DarioHealth Corp. (DRIO) vs OptimizeRx Corp. (OPRX)

DarioHealth Corp. and OptimizeRx Corp. are both Health Information Services companies. OptimizeRx Corp. is the larger, with a market value of $148.6M against $66.3M — 2.2× the size. DarioHealth Corp. 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 −22.7%. OptimizeRx Corp. has the higher net margin (4.66% vs −215.6%) and the higher return on invested capital (5.41% vs −27.7%). Across the 18 metrics below, OptimizeRx Corp. leads on 15 and DarioHealth Corp. on 3.

Valuation

Metric DRIO OPRX Health Information Services median
P/E n/m 33.38 39.52
P/S 2.95 1.53 2.65
P/B 1.12 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 4.24 1.47 3.06
Earnings yield (92.46%) 3.00% (1.68%)
Free cash flow yield (41.70%) 12.34% 0.54%

Profitability

Metric DRIO OPRX Health Information Services median
Gross margin 58.15% 73.22% 63.38%
Operating margin (151.60%) 11.04% (8.35%)
Net margin (215.63%) 4.66% (14.70%)
Free cash flow margin (121.32%) 18.83% 0.58%
Return on equity (76.05%) 3.68% (6.82%)
Return on assets (44.19%) 2.76% (6.02%)
Return on invested capital (27.67%) 5.41% 0.00%

Growth

Metric DRIO OPRX Health Information Services median
Revenue growth (TTM) (22.65%) (5.82%) 8.62%
EPS growth (last fiscal year) 41.95% 124.55% —
Revenue growth, 5-year CAGR 24.17% 20.37% 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DRIO OPRX Health Information Services median
Debt to equity 0.56 0.15 0.01
Current ratio 2.31 5.58 2.37
Net debt to EBITDA (0.13) 0.13 0.50

Dividend

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

Size

Metric DRIO OPRX Health Information Services median
Market cap 66.34m 148.62m 352.86m

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