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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.49
ATHN's Cash to Debt is ranked lower than
53% of the 1737 Companies
in the Global Health Information Services industry.

( Industry Median: 4.49 vs. ATHN: 0.49 )
ATHN' s 10-Year Cash to Debt Range
Min: 0.14   Max: No Debt
Current: 0.49

Equity to Asset 0.49
ATHN's Equity to Asset is ranked higher than
56% of the 1710 Companies
in the Global Health Information Services industry.

( Industry Median: 0.59 vs. ATHN: 0.49 )
ATHN' s 10-Year Equity to Asset Range
Min: -1.77   Max: 0.74
Current: 0.49

-1.77
0.74
Interest Coverage 1.50
ATHN's Interest Coverage is ranked lower than
64% of the 1135 Companies
in the Global Health Information Services industry.

( Industry Median: 704.34 vs. ATHN: 1.50 )
ATHN' s 10-Year Interest Coverage Range
Min: 1.22   Max: 9999.99
Current: 1.5

1.22
9999.99
F-Score: 8
Z-Score: 6.55
M-Score: -3.16
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 0.74
ATHN's Operating margin (%) is ranked higher than
56% of the 1732 Companies
in the Global Health Information Services industry.

( Industry Median: 5.44 vs. ATHN: 0.74 )
ATHN' s 10-Year Operating margin (%) Range
Min: -19.83   Max: 10.1
Current: 0.74

-19.83
10.1
Net-margin (%) 0.18
ATHN's Net-margin (%) is ranked higher than
57% of the 1732 Companies
in the Global Health Information Services industry.

( Industry Median: 3.77 vs. ATHN: 0.18 )
ATHN' s 10-Year Net-margin (%) Range
Min: -79.76   Max: 23.19
Current: 0.18

-79.76
23.19
ROE (%) 0.32
ATHN's ROE (%) is ranked higher than
56% of the 1694 Companies
in the Global Health Information Services industry.

( Industry Median: 6.78 vs. ATHN: 0.32 )
ATHN' s 10-Year ROE (%) Range
Min: -62.29   Max: 35.01
Current: 0.32

-62.29
35.01
ROA (%) 0.15
ATHN's ROA (%) is ranked higher than
57% of the 1744 Companies
in the Global Health Information Services industry.

( Industry Median: 3.73 vs. ATHN: 0.15 )
ATHN' s 10-Year ROA (%) Range
Min: -59.42   Max: 23.13
Current: 0.15

-59.42
23.13
ROC (Joel Greenblatt) (%) 2.30
ATHN's ROC (Joel Greenblatt) (%) is ranked higher than
56% of the 1739 Companies
in the Global Health Information Services industry.

( Industry Median: 29.64 vs. ATHN: 2.30 )
ATHN' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -226.59   Max: 67.03
Current: 2.3

-226.59
67.03
Revenue Growth (%) 30.70
ATHN's Revenue Growth (%) is ranked higher than
96% of the 1459 Companies
in the Global Health Information Services industry.

( Industry Median: 6.40 vs. ATHN: 30.70 )
ATHN' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 31.9
Current: 30.7

0
31.9
EBITDA Growth (%) 19.60
ATHN's EBITDA Growth (%) is ranked higher than
83% of the 1185 Companies
in the Global Health Information Services industry.

( Industry Median: 8.30 vs. ATHN: 19.60 )
ATHN' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 124.3
Current: 19.6

0
124.3
EPS Growth (%) -42.10
ATHN's EPS Growth (%) is ranked lower than
53% of the 1136 Companies
in the Global Health Information Services industry.

( Industry Median: 8.80 vs. ATHN: -42.10 )
ATHN' s 10-Year EPS Growth (%) Range
Min: 0   Max: 22.8
Current: -42.1

0
22.8
» ATHN's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

ATHN Guru Trades in Q3 2013

Ruane Cunniff 300,000 sh (unchged)
Paul Tudor Jones 200,000 sh (unchged)
Andreas Halvorsen Sold Out
Frank Sands 3,472,394 sh (-2.16%)
Steven Cohen 51,449 sh (-35.37%)
Jim Simons 10,898 sh (-90.23%)
» More
Q4 2013

ATHN Guru Trades in Q4 2013

Jim Simons 217,700 sh (+1897.61%)
Steven Cohen 209,920 sh (+308.02%)
Frank Sands 3,380,077 sh (-2.66%)
Ruane Cunniff 150,000 sh (-50%)
» More
Q1 2014

