Company Analysis

Phreesia, Inc. (PHR)

NYSE: PHR · Services-Business Services, NEC · Wilmington, DE · filing with the SEC since 2007
Grade5.7
◀ Past 5.4● Present 5.4▶ Future 6.1

The grade of Phreesia, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past5.425% of the headline
● Present5.435% of the headline
▶ Future6.140% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.4/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 80th percentile among 105 sector filers · read for itself

From the record

Phreesia, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.6/10

What has it actually done, year after year?

+25.2% a year over 9 filed years; profitable in 1 of 9.

weight 45% of this tense · 66th percentile among 99 sector filers · read for its customers

From the record

Phreesia, Inc.'s 9 filed years say what it did: revenue went from $80 million in fiscal 2018 to $481 million in fiscal 2026, up 25.2% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 1 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span25.2%top 24% of its family
  • the share of years revenue rosetop 18% of its family
  • the share of filed years with a profitbottom 23% of its family
  • the deepest fall from a revenue peak0.0%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
2.0/10

How has it treated the people who own it?

Share count grew 5.5% a year. 0% of cash flow returned. Insiders: 37 sales, 2 purchases.

weight 33% of this tense · 20th percentile among 70 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-01-31, Phreesia, Inc.'s diluted share count grew about 5.5% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 37 sales (16 under scheduled 10b5-1 plans) and 2 purchases of their own stock on the open market in the year to 2026-11-02, buying about $1 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 29% of its family
  • cash returned against operating cash flowbottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.4/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
4.4/10

Is it financially healthy right now?

ROE 1%: 1¢ of profit per shareholder dollar. Leverage 49%: owes 49¢ per asset dollar.

weight 33% of this tense · 44th percentile among 98 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, Phreesia, Inc. earned about 1 cents of profit for every dollar of shareholders' money. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count grew 6.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 34% of its family
  • return on equitybottom 40% of its family
  • the share count against the year beforebottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.0/10

How strong is its position in its industry?

bottom 50% of 101 in its family; net margin 0.5%.

weight 45% of this tense · 50th percentile among 101 sector filers · read for its customers

From the record

Phreesia, Inc.'s standing among 101 graded names in its industry family: revenue of $481 million in fiscal 2026 ranks in the bottom 37% by size; a net margin of 0.5% ranks in the bottom 40%; revenue growth of 19.6% a year over the last 3 filed years ranks in the top 28% (its annual reports).

What it rests on

  • revenue against the family$481Mbottom 37% of its family
  • net margin0.5%bottom 40% of its family
  • three-year revenue growth19.6%top 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
8.0/10

What are the people in charge doing?

top 20% of 65 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 80th percentile among 65 sector filers · read for its shareholders

From the record

Phreesia, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Indig, Chaim (Chief Executive Officer, as filed), filing under that title since 2019-07-17, 7.3 years (top 30% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 7.3 years (top 17%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 14%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 15 peopletop 14% of its family
  • the median years the people in charge have filed7.3 yearstop 17% of its family
  • the chief executive's years on the record7.3 yearstop 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.1/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.2/10

How much room does it have to grow?

top 38% of 99 in its family for room to expand.

weight 33% of this tense · 62nd percentile among 99 sector filers · read for itself

From the record

Phreesia, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $74 million against debt of $92 million leaves -2.8% of its assets as net cash, bottom 38% of its family; cash from operations less capital spending is 14.1% of revenue (top 40%); research spending of 25.3% of revenue (top 12%) (its annual report).

What it rests on

  • cash less debt against assets-2.8%bottom 38% of its family
  • cash from operations less capital spending against revenue14.1%top 40% of its family
  • research spending against revenue25.3%top 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.1/10

What could actually drive growth from here?

top 39% of 99 in its family for growth drivers.

weight 45% of this tense · 61st percentile among 99 sector filers · read for its customers

From the record

Phreesia, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 19.6% a year over the last three filed years against 25.2% over all 9, slowing (bottom 40% of its family); the newest year grew 14.5% (top 38%); research spending grew 10% a year (top 38%); capital spending grew 32.9% a year (top 20%) (its annual reports). Phreesia, Inc. reported 3 product lines in fiscal 2026: Subscription and Services at $219 million (46%), Network Solutions at $140 million (29%), Payment Solutions at $121 million (25%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-5.6 points a yearbottom 40% of its family
  • the newest year's revenue growth14.5%top 38% of its family
  • three-year growth of research spending10.0%top 38% of its family
  • three-year growth of capital spending32.9%top 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.0/10

Did its newest year beat what its own record pointed to?

top 40% of 93 in its family for expectations against reality.

weight 22% of this tense · 60th percentile among 93 sector filers · read for its shareholders

From the record

Phreesia, Inc.'s newest year against its own record: revenue of $481 million in fiscal 2026 came in 6.3% below the $513 million its prior three years' pace pointed to (bottom 26% of its family); net income of $2 million against a prior three-year average of $124 million (top 30%); a net margin of 0.5% against -38.4% before (top 18%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-6.3%bottom 26% of its family
  • net income against the prior three years' average+102%top 30% of its family
  • net margin against its prior average+38.8 pointstop 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton PHR · research, not advice