- ISIN
- US42225T1079
- CUSIP
- 42225T107
- Sector
- Healthcare
- Industry
- Health Information Services
- IPO Date
- Jul 25, 2019
Highlights
- Market Cap
- $154.44M
- Enterprise Value
- $118.77M
- EPS (TTM)
- -$3.72
- Total Revenue (TTM)
- $302.48M
- Gross Profit (TTM)
- $103.36M
- EBITDA (TTM)
- -$85.17M
- Year Range
- $0.96 - $3.88
- Target Price
- $2.50
- ROA (TTM)
- -64.35%
- ROE (TTM)
- -192.01%
- Avg. Volume (1M)
- 666K
- Avg. Volume Value (1M)
- $1.46M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
HCAT Performance Chart
Health Catalyst, Inc. (HCAT) is down 12.6% since the beginning of the year. At $2 per share, HCAT is trading 46.1% below its 52-week high of $4. Investors who bought $1,000 worth of HCAT shares 5 years ago would now be looking at an investment worth $36.
Loading charts...
Compare this symbol against anything
Returns By Period
Health Catalyst, Inc. (HCAT) has returned -12.55% so far this year and -40.63% over the past 12 months.
Health Catalyst, Inc.
- 1D
- 0.48%
- 1M
- 0.48%
- 6M
- -2.79%
- YTD
- -12.55%
- 1Y
- -40.63%
- 3Y*
- -47.35%
- 5Y*
- -48.57%
- 10Y*
- —
- ALL TIME*
- -33.73%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
HCAT Monthly Returns History
Based on dividend-adjusted daily data since Jul 25, 2019, HCAT's average daily return is -0.07%, while the average monthly return is -2.24%.
Historically, 39% of months were positive and 61% were negative. The best month was Jun 2026 with a return of +44.2%, while the worst month was Apr 2022 at -36.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 10 months.
On a daily basis, HCAT closed higher 47% of trading days. The best single day was Jun 4, 2026 with a return of +45.9%, while the worst single day was Aug 5, 2022 at -37.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.04% | -24.65% | -21.60% | -1.57% | 10.40% | 44.20% | 5.03% | -12.55% | |||||
| 2025 | -20.37% | -17.05% | -3.00% | -12.80% | -3.80% | -0.79% | -3.18% | -7.12% | -15.93% | 13.33% | -7.43% | -20.07% | -66.20% |
| 2024 | 5.51% | -14.84% | -9.50% | -17.40% | 6.59% | -3.62% | 15.34% | -2.44% | 13.21% | -4.55% | 13.64% | -19.93% | -23.65% |
| 2023 | 30.76% | 0.43% | -16.40% | 7.97% | -10.63% | 11.01% | 12.24% | -16.68% | -13.43% | -25.99% | -4.14% | 28.97% | -12.89% |
| 2022 | -24.66% | -9.15% | -3.65% | -36.32% | -11.96% | -1.09% | 15.53% | -28.32% | -19.17% | -9.07% | 18.82% | 1.43% | -73.17% |
| 2021 | 14.13% | -2.40% | -3.55% | 23.80% | -7.27% | 3.39% | 4.59% | -5.94% | -8.42% | 5.26% | -17.57% | -8.69% | -8.98% |
Benchmark Metrics
Health Catalyst, Inc. has an annualized alpha of -31.08%, beta of 1.26, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since July 25, 2019.
- This stock participated in 198.31% of S&P 500 Index downside but only 20.70% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -31.08%
- Beta
- 1.26
- R²
- 0.14
- Upside Capture
- 20.70%
- Downside Capture
- 198.31%
Return for Risk
Risk / Return Rank
HCAT ranks 24 for risk / return — above 24% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Health Catalyst, Inc. (HCAT) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HCAT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.25 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.25 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 2.00 | -2.58 |
| Martin ratioReturn relative to average drawdown | -0.94 | 8.49 | -9.43 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Health Catalyst, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Health Catalyst, Inc. was 98.30%, occurring on Apr 10, 2026. The portfolio has not yet recovered.
The current Health Catalyst, Inc. drawdown is 96.44%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.30%Apr 2026 | 4y 10mo | — | 5y 1moJun 2021 - now | — |
-63.40%Mar 2020 | 7mo 6d | 10mo 12d | 1y 5moAug 2019 - Jan 2021 | COVID crash2020 |
-18.70%May 2021 | 17d | 22d | 1mo 9dApr 2021 - Jun 2021 | — |
-14.93%Mar 2021 | 1mo 17d | 25d | 2mo 12dFeb 2021 - Apr 2021 | — |
-13.48%Aug 2019 | 3d | 4d | 7dAug 2019 - Aug 2019 | — |
Drawdown Indicators
| HCAT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.30% | -56.78% | -41.52% |
Max Drawdown (1Y)Largest decline over 1 year | -73.92% | -9.10% | -64.82% |
Max Drawdown (3Y)Largest decline over 3 years | -92.79% | -18.90% | -73.89% |
Max Drawdown (5Y)Largest decline over 5 years | -98.27% | -25.43% | -72.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -96.44% | -1.58% | -94.86% |
Average DrawdownAverage peak-to-trough decline | -63.19% | -10.70% | -52.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 45.43% | 2.14% | +43.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Health Catalyst, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Health Catalyst, Inc. is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HCAT relative to other companies in the Health Information Services industry. Currently, HCAT has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HCAT in comparison with other companies in the Health Information Services industry. Currently, HCAT has a P/B value of 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Build a portfolio with HCAT
Add Health Catalyst, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with HCAT