0.15* | 0.13* | -0.02* | -0.05* | -0.05* | -0.08* | -0.06* | -0.06* | -0.14* | -0.12* | -0.12* | - | - | - | - | - | - | - | - |
Net Income | -2.7% | 61.00 | 62.00 | 148 | 134 | 775 | 759 | 730 | 700 | -46.39 | -52.65 | -194 | -182 | 222 | 204 | 428 | 408 | 37.00 | 43.00 | -174 | -154 | -166 |
Net Income Margin | -3.5% | 0.07* | 0.08* | 0.14* | 0.11* | 0.61* | 0.59* | 0.47* | 0.43* | -0.03* | -0.03* | -0.11* | -0.10* | 0.13* | - | - | - | - | - | - | - | - |
Free Cashflow | -14.9% | 155 | 182 | -16.16 | -80.72 | -332 | -337 | -114 | -123 | 73.00 | 55.00 | 22.00 | 30.00 | 2.00 | - | - | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
Assets | -1.4% | 1,691 | 1,714 | 2,430 | 2,425 | 2,484 | 2,540 | 2,871 | 2,918 | 3,146 | 3,189 | 3,253 | 3,206 | 3,230 | 3,235 | 3,242 | 3,181 | 4,518 | 4,354 | 4,370 | 4,230 | 3,883 |
Current Assets | -2.2% | 811 | 829 | 1,541 | 761 | 805 | 841 | 1,135 | 1,153 | 949 | 870 | 907 | 841 | 774 | 804 | 834 | 859 | 844 | 856 | 911 | 857 | 668 |
Cash Equivalents | -1.5% | 493 | 500 | 83.00 | 133 | 142 | 160 | 454 | 531 | 219 | 199 | 204 | 130 | 129 | 139 | 137 | 174 | 91.00 | 114 | 112 | 131 | 104 |
Net PPE | -21.8% | 12.00 | 15.00 | 9.00 | 10.00 | 54.00 | 59.00 | 67.00 | 72.00 | 70.00 | 76.00 | 82.00 | 88.00 | 97.00 | 106 | 116 | 122 | 160 | 161 | 165 | 135 | 165 |
Goodwill | 0.0% | 524 | 524 | 520 | 507 | 974 | 975 | 975 | 975 | 1,287 | 1,361 | 1,361 | 974 | 1,387 | 1,382 | 1,374 | 986 | 2,208 | 100 | 2,051 | 1,293 | 61.00 |
Liabilities | -0.8% | 514 | 518 | 1,077 | 1,017 | 1,066 | 1,147 | 1,193 | 1,251 | 1,938 | 1,946 | 2,011 | 1,921 | 1,949 | 1,919 | 1,786 | 1,601 | 2,933 | 2,756 | 2,816 | 2,639 | 2,316 |
Current Liabilities | -1.3% | 253 | 256 | 647 | 547 | 567 | 596 | 880 | 935 | 745 | 1,111 | 1,158 | 1,211 | 1,177 | 880 | 800 | 798 | 894 | 907 | 889 | 890 | 684 |
LT Debt, Current | - | - | - | - | - | - | - | - | - | 48.00 | 375 | 371 | 364 | 359 | 22.00 | 21.00 | 20.00 | 20.00 | 20.00 | 20.00 | 28.00 | 25.00 |
LT Debt, Non Current | 0.2% | 200 | 200 | 377 | 350 | 373 | 421 | 169 | 168 | 1,026 | 662 | 680 | 551 | 555 | 823 | 766 | 648 | 1,002 | 983 | 1,064 | 907 | 747 |
Shareholder's Equity | -1.6% | 1,177 | 1,196 | 1,353 | 1,408 | 1,419 | 1,393 | 1,679 | 1,666 | 1,208 | 1,243 | 1,242 | 1,285 | 1,281 | 1,316 | 1,456 | 1,580 | 1,117 | 1,142 | 1,110 | 1,160 | 1,105 |
Retained Earnings | 2.0% | 753 | 739 | 803 | 13.00 | 680 | 664 | 642 | 633 | -94.71 | -95.25 | -87.64 | -49.34 | -30.37 | -24.64 | 125 | 133 | -251 | -228 | -319 | -338 | -354 |
Additional Paid-In Capital | 0.0% | 1,924 | 1,924 | 1,922 | 1,962 | 1,952 | 1,904 | 1,907 | 1,903 | 1,929 | 1,921 | 1,915 | 1,907 | 1,876 | 1,868 | 1,858 | 1,881 | 1,765 | 1,767 | 1,771 | 1,781 | 1,782 |
Shares Outstanding | -1.4% | 109 | 111 | 115 | 116 | 123 | 125 | 141 | 140 | 158 | 163 | 162 | 162 | 163 | 167 | 166 | 171 | 175 | 175 | 178 | 181 | 181 |
Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 29.00 | 29.00 | 29.00 | 38.00 | 39.00 | 41.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
