Omada Health, Inc. (OMDA) vs Teladoc Health, Inc. (TDOC)

Omada Health, Inc. and Teladoc Health, Inc. are both Health Information Services companies. Teladoc Health, Inc. is the larger, with a market value of $1.7B against $1.2B — 1.5× the size. Teladoc Health, Inc. has negative trailing earnings, so its P/E is not meaningful; Omada Health, Inc. trades at 267×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against −2.38%. Omada Health, Inc. has the higher net margin (1.39% vs −6.27%) and the higher return on invested capital (−0.93% vs −7.06%). Across the 19 metrics below, Omada Health, Inc. leads on 11 and Teladoc Health, Inc. on 8.

Valuation

Metric OMDA TDOC Health Information Services median
P/E 267.14 n/m 42.03
P/S 3.60 0.70 1.80
P/B 4.42 1.33 1.87
Price to free cash flow 65.15 13.61 16.74
EV/EBITDA 100.83 13.31 13.40
EV/Sales 2.98 1.16 2.63
Earnings yield 0.37% (9.09%) (2.73%)
Free cash flow yield 1.53% 7.35% 0.00%

Profitability

Metric OMDA TDOC Health Information Services median
Gross margin 68.19% 68.57% 59.61%
Operating margin (0.15%) (6.60%) (10.54%)
Net margin 1.39% (6.27%) (16.14%)
Free cash flow margin 5.53% 5.11% 0.00%
Return on equity 1.84% (11.52%) (3.15%)
Return on assets 1.36% (5.48%) (5.62%)
Return on invested capital (0.93%) (7.06%) 0.00%

Growth

Metric OMDA TDOC Health Information Services median
Revenue growth (TTM) 52.54% (2.38%) 6.48%
EPS growth (last fiscal year) 94.27% 80.58% 63.46%
Revenue growth, 5-year CAGR — 18.26% 10.98%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric OMDA TDOC Health Information Services median
Debt to equity 0.00 0.77 0.00
Current ratio 3.91 0.87 2.15
Net debt to EBITDA 77.72 1.15 0.71

Dividend

Metric OMDA TDOC Health Information Services median
Dividend yield — — —
Payout ratio — — —

Size

Metric OMDA TDOC Health Information Services median
Market cap 1.16b 1.72b 309.94m

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