Should I Buy Teledoc Health (TDOC)? Finance YouTuber Analysis

The YouTuber sold half of their Teladoc position, taking a 40% profit, as part of their strategy to realize gains and reduce exposure in the current market environment.

“Wir realisieren einen Teilgewinn bei Teloc. Wir schließen heute die Hälfte unserer am 30. Januar 2026. Ist also erst vor kurzem eine Spotposition, die wir öffnet haben. Auch dort konnten wir jetzt schöne Gewinne mitnehmen. Aktuell mit einem Profit von 40,14% für die Hälfte unserer Spotpition.”

The YouTuber advises avoiding Teladoc despite its low valuation metrics (EV/Sales of 0.7, P/FCF under 5) and large member base (102.5 million). His primary concern is the declining and anemic average monthly revenue per US integrated care member ($1.37), which suggests very low user engagement and value, indicating that members are not actively choosing the service.

“The average monthly revenue per US integrated care member. A lot of words there, but basically how much revenue is Teddoc generating per user, per member on the platform.”

The YouTuber expresses frustration with Teledoc, noting its slowed revenue growth to 9-10% despite market dominance. He questions if the virtual healthcare industry still has the necessary catalysts for growth and is considering taking losses to reallocate funds to faster-growing opportunities, despite his cost basis of $436.

“my cost basis on these shares is now at $436 but I'm getting to the point where teledoc management needs to convince me that it can still be part of my growth portfolio or I'm probably going to just take losses and put the money somewhere where it's can grow faster”

Despite recent underperformance, Teledoc is seen as a leader in the growing virtual healthcare industry, which is expected to expand due to lower costs. The stock's valuation has dropped to attractive levels, prompting the analyst to dollar-cost average into the position, believing patience will be rewarded as the company holds a dominant market share in a transformative industry.

“Teledoc teledoc Health obviously one of our big growth stocks that has been frustrating over the last couple of years uh it has not has you know kind of lost that growth stock of sales growth it's now expected to grow about nine percent about nine ten percent a year in sales that is still very strong and the valuation on that this has dropped to levels that I'm picking up shares regularly just dollar cost averaging into that teledoc is one of my favorite stocks for for those growth industries that uh and a commanding lead of that growth industry.”

The YouTuber suggests buying Teledoc Health, acknowledging its post-pandemic price drop and his own current loss. He emphasizes its position as the global leader in virtual healthcare with a vast network and data points. Despite slowed growth (9% annually), he sees virtual healthcare as an unstoppable trend and highlights the company's expansion into weight management consultation as a potential near-term growth driver. He believes a return to 15% growth and a higher valuation could lead to significant returns.

“Teledoc is the global leader in Virtual Healthcare with a provider Network that covers 76 million U.S patients and a billion member data points from that traditional Telehealth to remote monitoring and Next Generation Primary Care.”

The YouTuber continues to hold Teledoc Health (TDOC) shares, anticipating future growth. Despite recent temporary pops from news like expansion into weight loss management and a partnership with Microsoft, the stock has been flat. He expects easy earnings comparables this year and continued 9% sales growth to drive the stock higher.

“Teledoc Health ticker tdoc is going to be reporting its earnings on Tuesday with the shares really going nowhere this year despite some very favorable news pushing the stock higher temporarily at times we saw a big pop in the shares on an expansion into Weight Loss Management earlier this year and then an expanded partnership with Microsoft and AI last week but those all quickly evaporated earnings comparables though are going to be very easy this year versus the massive write downs we saw last year nine percent sales growth expected should continue to move this stock in the right direction and I continue to hold it I think the growth is going to come back and push this stock higher”

The YouTuber states he started buying Teledoc Health last year, avoiding it at its peak valuation in 2020. He notes that despite his average cost being above the current price, the stock now trades at a much more reasonable 2.1 times price-to-sales, suggesting a positive return is coming.

“I did start buying this last year and while my average cost I was about 32 a share right now it is above the current price it's still only 2.1 times this year's this year still so a price to sales ratio of 2.1 time times and the positive return is coming for this now unfortunately there really is no easy answer to this.”

Teladoc Health, a leader in virtual healthcare, is expanding into weight management consultation, aiming to connect patients with doctors who can prescribe weight loss drugs. The YouTuber, who owns the stock, sees this as a less direct but promising play on the weight loss trend. He highlights its attractive valuation at 1.7 times revenue, less than half its valuation last year, and anticipates future revenue growth.

“valuation is great on this one shares trade for just 1.7 times Revenue less than half the valuation the stock was getting just last year and I think Revenue growth does pick up in the future.”

The YouTuber suggests Teledoc Health, highlighting its position as the global leader in virtual healthcare, a trend he believes is the future. He notes the company's extensive provider network, growing membership, and recurring revenue, which provides stability despite a slowdown from pandemic-era growth. He also points out its current low valuation compared to its pandemic peak.

“Teledoc is the global leader in Virtual Healthcare with a provider Network that covers 76 million U.S patients and a billion member data points from traditional Telehealth to remote monitoring and Next Generation Primary Care.”

The analyst recommends Teledoc Health despite its stock price crash, believing it remains a strong growth company and a leader in virtual healthcare. With significant patient coverage, recurring revenue, and an attractive valuation of 1.8 times price-to-sales after the sell-off, it's positioned for substantial long-term returns as telehealth expands.

“Teledoc is a global leader in Virtual Healthcare with a provider Network that covers 76 million U.S patients and a billion member data points from traditional Telehealth to remote monitoring and Next Generation Primary Care.”

