CloudMD vs. TelaDoc: A question to ponderTDOC will double their revenue in 2021, DOC will quadruple theirs at bare minimum
TDOC is trading at 24x vs. DOC at 6-7x
TDOC has $1Bn of Debt and $1.3Bn of Assets......DOC has $1.8MM of Debt and $55MM of Assets
TDOC produces 10% EBITDA vs DOC who won’t be profitable until this year per CEO(1yr earlier than analysts predicted)
TDOC “SHORT” shares are over 10% vs. DOC at 0.1%
WHICH OF THE TWO IS MOST COMPELLING?