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LifeMD, Inc.(LFMD)与Teladoc Health, Inc.(TDOC)财务数据对比。点击上方公司名可切换其他公司
Teladoc Health, Inc.的季度营收约是LifeMD, Inc.的90.7倍($642.3M vs $7.1M)。LifeMD, Inc.同比增速更快(5.0% vs 0.3%)。Teladoc Health, Inc.自由现金流更多($85.1M vs $-3.4M)。过去两年Teladoc Health, Inc.的营收复合增速更高(-0.3% vs -60.0%)
SBI人寿保险有限公司是一家印度人寿保险公司,由印度国家银行(SBI)与法国金融机构法国巴黎保险集团合资成立,是印度寿险市场的知名从业机构,为当地民众提供各类人寿保险相关产品与服务。
泰莱达克健康是一家跨国远程医疗与虚拟医疗企业,2002年成立,总部位于美国纽约。公司核心业务涵盖远程问诊、医学意见咨询、人工智能与数据分析、远程医疗设备及可授权平台服务,主要通过电话、视频会议软件与移动应用,为用户提供随时可及的远程医疗服务。
LFMD vs TDOC — 直观对比
营收规模更大
TDOC
是对方的90.7倍
$7.1M
营收增速更快
LFMD
高出4.7%
0.3%
自由现金流更多
TDOC
多$88.6M
$-3.4M
两年增速更快
TDOC
近两年复合增速
-60.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $7.1M | $642.3M |
| 净利润 | $20.0M | — |
| 毛利率 | 40.2% | — |
| 营业利润率 | -87.9% | -5.6% |
| 净利率 | 282.0% | — |
| 营收同比 | 5.0% | 0.3% |
| 净利润同比 | 742.5% | — |
| 每股收益(稀释后) | — | $-0.14 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
LFMD
TDOC
| Q4 25 | $7.1M | $642.3M | ||
| Q3 25 | $60.2M | $626.4M | ||
| Q2 25 | $62.7M | $631.9M | ||
| Q1 25 | $64.1M | $629.4M | ||
| Q4 24 | $6.7M | $640.5M | ||
| Q3 24 | $53.3M | $640.5M | ||
| Q2 24 | $50.7M | $642.4M | ||
| Q1 24 | $44.1M | $646.1M |
净利润
LFMD
TDOC
| Q4 25 | $20.0M | — | ||
| Q3 25 | $-3.8M | $-49.5M | ||
| Q2 25 | $-1.6M | $-32.7M | ||
| Q1 25 | $-183.8K | $-93.0M | ||
| Q4 24 | $-3.1M | — | ||
| Q3 24 | $-4.7M | $-33.3M | ||
| Q2 24 | $-6.9M | $-837.7M | ||
| Q1 24 | $-6.8M | $-81.9M |
毛利率
LFMD
TDOC
| Q4 25 | 40.2% | — | ||
| Q3 25 | 87.7% | — | ||
| Q2 25 | 88.1% | — | ||
| Q1 25 | 86.5% | — | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 90.1% | — | ||
| Q1 24 | 89.6% | — |
营业利润率
LFMD
TDOC
| Q4 25 | -87.9% | -5.6% | ||
| Q3 25 | -3.3% | -8.3% | ||
| Q2 25 | -0.7% | -8.6% | ||
| Q1 25 | 1.5% | -19.2% | ||
| Q4 24 | -58.2% | -7.5% | ||
| Q3 24 | -7.5% | -6.9% | ||
| Q2 24 | -12.4% | -130.9% | ||
| Q1 24 | -14.0% | -13.5% |
净利率
LFMD
TDOC
| Q4 25 | 282.0% | — | ||
| Q3 25 | -6.3% | -7.9% | ||
| Q2 25 | -2.6% | -5.2% | ||
| Q1 25 | -0.3% | -14.8% | ||
| Q4 24 | -46.1% | — | ||
| Q3 24 | -8.7% | -5.2% | ||
| Q2 24 | -13.6% | -130.4% | ||
| Q1 24 | -15.3% | -12.7% |
每股收益(稀释后)
LFMD
TDOC
| Q4 25 | — | $-0.14 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | $-0.05 | $-0.19 | ||
| Q1 25 | $-0.02 | $-0.53 | ||
| Q4 24 | — | $-0.27 | ||
| Q3 24 | $-0.13 | $-0.19 | ||
| Q2 24 | — | $-4.92 | ||