ATHN Guru Trades in Q1 2014

Ron Baron 445,064 sh (New)
George Soros 2,100 sh (New)
Frank Sands 4,194,760 sh (+24.1%)
Jim Simons 265,950 sh (+22.16%)
Ruane Cunniff Sold Out
Steven Cohen 140,339 sh (-33.15%)
» More
Q2 2014

ATHN Guru Trades in Q2 2014

Ruane Cunniff 200,000 sh (New)
Frank Sands 4,836,281 sh (+15.29%)
Steven Cohen 6,500 sh (unchged)
George Soros Sold Out
Ron Baron 124,851 sh (-71.95%)
Jim Simons 7,500 sh (-97.18%)
» More
» Details

Insider Trades

Latest Guru Trades with ATHN

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2014-06-30 Reduce -71.95%0.21%$106.84 - $166.19 $ 116.04-10%124851
Frank Sands 2014-06-30 Add 15.29%0.2%$106.84 - $166.19 $ 116.04-10%4836281
Ruane Cunniff 2014-06-30 New Buy0.13%$106.84 - $166.19 $ 116.04-10%200000
George Soros 2014-06-30 Sold Out $106.84 - $166.19 $ 116.04-10%0
Frank Sands 2014-03-31 Add 24.1%0.35%$130 - $204.41 $ 116.04-29%4194760
Ron Baron 2014-03-31 New Buy0.29%$130 - $204.41 $ 116.04-29%445064
Ruane Cunniff 2014-03-31 Sold Out 0.11%$130 - $204.41 $ 116.04-29%0
George Soros 2014-03-31 New Buy$130 - $204.41 $ 116.04-29%2100
Ruane Cunniff 2013-12-31 Reduce -50%0.1%$105.465 - $142.754 $ 116.04-10%150000
Andreas Halvorsen 2013-09-30 Sold Out 0.34%$84.53 - $116.27 $ 116.047%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Guru Investment Theses on AthenaHealth Inc

Ron Baron Comments on Athenahealth Inc - Jul 28, 2014

Shares of Athenahealth, Inc. (ATHN), a provider of cloud-based software-enabled business services for physicians and other healthcare providers, fell after reports of lower than expected first quarter revenues and earnings. A hedge fund manager also published a short thesis that the company’s long-term margin potential is structurally lower than what many investors believe. We exited the position during the quarter. (Neal Kaufman)

From Ron Baron (Trades, Portfolio)’s Baron Funds Second Quarter 2014 Report.

Check out Ron Baron latest stock trades

Baron Funds Comments on Athenahealth - May 21, 2014

Athenahealth, Inc. (ATHN) provides cloud-based business services for health care providers. The company's flagship offering, athenaCollector, automates and manages billing-related functions for medical practices. We believe athena's offering is unique. All clients operate on a single web-based version of athena's software, which allows each client to benefit immediately from regular updates and the collective experience of other clients. This, in turn, helps improve collections and reduce collection cycles. The company's core addressable market is roughly $36 billion, which represents its potential billings as a percentage of U.S. health care expenditures on physician and clinical services. Management announced plans to enter the hospital market with a new service offering that helps manage transitions of care throughout a health care system. We believe this new offering will expand the size of the company's addressable market and enable it to realize management's vision of becoming the nation's health care information backbone. (Neal Kaufman)





From Baron Funds' first quarter 2014 letter to shareholders.



Check out Ron Baron latest stock trades

Top Ranked Articles about AthenaHealth Inc

Ron Baron Comments on Athenahealth Inc
Shares of Athenahealth, Inc. (ATHN), a provider of cloud-based software-enabled business services for physicians and other healthcare providers, fell after reports of lower than expected first quarter revenues and earnings. A hedge fund manager also published a short thesis that the company’s long-term margin potential is structurally lower than what many investors believe. We exited the position during the quarter. (Neal Kaufman) Read more...
Baron Funds Comments on Athenahealth
Athenahealth, Inc. (ATHN) provides cloud-based business services for health care providers. The company's flagship offering, athenaCollector, automates and manages billing-related functions for medical practices. We believe athena's offering is unique. All clients operate on a single web-based version of athena's software, which allows each client to benefit immediately from regular updates and the collective experience of other clients. This, in turn, helps improve collections and reduce collection cycles. The company's core addressable market is roughly $36 billion, which represents its potential billings as a percentage of U.S. health care expenditures on physician and clinical services. Management announced plans to enter the hospital market with a new service offering that helps manage transitions of care throughout a health care system. We believe this new offering will expand the size of the company's addressable market and enable it to realize management's vision of becoming the nation's health care information backbone. (Neal Kaufman) Read more...
Weekly Insider Sells Highlight: ATHN, GILD, JPM, WAG
According to GuruFocus Insider Data, the largest insider sells during the past week were: AthenaHealth Inc, Gilead Sciences Inc, JPMorgan Chase & Co, and Walgreen Company. Read more...

