RE:ComparableSkylight Health Group (SHG) is a somewhat different model than DOC. They are 100% US and are going through the M&A process the same as DOC, however their model is:
1) Acquire old style FFS clinics and move them to the capitation model.The move from FFS to capitation provides a higher revenue for the PCP and better outcome for the patient.
2) Sell subscriptions to ttelehealth for uninsured/underinsred via subscription model and provide a discounted prescription service. This could provide an alternative for 40m uninsured population in the southern US.
So while not comparable, SHG may increase their organic growth far faster than DOC. Their financials are out May 31 AMC so we can see how the numbers look and reaction.
I don't get DOC valuation ad well.