Added to YB: 2026-03-03
Pitch date: 2026-02-28
TDOC [neutral]
Teladoc Health, Inc.
+1.38%
current return
Author Info
Company Info
Teladoc Health, Inc. provides virtual healthcare services worldwide. It operates through Teladoc Health Integrated Care and BetterHelp segments.
Market Cap
$938.4M
Pitch Price
$5.09
Price Target
16.00 (+204%)
Dividend
N/A
EV/EBITDA
25.76
P/E
-4.63
EV/Sales
0.47
Sector
Health Care Technology
Category
value
Is It Time to Buy Software? Teladoc Health $TDOC
TDOC (update): Q4 showed $294M operating CF, $166M FCF (5x FCF yield on $950M mkt cap); 3x OpCF valuation cheap for co embedded in major employers' HR. Pivoting from per-head to per-use pricing; chronic user enrollment flat. Bolted on Catapult ($65M), Uplift ($30M) for preventative/mental care expansion. Paid $550M debt, net debt now $250M (<OpCF). Risk: CEO execution, AI lagging. Bull case: Trump admin healthcare cost focus, utilization growth could drive $500M net income = 7x+ upside.
Read full article (4 min)