Waystar Holding Corp.(WAY)Earnings, Financials & Key RatiosWaystar Holding Corp. (WAY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's rapid deleveraging and strong 25.6% operating margin in 2026Q1 suggest a compelling fundamental turnaround that justifies its current valuation.
Waystar Holding Corp. (WAY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Waystar Holding Corp. (WAY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.42vs $0.39+7.7% | $314Mvs $312M+0.7% |
| Q1 2026 | Feb 17, 2026 | $0.36vs $0.39-7.7% | $304Mvs $295M+3.0% |
| Q4 2025 | Oct 29, 2025 | $0.37vs $0.34+8.8% | $269Mvs $295M-8.8% |
| Q3 2025 | Jul 30, 2025 | $0.36vs $0.33+9.1% | $271Mvs $256M+5.7% |
Recent stock market news and headlines for Waystar Holding Corp. (WAY)
Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
LEHI, Utah and LOUISVILLE, Ky., July 1, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that it will host an Investor Day on Tuesday, August 25, 2026, in San Antonio, Texas, from 1:00 p.m.
Waystar Holding Corp. is rated buy, with an 85% upside to a $37 price target, as current share price reflects temporary private equity (PE) selling pressure, not business fundamentals. Waystar's revenue grew 22% YoY, profit margins remain above 40%, and a $200M buyback offsets PE overhang; 23 of 24 analysts rate it Buy/Strong Buy. The Iodine acquisition and AI-powered AltitudeAI suite expand WAY's end-to-end billing solutions, driving new client wins and high retention in a $100B+ addressable market.
Key metrics vs top competitors for Waystar Holding Corp. (WAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.91 | $4.59B | 39.20 | 16.5% | 10.2% | 3.22% | — | |
| $17.32 | $1.97B | -14.20 | 8.28% | -25.66% | -50.82% | — | |
| $37.47 | $1.22B | 21.66 | 23.62% | 9.41% | 26.74% | — | |
| $5.04 | $9.73M | -0.63 | -8.34% | -11.97% | -2383.34% | — | |
| $192.01 | $31.19B | 35.30 | 16.34% | 28.37% | 13.36% | — | |
| $38.28 | $8.4B | 75.06 | 59% | -0.56% | -2.48% | — |
Waystar Holding Corp. (WAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Waystar Holding Corp. (WAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Feb 17, 2026·SEC
Feb 6, 2026·SEC
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Waystar Holding Corp. (WAY) stock FAQ — growth, dividends, profitability & financials explained
Waystar Holding Corp. (WAY) reported $1.16B in revenue for fiscal year 2025. This represents a 100% increase from $578.6M in 2021.
Waystar Holding Corp. (WAY) grew revenue by 16.5% over the past year. This is strong growth.
Yes, Waystar Holding Corp. (WAY) is profitable, generating $126.1M in net income for fiscal year 2025 (10.2% net margin).
Waystar Holding Corp. (WAY) has a return on equity (ROE) of 3.2%. This is below average, suggesting room for improvement.
Waystar Holding Corp. (WAY) generated $294.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
