Certara, Inc. (CERT) vs Teladoc Health, Inc. (TDOC)

Certara, Inc. and Teladoc Health, Inc. are both Health Information Services companies. Certara, Inc. is the larger, with a market value of $1.4B against $1.1B — 1.2× the size. Certara, Inc. grew revenue faster over the last twelve months: 6.89% against −2.08%. Teladoc Health, Inc. has the higher net margin (−7.13% vs −16.3%) and the lower return on invested capital (−7.62% vs 0.07%). Across the 20 metrics below, Certara, Inc. leads on 11 and Teladoc Health, Inc. on 9.

Valuation

Metric CERT TDOC Health Information Services median
P/E n/m n/m 39.52
P/S 3.34 0.44 2.65
P/B 1.45 0.84 2.32
Price to free cash flow 25.77 12.45 16.77
EV/EBITDA 19.41 11.39 12.35
EV/Sales 3.60 0.93 3.06
Earnings yield (4.94%) (16.26%) (1.68%)
Free cash flow yield 3.88% 8.03% 0.54%

Profitability

Metric CERT TDOC Health Information Services median
Gross margin 61.48% 68.97% 63.38%
Operating margin 0.29% (7.50%) (8.35%)
Net margin (16.26%) (7.13%) (14.70%)
Free cash flow margin 12.97% 3.56% 0.58%
Return on equity (6.72%) (12.99%) (6.82%)
Return on assets (4.65%) (6.28%) (6.02%)
Return on invested capital 0.07% (7.62%) 0.00%

Growth

Metric CERT TDOC Health Information Services median
Revenue growth (TTM) 6.89% (2.08%) 8.62%
EPS growth (last fiscal year) 87.50% 80.58% —
Revenue growth, 5-year CAGR 11.45% 18.26% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CERT TDOC Health Information Services median
Debt to equity 0.30 0.76 0.01
Current ratio 2.55 0.83 2.37
Net debt to EBITDA 1.07 1.15 0.50

Dividend

Metric CERT TDOC Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 0.00 0.00

Size

Metric CERT TDOC Health Information Services median
Market cap 1.36b 1.12b 352.86m

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