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NYSE · Industrials

Phreesia, Inc. (PHR)

As-reported financials and SEC filings for Phreesia, Inc. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Phreesia, Inc.

Phreesia, Inc. provides an integrated software, payments, and engagement platform for healthcare organizations, including ambulatory practices, health systems, and hospitals. Its platform supports patient access to care, affordability, and health outcomes by streamlining scheduling, intake, payment, and post-visit follow-up processes. Phreesia also offers payment solutions and network services that facilitate patient engagement and financial transactions within the healthcare system.

Snapshot

Revenue
$467.8M
Revenue growth (YoY)
14.0%
Net income
$2.3M
Diluted EPS
$0.04
Gross margin
—
Operating margin
-1.4%
Net margin
0.5%
FCF margin
14.5%
ROE
0.7%
net income / fiscal-year-end equity
P/E
63.6×
trailing when available, otherwise FY EPS
Market cap
$671.6M
Long-term debt / equity
0.27×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Phreesia

  • Revenue grew 14.0% to $468M in FY2026, slower than the 18.6% the year before.
  • Operating margin is -1.4% in FY2026, +53.4 pp against -54.8% in FY2022.
  • Most recent quarter Q2 FY2027: revenue $129M, up 10.4% from Q2 FY2026.
  • Free cash flow was $68M in FY2026, 14.5% of revenue.
  • Net income turned positive at $2M in FY2026, from a $59M loss in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Phreesia’s fundamentals sit among the 668 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin-1.4%
26th percentile of 598
Net margin0.5%
35th percentile of 630
FCF margin14.5%
83rd percentile of 546
Revenue growth (YoY)+14.0%
73rd percentile of 652
ROE0.7%
33rd percentile of 590
P/E63.6×
92nd percentile of 406
Long-term debt / equity0.27×
34th percentile of 403
Short interest3.94d
61st percentile of 661

Phreesia’s P/E of 63.6 ranks in the 92nd percentile of the 406 peers with a meaningful P/E.

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $67,153. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+6 quant / multi-strat
Initiated / added
5
2 new, 3 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$50.8M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$32.4M3.2MAdded
D. E. ShawquantQ2 2026$5.4M524.5KAdded
Point72 Asset ManagementquantQ2 2026$5.0M484.1KNew
Citadel AdvisorsquantQ2 2026$4.4M429.5KReduced
Millennium ManagementquantQ2 2026$2.6M256.1KNew
Two Sigma InvestmentsquantQ2 2026$901,85787.6KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
1
$67K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-09-21
filed 2026-09-22
Allison C. HoffmanGeneral Counsel & SecretarySell6.7K$10.08$67K
2026-07-16
filed 2026-07-17
Yvonne HuiPrincipal Accounting OfficerSell1.2K$10.92$14K
2026-07-14
filed 2026-07-16
Lisa Egbuonu-DavisDirectorSell536$10.70$6K
2026-07-06
filed 2026-07-07
Yvonne HuiPrincipal Accounting OfficerSell1.4K$10.84$15K
2026-06-25
filed 2026-06-26
Lisa Egbuonu-DavisDirectorSell2.5K$9.53$24K
2026-05-18
filed 2026-05-20
Yvonne HuiPrincipal Accounting OfficerSell431$8.85$4K
2026-04-20
filed 2026-04-21
Allison C. HoffmanGeneral Counsel & SecretarySell6.2K$9.06$56K
2026-04-17
filed 2026-04-21
Yvonne HuiPrincipal Accounting OfficerSell1.3K$9.28$12K
2026-04-16
filed 2026-04-17
Yvonne HuiPrincipal Accounting OfficerSell10.1K$9.08$91K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
3.0M
settled 2026-09-30
Change vs prior
-3.2%
vs previous settlement
Days to cover
3.94
at avg daily volume
Avg daily volume
765.1K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-303.0M-3.2%3.94
2026-09-153.1M+6.4%4.17
2026-08-312.9M+8.1%3.36
2026-08-142.7M-7.0%3.85
2026-07-312.9M-17.4%4.16
2026-07-153.5M+1.4%4.41
2026-06-303.5M-0.4%2.54
2026-06-153.5M+3.9%2.70

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$467.8M$410.5M$346.0M$280.9M$213.2M
Gross profit—————
Operating income$-6.6M$-58.1M$-136.5M$-176.6M$-116.8M
Net income$2.3M$-58.5M$-136.9M$-176.1M$-118.2M
Diluted EPS$0.04$-1.02$-2.51$-3.36$-2.37

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$78.8M$32.4M$-32.4M$-90.1M$-74.7M
Capital expenditure$11.1M$8.7M$5.8M$4.7M$18.4M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$129.5M10.4%$1.9M$0.03
Q1 FY2027$130.9M12.9%$3.0M$0.05
Q4 FY202613.9%
Q3 FY2026$120.3M12.7%$4.3M$0.07
Q2 FY2026$117.3M14.8%$654,000$0.01
Q1 FY2026$115.9M14.5%$-3.9M$-0.07
Q4 FY202518.5%
Q3 FY2025$106.8M16.6%$-14.4M$-0.25

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Business Services, NEC
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended July 31, 2026)
Oldest indexed filing2021
SEC CIK1412408

Selected SEC filings

10-Q2026-09-03
View on EDGAR →
10-Q2026-05-28
View on EDGAR →
8-K2026-09-02
View on EDGAR →
8-K2026-06-24
View on EDGAR →
8-K2026-05-27
View on EDGAR →
8-K2026-05-11
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.