Head-To-Head Analysis: athenahealth (ATHN) and Cotiviti (COTV)
Cotiviti (NYSE: COTV) and athenahealth (NASDAQ:ATHN) are both mid-cap healthcare companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, risk, profitability and valuation.
Insider & Institutional Ownership
86.2% of Cotiviti shares are owned by institutional investors. 15.8% of Cotiviti shares are owned by company insiders. Comparatively, 3.2% of athenahealth shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
This table compares Cotiviti and athenahealth’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation and Earnings
This table compares Cotiviti and athenahealth’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Cotiviti||$625.16 million||5.18||$48.85 million||$0.98||35.79|
|athenahealth||$1.08 billion||4.74||$21.00 million||$0.77||166.66|
Cotiviti has higher earnings, but lower revenue than athenahealth. Cotiviti is trading at a lower price-to-earnings ratio than athenahealth, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of recent ratings and price targets for Cotiviti and athenahealth, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Cotiviti currently has a consensus target price of $40.38, indicating a potential upside of 15.13%. athenahealth has a consensus target price of $141.50, indicating a potential upside of 10.26%. Given Cotiviti’s stronger consensus rating and higher probable upside, research analysts plainly believe Cotiviti is more favorable than athenahealth.
Cotiviti beats athenahealth on 10 of the 12 factors compared between the two stocks.
Cotiviti Company Profile
Cotiviti Holdings, Inc. is a provider of analytics-driven payment accuracy solutions. The Company focuses primarily on the healthcare sector. The Company operates through two segments: Healthcare, and Global Retail and Other. Through its Healthcare segment, the Company offers prospective and retrospective claims accuracy solutions to healthcare payers in the United States. The Company also provides analytics-based solutions unrelated to its healthcare payment accuracy solutions in the United States. Through its Global Retail and Other segment, the Company provides retrospective claims accuracy solutions to retailers primarily in the United States, Canada and the United Kingdom, as well as solutions that manage payment networks for a range of clients. The Company leverages its technology platform, configurable analytics, information assets and expertise in healthcare reimbursement to help its clients develop their claims payment accuracy.
athenahealth Company Profile
athenahealth, Inc. provides network-based medical record, revenue cycle, patient engagement, care coordination and population health services. The Company also offers Epocrates and other point-of-care mobile applications. The Company delivers majority of its service offerings through a single instance of cloud-based software, athenaNet. The Company has a range of network-enabled services to support healthcare providers across the continuum of care. The Company offers various combinations of its services to its clients, including athenaOne and athenaOne for Hospitals and Health Systems, depending on whether they are medical groups and practices or hospitals and larger health systems. As of December 31, 2016, the Company connected care across a national network of approximately 88,000 providers and approximately 86 million patients. Its suite of network-enabled services includes athenaCollector, athenaClinicals, athenaCommunicator, athenaCoordinator, Population Health and Epocrates.
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