Assessing Progyny (PGNY) Valuation After Keybanc Upgrade And Strong Fertility Benefits Demand

Simply Wall St.01-10

Progyny (PGNY) is back in focus after a recent Keybanc upgrade, with the firm citing continued confidence in the fertility benefits provider, as solid year over year revenue and profit gains support ...

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This suggests momentum has...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"PGNY":"Progyny"},"translate_title":"Keybanc升级和强劲的生育福利需求后评估Progyny(PGNY)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PGNY":1.5},"content_text":"Progyny (PGNY) is back in focus after a recent Keybanc upgrade, with the firm citing continued confidence in the fertility benefits provider, as solid year over year revenue and profit gains support investor interest. See our latest analysis for Progyny. The recent Keybanc upgrade and 52 week high come on top of a 90 day share price return of 34.28% and a 1 year total shareholder return of 43.87%, although the 3 and 5 year total shareholder returns remain negative. This suggests momentum has picked up recently after a tougher longer term stretch. If Progyny’s move has you rethinking opportunities in fertility and benefits focused healthcare, it might be a good time to scan healthcare stocks for other potential ideas. Progyny now trades around US$26.99, with shares sitting at a 52 week high, a 63% estimated intrinsic discount and only a modest gap to one analyst price target. Is there still a buying opportunity here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 8.2% Undervalued Progyny’s most followed narrative points to a fair value of US$29.40 per share versus the last close of US$26.99, setting up a valuation gap that hinges on specific growth and profitability assumptions.  The fair value estimate has risen slightly from $28.25 to $29.40 per share, reflecting modestly stronger long-term assumptions. The net profit margin has improved from 7.04 percent to 7.58 percent, signaling a modestly more optimistic view on future profitability.  Read the complete narrative. Curious what kind of revenue trajectory and margin lift sit behind that higher fair value, and how they tie into a richer future P/E multiple and discount rate story? The full narrative breaks down the earnings path, the required profitability step up, and the valuation framework that connects today’s price to those targets. Result: Fair Value of $29.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh the risk that employer benefit cutbacks or tougher competition could slow client growth and pressure Progyny’s margins over time. Find out about the key risks to this Progyny narrative. Another View: Multiples Paint a Tougher Picture While the narrative and fair value workup point to Progyny trading at a discount, the current P/E of 41.1x is far higher than the US Healthcare average of 23.3x and a fair ratio of 23.1x. That premium suggests less room for error if growth or margins fall short. So which signal do you trust more? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:PGNY P/E Ratio as at Jan 2026 Build Your Own Progyny Narrative If you look at the numbers and come to a different conclusion, you can stress test every assumption yourself and build a custom view in minutes: Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Progyny. Looking for more investment ideas? If Progyny has sharpened your thinking about where to put fresh capital, do not stop here, there are plenty of other angles worth your attention.  Target value first and see which companies stand out on cash flow strength through these 879 undervalued stocks based on cash flows before prices shift away from you. Spot early movers in artificial intelligence by scanning these 28 AI penny stocks for businesses tied to real-world AI adoption rather than just headlines. Stay ahead of income trends by checking these 12 dividend stocks with yields > 3% that could add more consistent cash returns to your portfolio mix.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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