American Well Corporation (AMWL) vs OptimizeRx Corp. (OPRX)

American Well Corporation and OptimizeRx Corp. are both Health Information Services companies. American Well Corporation is the larger, with a market value of $229.1M against $148.6M — 1.5× the size. American Well Corporation has negative trailing earnings, so its P/E is not meaningful; OptimizeRx Corp. trades at 33.4×. OptimizeRx Corp. grew revenue faster over the last twelve months: −5.82% against −19.0%. OptimizeRx Corp. has the higher net margin (4.66% vs −35.8%) and the higher return on invested capital (5.41% vs −135.5%). Across the 18 metrics below, OptimizeRx Corp. leads on 14 and American Well Corporation on 4.

Valuation

Metric AMWL OPRX Health Information Services median
P/E n/m 33.38 39.52
P/S 1.03 1.53 2.65
P/B 0.96 1.15 2.32
Price to free cash flow n/m 8.10 16.77
EV/EBITDA n/m 8.91 12.35
EV/Sales 0.13 1.47 3.06
Earnings yield (35.52%) 3.00% (1.68%)
Free cash flow yield (14.23%) 12.34% 0.54%

Profitability

Metric AMWL OPRX Health Information Services median
Gross margin 51.88% 73.22% 63.38%
Operating margin (37.28%) 11.04% (8.35%)
Net margin (35.75%) 4.66% (14.70%)
Free cash flow margin (14.66%) 18.83% 0.58%
Return on equity (29.54%) 3.68% (6.82%)
Return on assets (21.82%) 2.76% (6.02%)
Return on invested capital (135.53%) 5.41% 0.00%

Growth

Metric AMWL OPRX Health Information Services median
Revenue growth (TTM) (19.00%) (5.82%) 8.62%
EPS growth (last fiscal year) 57.06% 124.55% —
Revenue growth, 5-year CAGR 0.33% 20.37% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AMWL OPRX Health Information Services median
Debt to equity 0.00 0.15 0.01
Current ratio 2.90 5.58 2.37
Net debt to EBITDA 2.69 0.13 0.50

Dividend

Metric AMWL OPRX Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric AMWL OPRX Health Information Services median
Market cap 229.11m 148.62m 352.86m

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