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TDOC STOCK WRITE UP


TDOC (TELADOC, INC)

  • P/E: n/a
  • GAAP DILUTED YEAR-OVER-YEAR EPS GROWTH LAST QUARTER: $.1
  • SECTOR: HEALTH SERVICES
  • ASSETS-LIABILITIES: 22
  • DIVIDEND: none

TDOC is the ticker for Teladoc, a telemedicine company specializing in subscription services. The company provides companies access to consult with licensed physicians 24 hours a day with the subscription model. A recent IPO, TDOC is not yet profitable, and has consistent revenue growth.
TDOC increased its revenue 60% on a year-over-year basis when it reported last 5/8/17. They increased advertising budget nearly 50% to support strong revenue growth, while their “legal” budget was diminished significantly. “Technology and development” increased about 25%, and sales costs increased 50%. While overall net loss actually increased on a year-over-year basis, EPS was reported as increased due to an increase in the amount of shares outstanding. The reported EPS beat wall street expectations, and revenue beat expectations by a larger margin. Revenue has increased on a year-over-year basis by 59% or more since Q2 '15, according to TDOC's investor relations website. TDOC reports that it has 22 times as many assets as it does liabilities, and has more than three times as much cash on hand as long-term debt.
Founded in 2002 by George Brooks, Teladoc went public 7/1/15. Jason Gorevic is the CEO. Teladoc has not announced a plan as to when it will become profitable. Teladoc gains some business over competitors by offering a subscription pay rate for employers which its competitors lack, according to seekingalpha. TDOC reports that 80% of its revenue is derived from this subscription service.
It is impossible to determine whether or not Teladoc is overvalued for its specific service as it is the only telemedicine company listed on the NYSE. Revenue has been steadily increasing and the company is not yet profitable as it continues to spend heavily on sales and marketing in order to continue its revenue growth. Teladoc reports 8/16/17, and is expected to declare a loss of $.26 per share, according to CNN money.

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