Professional
Added to YB: 2022-01-01
Pitch date: 2022-01-01
TDOC [bullish]
Teladoc Health, Inc.
-91.83%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
Teladoc Health, Inc. provides virtual healthcare services worldwide. It operates through Teladoc Health Integrated Care and BetterHelp segments.
Market Cap
$1.2B
Pitch Price
$92.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.09
P/E
-5.48
EV/Sales
0.62
Sector
Health Care Technology
Category
growth
Greenhaven Road New Position - Teladoc (TDOC)
TDOC: Telemedicine leader down 75% to <5x sales despite 25-30% growth outlook. Cross-selling mental health & chronic care monitoring to 76M users drives growth. $100B+ TAM, high NPS, 40% using multiple products vs 10% in 2017. Cash generative tech platform enhancing access & outcomes in inefficient healthcare.
Read full article (3 min)