Schrodinger, Inc. (SDGR) vs Teladoc Health, Inc. (TDOC)

Schrodinger, Inc. and Teladoc Health, Inc. are both Health Information Services companies. Schrodinger, Inc. is the larger, with a market value of $1.9B against $1.1B — 1.8× the size. Schrodinger, Inc. grew revenue faster over the last twelve months: 8.88% against −2.08%. Teladoc Health, Inc. has the higher net margin (−7.13% vs −21.0%) and the lower return on invested capital (−7.62% vs 0.00%). Across the 18 metrics below, Teladoc Health, Inc. leads on 12 and Schrodinger, Inc. on 6.

Valuation

Metric SDGR TDOC Health Information Services median
P/E n/m n/m 39.82
P/S 6.52 0.41 2.24
P/B 5.13 0.78 1.79
Price to free cash flow n/m 11.59 19.04
EV/EBITDA n/m 11.02 11.52
EV/Sales 4.90 0.90 2.64
Earnings yield (3.27%) (17.46%) (2.45%)
Free cash flow yield (7.72%) 8.63% 0.00%

Profitability

Metric SDGR TDOC Health Information Services median
Gross margin 56.87% 68.97% 62.87%
Operating margin (59.24%) (7.50%) (9.45%)
Net margin (20.98%) (7.13%) (15.48%)
Free cash flow margin (50.29%) 3.56% 0.00%
Return on equity (16.18%) (12.99%) (6.91%)
Return on assets (8.18%) (6.28%) (6.28%)
Return on invested capital 0.00% (7.62%) 0.00%

Growth

Metric SDGR TDOC Health Information Services median
Revenue growth (TTM) 8.88% (2.08%) 8.78%
EPS growth (last fiscal year) 45.14% 80.58% 57.06%
Revenue growth, 5-year CAGR 18.81% 18.26% 11.91%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SDGR TDOC Health Information Services median
Debt to equity 0.00 0.76 0.00
Current ratio 2.71 0.83 2.31
Net debt to EBITDA 2.50 1.15 0.48

Dividend

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

Size

Metric SDGR TDOC Health Information Services median
Market cap 1.91b 1.08b 332.37m

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