Zacks Investment Research
28 Sept 2026, 18:35 UTC · 1h ago
Verdict
Headline takes no side. We score NRC +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
NRC Health's sales pipeline increased by approximately 60% compared to the same quarter last year.
Priced inanalysis of earlier results
So whatCombined with higher average deal sizes, this pipeline growth suggests a significant upside to revenue estimates for FY2027.
More positive than 93% of claims this week
NRC Health's trailing 12-month EV/sales multiple of 3.77X is a 35% discount to the industry average of 5.84X.
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Scored by the NIS engine · methodology.
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Priced inanalysis of current trading levels
So whatA rerating toward the 5.84X industry average would represent a ~55% increase in enterprise value.
More positive than 79% of claims this week
Revenue recognized over time reached $66.1 million in the first half of 2026, up from $62.3 million the prior year.
Priced inanalysis of H1 2026 results
So whatThis 6.1% growth in recurring revenue provides a stable floor for EPS through the remainder of 2026.
More positive than 66% of claims this week
Approximately 70% of NRC's current customers purchase only one product.
Priced inanalysis of existing customer base
More positive than 54% of claims this week
NRC Health has $188.3 million in remaining contract revenue as of June 30, 2026, with $44.8 million expected in the rest of 2026.
Priced inanalysis of June 30 data
So whatThe remaining $143.5 million in contracts beyond 2026 provides revenue visibility for the next 2-3 years.
More positive than 54% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
The company shows strong revenue growth, a surging stock price, and an attractive valuation relative to its industry.
More negative than 69% of ticker scores this week
The company's shares declined 30.3% over the past year and it trades at a higher valuation than NRC.
More negative than 60% of ticker scores this week
While the stock gained 11%, it underperformed NRC and trades at a higher valuation multiple.
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MarketBeat
2h ago
More positive than 35% of relationship scores this week
[mutual] Both are listed as industry players and compared against NRC.
More positive than 35% of relationship scores this week
[mutual] NRC is compared to Experian as another industry player for valuation purposes.
+2.4%
Price agrees with the score
$20.05 vs $19.57 close before publication (Sep 25) · not market-adjusted
NRC chart →
