Reviewing Allscripts Healthcare Solutions (NASDAQ:MDRX) & Tabula Rasa Healthcare (TRHC)

Allscripts Healthcare Solutions (NASDAQ: MDRX) and Tabula Rasa Healthcare (NASDAQ:TRHC) are both medical companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations.

Profitability

This table compares Allscripts Healthcare Solutions and Tabula Rasa Healthcare’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Allscripts Healthcare Solutions -11.54% 5.97% 1.96%
Tabula Rasa Healthcare -10.27% -9.58% -4.51%

Insider and Institutional Ownership

27.9% of Tabula Rasa Healthcare shares are owned by institutional investors. 0.8% of Allscripts Healthcare Solutions shares are owned by insiders. Comparatively, 45.8% of Tabula Rasa Healthcare shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of current recommendations for Allscripts Healthcare Solutions and Tabula Rasa Healthcare, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Allscripts Healthcare Solutions 1 7 11 0 2.53
Tabula Rasa Healthcare 0 1 4 0 2.80

Allscripts Healthcare Solutions currently has a consensus target price of $15.00, suggesting a potential upside of 10.54%. Tabula Rasa Healthcare has a consensus target price of $24.60, suggesting a potential downside of 5.93%. Given Allscripts Healthcare Solutions’ higher possible upside, research analysts plainly believe Allscripts Healthcare Solutions is more favorable than Tabula Rasa Healthcare.

Valuation and Earnings

This table compares Allscripts Healthcare Solutions and Tabula Rasa Healthcare’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Allscripts Healthcare Solutions $1.66 billion 1.48 $160.09 million ($1.06) -12.80
Tabula Rasa Healthcare $108.83 million 4.15 $2.26 million ($0.74) -35.34

Allscripts Healthcare Solutions has higher revenue and earnings than Tabula Rasa Healthcare. Tabula Rasa Healthcare is trading at a lower price-to-earnings ratio than Allscripts Healthcare Solutions, indicating that it is currently the more affordable of the two stocks.

Allscripts Healthcare Solutions Company Profile

Allscripts Healthcare Solutions, Inc. (Allscripts) delivers information technology (IT) solutions and services to help healthcare organizations. The Company operates through three segments: Clinical and Financial Solutions, Population Health, and Netsmart. The Clinical and Financial Solutions segment includes the sale of integrated clinical software applications and financial and information solutions. The Population Health segment includes the sale of health management and coordinated care solutions, which focus on hospitals, health systems, other care facilities and accountable care organizations (ACOs). The Netsmart segment provides software and technology solutions to the health and human services industry, which includes behavioral health, addiction treatment, intellectual and developmental disability services, child and family services and public health segments, as well as to post-acute home care organizations.

Tabula Rasa Healthcare Company Profile

Tabula Rasa HealthCare, Inc. (Tabula Rasa), formerly CareKinesis, Inc., is a provider of patient-specific, data-driven technology and solutions that enable healthcare organizations to optimize medication regimens to improve patient outcomes, reduce hospitalizations and manage risk. The Company delivers its solutions through a suite of technology-enabled products and services for medication risk management, which includes bundled prescription fulfillment and adherence packaging services for client populations with complex prescription needs. It also provides risk adjustment services, which help its clients to properly characterize a patient’s acuity, or severity of health condition, and optimize the associated payments for care. The Company serves approximately 100 healthcare organizations that focus on populations with complex healthcare needs and extensive medication requirements. Its products and services are built around the Medication Risk Mitigation Matrix, or MRM Matrix.

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