Added to YB: 2026-03-09
Pitch date: 2026-03-05
TDOC [neutral]
Teladoc Health, Inc.
+6.56%
current return
Author Info
Mispriced Assets breaks down finance, economics, and crypto to make the complex more accessible—and help you think clearly, invest better, and stay ahead. Sign up for the newsletter.
Company Info
Teladoc Health, Inc. provides virtual healthcare services worldwide. It operates through Teladoc Health Integrated Care and BetterHelp segments.
Market Cap
$915.2M
Pitch Price
$5.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.26
P/E
-4.51
EV/Sales
0.46
Sector
Health Care Technology
Category
turnaround
$TDOC — Earnings Rundown
TDOC (earnings): Q4 rev $642M beat $634M est; adj EBITDA $84M (13% margin); EPS loss ($0.14) beat ($0.19) est. Integrated Care +4.7% YoY w/ 23% EBITDA growth to 16% margin. BetterHelp -6.7% YoY but insurance pivot scaling: $40M+ run rate, guiding $75-$90M in 2026 (vs $13M in 2025). FCF guide $130-$170M. $781M cash, <0.8x net leverage. Trading like terminal decline despite real FCF generation & BetterHelp insurance momentum.
Read full article (2 min)