LifeMD, Inc. (LFMD) vs Spok Holdings, Inc. (SPOK)

LifeMD, Inc. and Spok Holdings, Inc. are both Health Information Services companies. Spok Holdings, Inc. is the larger, with a market value of $216.5M against $140.3M — 1.5× the size. LifeMD, Inc. has negative trailing earnings, so its P/E is not meaningful; Spok Holdings, Inc. trades at 17.4×. LifeMD, Inc. grew revenue faster over the last twelve months: 19.8% against −3.39%. Spok Holdings, Inc. has the higher net margin (9.00% vs −1.52%) and the higher return on invested capital (8.20% vs 0.00%). Across the 17 metrics below, Spok Holdings, Inc. leads on 11 and LifeMD, Inc. on 6.

Valuation

Metric LFMD SPOK Health Information Services median
P/E n/m 17.43 39.52
P/S 0.74 1.61 2.65
P/B 17.82 1.56 2.32
Price to free cash flow n/m 8.60 16.77
EV/EBITDA n/m 10.20 12.35
EV/Sales 0.69 1.49 3.06
Earnings yield (1.68%) 5.74% (1.68%)
Free cash flow yield (12.88%) 11.62% 0.54%

Profitability

Metric LFMD SPOK Health Information Services median
Gross margin 87.50% 78.18% 63.38%
Operating margin (10.54%) 11.89% (8.35%)
Net margin (1.52%) 9.00% (14.70%)
Free cash flow margin (9.54%) 18.69% 0.58%
Return on equity (69.60%) 8.42% (6.82%)
Return on assets (4.35%) 6.06% (6.02%)
Return on invested capital 0.00% 8.20% 0.00%

Growth

Metric LFMD SPOK Health Information Services median
Revenue growth (TTM) 19.80% (3.39%) 8.62%
EPS growth (last fiscal year) 147.17% 2.74% —
Revenue growth, 5-year CAGR 39.08% (1.17%) 12.36%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LFMD SPOK Health Information Services median
Debt to equity 0.00 0.00 0.01
Current ratio 0.90 1.09 2.37
Net debt to EBITDA 289.88 (1.09) 0.50

Dividend

Metric LFMD SPOK Health Information Services median
Dividend yield — 7.36% 0.85%
Payout ratio 0.00 0.71 0.00

Size

Metric LFMD SPOK Health Information Services median
Market cap 140.26m 216.50m 352.86m

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