CareCloud, Inc. (CCLD) vs OptimizeRx Corp. (OPRX)

CareCloud, Inc. and OptimizeRx Corp. are both Health Information Services companies. OptimizeRx Corp. is the larger, with a market value of $148.6M against $87.5M — 1.7× the size. CareCloud, Inc. trades at the lower P/E: 29.4× against 33.4×. CareCloud, Inc. grew revenue faster over the last twelve months: 15.1% against −5.82%. OptimizeRx Corp. has the higher net margin (4.66% vs 2.30%) and the lower return on invested capital (5.41% vs 13.6%). Across the 21 metrics below, CareCloud, Inc. leads on 13 and OptimizeRx Corp. on 8.

Valuation

Metric CCLD OPRX Health Information Services median
P/E 29.43 33.38 39.52
P/S 0.68 1.53 2.65
P/B 5.03 1.15 2.32
Price to free cash flow 4.47 8.10 16.77
EV/EBITDA 4.51 8.91 12.35
EV/Sales 0.89 1.47 3.06
Earnings yield 3.40% 3.00% (1.68%)
Free cash flow yield 22.39% 12.34% 0.54%

Profitability

Metric CCLD OPRX Health Information Services median
Gross margin 46.50% 73.22% 63.38%
Operating margin 7.14% 11.04% (8.35%)
Net margin 2.30% 4.66% (14.70%)
Free cash flow margin 15.24% 18.83% 0.58%
Return on equity 8.05% 3.68% (6.82%)
Return on assets 3.50% 2.76% (6.02%)
Return on invested capital 13.60% 5.41% 0.00%

Growth

Metric CCLD OPRX Health Information Services median
Revenue growth (TTM) 15.07% (5.82%) 8.62%
EPS growth (last fiscal year) 135.71% 124.55% —
Revenue growth, 5-year CAGR 2.77% 20.37% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CCLD OPRX Health Information Services median
Debt to equity 2.20 0.15 0.01
Current ratio 1.02 5.58 2.37
Net debt to EBITDA (0.12) 0.13 0.50

Dividend

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

Size

Metric CCLD OPRX Health Information Services median
Market cap 87.54m 148.62m 352.86m

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