WallStSmart

HealthEquity Inc (HQY)vsTeladoc Inc (TDOC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teladoc Inc generates 93% more annual revenue ($2.53B vs $1.31B). HQY leads profitability with a 16.4% profit margin vs -7.9%. HQY earns a higher WallStSmart Score of 68/100 (B-).

HQY

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 10.0Quality: 6.5
Piotroski: 4/9

TDOC

Hold

40

out of 100

Grade: D

Growth: 6.0Profit: 2.0Value: 5.0Quality: 5.3
Piotroski: 4/9Altman Z: -5.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HQYUndervalued (+33.2%)

Margin of Safety

+33.2%

Fair Value

$115.13

Current Price

$81.02

$34.11 discount

UndervaluedFair: $115.13Overvalued

Intrinsic value data unavailable for TDOC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HQY3 strengths · Avg: 8.7/10
EPS GrowthGrowth
92.4%10/10

Earnings expanding 92.4% YoY

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

TDOC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
30.0%10/10

Revenue surging 30.0% year-over-year

Areas to Watch

HQY1 concerns · Avg: 4.0/10
P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

TDOC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$954.42M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-13.9%2/10

ROE of -13.9% — below average capital efficiency

Altman Z-ScoreHealth
-5.262/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HQY

The strongest argument for HQY centers on EPS Growth, PEG Ratio, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.6%. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bull Case : TDOC

The strongest argument for TDOC centers on Price/Book, Revenue Growth. Revenue growth of 30.0% demonstrates continued momentum.

Bear Case : HQY

The primary concerns for HQY are P/E Ratio.

Bear Case : TDOC

The primary concerns for TDOC are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

HQY profiles as a mature stock while TDOC is a growth play — different risk/reward profiles.

TDOC carries more volatility with a beta of 2.19 — expect wider price swings.

TDOC is growing revenue faster at 30.0% — sustainability is the question.

HQY generates stronger free cash flow (102M), providing more financial flexibility.

Bottom Line

HQY scores higher overall (68/100 vs 40/100), backed by strong 16.4% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

HealthEquity Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

HealthEquity, Inc. provides technology-enabled service platforms to consumers and employers in the United States. The company is headquartered in Draper, Utah.

Teladoc Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Teladoc Health, Inc. provides business-to-business virtual health care services in the United States and internationally. The company is headquartered in Purchase, New York.

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