Cashflow From Operations | -14.7% | 161 | 189 | -10.74 | -75.43 | -319 | -322 | -98.43 | -106 | 84.00 | 67.00 | 37.00 | 46.00 | 20.00 | -0.56 | 15.00 | 68.00 | 188 | 237 | 262 | 279 | 257 |
Share Based Compensation | 1.2% | 46.00 | 46.00 | 39.00 | 35.00 | 17.00 | 22.00 | 27.00 | 34.00 | 35.00 | 34.00 | 37.00 | 39.00 | 38.00 | 39.00 | 36.00 | 35.00 | 34.00 | 35.00 | 39.00 | 37.00 | 36.00 |
Cashflow From Investing | 1.7% | 646 | 635 | -37.38 | -12.17 | 1,625 | 1,621 | 1,631 | 1,615 | -95.70 | -124 | -162 | -161 | 351 | 191 | 364 | 248 | -439 | -331 | -510 | -412 | -309 |
Cashflow From Financing | 2.2% | -520 | -532 | -314 | -258 | -1,315 | -1,274 | -1,230 | -1,109 | 97.00 | 114 | 190 | 67.00 | -352 | -182 | -375 | -292 | 262 | 147 | 287 | 199 | 85.00 |
Buy Backs | 13.4% | 286 | 252 | 467 | 417 | 589 | 634 | 325 | 335 | 65.00 | 56.00 | 56.00 | 111 | 139 | 102 | 146 | 139 | 102 | 102 | 70.00 | 12.00 | 62.00 |
CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Sep. 30, 2022 | Sep. 30, 2021 | Sep. 30, 2022 | Sep. 30, 2021 | |
Revenue: | ||||
Revenue from contract with customers | $ 151,922 | $ 144,668 | $ 445,492 | $ 419,526 |
Cost of revenue: | ||||
Total cost of revenue | 68,486 | 75,028 | 209,093 | 218,550 |
Gross profit | 83,436 | 69,640 | 236,399 | 200,976 |
Selling, general and administrative expenses | 32,518 | 27,392 | 133,683 | 87,680 |
Research and development | 23,681 | 21,042 | 69,851 | 62,644 |
Asset impairment charges | 0 | 359 | 0 | 531 |
Amortization of intangible and acquisition-related assets | 2,236 | 2,363 | 6,648 | 7,090 |
Income from operations | 25,001 | 18,484 | 26,217 | 43,031 |
Interest expense | (1,246) | (3,617) | (5,269) | (9,709) |
Other income, net | 1,655 | 4,493 | 3,800 | 21,819 |
Gain on sale of businesses, net | 0 | 8,363 | 0 | 8,363 |
Equity in net loss income of unconsolidated investments | (617) | (257) | (1,222) | (321) |
Income from continuing operations before income taxes | 24,793 | 27,466 | 23,526 | 63,183 |
Income tax (provision) benefit | (13,868) | (7,190) | 9,132 | (12,464) |
Income from continuing operations, net of tax | 10,925 | 20,276 | 32,658 | 50,719 |
Income (loss) from discontinued operations | (434) | (6,187) | (9,252) | (6,545) |
Gain on sale of discontinued operations | 5,174 | 0 | 7,939 | 647 |
Income tax effect on discontinued operations | (1,137) | 2,091 | (57,986) | 2,342 |
Income (loss) from discontinued operations, net of tax | 3,603 | (4,096) | (59,299) | (3,556) |
Net income (loss) | $ 14,528 | $ 16,180 | $ (26,641) | $ 47,163 |
Basic | ||||
Continuing operations | $ 0.10 | $ 0.16 | $ 0.29 | $ 0.38 |
Discontinued operations | 0.03 | (0.03) | (0.52) | (0.03) |
Net earnings (loss) per Common Share | 0.13 | 0.13 | (0.23) | 0.35 |
Diluted | ||||
Continuing operations | 0.09 | 0.15 | 0.25 | 0.36 |
Discontinued operations | 0.03 | (0.03) | (0.44) | (0.03) |
Net earnings (loss) per Common Share | $ 0.12 | $ 0.12 | $ (0.19) | $ 0.33 |
Provider [Member] | ||||
Revenue: | ||||
Revenue from contract with customers | $ 122,811 | $ 118,179 | $ 360,415 | $ 345,253 |
Cost of revenue: | ||||
Total cost of revenue | 57,252 | 61,606 | 172,595 | 180,566 |
