Medical - Healthcare Information Services
Compare Stocks
4 / 10Stock Comparison
AMWL vs TALK vs TDOC vs OPRX
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Care Facilities
Medical - Healthcare Information Services
Medical - Healthcare Information Services
AMWL vs TALK vs TDOC vs OPRX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Medical - Healthcare Information Services | Medical - Care Facilities | Medical - Healthcare Information Services | Medical - Healthcare Information Services |
| Market Cap | $129M | $868M | $1.26B | $124M |
| Revenue (TTM) | $182M | $229M | $2.51B | $109M |
| Net Income (TTM) | $-88M | $8M | $-171M | $5M |
| Gross Margin | 38.7% | 43.0% | 65.6% | 67.3% |
| Operating Margin | -50.6% | 1.4% | -7.6% | 10.7% |
| Forward P/E | — | 38.2x | — | 7.0x |
| Total Debt | $5M | $0.00 | $1.04B | $5M |
| Cash & Equiv. | $182M | $37M | $781M | $23M |
AMWL vs TALK vs TDOC vs OPRX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 20 | May 26 | Return |
|---|---|---|---|
| American Well Corpo… (AMWL) | 100 | 1.3 | -98.7% |
| Talkspace, Inc. (TALK) | 100 | 52.7 | -47.3% |
| Teladoc Health, Inc. (TDOC) | 100 | 3.2 | -96.8% |
| OptimizeRx Corporat… (OPRX) | 100 | 31.8 | -68.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AMWL vs TALK vs TDOC vs OPRX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AMWL is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.47, Low D/E 1.8%, current ratio 3.37x
TALK carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.86
- Rev growth 22.0%, EPS growth 6.5%, 3Y rev CAGR 24.2%
- Beta 0.86, current ratio 6.38x
- 22.0% revenue growth vs AMWL's -2.0%
TDOC lags the leaders in this set but could rank higher in a more targeted comparison.
OPRX is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 110.5% 10Y total return vs TALK's -48.7%
- Lower P/E (7.0x vs 38.2x)
- 4.7% margin vs AMWL's -48.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 22.0% revenue growth vs AMWL's -2.0% | |
| Value | Lower P/E (7.0x vs 38.2x) | |
| Quality / Margins | 4.7% margin vs AMWL's -48.2% | |
| Stability / Safety | Beta 0.86 vs OPRX's 2.28 | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +70.4% vs OPRX's -30.1% | |
| Efficiency (ROA) | 5.9% ROA vs AMWL's -25.1%, ROIC 3.9% vs -95.1% |
AMWL vs TALK vs TDOC vs OPRX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
AMWL vs TALK vs TDOC vs OPRX — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
OPRX leads in 2 of 6 categories
TALK leads 2 • TDOC leads 1 • AMWL leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
OPRX leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TDOC is the larger business by revenue, generating $2.5B annually — 23.0x OPRX's $109M. OPRX is the more profitable business, keeping 4.7% of every revenue dollar as net income compared to AMWL's -48.2%. On growth, TALK holds the edge at +29.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $182M | $229M | $2.5B | $109M |
| EBITDAEarnings before interest/tax | -$59M | $7M | $42M | $16M |
| Net IncomeAfter-tax profit | -$88M | $8M | -$171M | $5M |
| Free Cash FlowCash after capex | -$42M | -$2M | $251M | $12M |
| Gross MarginGross profit ÷ Revenue | +38.7% | +43.0% | +65.6% | +67.3% |
| Operating MarginEBIT ÷ Revenue | -50.6% | +1.4% | -7.6% | +10.7% |
| Net MarginNet income ÷ Revenue | -48.2% | +3.4% | -6.8% | +4.7% |
| FCF MarginFCF ÷ Revenue | -22.9% | -0.9% | +10.0% | +10.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | +29.3% | -2.5% | -0.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +44.5% | — | +32.1% | — |
Valuation Metrics
TDOC leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 24.6x trailing earnings, OPRX trades at a 81% valuation discount to TALK's 129.5x P/E. On an enterprise value basis, OPRX's 6.5x EV/EBITDA is more attractive than TALK's 137.8x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $129M | $868M | $1.3B | $124M |
| Enterprise ValueMkt cap + debt − cash | -$48M | $830M | $1.5B | $105M |
| Trailing P/EPrice ÷ TTM EPS | -1.30x | 129.50x | -6.11x | 24.56x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 38.20x | — | 7.04x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | 137.77x | 15.13x | 6.55x |
| Price / SalesMarket cap ÷ Revenue | 0.52x | 3.79x | 0.50x | 1.13x |
| Price / BookPrice ÷ Book value/share | 0.50x | 7.69x | 0.89x | 0.98x |
| Price / FCFMarket cap ÷ FCF | — | — | 4.40x | 6.62x |
Profitability & Efficiency
OPRX leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
TALK delivers a 6.9% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-33 for AMWL. AMWL carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to TDOC's 0.75x. On the Piotroski fundamental quality scale (0–9), OPRX scores 8/9 vs TDOC's 6/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -33.5% | +6.9% | -12.4% | +4.2% |
| ROA (TTM)Return on assets | -25.1% | +5.9% | -5.9% | +3.0% |
| ROICReturn on invested capital | -95.1% | +3.9% | -11.5% | +7.1% |
| ROCEReturn on capital employed | -36.6% | +2.7% | -10.0% | +7.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.02x | — | 0.75x | 0.04x |
| Net DebtTotal debt minus cash | -$178M | -$37M | $259M | -$19M |
| Cash & Equiv.Liquid assets | $182M | $37M | $781M | $23M |
| Total DebtShort + long-term debt | $5M | $0 | $1.0B | $5M |
| Interest CoverageEBIT ÷ Interest expense | -239.18x | — | -8.76x | 1.26x |
Total Returns (Dividends Reinvested)
