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TBRG

NEUTRAL
$23.18 Live
TruBridge, Inc. · NASDAQ
Target $22.0 (-5.1%)
$13.88 52W Range $26.74

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
$347.91M
P/E
79.93
ROE
2.5%
Profit margin
1.3%
Debt/Equity
0.94
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
TBRG exhibits a strong operational turnaround indicated by a Piotroski F-Score of 7/9, yet it faces a severe valuation disconnect. While the current price of $23.18 trades at a massive premium to the Graham Number ($8.94) and Intrinsic Value ($2.03), the Forward P/E of 7.92 and PEG of 0.28 suggest the market is pricing in an aggressive earnings explosion. The company's pivot to Revenue Cycle Management (RCM) is yielding significant EPS surprises, but thin profit margins and market saturation in the small-hospital segment remain critical headwinds.

Key Strengths

Strong operational health with a Piotroski F-Score of 7/9
Highly attractive Forward P/E (7.92) and PEG Ratio (0.28)
Consistent recent earnings beats with an average surprise of 65.92%
Successful strategic pivot toward RCM (64% of consolidated revenue)
Healthy short-term liquidity with a Current Ratio of 1.80

Key Risks

Extreme valuation premium relative to Graham Number and Intrinsic Value
Very thin net profit margins (1.26%) leaving little room for error
Market saturation and consolidation in the target <200 bed hospital sector
Stagnant year-over-year revenue growth (0.00%)
High current P/E (79.93) makes the stock sensitive to any earnings miss
AI Fair Value Estimate
Based on comprehensive analysis
$11.5
-50.4% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
46
Moderate
Value
30
Future
75
Past
40
Health
85
Dividend
0
AI Verdict
Speculative Turnaround
Key drivers: Operational improvement (Piotroski), Forward earnings growth expectations, RCM strategic pivot
Confidence
80%
Value
30/100

Stock trades at a significant premium to defensive fair value, relying entirely on future growth projections.

Positives
  • Low PEG ratio
Watchpoints
  • Price far exceeds Graham Number ($8.94)
  • High trailing P/E
Future
75/100

Future outlook is bullish based on earnings trajectory, though revenue stagnation is a concern.

Positives
  • Strong Forward P/E
  • Massive YoY EPS growth (+1480%)
  • Positive earnings surprise trend
Watchpoints
  • Flat YoY revenue growth
Past
40/100

Long-term performance has been poor, but short-term momentum is shifting.

Positives
  • Recent 1-month price surge (+51.5%)
Watchpoints
  • Negative 5Y and 3Y price performance
  • Historical earnings volatility
Health
85/100

Strong balance sheet and operational efficiency improvements.

Positives
  • Piotroski F-Score 7/9
  • Current Ratio 1.80
  • Quick Ratio 1.42
Watchpoints
  • Low ROE (2.52%)
Dividend
0/100

Non-dividend paying growth/turnaround stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend payments

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$23.18
Analyst Target
$22.0
Upside/Downside
-5.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for TBRG and closest competitors.

Updated 2026-04-20
TBR
TruBridge, Inc.
Primary
5Y
-22.7%
3Y
-18.7%
1Y
-3.7%
6M
+17.2%
1M
+51.5%
1W
+9.2%
TOI
The Oncology Institute, Inc.
Peer
5Y
-65.3%
3Y
+535.4%
1Y
+47.3%
6M
-17.0%
1M
+6.0%
1W
+6.7%
LAB
Standard BioTools Inc.
Peer
5Y
-80.7%
3Y
-51.6%
1Y
-19.1%
6M
-30.5%
1M
-8.2%
1W
-2.2%
KRO
Keros Therapeutics, Inc.
Peer
5Y
-80.9%
3Y
-70.2%
1Y
-8.5%
6M
-28.6%
1M
-0.6%
1W
-6.6%
SIG
SIGA Technologies, Inc.
Peer
5Y
+2.3%
3Y
+19.3%
1Y
-0.8%
6M
-35.2%
1M
+10.7%
1W
+9.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
79.93
Forward P/E
7.92
PEG Ratio
0.28
P/B Ratio
1.89
P/S Ratio
1.0
EV/Revenue
1.38
EV/EBITDA
12.41
Market Cap
$347.91M