| Q1 24 | — | $-0.49 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $781.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $23.2M | $1.4B |
| 总资产 | $70.4M | $2.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
LFMD
TDOC
| Q4 25 | — | $781.1M | ||
| Q3 25 | — | $726.2M | ||
| Q2 25 | $36.2M | $679.6M | ||
| Q1 25 | $34.4M | $1.2B | ||
| Q4 24 | $35.0M | $1.3B | ||
| Q3 24 | $37.6M | $1.2B | ||
| Q2 24 | $35.7M | $1.2B | ||
| Q1 24 | $35.1M | $1.1B |
总债务
LFMD
TDOC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $15.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
LFMD
TDOC
| Q4 25 | $23.2M | $1.4B | ||
| Q3 25 | $1.3M | $1.4B | ||
| Q2 25 | $-1.8M | $1.4B | ||
| Q1 25 | $-2.3M | $1.4B | ||
| Q4 24 | $-9.1M | $1.5B | ||
| Q3 24 | $-7.7M | $1.5B | ||
| Q2 24 | $-4.2M | $1.5B | ||
| Q1 24 | $-845.3K | $2.3B |
总资产
LFMD
TDOC
| Q4 25 | $70.4M | $2.9B | ||
| Q3 25 | $66.0M | $2.9B | ||
| Q2 25 | $73.6M | $2.9B | ||
| Q1 25 | $73.6M | $3.4B | ||
| Q4 24 | $76.1M | $3.5B | ||
| Q3 24 | $72.6M | $3.5B | ||
| Q2 24 | $63.8M | $3.5B | ||
| Q1 24 | $61.5M | $4.3B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $-3.3M | $87.7M |
| 自由现金流经营现金流 - 资本支出 | $-3.4M | $85.1M |
| 自由现金流率自由现金流/营收 | -48.5% | 13.3% |
| 资本支出强度资本支出/营收 | 2.2% | 0.4% |
| 现金转化率经营现金流/净利润 | -0.16× | — |
| 过去12个月自由现金流最近4个季度 | $6.4M | $285.5M |
8季度趋势,按日历期对齐
经营现金流
LFMD
TDOC
| Q4 25 | $-3.3M | $87.7M | ||
| Q3 25 | $-147.1K | $99.3M | ||
| Q2 25 | $8.6M | $91.4M | ||
| Q1 25 | $3.1M | $15.9M | ||
| Q4 24 | $1.1M | $85.9M | ||
| Q3 24 | $6.7M | $110.2M | ||
| Q2 24 | $4.5M | $88.7M | ||
| Q1 24 | $5.2M | $8.9M |
自由现金流
LFMD
TDOC
| Q4 25 | $-3.4M | $85.1M | ||
| Q3 25 | $-944.4K | $97.0M | ||
| Q2 25 | $7.8M | $90.2M | ||
| Q1 25 | $2.9M | $13.2M | ||
| Q4 24 | $875.4K | $79.8M | ||
| Q3 24 | $6.3M | $108.6M | ||
| Q2 24 | $3.9M | $86.8M | ||
| Q1 24 | $5.0M | $7.8M |
自由现金流率
LFMD
TDOC
| Q4 25 | -48.5% | 13.3% | ||
| Q3 25 | -1.6% | 15.5% | ||
| Q2 25 | 12.5% | 14.3% | ||
| Q1 25 | 4.6% | 2.1% | ||
| Q4 24 | 13.0% | 12.5% | ||
| Q3 24 | 11.7% | 17.0% | ||
| Q2 24 | 7.7% | 13.5% | ||
| Q1 24 | 11.4% | 1.2% |
资本支出强度
LFMD
TDOC
| Q4 25 | 2.2% | 0.4% | ||
| Q3 25 | 1.3% | 0.4% | ||
| Q2 25 | 1.3% | 0.2% | ||
| Q1 25 | 0.2% | 0.4% | ||
| Q4 24 | 2.9% | 1.0% | ||
| Q3 24 | 0.8% | 0.2% | ||
| Q2 24 | 1.3% | 0.3% | ||
| Q1 24 | 0.4% | 0.2% |
现金转化率
LFMD
TDOC
| Q4 25 | -0.16× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LFMD
暂无分部数据
TDOC
| Teladoc Health Integrated Care | $409.1M | 64% |
| Better Help | $233.2M | 36% |