Definitive Healthcare Corp
Definitive Healthcare Corp provides healthcare data and analytics software to support clinical, financial, and operational decision-making in the healthcare industry.
Business. Definitive Healthcare Corp (DH.O) is a software company operating within the Technology sector, specifically providing software and IT services. The firm generates revenue through a subscription model, with key performance indicators including annual recurring revenue and net revenue retention. No specific operating segments or geographic breakdowns are provided in the available data. The company is listed under the ticker DH.O.
Analyst recommendations
12 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Peers
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Definitive Healthcare Corp (DH.O) is a software company operating within the Technology sector, specifically providing software and IT services. The firm generates revenue through a subscription model, with key performance indicators including annual recurring revenue and net revenue retention. No specific operating segments or geographic breakdowns are provided in the available data. The company is listed under the ticker DH.O.
Definitive Healthcare Corp operates with a capital structure that includes $164.8 million in long-term debt and $163.6 million in cash and equivalents, resulting in a debt-to-equity ratio of 0.59 and a current ratio of 1.64. The company's liquidity position is assessed as medium, with negative net cash after subtracting total debt. The price-to-book ratio of 0.44 and price-to-tangible-book ratio of 0.44 indicate that the company is trading at a significant discount to its book value.
Profitability metrics show a challenging performance, with a return on equity of -49.42% and a return on assets of -18.89%. The company reported a net loss of $138.9 million and an operating loss of $224.8 million, despite generating $241.5 million in revenue. Gross profit of $183.3 million suggests some margin preservation, but the operating margin is negative at -93.0%.
Geographically and segment-wise, the company's exposure is not explicitly detailed in the available data. However, the revenue concentration and segment breakdown are not disclosed, which limits the ability to assess geographic or product diversification. The company's primary business is in healthcare data and analytics, with no disclosed material diversification into other industries.
The company's growth trajectory is uncertain, with no specific revenue growth projections provided in the outlook. The operating cash flow of $53.8 million contrasts with a free cash flow of -$159.9 million, indicating significant capital expenditures or other cash outflows. The capital expenditure of -$16.7 million suggests some investment in infrastructure, but the overall cash flow position remains constrained.
Risk factors include a medium liquidity risk due to the negative net cash position and a debt-to-equity ratio of 0.59. The dilution risk is assessed as low, with no near-term pressure expected. The company has not disclosed any dilution sources in the available documents, and the dilution potential is not material at this time.
Recent events include analyst price targets ranging from $1.00 to $3.50, with a mean of $2.41 and a median of $2.75. The mean recommendation is 2.58, indicating a mixed outlook with 3 strong-buy ratings and 8 hold ratings. No recent filings or transcripts are provided in the available data to further contextualize these analyst views.
- Definitive Healthcare Corp is trading at a significant discount to book value, with a price-to-book ratio of 0.44.
- The company is unprofitable, with a return on equity of -49.42% and a net loss of $138.9 million.
- Liquidity is a concern, with negative net cash after subtracting total debt and a debt-to-equity ratio of 0.59.
- Analysts are divided, with a mean price target of $2.41 and a mean recommendation of 2.58.
- The company's growth trajectory is unclear, with no specific revenue growth projections provided.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,17 |
| Revenue | —no estimate | —no estimate | 223,5M USD |
| Operating income | —no estimate | —no estimate | 44,7M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- Definitive Healthcare Corp Market data — financials · 2026-05-27
- Definitive Healthcare Corp Market data — analyst estimates · 2026-05-27
- Definitive Healthcare Corp Market data — ESG · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2024-06-300,00 %$24M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2024-12-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2025-12-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Funds · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
- Director · Class A Common StockOther 189 190 · 2026-06-04
- Director · Class A Common StockOther 189 190 · 2026-06-04
- Director · Class A Common StockOther 189 190 · 2026-06-04
- Director · Class A Common StockOther 189 190 · 2026-06-04
- Chief Financial Officer · Class A Common StockOther 164 377 @ $0,99$163K · 2026-06-01
- Director, Chief Executive Officer · Class A Common StockOther 66 050 @ $0,99$65K · 2026-06-01
- Director, 10% owner, EXECUTIVE CHAIRMAN · Class A Common StockOther 12 166 @ $0,99$12K · 2026-05-01
- Chief Financial Officer · Class A Common StockOther 1 469 @ $0,99$1K · 2026-05-01
- Director, Chief Executive Officer · Class A Common StockOther 37 593 @ $1,09$41K · 2026-04-01
- Director, 10% owner, EXECUTIVE CHAIRMAN · Class A Common StockOther 45 154 @ $1,09$49K · 2026-04-01
- Director, Chief Executive Officer · Class A Common StockOther 175 524 @ $1,28$225K · 2026-03-01
- EVP, Chief Data Officer · Class A Common StockOther 631 068 · 2026-02-24
- Chief Legal Officer · Class A Common StockOther 481 505 · 2026-02-24
- Chief Financial Officer · Class A Common StockOther 733 301 · 2026-02-24
- Director, Chief Executive Officer · Class A Common StockOther 1 735 437 · 2026-02-24
- Director, 10% owner, EXECUTIVE CHAIRMAN · Class A Common StockOther 242 719 · 2026-02-24
- Director, 10% owner, EXECUTIVE CHAIRMAN · Class A Common StockOther 44 545 @ $2,32$103K · 2026-02-01
- Chief Financial Officer · Class A Common StockOther 1 469 @ $2,32$3K · 2026-02-01
- Chief Financial Officer · Class A Common StockOther 195 313 · 2026-01-05
- Director, Chief Executive Officer · Class A Common StockOther 28 236 @ $2,87$81K · 2026-01-01
- EVP, Chief Data Officer · Class A Common StockOther 341 417 @ $2,53$864K · 2025-12-22
- Chief Financial Officer · Class A Common StockOther 1 244 @ $2,77$3K · 2025-11-01
- Director, 10% owner, EXECUTIVE CHAIRMAN · Class A Common StockOther 18 796 @ $2,77$52K · 2025-11-01
- Chief Financial Officer · Class A Common StockOther 8 300 @ $3,56$30K · 2025-10-01
- Director, Chief Executive Officer · Class A Common StockOther 37 593 @ $3,56$134K · 2025-10-01
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 63.3%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -7.6%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): -4.2%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -26.1%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 55.3%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -4.8%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 66.4%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 35.5%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): -7.2%Derived (calculated)
- Gross margin (FY 2025-12-31): 75.9%Derived (calculated)
- Net margin (FY 2025-12-31): -57.5%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -31.9%Derived (calculated)
- Return on assets (FY 2025-12-31): -18.9%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -32.5%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 6.4%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.64xDerived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 63.3%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 68.4%Derived (calculated)
- Current liabilities (annual): USD 156.79MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES -1SEC XBRL filing
- Gross profit (annual): USD 183.28MSEC XBRL filing
- R&D expense (annual): USD 34.78MSEC XBRL filing
- Operating income (annual): USD -224.27MSEC XBRL filing
- Revenue (annual): USD 241.52MSEC XBRL filing