Stock analysis · Bull Rankings model

PGNY analysis

Progyny, Inc.Healthcare Plans. Scored on the same transparent model behind the daily rankings.

PGNY
Progyny, Inc. · Healthcare Plans
FCF$178mC
Rev+5.5%C+
D/E0.05A-
P/E28.9xB
PEG2.78C
70.7Score
$26.57$2.0B
1Y Target$33.82Analyst consensus · 11 analysts
5Y Target$49.51Compound horizon
10Y Target$73.45Long-dated conviction
FCF$178mTTM
C
FCF $178m — modest; watch for margin expansion
Rev+5.5%TTM YoY
C+
Revenue +5.5% — steady but below market-beating range
D/E0.05
A-
D/E 0.05 — less debt than most Healthcare peers (≈25th pctile)
P/E28.9x
B
P/E 28.9 — near the Healthcare median (≈60th pctile)
PEG2.78proxy
C
PEG 2.78 — expensive relative to growth rate · PEG proxy: P/E ÷ revenue growth % (true PEG requires forward EPS estimates, not in Finnhub free tier).

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 70.7
Quality0.85
Growth0.68
Value0.61
Why this score
  • Buying back stock
  • Durable high returns
Entry · Margin of safety
52-week rangeMid-range
20% off the 12-month high
vs DCF fair value32% belowest. fair value ~$39
What the price assumes: free cash flow compounding at ~-3% a year for the next decade — vs the ~10% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability45% · A-gross profit ÷ total assets (Novy-Marx)
ROIC19.5% · A-return on invested capital — not score-weighted

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Healthcare Plans · market cap $2.0b. 20% off the 52-week high of $33.06. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $33.82 (implying +27% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Horizon
1-3 yr $33.82 (11-analyst consensus) — fundamentals + valuation re-rating. 5 yr $49.51 at ~13% CAGR — compounding case rests on the competitive position widening. 10 yr $73.45 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

PGNY vs the Top Picks average

PillarPGNYBook avgDiff
Quality0.850.84in line
Growth0.680.92-0.23
Value0.610.75-0.14

Averaged across the 30 names in today's Top Picks (mean score 82.9). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-3.6 over 39 daily scores
From 74.3 (Jun 22) → 70.7 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
75
Position size
$1,993
4.0% of portfolio
Stop price
$19.93
25% below $26.57
$ at risk if stopped
$498.19
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Progyny, Inc. (PGNY): score, valuation & FAQ

Progyny, Inc. (PGNY) is a Healthcare Plans company that scores 70.7 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are D/E (A-). On valuation, PGNY sits about 32% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -3% annual free-cash-flow growth over the next decade.

Is PGNY a good stock to buy?

Bull Rankings scores PGNY 70.7 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A-). A score is a quantitative screen of Progyny, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does PGNY score 70.7 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). PGNY earns its highest marks on D/E (A-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is PGNY overvalued or undervalued?

Based on $26.57, PGNY sits about 32% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -3% annual free-cash-flow growth over the next decade. It trades at a 28.9x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in PGNY?

Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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