TDOCTeladoc Health, Inc.
Services-Offices & Clinics Of Doctors Of Medicine
- Revenue
- $2.5B
- 1.5% YoY
- Operating margin
- -10.4%
- 74% YoY
- EBITDA
- −$263M
- 74% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$807M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.0B | $2.4B | $2.6B | $2.6B | $2.5B | 1.5% |
| Operating income | −$266M | −$13.7B | −$249M | −$1.0B | −$263M | 74% |
| Net income | −$429M | −$13.7B | −$220M | −$1.0B | −$200M | 80% |
| Operating cash flow | $194M | $189M | $350M | $294M | $294M | 0.2% |
| Capex | $9M | $16M | $11M | $11M | $9M | 18% |
| Stock-based comp | $303M | $218M | $202M | $146M | $80M | 45% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $112K · 2
- Net
- −$112K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 4 | 148 |
| FY2024 | — | — | 5 | 129 |
| FY2023 | — | — | 11 | 126 |
| FY2022 | — | — | 12 | 124 |
| FY2021 | — | — | 46 | 126 |