Teladoc Health (NYSE:TDOC – Get Free Report) and National Research (NASDAQ:NRC – Get Free Report) are both small-cap healthcare companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, analyst recommendations, profitability, institutional ownership and valuation.
Institutional and Insider Ownership
76.8% of Teladoc Health shares are held by institutional investors. Comparatively, 47.3% of National Research shares are held by institutional investors. 0.7% of Teladoc Health shares are held by insiders. Comparatively, 9.2% of National Research shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Valuation and Earnings
This table compares Teladoc Health and National Research”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Teladoc Health | $2.49 billion | 0.42 | -$200.32 million | ($0.99) | -5.84 |
| National Research | $140.00 million | 3.30 | $11.60 million | $0.25 | 81.32 |
National Research has lower revenue, but higher earnings than Teladoc Health. Teladoc Health is trading at a lower price-to-earnings ratio than National Research, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a breakdown of current ratings and target prices for Teladoc Health and National Research, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Teladoc Health | 1 | 10 | 5 | 0 | 2.25 |
| National Research | 1 | 1 | 1 | 0 | 2.00 |
Teladoc Health presently has a consensus target price of $7.54, indicating a potential upside of 30.35%. National Research has a consensus target price of $26.00, indicating a potential upside of 27.89%. Given Teladoc Health’s stronger consensus rating and higher possible upside, research analysts clearly believe Teladoc Health is more favorable than National Research.
Profitability
This table compares Teladoc Health and National Research’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Teladoc Health | -7.13% | -12.15% | -5.83% |
| National Research | 4.18% | 164.26% | 14.67% |
Volatility & Risk
Teladoc Health has a beta of 2.14, meaning that its share price is 114% more volatile than the S&P 500. Comparatively, National Research has a beta of 0.25, meaning that its share price is 75% less volatile than the S&P 500.
Summary
National Research beats Teladoc Health on 8 of the 14 factors compared between the two stocks.
About Teladoc Health
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.
About National Research
National Research Corporation provides analytics and insights that facilitate measurement and enhancement of the patient and employee experience. Its portfolio of subscription-based solutions provides actionable information and analysis to healthcare organizations across a range of mission-critical, constituent-related elements, including patient experience, service recovery, care transitions, employee engagement, reputation management, and brand loyalty. The company also offers marketing solutions that allow the tracking of awareness, perception, and consistency of healthcare brands; assessment of competitive differentiators; and enhanced segmentation tools to evaluate needs, wants, and behaviors of communities through real-time competitive assessments and enhanced segmentation tools. In addition, it provides experience solutions, such as patient experience, employee engagement, health risk assessments, care transition, and improvement tools. Further, the company provides reputation solutions that allow healthcare organizations to share a picture of their organization and ensure that timely and relevant content informs consumer decision-making; and governance solutions for not-for-profit hospital and health system boards of directors, executives, and physician leadership. National Research Corporation was founded in 1981 and is headquartered in Lincoln, Nebraska.
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