Schrodinger (NASDAQ:SDGR – Get Free Report) and Health Catalyst (NASDAQ:HCAT – Get Free Report) are both healthcare companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, dividends, earnings, analyst recommendations, profitability, institutional ownership and risk.
Earnings and Valuation
This table compares Schrodinger and Health Catalyst”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Schrodinger | $255.87 million | 9.63 | -$103.26 million | ($0.79) | -42.27 |
| Health Catalyst | $311.14 million | 0.37 | -$177.97 million | ($2.83) | -0.53 |
Schrodinger has higher earnings, but lower revenue than Health Catalyst. Schrodinger is trading at a lower price-to-earnings ratio than Health Catalyst, indicating that it is currently the more affordable of the two stocks.
Institutional & Insider Ownership
79.0% of Schrodinger shares are held by institutional investors. Comparatively, 85.0% of Health Catalyst shares are held by institutional investors. 10.1% of Schrodinger shares are held by company insiders. Comparatively, 19.4% of Health Catalyst shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Volatility and Risk
Schrodinger has a beta of 1.69, indicating that its stock price is 69% more volatile than the S&P 500. Comparatively, Health Catalyst has a beta of 1.52, indicating that its stock price is 52% more volatile than the S&P 500.
Profitability
This table compares Schrodinger and Health Catalyst’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Schrodinger | -22.02% | -17.66% | -8.89% |
| Health Catalyst | -90.61% | -1.83% | -0.80% |
Analyst Ratings
This is a summary of recent ratings and price targets for Schrodinger and Health Catalyst, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Schrodinger | 1 | 3 | 4 | 0 | 2.38 |
| Health Catalyst | 1 | 5 | 2 | 0 | 2.12 |
Schrodinger presently has a consensus target price of $26.67, suggesting a potential downside of 20.14%. Health Catalyst has a consensus target price of $2.01, suggesting a potential upside of 33.00%. Given Health Catalyst’s higher probable upside, analysts clearly believe Health Catalyst is more favorable than Schrodinger.
Summary
Schrodinger beats Health Catalyst on 7 of the 13 factors compared between the two stocks.
About Schrodinger
Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications. The company operates in two segments, Software and Drug Discovery. The Software segment is focused on licensing its software to transform molecular discovery for life sciences and materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. The company serves biopharmaceutical and industrial companies, academic institutions, and government laboratories worldwide. Schrödinger, Inc. was incorporated in 1990 and is based in New York, New York.
About Health Catalyst
Health Catalyst, Inc. provides data and analytics technology and services to healthcare organizations in the United States. It operates in two segments, Technology and Professional Services. The company provides data operating system data platform which provides clients single comprehensive environment to integrate and organize data from their disparate software systems; and analytics applications, a software analytics applications build for data platform to analyze clients face across clinical and quality, population health, and financial and operational use cases. It offers services expertise solutions comprising data and analytics, domain expertise and education, tech-enabled managed, and implementation services; and opportunity analysis and prioritization, data governance, data modeling and analysis, quality and process improvement strategy, cost accounting, data abstraction, and population health strategies. The company was formerly known as HQC Holdings, Inc. and changed its name to Health Catalyst, Inc. in March 2017. Health Catalyst, Inc. was founded in 2008 and is headquartered in South Jordan, Utah.
Receive News & Ratings for Schrodinger Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schrodinger and related companies with MarketBeat.com's FREE daily email newsletter.
