Last 7 days
5.5%
Last 30 days
-3.3%
Last 90 days
-10.8%
Trailing 12 Months
-12.4%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
UNH | 465.6B | 335.9B | 2.07% | 2.85% | 22.49 | 1.39 | 12.90% | 18.65% |
VEEV | 26.0B | 2.2B | 9.53% | 1.27% | 53.24 | 12.05 | 16.44% | 14.11% |
MID-CAP | ||||||||
CHNG | 9.0B | - | 11.88% | 31.28% | -116.8 | 2.57 | - | - |
TDOC | 4.0B | 2.5B | -4.82% | -32.06% | -0.57 | 1.62 | 15.22% | -2.18% |
OMCL | 3.3B | 1.3B | 10.52% | -32.89% | 586.12 | 2.55 | 14.48% | -92.74% |
SMALL-CAP | ||||||||
PHR | 1.6B | 301.4M | 4.48% | 71.84% | -9.15 | 5.74 | 32.02% | -2.53% |
MDRX | 1.4B | 837.2M | 3.80% | -28.90% | 22.47 | 1.63 | 3.88% | -92.18% |
NXGN | 1.1B | 653.2M | -3.34% | -12.39% | -402.77 | 1.64 | 9.53% | -264.03% |
CCRN | 955.8M | 2.6B | 25.75% | 48.21% | 6.13 | 0.36 | 23.61% | -10.67% |
SLP | 946.1M | 54.4M | 16.63% | -4.04% | 90.39 | 17.39 | 9.18% | -9.20% |
HSTM | 737.2M | 270.4M | -0.66% | 15.92% | 62.37 | 2.73 | 4.56% | 83.36% |
HCAT | 670.1M | 282.0M | -4.46% | -21.52% | -4.52 | 2.38 | 10.96% | -0.57% |
CPSI | 376.9M | 335.0M | -2.13% | -23.42% | 34.77 | 1.12 | 15.32% | -51.61% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | 4.4% | 653 | 626 | 614 | 604 | 596 |
Gross Profit | 3.0% | 311 | 302 | 301 | 301 | 301 |
Operating Expenses | 12.8% | 315 | 279 | 280 | 297 | 294 |
S&GA Expenses | 17.5% | 223 | 190 | 191 | 210 | 210 |
R&D Expenses | 0.7% | 82.00 | 82.00 | 81.00 | 79.00 | 77.00 |
EBITDA | 6.9% | 40.00 | 38.00 | 10.00 | 14.00 | - |
EBITDA Margin | 4.8% | 0.06* | 0.06* | 0.02* | 0.02* | - |
Earnings Before Taxes | -86.3% | 4.00 | 31.00 | 30.00 | 3.00 | 5.00 |
EBT Margin | 1.6% | 0.05* | 0.05* | 0.00* | 0.01* | - |
Interest Expenses | 83.3% | 6.00 | 3.00 | 2.00 | 2.00 | 1.00 |
Net Income | -111.6% | -2.65 | 23.00 | 20.00 | -0.08 | 2.00 |
Net Income Margin | 10.7% | 0.04* | 0.03* | 0.00* | 0.00* | - |
Free Cahsflow | -22.1% | 50.00 | 65.00 | 47.00 | 51.00 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | 2.9% | 896 | 871 | 627 | 608 | 628 |
Current Assets | 3.1% | 402 | 390 | 218 | 193 | 212 |
Cash Equivalents | -56.1% | 106 | 242 | 71.00 | 40.00 | 60.00 |
Net PPE | -11.2% | 6.00 | 7.00 | 7.00 | 8.00 | 9.00 |
Goodwill | 0.1% | 322 | 321 | 267 | 267 | 267 |
Liabilities | 9.4% | 496 | 453 | 185 | 179 | 205 |
Current Liabilities | 28.5% | 198 | 154 | 169 | 158 | 181 |
Shareholder's Equity | -4.1% | 400 | 418 | 442 | 429 | 423 |
Retained Earnings | -16.5% | 128 | 153 | 145 | 131 | 130 |
Additional Paid-In Capital | 2.1% | 359 | 352 | 344 | 337 | 330 |
Accumulated Depreciation | -4.3% | 61.00 | 63.00 | 68.00 | 68.00 | 69.00 |
Shares Outstanding | 0.0% | 66.00 | 66.00 | 68.00 | 68.00 | 67.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | -17.4% | 44.00 | 53.00 | 67.00 | 49.00 | 54.00 |
Share Based Compensation | -2.7% | 33.00 | 34.00 | 32.00 | 29.00 | 27.00 |
Cashflow From Investing | -195.6% | -216 | -73.37 | -23.27 | -30.99 | -28.08 |
Cashflow From Financing | -1.5% | 213 | 216 | -46.63 | -39.10 | -37.29 |
Buy Backs | 0% | 50.00 | 50.00 | 13.00 | 5.00 | 36.00 |
93.5%
49.6%
19.6%
Y-axis is the maximum loss one would have experienced if Quality Systems was unfortunately bought at previous high price.
