Health information services

4 companies · $6.4B combined revenue · $1.2B operating profit

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The typical US-listed health information services company grew revenue 14.7% and earnings 27.3% in its latest year, at a 26.6% operating margin, and 1 of 4 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

14.7%Median revenue growth
27.3%Median earnings growth
15.3%Median revenue growth, 3 yrs
21.6%Median earnings growth, 3 yrs
26.6%Median operating margin
11.2%Median ROCE
Fastest revenue growthTempus AI TEM83.4%Fastest earnings growthHealthequity HQY123%Highest ROCEDoximity DOCS22.2%Biggest margin gainTempus AI TEM+79.8 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more75%
  • Operating leverage · Operating income growing faster than a growing revenue67%
  • Margin expansion · Operating margin up 1 point or more75%
  • Debt reduction · Debt down 5% or more, or net cash100%

Combined revenue · 4 companies reporting in US dollars

Revenue
$0$2B$4B$6B$8BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%10%20%30%FY21FY22FY23FY24FY25

All 4 companies

Median–14.7%27.3%26.6%11.2%0.45x
VEEVVeeva Systems$3.2B16.3%▲27.3%28.7%▲12.5%▲–
TEMTempus AI$1.3B83.4%▲–-19.9%▼-13.3%▼–
HQYHealthequity$1.3B9.5%▼123%▲24.6%▼10%▼0.45x
DOCSDoximity$645M13.1%▼-12.2%▼33.3%▲22.2%▲–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).