TDOC

Teladoc Inc

TMT


Presented:10/29/2015
Price:$19.67
Cap:$0.54B
Current Price:$9.51
Cap:$1.63B

Presented

Date10/29/2015
Price$19.67
Market Cap$0.54B
Ent Value$0.89B
P/E RatioN/A
Book Value$5.23
Div Yield0%
Shares O/S27.61M
Ave Daily Vol766,875
Short Int79.54%

Current

Price$9.51
Market Cap$1.63B
Teladoc, Inc. provides telephone and online video consultation services. It administers services for TelaDoc Physicians, PA. Teladoc is not licensed to practice medicine and must contract with one or more professional associations and/or licensed physicians to provide telephone and online video consult to members. The company was founded in 2002 and is headquartered in Dallas, TX.

Publicly traded companies mentioned herein: Teladoc Inc. (TDOC).

Highlights

A recent IPO that has already been heavily shorted, the presenter believes shares of Teladoc could trade meaningfully lower over the next 6-9 months. The company operates a SaaS like model that allows patients to consult with doctors on demand via internet and telephone. Approximately 80% of revenues come from subscriber fees, with key customers including Wal-Mart, American Airlines and Home Depot. The remaining 20% of revenues derive from an effective copay paid by employees when they use the service. Teladoc is currently facing material competitive pressure as multiple new, VC-backed companies enter the space. Moreover, these new entrants generally don’t charge subscriber fees. In that context, Teladoc is currently charging roughly 4-5 times more than the competition, a situation the presenter regards as unsustainable. 

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.