Profitability

Profit margins and return metrics

Profit Margin 1.26%
Operating Margin 1.97%
Gross Margin 53.01%
ROE 2.52%
ROA 3.94%

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth N/A
Q/Q Revenue Growth -3.35%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.94
Moderate
Current Ratio
1.8
Good
Quick Ratio
1.42
Good
Cash/Share
$1.72

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
54.3%
Op. Margin
5.7%
Net Margin
-4.9%
Total Assets
$0.4B
Liabilities
$0.2B
Equity
$0.2B
Debt/Equity
1.26x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
57%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-03-31
$0.79
+24.1% surprise
2025-11-06
$0.88
+87.4% surprise
2025-08-07
$0.54
+86.3% surprise

Healthcare Sector Comparison

Comparing TBRG against 497 companies in the Healthcare sector (27 bullish, 153 neutral, 317 bearish)
P/E Ratio
79.93
This Stock
vs
84.2
Sector Avg
-5.1% (Discount)
Return on Equity (ROE)
2.52%
This Stock
vs
-95.56%
Sector Avg
-102.6% (Below Avg)
Profit Margin
1.26%
This Stock
vs
-15.89%
Sector Avg
-107.9% (Weaker)
Debt to Equity
0.94
This Stock
vs
2.89
Sector Avg
-67.6% (Less Debt)
Current Ratio
1.8
This Stock
vs
4.67
Sector Avg
-61.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

FOWLER CHRISTOPHER L.
Chief Executive Officer
Stock Award
2026-04-08
19,683 shares
PLESSNER KEVIN
General Counsel
Stock Award
2026-04-08
2,598 shares
BASSI VINAY
Chief Financial Officer
Stock Award
2026-04-08
12,698 shares
MACINTYRE VITA
Officer
Stock Award
2026-04-08
909 shares
WILSON MERIDETH
Officer
Stock Award
2026-04-08
5,206 shares
HARSE DAVID
Officer
Stock Award
2026-04-08
5,079 shares
DAUGHTON MICHAEL E
Officer
Stock Award
2026-04-08
10,572 shares
PINETREE CAPITAL LTD
Beneficial Owner of more than 10% of a Class of Security
Buy
2025-12-03
130,000 shares · $2,932,400
PINETREE CAPITAL LTD
Beneficial Owner of more than 10% of a Class of Security
Buy
2025-11-19
32,847 shares · $674,644
PINETREE CAPITAL LTD
Beneficial Owner of more than 10% of a Class of Security
Buy
2025-11-19
37,847 shares · $777,244
DAUGHTON MICHAEL E
Officer
Buy
2025-11-17
50,000 shares · $999,171
PINETREE CAPITAL LTD
Beneficial Owner of more than 10% of a Class of Security
Buy
2025-11-14
48,903 shares · $990,503
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-03-31

TruBridge, Inc. has pivoted its strategic focus toward revenue cycle management (RCM), which represented 64% of consolidated revenue in 2025. While the company serves over 1,500 healthcare organizations, it faces risks from market saturation and consolidation within the acute care hospital sector. Specifically, a narrowing target market of hospitals with fewer than 200 beds may limit new system installations and exert downward pressure on pricing.

8-K
FORM 8-K
2026-03-31

TBRG filed an 8-K on March 31, 2026, likely to report its first-quarter financial results.

8-K
8-K
2026-01-08
8-K
8-K
2025-12-01
10-Q
10-Q
2025-11-07

TBRG filed its quarterly 10-Q report on November 7, 2025. The filing includes a section on Risk Factors under Item 1A, although specific financial highlights and detailed risk descriptions were not provided in the available excerpt.

8-K
FORM 8-K
2025-11-06
8-K
8-K
2025-10-03
10-Q
10-Q
2025-08-08

TBRG filed its quarterly 10-Q report on August 8, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and detailed risk descriptions were not provided in the available excerpt.

8-K
FORM 8-K
2025-08-08
8-K
8-K
2025-07-01
10-Q
10-Q
2025-05-09
8-K
8-K
2025-05-08
8-K
FORM 8-K
2025-05-07
DEF 14A
DEF 14A
2025-03-26
8-K/A
8-K/A
2025-03-18
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
Stephens & Co.
2026-04-01
Maintains
Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning TBRG from our newsroom.

Newest → oldest
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