0.0%
3.6%
-1.2%
15.6%
FIve years rolling returns for Quality Systems.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-05-25 | Legato Capital Management LLC | reduced | -0.06 | -41,498 | 523,048 | 0.10% |
2023-05-23 | Brookfield Corp /ON/ | reduced | -47.98 | -1,849,290 | 1,722,230 | 0.01% |
2023-05-22 | PUTNAM INVESTMENTS LLC | reduced | -4.09 | -116,753 | 936,449 | -% |
2023-05-22 | AMERIPRISE FINANCIAL INC | reduced | -5.23 | -869,967 | 6,291,030 | -% |
2023-05-18 | JPMORGAN CHASE & CO | reduced | -33.84 | -3,048,860 | 4,838,140 | -% |
2023-05-18 | NEW YORK STATE COMMON RETIREMENT FUND | reduced | -67.24 | -3,343,000 | 1,458,000 | -% |
2023-05-17 | Advisory Services Network, LLC | unchanged | - | -190 | 2,411 | -% |
2023-05-17 | Thrivent Financial for Lutherans | reduced | -5.65 | -132,000 | 923,000 | -% |
2023-05-17 | VIRGINIA RETIREMENT SYSTEMS ET AL | reduced | -31.81 | -235,386 | 615,984 | 0.01% |
2023-05-16 | HOLLENCREST CAPITAL MANAGEMENT | unchanged | - | -19.00 | 244 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.45% | 6,389,869 | SC 13G/A | |
Jan 27, 2023 | blackrock inc. | 14.3% | 9,663,011 | SC 13G/A | |
Jan 23, 2023 | blackrock inc. | 14.4% | 9,760,374 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 9.50% | 6,495,700 | SC 13G/A | |
Jan 27, 2022 | blackrock inc. | 14.5% | 9,930,776 | SC 13G/A | |
Jan 25, 2022 | blackrock inc. | 14.5% | 9,930,776 | SC 13G/A | |
Jan 10, 2022 | brown capital management llc | 2.19% | 1,495,268 | SC 13G/A | |
Nov 10, 2021 | brown capital management llc | 7.50% | 5,129,916 | SC 13G/A | |
Oct 14, 2021 | razin sheldon | 15.2% | 10,200,327 | SC 13D/A | |
Sep 16, 2021 | razin sheldon | 15.2% | 10,200,327 | SC 13D/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Jun 02, 2023 | 4 | Insider Trading | |
Jun 02, 2023 | 4 | Insider Trading | |
Jun 01, 2023 | 144 | Notice of Insider Sale Intent | |
May 23, 2023 | 10-K | Annual Report | |
May 16, 2023 | 8-K | Current Report |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-02-01 | Waters Mitchell | sold (taxes) | -40,433 | 18.78 | -2,153 | evp, commercial growth |
2023-01-03 | Velamoor Srinivas S | sold (taxes) | -324,343 | 18.34 | -17,685 | chief growth & strategy office |
2022-12-27 | LINTON JEFFREY D | acquired | - | - | 25,525 | evp, general counsel/secretary |
2022-12-27 | LINTON JEFFREY D | sold (taxes) | -292,020 | 18.95 | -15,410 | evp, general counsel/secretary |
2022-12-27 | Greene Donna Cullen | acquired | - | - | 15,054 | evp, human resources |
2022-12-27 | Metcalfe David A | sold (taxes) | -477,294 | 18.95 | -25,187 | chief technology officer |
2022-12-27 | Greene Donna Cullen | sold (taxes) | -156,792 | 18.95 | -8,274 | evp, human resources |
2022-12-27 | Arnold James Robert Jr. | sold (taxes) | -532,874 | 18.95 | -28,120 | chief financial officer |
2022-12-27 | Arnold James Robert Jr. | acquired | - | - | 54,978 | chief financial officer |
2022-12-27 | Metcalfe David A | acquired | - | - | 42,215 | chief technology officer |
Consolidated Statements of Net Income and Comprehensive Income - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Mar. 31, 2023 | Mar. 31, 2022 | Mar. 31, 2021 | |
Revenues: | |||
Total revenues | $ 653,172 | $ 596,350 | $ 556,821 |
Cost of revenue: | |||
Amortization of capitalized software costs and acquired intangible assets | 27,941 | 31,889 | 36,768 |
Total cost of revenue | 342,013 | 295,404 | 275,424 |
Gross profit | 311,159 | 300,946 | 281,397 |
Operating expenses: | |||
Selling, general and administrative | 223,424 | 209,661 | 180,529 |
Research and development costs, net | 82,300 | 76,657 | 75,501 |
Amortization of acquired intangible assets | 3,665 | 3,525 | 4,449 |
Impairment of assets | 3,163 | 3,906 | 5,539 |
