Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Teladoc Health's third quarter of 2024 demonstrated a mixed bag of performance, with both positive strides and notable challenges.</li><li>The company's consolidated revenue for the quarter was $641 million, reflecting a 3% decrease year-over-year.</li><li>Despite the revenue decline, the company maintained its adjusted EBITDA at $83.3 million with a margin of 13%, although this represents a 6% decrease from the previous year.</li></ul>

Teladoc Health's third quarter of 2024 demonstrated a mixed bag of performance, with both positive strides and notable challenges.The company's consolidated revenue for the quarter was $641 million, reflecting a 3% decrease year-over-year.Despite the revenue decline, the company maintained its adjusted EBITDA at $83.3 million with a margin of 13%, although this represents a 6% decrease from the previous year.

Teladoc Health Inc.: Membership Growth & Market Penetration As A Key Growth Catalyst! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Teladoc is the largest telehealth provider in the US with over 92 million members in its B2B network and 400,000 paying users for BetterHelp</li><li>The company has experienced a decline in stock value due to expensive acquisitions, growth challenges, and leadership changes</li><li>Despite setbacks, Teladoc's scale, profitability, and potential to offer comprehensive solutions may position it as a survivor in the competitive telehealth industry.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Teladoc is the largest telehealth provider in the US with over 92 million members in its B2B network and 400,000 paying users for BetterHelpThe company has experienced a decline in stock value due to expensive acquisitions, growth challenges, and leadership changesDespite setbacks, Teladoc's scale, profitability, and potential to offer comprehensive solutions may position it as a survivor in the competitive telehealth industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Teladoc Health Inc (TDOC) - Friday, Aug 23, 2024

<ul><li>Teladoc Health's second quarter 2024 financial results present a complex yet promising terrain as the virtual healthcare provider continues to navigate challenges while identifying avenues for growth and improvement.</li><li>Despite reporting a net loss, Teladoc Health demonstrated strategic areas of strength, particularly in its Integrated Care business, which noted a revenue increase and solid EBITDA performance.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Teladoc Health's second quarter 2024 financial results present a complex yet promising terrain as the virtual healthcare provider continues to navigate challenges while identifying avenues for growth and improvement.Despite reporting a net loss, Teladoc Health demonstrated strategic areas of strength, particularly in its Integrated Care business, which noted a revenue increase and solid EBITDA performance.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Teladoc Health Inc.: Expansion into Insurance for BetterHelp & Other Major Drivers

<ul><li>Teladoc Health recently reported its first quarter results for 2024, which provide insights into the company's financial health and strategic directions during its transition period.</li><li>The company is actively seeking a new CEO while focusing on strengthening its market leadership in total care solutions and improving both top and bottom line performance.</li><li>During the first quarter, Teladoc Health surpassed both revenue and adjusted EBITDA expectations set by the company.</li></ul>

Teladoc Health recently reported its first quarter results for 2024, which provide insights into the company's financial health and strategic directions during its transition period.The company is actively seeking a new CEO while focusing on strengthening its market leadership in total care solutions and improving both top and bottom line performance.During the first quarter, Teladoc Health surpassed both revenue and adjusted EBITDA expectations set by the company.

Teladoc Health Inc.: Why Their Expansion of Integrated Care and Chronic Care Programs Is Making Us Bullish? - Major Drivers

<ul><li>Teladoc health has shown growth in the previous year's earnings with an increased focus on operating efficiencies and bottom line performance.</li><li>The company delivered 33% growth in adjusted EBITDA and free cash flow of $194 million in 2023.</li><li>Their selling season yielded double-digit bookings growth over the prior year, with around 75% being upsells or expansions with existing clients.</li></ul>

Teladoc health has shown growth in the previous year's earnings with an increased focus on operating efficiencies and bottom line performance.The company delivered 33% growth in adjusted EBITDA and free cash flow of $194 million in 2023.Their selling season yielded double-digit bookings growth over the prior year, with around 75% being upsells or expansions with existing clients.

Teladoc Health: Performance of Integrated Care and BetterHelp Are Encouraging Factors In 2024 & Beyond! - Major Drivers

United States

Teladoc Health, Inc. provides healthcare services. The Company diagnoses, recommends treatment, and prescribes medication for routine medical issues through phone and video consultations. Teladoc operates in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Teladoc Health, Inc. (TDOC US)

Teladoc Health Inc.: Membership Growth & Market Penetration As A Key Growth Catalyst! - Major Drivers

Teladoc Health's third quarter of 2024 demonstrated a mixed bag of performance, with both positive strides and notable challenges. The company's...

Baptista Research

Teladoc Health Inc (TDOC) - Friday, Aug 23, 2024

Teladoc is the largest telehealth provider in the US with over 92 million members in its B2B network and 400,000 paying users for BetterHelp

Value Investors Club

Teladoc Health Inc.: Expansion into Insurance for BetterHelp & Other Major Drivers

Teladoc Health's second quarter 2024 financial results present a complex yet promising terrain as the virtual healthcare provider continues to...

Baptista Research

Teladoc Health Inc.: Why Their Expansion of Integrated Care and Chronic Care Programs Is Making Us Bullish? - Major Drivers

Teladoc Health recently reported its first quarter results for 2024, which provide insights into the company's financial health and strategic...

Baptista Research

Teladoc Health: Performance of Integrated Care and BetterHelp Are Encouraging Factors In 2024 & Beyond! - Major Drivers

Teladoc health has shown growth in the previous year's earnings with an increased focus on operating efficiencies and bottom line performance. The...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)