Ratios

vs
industry
vs
history
P/B 9.73
ATHN's P/B is ranked lower than
64% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 2.70 vs. ATHN: 9.73 )
ATHN' s 10-Year P/B Range
Min: 5.56   Max: 19.89
Current: 9.73

5.56
19.89
P/S 6.37
ATHN's P/S is ranked lower than
60% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 2.20 vs. ATHN: 6.37 )
ATHN' s 10-Year P/S Range
Min: 2.06   Max: 12.78
Current: 6.37

2.06
12.78
PFCF 184.52
ATHN's PFCF is ranked higher than
64% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 9999.00 vs. ATHN: 184.52 )
ATHN' s 10-Year PFCF Range
Min: 45.36   Max: 304.75
Current: 184.52

45.36
304.75
EV-to-EBIT 843.05
ATHN's EV-to-EBIT is ranked higher than
59% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 31.69 vs. ATHN: 843.05 )
ATHN' s 10-Year EV-to-EBIT Range
Min: 37.9   Max: 1455.4
Current: 843.05

37.9
1455.4
Shiller P/E 304.91
ATHN's Shiller P/E is ranked higher than
67% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 9999.00 vs. ATHN: 304.91 )
ATHN' s 10-Year Shiller P/E Range
Min: 201.73   Max: 766.08
Current: 304.91

201.73
766.08
Current Ratio 1.17
ATHN's Current Ratio is ranked lower than
52% of the 1733 Companies
in the Global Health Information Services industry.

( Industry Median: 1.89 vs. ATHN: 1.17 )
ATHN' s 10-Year Current Ratio Range
Min: 0.81   Max: 5.23
Current: 1.17

0.81
5.23
Quick Ratio 1.17
ATHN's Quick Ratio is ranked higher than
51% of the 1733 Companies
in the Global Health Information Services industry.

( Industry Median: 1.78 vs. ATHN: 1.17 )
ATHN' s 10-Year Quick Ratio Range
Min: 0.81   Max: 5.23
Current: 1.17

0.81
5.23

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 99.20
ATHN's Price/Tangible Book is ranked higher than
52% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 6.95 vs. ATHN: 99.20 )
ATHN' s 10-Year Price/Tangible Book Range
Min: 7.2   Max: 174.17
Current: 99.2

7.2
174.17
Price/DCF (Projected) 6.00
ATHN's Price/DCF (Projected) is ranked higher than
73% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 5.12 vs. ATHN: 6.00 )
ATHN' s 10-Year Price/DCF (Projected) Range
Min: 5   Max: 8.78
Current: 6

5
8.78
Price/Median PS Value 0.90
ATHN's Price/Median PS Value is ranked higher than
84% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 1.11 vs. ATHN: 0.90 )
ATHN' s 10-Year Price/Median PS Value Range
Min: 0.29   Max: 1.39
Current: 0.9

0.29
1.39
Price/Graham Number 122.10
ATHN's Price/Graham Number is ranked higher than
65% of the 1857 Companies
in the Global Health Information Services industry.

( Industry Median: 8.00 vs. ATHN: 122.10 )
ATHN' s 10-Year Price/Graham Number Range
Min: 2.87   Max: 140.12
Current: 122.1

2.87
140.12
Earnings Yield (Greenblatt) 0.10
ATHN's Earnings Yield (Greenblatt) is ranked lower than
69% of the 1329 Companies
in the Global Health Information Services industry.

( Industry Median: 6.30 vs. ATHN: 0.10 )
ATHN' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 2.6
Current: 0.1

0.1
2.6
Forward Rate of Return (Yacktman) 23.26
ATHN's Forward Rate of Return (Yacktman) is ranked higher than
89% of the 1332 Companies
in the Global Health Information Services industry.

( Industry Median: 5.89 vs. ATHN: 23.26 )
ATHN' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -21.7   Max: 35.1
Current: 23.26

-21.7
35.1

Business Description

Industry: Application Software » Health Information Services
Compare:CERN, CTRX, MDRX, AH, QSII » details
Traded in other countries:36A.Germany
AthenaHealth, Inc is a provider of Internet-based business services for physician practices. Its cloud-based services include four integrated offerings: athenaCollector, athenaClinicals, athenaCommunicator, and athenaCoordinator.

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