TALK leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TALK five years ago would be worth $5,232 today (with dividends reinvested), compared to $278 for AMWL. Over the past 12 months, TALK leads with a +70.4% total return vs OPRX's -30.1%. The 3-year compound annual growth rate (CAGR) favors TALK at 80.7% vs AMWL's -42.2% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +59.8% | +47.6% | -1.3% | -46.6% |
| 1-Year ReturnPast 12 months | +14.3% | +70.4% | +1.5% | -30.1% |
| 3-Year ReturnCumulative with dividends | -80.7% | +490.0% | -73.3% | -54.4% |
| 5-Year ReturnCumulative with dividends | -97.2% | -47.7% | -95.4% | -87.3% |
| 10-Year ReturnCumulative with dividends | -98.3% | -48.7% | -41.1% | +110.5% |
| CAGR (3Y)Annualised 3-year return | -42.2% | +80.7% | -35.6% | -23.0% |
Risk & Volatility
TALK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TALK is the less volatile stock with a 0.86 beta — it tends to amplify market swings less than OPRX's 2.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TALK currently trades 99.6% from its 52-week high vs OPRX's 29.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.47x | 0.86x | 1.91x | 2.28x |
| 52-Week HighHighest price in past year | $9.15 | $5.20 | $9.77 | $22.25 |
| 52-Week LowLowest price in past year | $3.71 | $2.22 | $4.40 | $5.54 |
| % of 52W HighCurrent price vs 52-week peak | +84.7% | +99.6% | +71.2% | +29.8% |
| RSI (14)Momentum oscillator 0–100 | 67.1 | 62.7 | 74.1 | 46.9 |
| Avg Volume (50D)Average daily shares traded | 59K | 4.5M | 5.5M | 476K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: TALK as "Hold", TDOC as "Hold", OPRX as "Buy". Consensus price targets imply 156.4% upside for OPRX (target: $17) vs 1.4% for TALK (target: $5).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $5.25 | $7.58 | $17.00 |
| # AnalystsCovering analysts | — | 10 | 42 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | — | 1 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +2.0% | 0.0% | 0.0% |
OPRX leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TALK leads in 2 (Total Returns, Risk & Volatility).
AMWL vs TALK vs TDOC vs OPRX: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AMWL or TALK or TDOC or OPRX a better buy right now?
For growth investors, Talkspace, Inc.
(TALK) is the stronger pick with 22. 0% revenue growth year-over-year, versus -2. 0% for American Well Corporation (AMWL). OptimizeRx Corporation (OPRX) offers the better valuation at 24. 6x trailing P/E (7. 0x forward), making it the more compelling value choice. Analysts rate OptimizeRx Corporation (OPRX) a "Buy" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AMWL or TALK or TDOC or OPRX?
On trailing P/E, OptimizeRx Corporation (OPRX) is the cheapest at 24.
6x versus Talkspace, Inc. at 129. 5x. On forward P/E, OptimizeRx Corporation is actually cheaper at 7. 0x.
03Which is the better long-term investment — AMWL or TALK or TDOC or OPRX?
Over the past 5 years, Talkspace, Inc.
(TALK) delivered a total return of -47. 7%, compared to -97. 2% for American Well Corporation (AMWL). Over 10 years, the gap is even starker: OPRX returned +110. 5% versus AMWL's -98. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AMWL or TALK or TDOC or OPRX?
By beta (market sensitivity over 5 years), Talkspace, Inc.
(TALK) is the lower-risk stock at 0. 86β versus OptimizeRx Corporation's 2. 28β — meaning OPRX is approximately 165% more volatile than TALK relative to the S&P 500. On balance sheet safety, American Well Corporation (AMWL) carries a lower debt/equity ratio of 2% versus 75% for Teladoc Health, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AMWL or TALK or TDOC or OPRX?
By revenue growth (latest reported year), Talkspace, Inc.
(TALK) is pulling ahead at 22. 0% versus -2. 0% for American Well Corporation (AMWL). On earnings-per-share growth, the picture is similar: OptimizeRx Corporation grew EPS 124. 5% year-over-year, compared to 57. 1% for American Well Corporation. Over a 3-year CAGR, TALK leads at 24. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AMWL or TALK or TDOC or OPRX?
OptimizeRx Corporation (OPRX) is the more profitable company, earning 4.
7% net margin versus -38. 4% for American Well Corporation — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OPRX leads at 10. 7% versus -42. 2% for AMWL. At the gross margin level — before operating expenses — TDOC leads at 69. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AMWL or TALK or TDOC or OPRX more undervalued right now?
On forward earnings alone, OptimizeRx Corporation (OPRX) trades at 7.
0x forward P/E versus 38. 2x for Talkspace, Inc. — 31. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OPRX: 156. 4% to $17. 00.
08Which pays a better dividend — AMWL or TALK or TDOC or OPRX?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is AMWL or TALK or TDOC or OPRX better for a retirement portfolio?
For long-horizon retirement investors, Talkspace, Inc.
(TALK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 86)). Teladoc Health, Inc. (TDOC) carries a higher beta of 1. 91 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TALK: -48. 7%, TDOC: -41. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AMWL and TALK and TDOC and OPRX?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AMWL is a small-cap quality compounder stock; TALK is a small-cap high-growth stock; TDOC is a small-cap quality compounder stock; OPRX is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.