Price
$24.23+4.53%Social Signal Score
Analyst Ratings
17 analystsRevenue
$319.67M+141.88%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew J. Hawkins
- Sector
- Healthcare
- Industry
- Medical - Healthcare Information Services
- Employees
- 1,700
- Beta
- 0.07
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 1.94
Financials
Revenue
$319.67M+141.9%Net Income
$40.87MEBITDA
$117.51M+100.7%Free Cash Flow
$43.30M+124.9%EPS (diluted)
$0.21Shares Outstanding (diluted)
194.51M+16.7%Operating Expenses
$104.48MCash & Debt
$191.60MReturn of Capital
$12.74MRevenue by Segment (annual)
$558.41MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.10B | $112.09M | $0.63 |
| 2024 | $943.55M | $-19.13M | $-0.13 |
| 2023 | $791.01M | $-51.33M | $-0.31 |
| 2022 | $704.87M | $-51.45M | $-0.31 |
| 2021 | $578.57M | $-47.12M | $-0.28 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.93
- Implied price
- $48.13
- Return from $25.34
- 13.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $23.93 — -5.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 36 | 44 | 52 | 60 | 68 |
|---|---|---|---|---|---|
| -2.0% | -4.2% | -0.2% | 3.2% | 6.2% | 8.9% |
| 3.0% | 0.7% | 4.9% | 8.4% | 11.6% | 14.4% |
| 8.0% | 5.6% | 10.0% | 13.7% | 17.0% | 20.0% |
| 13.0% | 10.5% | 15.0% | 19.0% | 22.4% | 25.5% |
| 18.0% | 15.4% | 20.1% | 24.2% | 27.8% | 31.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (14)
- Newszacks.com·19d ago·Neutral
Waystar (WAY) Soars 7.1%: Is Further Upside Left in the Stock? Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
View source ↗ - Newspymnts.com·20d ago·Neutral
Waystar Considers Sale of Healthcare Payments Software Firm Healthcare industry payments management software company Waystar is reportedly considering a potential sale. Such a deal could return Waystar to private ownership two years after the company went public, according to a Tuesday (Sept.
View source ↗ - News (RSS)yahoo·20d ago·Neutral
Waystar Surges As Medical Software Maker Reportedly Mulls A Sale
View source ↗ - News (RSS)zerohedge·20d ago·Neutral
…ar. Vera Therapeutics (VERA) jumps 12% after the drugmaker gave updated results from a late-stage trial of its recently approved drug for a kidney disorder. Waystar (WAY), which provides payment-related software to health-care organizations, rises 12% after a Reuters report that said the company is exploring options that include a sale. The report cited sources familiar with the matter. In other corporate news, Enova International withdrew its bank regulatory applications for the acquisition of …
View source ↗ - Newsseekingalpha.com·26d ago·Neutral
… Justify The Buy Position Waystar Holding earns a buy rating for its compelling mix of 18% revenue growth, 34% subscription growth, and 42.8% adjusted EBITDA margin. WAY's expanding AI capabilities and the Iodine Software acquisition enhance platform value, drive cross-selling, and increase the addressable market by over 15%. Subscription revenue and net revenue retention of 108% underscore a stable, recurring revenue base with strong client expansion and upselling.
View source ↗ - News (RSS)seekingalpha·40d ago·Positive
Waystar Holding Corp. (WAY) Analyst/Investor Day Transcript
View source ↗ - Newsseekingalpha.com·40d ago·Positive
Waystar Holding Corp. (WAY) Analyst/Investor Day Transcript Waystar Holding Corp. (WAY) Analyst/Investor Day Transcript
View source ↗ - Newsprnewswire.com·40d ago·Negative
…e work, connect intelligence to action, and realize significant outcomes for providers LEHI, Utah and LOUISVILLE, Ky., Aug. 26, 2026 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, today unveiled new Waystar AltitudeAI-powered agentic capabilities that autonomously take action across critical revenue cycle workflows, advancing the company's vision for an autonomous revenue cycle.
View source ↗ - News (RSS)seekingalpha·41d ago·Neutral
Waystar Holding Corp. (WAY) Analyst/Investor Day - Slideshow
View source ↗ - News (RSS)investing·41d ago·Neutral
Waystar names new product chief, promotes commercial head
View source ↗ - Newsmarketbeat.com·41d ago·Neutral
Waystar Targets Autonomous Revenue Cycle With AI, Automation Push at Investor Day Waystar NASDAQ: WAY outlined its strategy to expand its healthcare revenue-cycle-management platform through artificial intelligence, automation and broader adoption of its end-to-end product suite during its inaugural Investor Day in San Antonio.
View source ↗ - Newsprnewswire.com·41d ago·Neutral
Waystar Expands Executive Leadership to Accelerate Innovation and Growth Appointments extend world-class technology expertise and commercial leadership to advance Waystar's vision for the autonomous revenue cycle LEHI, Utah and LOUISVILLE, Ky., Aug. 25, 2026 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, today announced two executive leadership appointments designed to accelerate innovation, client adoption, and durable growth.
View source ↗ - 4chan /biz/biz·54d ago·Negative
…2586396 I did not qualify them as third parties, though as said they do have an open market for shares with past orders to sell and buy. I am pointing out it is even WAY worse than that. He doesn't even have major external interests, he has TOTAL self interest, and complete legal insulation to pursue it to its complete conclusion, jewing even his employees' perks, and there is no obligation to token holders or reason to optimize for them (because the token itself has no utility to drive share pr…
View source ↗ - 4chan /biz/biz·58d ago·Neutral
>>62574471 This is WAY more than necessary for both, but good to aim for if you aren't there already.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.41 per share
Typical surprise +8.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$0.43 vs $0.40beat
- Wed, Apr 29$0.42 vs $0.39beat
- Tue, Feb 17$0.36 vs $0.39miss
- Wed, Oct 29$0.37 vs $0.34beat
- Wed, Jul 30$0.36 vs $0.33beat
- Wed, Apr 30$0.32 vs $0.32beat
Estimates and results for WAY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by WAY officers and directors.
- Bought
- $189k
- Sold
- $347.2m
1 trade
18 trades
- Hawkins Matthew J.sold
- Hawkins Matthew J.sold
- Hawkins Matthew J.sold
- Hawkins Matthew J.sold
- Hawkins Matthew J.sold
- Miller Heidibought
- Sinclair Iii Eric L. (ric)sold
- Sinclair Iii Eric L. (ric)sold
81 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in WAY.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.