Obviously this is all speculation, but what I did was took specific data points from the Teladoc 10-K for 2018 and utilized the known data from CareClix to try and get a revenue number. CareClix might have a different model but I think it just goes to show how valuable CareClix could be.
84% of Teladoc's revenue is generated from subscription based fees. Of the $417.9M in revenue, $351.0M is related to the 22.8M subscribers. That would put the revenue/subscriber at $12.58.
Teladoc had an increase in memberships of 33% from Dec 2016 to Dec 2017 and 11% from 2017 to 2018 (not including acquisitions). Assuming the same growth for CareClix that would put us around 4.4M members (utilizing 3M starting point).
4.4M members at the $12.58 rev/sub value would put us at $55M in revenue. Don't forget the remaining 16% for paid visits (which for Teladoc increased 80% yoy) so $55M / .84 = $65M.
Teladoc trades right around 10x revenue, which for CareClix at $65M could mean $650M market cap or $5.55/share.
"Everything in existence is based on exact proportion and perfect relationship. There is no chance in nature, because mathematical principles of the highest order lie at the foundation of all things. There is nothing in the Universe but mathematical point
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