Payer & Life Sciences [Member] | ||||
Revenue: | ||||
Revenue from contract with customers | 29,111 | 26,489 | 85,077 | 74,273 |
Cost of revenue: | ||||
Total cost of revenue | $ 11,234 | $ 13,422 | $ 36,498 | $ 37,984 |
CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($) $ in Thousands | Sep. 30, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 492,597 | $ 132,517 |
Restricted cash | 1,307 | 1,308 |
Accounts receivable, net of allowance of $12,868 and $13,360 as of September 30, 2022 and December 31, 2021, respectively | 169,029 | 171,622 |
Contract assets, net of allowance of $564 and $576 as of September 30, 2022 and December 31, 2021, respectively | 65,453 | 63,429 |
Prepaid expenses and other current assets | 74,384 | 60,511 |
Assets held for sale | 8,000 | 331,955 |
Total current assets attributable to discontinued operations | 810,770 | 761,342 |
Fixed assets, net | 11,713 | 9,819 |
Software development costs, net | 78,103 | 74,688 |
Intangible assets, net | 145,255 | 149,690 |
Goodwill | 523,927 | 506,607 |
Deferred taxes, net | 6 | 0 |
Contract assets - long-term, net of allowance of $1,201 and $1,534 as of September 30, 2022 and December 31, 2021, respectively | 27,957 | 28,174 |
Right-of-use assets - operating leases | 14,520 | 18,324 |
Other assets | 78,408 | 83,429 |
Long-term assets attributable to discontinued operations | 0 | 793,156 |
Total assets | 1,690,659 | 2,425,229 |
Current liabilities: | ||
Accounts payable | 12,609 | 5,281 |
Accrued expenses | 82,917 | 54,518 |
Accrued compensation and benefits | 33,857 | 31,055 |
Deferred revenue | 98,930 | 120,748 |
Current operating lease liabilities | 6,166 | 6,133 |
Current liabilities attributable to discontinued operations | 18,612 | 329,347 |
Total current liabilities attributable to discontinued operations | 253,091 | 547,082 |
Long-term debt | 200,326 | 350,062 |
Deferred revenue | 3,060 | 1,839 |
Deferred taxes, net | 8,082 | 16,625 |
Long-term operating lease liabilities | 12,315 | 16,754 |
Other liabilities | 36,762 | 33,823 |
Long-term liabilities attributable to discontinued operations | 0 | 50,906 |
Total liabilities | 513,636 | 1,017,091 |
Commitments and contingencies | ||
Stockholders’ equity: | ||
Preferred stock: $0.01 par value, 1,000 shares authorized, no shares issued and outstanding as of September 30, 2022 and December 31, 2021 | 0 | 0 |
Common stock: $0.01 par value, 349,000 shares authorized as of September 30, 2022 and December 31, 2021; 279,600 and 109,260 shares issued and outstanding as of September 30, 2022, respectively; 276,705 and 116,114 shares issued and outstanding as of December 31, 2021, respectively | 2,794 | 2,766 |
Treasury stock: at cost, 170,340 and 160,591 shares as of September 30, 2022 and December 31, 2021, respectively | (1,498,836) | (1,321,805) |
Additional paid-in capital | 1,923,559 | 1,962,386 |
Retained earnings | 753,392 | 767,556 |
Accumulated other comprehensive loss | (3,886) | (2,765) |
Total stockholders’ equity | 1,177,023 | 1,408,138 |
Total liabilities and stockholders’ equity | $ 1,690,659 | $ 2,425,229 |