Restructuring costs | 2,473 | 539 | 2,562 |
Total operating expenses | 315,025 | 294,288 | 268,580 |
Income (loss) from operations | (3,866) | 6,658 | 12,817 |
Interest income | 3,541 | 101 | 38 |
Interest expense | (6,298) | (1,499) | (3,516) |
Other income (expense), net | 10,927 | (64) | (64) |
Income before provision for (benefit of) income taxes | 4,304 | 5,196 | 9,275 |
Provision for (benefit of) income taxes | 6,958 | 3,578 | (240) |
Net income (loss) | (2,654) | 1,618 | 9,515 |
Other comprehensive income: | |||
Foreign currency translation, net of tax | 405 | 15 | 219 |
Unrealized gain on marketable securities, net of tax | 42 | ||
Comprehensive income | $ (2,207) | $ 1,633 | $ 9,734 |
Net income (loss) per share: | |||
Basic | $ (0.04) | $ 0.02 | $ 0.14 |
Diluted | $ (0.04) | $ 0.02 | $ 0.14 |
Weighted-average shares outstanding: | |||
Basic | 67,005 | 67,370 | 66,739 |
Diluted | 67,005 | 67,788 | 66,885 |
Recurring | |||
Revenues: | |||
Total revenues | $ 593,918 | $ 539,713 | $ 502,819 |
Cost of revenue: | |||
Cost of revenue excluding amortization of capitalized software costs and acquired intangible assets | 269,191 | 232,481 | 212,199 |
Software, hardware, and other non-recurring | |||
Revenues: | |||
Total revenues | 59,254 | 56,637 | 54,002 |
Cost of revenue: | |||
Cost of revenue excluding amortization of capitalized software costs and acquired intangible assets | $ 44,881 | $ 31,034 | $ 26,457 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2023 | Dec. 31, 2022 | Mar. 31, 2022 |
---|---|---|---|
Current assets: | |||
Cash and cash equivalents | $ 98,719 | $ 59,829 | |
Restricted cash and cash equivalents | 7,269 | 6,918 | |
Marketable securities | 139,612 | ||
Accounts receivable, net | 88,498 | 76,057 | |
Contract assets | 19,561 | 25,157 | |
Income taxes receivable | 5,248 | 6,507 | |
Prepaid expenses and other current assets | 42,916 | 37,102 | |
Total current assets | 401,823 | 211,570 | |
Equipment and improvements, net | 6,421 | 9,120 | |
Capitalized software costs, net | 54,516 | 43,958 | |
Operating lease assets | 3,335 | 11,316 | |
Deferred income taxes, net | 29,472 | 19,259 | |
Contract assets, net of current | 5,572 | 1,910 | |
Intangibles, net | 28,968 | 24,303 | |
Goodwill | 321,756 | 267,212 | |
Other assets | 44,238 | 39,026 | |
Total assets | 896,101 | 627,674 | |
Current liabilities: | |||
Accounts payable | 12,022 | 9,125 | |
Contract liabilities | 61,601 | 61,280 | |
Accrued compensation and related benefits | 36,241 | 48,736 | |
Income taxes payable | 622 | 99 | |
Operating lease liabilities | 3,826 | 8,089 | |
Other current liabilities | 83,799 | 53,533 | |
Total current liabilities | 198,111 | 180,862 | |
Contract liabilities, net of current | 10,310 | ||
Deferred compensation | 8,033 | 7,230 | |
Convertible senior notes, net, noncurrent | 266,843 | ||
Operating lease liabilities, net of current | 4,095 | 11,934 | |
Other noncurrent liabilities | 8,274 | 4,570 | |
Total liabilities | 495,666 | 204,596 | |
Commitments and contingencies (Note 17) | |||
Shareholders' equity: | |||
Common stock, $0.01 par value; authorized 100,000 shares; 70,875 shares and 69,245 shares issued at March 31, 2023 and March 31, 2022, respectively; 66,026 shares and 67,075 shares outstanding at March 31, 2023 and March 31, 2022, respectively | 709 | 692 | |
Treasury stock, at cost, 4,849 shares and 2,170 shares at March 31, 2023 and March 31, 2022, respectively | (85,752) | (35,874) | |
Additional paid-in capital | 359,342 | 329,917 | |
Accumulated other comprehensive loss | (1,462) | (1,909) | |
Retained earnings | 127,598 | 130,252 | |
Total shareholders' equity | 400,435 | 423,078 | |
Total liabilities and shareholders' equity | $ 896,101 | $ 627,674 |