CorVel Corporation (CRVL)
NASDAQHealth CareInsurance - BrokersSnapshot 2026-11-05
$85.91-1.68%
Close 2026-11-05 · 1-day change
NASDAQHealth CareInsurance - BrokersSnapshot 2026-11-05
QuarterlyIQ Insights · CRVL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks CRVL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 12.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
CERIS gained further traction among the nation's largest healthcare payers with the implementation of an additional Top 10 national health plan and a strategic partnership providing access to the Blu…
Stated in 3 of 4 supplied quarters. Management reported: “CERIS gained further traction among the nation's largest healthcare payers with the implementation of an additional Top 10 national health plan and a strategic partnership providing access to the Blue Cross Blue Shield market.” “Product development efforts include new Hospital Bill Audit and Professional Claims solutions, extending the scope of CERIS' prepayment services to address complex reimbursement challenges.” Revenue was $235.625 million in 2026-Q3.
“CERIS gained further traction among the nation's largest healthcare payers with the implementation of an additional Top 10 national health plan and a strategic partnership providing access to the Blu…”
“CERIS broadened its payment integrity capabilities through new client implementations and targeted investments designed to improve payment accuracy and help health plans address increasing cost and r…”
“As adoption of prepay solutions expands, CERIS is accelerating revenue realization cycles while maintaining strong margin profiles, supported by ongoing investment in AI and automation.”
The integration of artificial intelligence into core claims workflows is reducing manual processes and providing adjusters with more timely, actionable information.
Stated in 3 of 4 supplied quarters. Management reported: “The integration of artificial intelligence into core claims workflows is reducing manual processes and providing adjusters with more timely, actionable information.” “During the quarter, AI initiatives advanced materially across the organization, delivering tangible benefits across products, services, and internal development processes.” Gross profit was $54.916 million in 2026-Q3.
“The integration of artificial intelligence into core claims workflows is reducing manual processes and providing adjusters with more timely, actionable information.”
• The Company repurchased $18.1 million of common stock during the quarter.
Stated in 3 of 4 supplied quarters. Management reported: “• The Company repurchased $18.1 million of common stock during the quarter.” “• The Company repurchased $21.8 million of common stock during the quarter.”
“• The Company repurchased $18.1 million of common stock during the quarter.”
Within Network Solutions, the introduction of Marketwise Repricing TM provides a more sophisticated approach to out-of-network medical repricing, while investments in pharmacy benefits management str…
Stated in 3 of 4 supplied quarters. Management reported: “Within Network Solutions, the introduction of Marketwise Repricing TM provides a more sophisticated approach to out-of-network medical repricing, while investments in pharmacy benefits management strengthen pricing, network access, and clinical oversight.” “Within workers’ compensation and risk management, P&C services are advancing its technology-enabled, clinically integrated model through the CorVel Connected TM interface within its proprietary Care MC platform.” Revenue was $235.625 million in 2026-Q3.
Combs to Transition to Executive Chair CorVel today announced that Sarah Scott will be appointed CEO and President, effective July 1, 2026, succeeding Michael G.
Stated in a supplied disclosure. Management reported: “Combs to Transition to Executive Chair CorVel today announced that Sarah Scott will be appointed CEO and President, effective July 1, 2026, succeeding Michael G.” “I look forward to building on our momentum, strengthening our market leadership, and delivering meaningful value for our partners, team members, and shareholders.””
Over the trailing year it converted 1.47x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-05.
“Ongoing investments in automation, telemedicine, cybersecurity, and API-driven connectivity further strengthen scalability and the Company’s ability to deliver consistent clinical and financial resul…”
“During the quarter, AI initiatives advanced materially across the organization, delivering tangible benefits across products, services, and internal development processes.”
“• The Company repurchased $21.8 million of common stock during the quarter.”
“• The Company repurchased $20.1 million of common stock during the quarter.”
“Within Network Solutions, the introduction of Marketwise Repricing TM provides a more sophisticated approach to out-of-network medical repricing, while investments in pharmacy benefits management str…”
“In addition, the Company expanded its support for workers’ compensation and liability clients through the introduction of Executive Advisory Services.”
“Within workers’ compensation and risk management, P&C services are advancing its technology-enabled, clinically integrated model through the CorVel Connected TM interface within its proprietary Care…”