Report
Vishnu Lekraj
EUR 101.80 For Business Accounts Only

Allscripts' points of differentiation are fading as new competitors enter the HCIT space.

After delving into the population health and post-acute care markets, we are raising our fair value estimate on Allscripts to $12 per share and maintaining our no-moat rating. Most of the increase is driven by our more optimistic outlook for Allscripts’ longer-term opportunities in population health and post-acute care. Buoying this dynamic is material weakness among the firm’s midtier rivals, from our perspective. We believe the HCIT player has built a more potent IT product/service portfolio t...
Underlying
Allscripts Healthcare Solutions Inc.

Allscripts Healthcare Solutions delivers information technology solutions and services. The company is engaged in providing electronic health records (EHRs), financial management, population health management, medicine and consumer solutions. The company's segments are: Clinical and Financial Solutions, which consists of the sale of integrated clinical software applications and financial and information solutions, including EHR-related software, connectivity and coordinated care solutions, financial and practice management software, related installation, and revenue cycle management; Population Health, which consists the sale of health management, financial management and patient engagement solutions.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Vishnu Lekraj

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