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Teladoc Health Community
NYSE:TDOC Community
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Teladoc Health
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Teladoc Health
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Accelerated Digitalization And Aging Trends Will Redefine Virtual Care
Key Takeaways Expanded international offerings and AI-driven care orchestration are set to boost diversification, user retention, and long-term profitability. Enhanced insurance access and a comprehensive care platform position Teladoc to accelerate market share gains amid growing virtual care demand.
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US$12.00
FV
36.0% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
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3 days ago
author updated this narrative
Teladoc Health
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Rising Global Regulations And Healthcare Pressures Will Lower Valuation
Key Takeaways Rising compliance and operational costs, alongside intensifying competition and reimbursement uncertainty, threaten Teladoc's margins and long-term profitability across core and emerging business segments. Limited digital infrastructure and healthcare access in key markets restrict addressable growth, despite greater virtual care adoption and expanded service offerings.
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US$7.00
FV
9.7% overvalued
intrinsic discount
-0.67%
Revenue growth p.a.
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8 days ago
author updated this narrative
Teladoc Health
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Chronic Care And International Expansion Will Unlock Future Markets
Key Takeaways Expanding digital chronic care programs and international presence positions Teladoc for sustainable revenue and membership growth by reaching more patients and underserved markets. Shifting business models and operational efficiencies, including AI-driven automation and insurance-based care, aim to enhance profitability, scalability, and user engagement.
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US$9.13
FV
15.8% undervalued
intrinsic discount
1.87%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
TDOC
TDOC
Teladoc Health
Your Fair Value
US$
Current Price
US$7.68
82.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-10b
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.8b
Earnings US$373.7m
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