Teladoc Health, Inc.

NYSE•TDOC

CEO: Ms. Mala Murthy

セクター: Healthcare

業種: Medical - Healthcare Information Services

上場日: 2015-06-30

Teladoc Health, Inc. provides virtual healthcare services worldwide. The company operates through Teladoc Health Integrated Care and BetterHelp segments. The Integrated Care segment offers virtual medical services, including general medical, expert medical, specialty medical, chronic condition management, and mental health, as well as enabling technologies and enterprise telehealth solutions for hospitals and health systems. The BetterHelp segment operates a mental health platform that provides online counseling and therapy services through website, mobile applications, phones, and text-based interactions by its licensed clinicians. The company offers its products and services under the Teladoc, Livongo, and BetterHelp brands. It serves employers, health plans, hospitals and health systems, and insurance and financial services companies, as well as individual members. The company was formerly known as Teladoc, Inc. and changed its name to Teladoc Health, Inc. in August 2018. Teladoc Health, Inc. was incorporated in 2002 and is headquartered in Purchase, New York.

連絡先情報

2 Manhattanville Road, Suite 203, Purchase, NY, 10577, United States

203-635-2002

www.teladochealth.com

時価総額

$957.99M

PER (TTM)

-4.7

26.6

配当利回り

52週高値

$9.77

52週安値

$4.40

52週レンジ

18%

順位66Top 96.8%

1.5

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 1.5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$642.27M+0.00%

直近4四半期の推移

EPS

-$0.14+0.00%

直近4四半期の推移

フリーCF

$85.12M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Loss Significantly Narrowed Net loss improved by $800.9M to $200.3M in 2025; prior year loss included $790.0M goodwill charge.

Integrated Care Membership Growth U.S. Integrated Care members grew 9% to 101.8 million individuals accessing services by year-end 2025.

Goodwill Impairment Reduction Goodwill impairment charge fell 91% to $71.8M in 2025, compared to $790.0M recognized in 2024.

International Revenue Expansion Total revenue decreased 2% to $2.53B; International Revenue increased 12% driven by segment expansion.

リスク要因

History of Cumulative Losses Company maintains cumulative losses of $16.43B as of December 31, 2025; sustained profitability remains uncertain.

Key Client Concentration Risk Top five Clients accounted for 19% of total revenue; loss of key Integrated Care partners impacts growth rate.

BetterHelp User Base Decline BetterHelp paying users declined 5% to 0.39 million globally in 2025, constraining segment revenue growth potential.

Evolving Regulatory Environment Operations face evolving comprehensive U.S. and international regulatory scrutiny regarding telehealth and data privacy compliance.

見通し

Enhancing Integrated Care Platform Strategy focuses on enhancing Prism platform using AI/ML to drive greater value for Integrated Care Clients.

Expanding Mental Health Coverage Continue leveraging scaled mental health position, expanding insurance coverage acceptance for BetterHelp services nationwide.

2026 Restructuring Cost Expectation Expect to incur $15.0M to $20.0M in pre-tax restructuring costs during 2026 for efficiency drive.

Continued Investment in Innovation Intend to invest in new expansions and innovation within broader virtual care solution set for member growth.

同業比較

売上高 (TTM)

TDOC

$2.53B

-1.5%

GRDN

$1.45B

+17.9%

PGNY

$1.29B

+10.4%

粗利益率 (最新四半期)

NVCR

75.8%

-3.9pp

TDOC

69.3%

-1.8pp

PHR

68.4%

+0.7pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
EWTX	$3.17B	-18.2	-32.0%	0.7%
TXG	$2.40B	-54.8	-5.7%	15.1%
GRDN	$2.06B	41.9	27.1%	10.8%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

0.7%

緩やかな成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月28日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし