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48

HSTM

🏥 Healthcare

HealthStream, Inc.

Conservative #671Aggressive #886Moderate Risk
$21.33-1.57%
Day High$21.82
Day Low$21.25
Volume0.4M
Mkt Cap$633M
52W Low $2052W High $34
Market Cap
$604M
P/E Ratio
29.9
Sector avg: 41.9
Rev Growth
4.5%
Sector avg: 161.5%
Earnings Growth
31.5%
Profit Margin
6.9%
Sector avg: -3292.7%
Debt/Equity
0.04

Why This Score

HSTM scores 48.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.04) provides financial flexibility and downside protection.
  • High conviction (96/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 5-point penalty for execution risk.

Moderate penalties (-5.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score48.1
Fundamental Score51.1
ML Score41.0

Score by Horizon

3 Month
62.4
6 Month
69.8
Primary
1 Year
73.5

Quality Assessment

D
Quality Grade
Below average quality — weak profitability or high leverage

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
39
Negative
Analyst (6.4%)
61
Favorable
Tradability (post-hoc)
56
Grade C
Base
44.1
SHAP
+1.9
Factors
+0.6
Conviction
+1.6
Final
48.1
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

62AVG
Value66
Quality34
Growth68
Stability71
Investment72

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)55.0
Technical (Momentum, Weinstein, Volatility)38.0
External (Sentiment, Analyst, Macro)75.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-1.4% to +2.8%
Medium-term
-1.6% to +4.7%
Long-term
-1.8% to +6.7%

ML Model Core Features100 trained inputs → ML Score: 41

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score60.9/100
Target Upside+19.5%
Coverage16 analysts
Market Sentiment
Sentiment Score39.2/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.4%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-12.1%
Momentum ConsistencyModerate (0.69)
Relative Strength vs Sector-64.0%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality-0.240
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
7%
Low risk
Sector RevGr Rank
P47
Revenue growth vs Healthcare peers
Sector PE Rank
P15
Valuation vs Healthcare peers
Sector FCF Rank
P91
Free cash flow vs Healthcare peers
Growth Deviation
-0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 51 relative to sector peers51/100
Machine learning ensemble ranks this stock at the 41th percentileP41
Blended score: 80% fundamental (51) + 20% ML (41) = 49.149.1
Risk assessment: low. Low vol 0.1%; Drawdown 39% → 0.0ptLow
Earnings quality grade D: weak earnings quality, multiple concerns. Score adjusted by 0 pointsGrade D
SHAP feature alignment: +1.9pt (features align with model priorities)SHAP
Conviction adj: +1.6pt (conviction=N/A)Conviction
Risk Factors
Liquidity penalty: -5.0pt (grade C)Liquidity

Sector Peer Comparison(Healthcare — Rank #95 of 344 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
HSTM48.129.94.5%6.9%$604M
INCY89.915.821.2%25.0%$19.6B
GMAB86.113.122.8%36.4%$17.9B
CPRX83.713.723.5%37.6%$3.0B
ASND78.316.698.0%-31.7%$13.8B
EXEL78.315.17.0%33.7%$11.9B
VRTX78.232.18.9%32.9%$121.8B
NBIX75.126.521.4%16.7%$13.1B
RPRX75.025.15.1%32.4%$19.3B
HOLX74.831.11.7%13.8%$16.8B
AMGN74.226.010.0%21.0%$204.8B
ARGX73.735.178.6%38.0%$47.4B
REGN73.019.41.0%31.4%$80.2B
ALKS72.916.5-6.4%23.9%$5.0B
ISRG72.761.720.5%28.4%$180.9B
KRYS71.541.4473.0%30.7%$7.9B
Sector Average36.641.9161.5%-3292.7%

Company Overviewvia FMP

HealthStream, Inc. provides workforce and provider solutions for healthcare organizations in the United States. It operates through two segments, Workforce Solutions and Provider Solutions. The company offers workforce solutions, including software-as-a-service (SaaS) based services and subscription-based solutions to meet the range of its clinical development, talent management, training, education, certification, scheduling, competency assessment, performance appraisal, and other needs, as well as implementation and account management services. It also provides applications for learning, performance appraisal, competency management, disclosure management, clinical assessment and development, simulation-based education, quality management, and industry training. In addition, the company offers VerityStream that delivers enterprise-class solutions to transform the healthcare provider experience for ambulatory surgery centers, urgent care facilities, clinics, medical groups, and other healthcare organizations; EchoCredentialing and MSOW platforms that manage medical staff credentialing, enrollment, and privileging processes for hospitals; and EchoOneApp, a provider enrollment platform for medical groups. Further, it provides CredentialMyDoc, a credentialing and enrollment SaaS solution for medical groups and surgery centers; CredentialStream, a SaaS-based provider credentialing, privileging, and enrollment solution; and NurseGrid Mobile for nurse managers. The company offers its solutions in healthcare industry companies that include private, not-for-profit, and government entities, as well as pharmaceutical and medical device companies through direct sales teams. HealthStream, Inc. was incorporated in 1990 and is headquartered in Nashville, Tennessee.

CEO
Robert A. Frist Jr.
Employees
1,083
Beta
0.44
Industry
Medical - Healthcare Information Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
61.8
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-37.5%
High: $34.13
From 52W Low
+9.4%
Low: $19.5
Moving Averages
10-Day
$20.70
Above
20-Day
$20.80
Above
50-Day
$22.00
Below
200-Day
$25.60
Below
60-Day Support
$19.5
60-Day Resistance
$25.55
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 12/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-16.7%
200 SMA Slope (60d)
-10.22%
Falling
Volume Ratio
1.3x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$80M$76M$74M$73M
Gross Profit$51M$50M$48M$48M
Operating Income$2M$8M$6M$4M
Net Income$3M$6M$5M$4M
EPS (Diluted)$0.09$0.20$0.18$0.14
Gross Margin63.8%65.3%64.6%65.3%
Operating Margin3.0%9.9%7.9%6.0%
Net Margin3.2%8.0%7.2%5.9%

Why This Stock

HealthcareValuation below sector median (P/E 29.9)

Tradability FilterGrade C — 56/100Score impact: -2.7pt

Volume
59
288K avg/day
Dollar Vol
52
$6M/day
Float
54
24M shares
Mkt Cap
33
$604M
Range
98
75% spread
Composite Liquidity Score56/100
FDCBA

Multi-Year Range Analysis

Sideways: 21/100
YearLowHighRangeStatus
2021$21.49$31.1136.6%Wide
2022$18.51$26.7836.5%Wide
2023$20.47$27.6930%Moderate
2024$23.92$33.5233.4%Moderate
2025$23.04$34.2439.1%Wide
3-Year Range
50.3%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
79.9%
Outstanding Shares
30M
Bid-Ask Spread
75.0%
Institutional Tradable
Limited

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.