WallStSmart

R1 RCM Inc (RCM)vsTeladoc Inc (TDOC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teladoc Inc generates 3% more annual revenue ($2.53B vs $2.46B). RCM leads profitability with a -2.5% profit margin vs -7.9%. TDOC earns a higher WallStSmart Score of 40/100 (D).

RCM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 3.0Value: 6.7Quality: 5.0

TDOC

Hold

40

out of 100

Grade: D

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RCM1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

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

RCM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Operating MarginProfitability
3.8%3/10

Operating margin of 3.8%

Return on EquityProfitability
-2.2%2/10

ROE of -2.2% — below average capital efficiency

EPS GrowthGrowth
-99.3%2/10

Earnings declined 99.3%

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 : RCM

The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.

Bull Case : TDOC

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

Bear Case : RCM

The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.

Bear Case : TDOC

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

Key Dynamics to Monitor

RCM profiles as a turnaround 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.

TDOC generates stronger free cash flow (85M), providing more financial flexibility.

Bottom Line

TDOC scores higher overall (40/100 vs 39/100) and 30.0% revenue growth. Both earn "Hold" 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.

R1 RCM Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

R1 RCM Inc (RCM) is a leading provider of technology-enabled revenue cycle management services, specializing in optimizing the financial performance of healthcare organizations. By leveraging advanced analytics and industry expertise, R1 RCM delivers comprehensive solutions that streamline patient billing processes and enhance operational efficiencies across a diverse portfolio of clients, including hospitals and outpatient facilities. The company's innovative approach not only improves revenue capture but also elevates the patient experience, positioning R1 RCM as a key player in the evolving healthcare landscape. With a robust growth strategy focused on expanding its service offerings and market reach, R1 RCM is poised to capitalize on the increasing demand for effective revenue cycle solutions in the healthcare sector.

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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