The YouTuber recommends Teledoc Health, despite its recent stock performance, believing it's a leader in virtual healthcare with strong long-term growth potential. He highlights its extensive provider network, consistent membership growth, and attractive valuation at 1.8 times price-to-sales after a significant sell-off, projecting it could reach $150 per share in three years.

“this is still the same growth stock it was and the stock easily gets to a hundred and fifty dollars a share in the next three years”

The YouTuber includes Teladoc Health in his son's portfolio, identifying it as one of his favorite growth stocks. He believes it has the best shot at high returns over the next 10 to 20 years.

“we have shares of PayPal ticker PPL Sofi Technologies ticker soffi and tedoc health ticker tdoc These are three of my favorite growth stocks and the best shot at those High returns over the next 10 or 20 years”

The YouTuber, a current shareholder, views Teladoc as the global leader in virtual healthcare with significant membership and recurring revenue. He dismisses Amazon's competitive threat due to Teladoc's scale and regulatory hurdles for Amazon, projecting a 238% return to $122 per share based on a conservative 4.5x price-to-sales multiple on its 2024 revenue target.

“Even on a very conservative price multiple of four five times for its 2024 sales target of 4 billion that is a 20 billion dollar company for a 238 return to 122 dollars per share”

The YouTuber recommends Teladoc Health as a favorite growth stock, having started buying it after a significant crash. He highlights its global leadership in virtual healthcare, consistent membership growth, and high percentage of recurring revenue. He believes the stock is now trading at an attractive valuation, with management targeting 25-30% annual revenue growth and a potential price target of $146 per share.

“Shares of Teladoc are now trading for just 2.5 times on that price-to-sales basis. This is a stock that at one point traded for 17 times its sales and well over $300 a share, now under $35 each and still growing by 30% a year.”

The YouTuber recommends Teladoc Health for growth, despite recent stock performance, emphasizing its 69% annual sales growth over three years and its leadership in virtual healthcare. He projects a potential 24% annual return based on management's sales target and a conservative price-to-sales valuation.

“i want to add some growth to the portfolio with shares of teledoc health ticker tdoc and i know crow stocks have been absolutely craptastic over the last year but just because the stock has slowed down doesn't mean this isn't the same company teledoc has booked a 69 annual growth in sales for the last three years and reaches 76 million patients through 10 000 health care providers while growth may not be as crazy high as it was during the pandemic virtual health care is the future and this is the undisputed leader in that space management has a target of four billion dollars in sales through 2024 double what it reported last year on a very conservative five times price to sales valuation that puts the company at a 20 billion dollar market cap or about double the current price in just three years that's a 24 annual return and i'm holding this one on for the next decade for that growth.”

The YouTuber identifies Teledoc as a global leader in virtual healthcare with strong membership and revenue growth, and a significant amount of recurring revenue. Despite a recent crash, the stock is now trading at an attractive valuation of 4.2 times price-to-sales, down from 17 times. Management targets 25-30% annual revenue growth, which could lead to a share price of $146 based on conservative multiples.

“Teledoc health ticker Tdoc is one of my three favorite growth stocks and probably the one I think could surprise the most over the next decade.”

The analyst is buying Teladoc, viewing it as the global leader in virtual healthcare with significant growth potential. He emphasizes the value of its extensive patient data for analysis and research, and believes the recent sell-off has made the stock attractively priced. Management's target of 25-30% annual revenue growth further supports the long-term thesis.

“Besides buying in the bowtie nation portfolio I also took advantage of the dip here to buy a hundred more shares on my own portfolio late last month”

The YouTuber owns shares of Teledoc and views it as the most realistic of the ARK Invest top holdings to achieve significant growth. He notes its past revenue growth of 64% annually over three years and believes its future growth target of 33% annualized to 4x its shares is achievable, despite not having the pandemic tailwind.

“Looking at Teledoc this is probably the most realistic of the six and I actually do own shares of Teledoc I love the company I love the the future of that virtualized healthcare and I think it's a big part of how we'll be using a health care in the future.”

Despite being down from its peak, the YouTuber likes Teladoc for a long-term investment, citing its leadership in virtual healthcare, extensive provider network, and significant membership growth. He highlights its recurring revenue model and the potential for data processing as an 'undiscovered value'.

“the fund holds more than 1.2 billion dollars in shares of teledoc ticker tdoc and while this stock is down 54 from its peak i like it for a long term investment teledoc is the global leader in virtual healthcare with a provider network that covers 70 million u.s patients”

The analyst notes that Teladoc's stock issuance in May 2021 doubled the number of shares outstanding, which inherently pressured the stock price. Despite a more attractive multiple after the decline, the earnings growth and cash flow growth did not meet investor expectations, making it less appealing.

“what I think what hurt these guys is is the stock issuance that they did fairly recently they basically doubled the number of shares outstanding here in uh in May of 2021 and that kind of issuance is on its own gonna have the price of the stock simply because you've doubled the number of shares outstanding”

Cathie Wood argues that Teledoc, despite being dismissed as a 'stay-at-home stock', is a real company with strong fundamentals. Its revenues have quadrupled since the pandemic, gross margins are in the high 60s, and it is becoming a backbone of the healthcare information system. She believes the market is misplacing its dismissal of the stock.

“Teledoc has about 2 billion 2 billion in sales its revenues have gone up four-fold uh since the beginning of the coronavirus and we don't think that its revenues are going to go down.”