LifeMD, Inc.

LifeMD, Inc.

LFMDยทNASDAQ

$4.56

+2.8%
HealthcareMedical - Pharmaceuticals

LifeMD, Inc. operates as a direct-to-patient telehealth company that connects consumers to healthcare professionals for care across various indications, including concierge care, men's sexual health, dermatology, and others in the United States. The company provides ShapiroMD, a telehealth platform brand that offers access to virtual medical treatment, prescription medications, patented-doctor formulated OTC products, and an FDA approved medical device for male and female hair loss, and female specific topical compounded medications for hair loss; RexMD, a men's telehealth brand that offers virtual medical treatment from licensed providers for a variety of men's health needs; LifeMD Primary Care, a personalized subscription-based virtual primary care platform that provides patients with primary care, urgent care, and chronic care needs, as well as .offers a mobile first platform that incorporates virtual consultations and treatment, prescription medications, diagnostics, and imaging; Cleared, a telehealth brand that provides personalized treatments for allergy, asthma, and immunology; and Nava MD, a female-oriented tele-dermatology and skincare brand that offers virtual medical treatment from dermatologists and other providers. It also offers PDFSimpli, an online software-as-a-service platform that allows users to create, edit, convert, sign, and share PDF documents. LifeMD sells its products directly to consumers and through e-commerce platforms, as well as through third party partner channels. The company was formerly known as Conversion Labs, Inc. and changed its name to LifeMD, Inc. in February 2021. LifeMD, Inc. was founded in 1994 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$220.53M
EPS-0.2300
P/E Ratio-19.83
Earnings Date08/04/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -19.8).

Valuation inputs: P/E -19.8, earnings yield N/A, momentum +2.8%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -30.7%, ROIC -26.0%).

Profitability stack: net margin -3.7%, ROE -30.7%, ROIC -26.0%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +67.1%, momentum +2.8%, net margin -3.7%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

lfmd

LifeMD, Inc. Market vs Earnings Trajectory

LFMD ยท NASDAQ

Loading price and EPS data...

LifeMD, Inc.

LifeMD, Inc. Fair Value Envelope

LFMD ยท NASDAQ

Our analysis suggests that LFMD has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $4.56, this represents a potential HIDDEN relative to our calculated worth for LifeMD, Inc..

Intrinsic Value
Current Price: $4.56
3Y-85.0%
5Y-95.0%
10Y+44.0%
3Y+63.0%
5Y+420.0%
10Y+3604.0%
3Y-84.0%
5Y-88.0%
10Y+542.0%
3Y-136.0%
5Y-168.0%
10Y-2130.0%
3Y-118.0%
5Y-151.0%
10Y-1671.0%
3Y+174.0%
5Y+425.0%
10Y+8815.0%
LifeMD, Inc.

LifeMD, Inc. Profit Bridge

LFMD ยท NASDAQ
Revenue194.06M
Cost of Goods Sold (39.29M)
Gross Profit154.76M
Operating Expenses (162.43M)
Operating Income-7.67M
Interest Expense (1.36M)
Other Income/Expense-2.52M
Pretax Income-10.19M
Income Tax (45.72K)
Net Income-7.11M
Net Income
-7.11M

Profitability Analysis

Gross Margin

79.8%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

-4.0%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-3.7%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

79.75%
Gross Profit Margin
-10%
3Y-5.0%
5Y+5.0%
10Y+27.0%
-3.95%
Operating Profit Margin
-48%
3Y-89.0%
5Y-97.0%
10Y-82.0%
-3.66%
Net Profit Margin
-59%
3Y-90.0%
5Y-98.0%
10Y-83.0%
-30.69%
Return on Equity
-109%
3Y-105.0%
5Y-99.0%
10Y-110.0%
-10.09%
Return on Assets
-61%
3Y-94.0%
5Y-98.0%
10Y-93.0%
-26.02%
Return on Invested Capital
-66%
3Y-101.0%
5Y-100.0%
10Y-103.0%
LFMD

LifeMD, Inc. Cash Conversion Engine

LFMD ยท NASDAQ
Net Income15.62M
Depreciation & Amortization328.37K
Stock-Based Compensation10.50M
Change in Working Capital-7.85M
Others-10.31M
Capital Expenditures-1.87M
Free Cash Flow6.41M

Cash Flow Quality Analysis

FCF Conversion Rate

41.0%

Weak cash conversion. Significant portion of earnings not converting to cashโ€”review working capital trends and capital intensity.

CapEx Intensity

22.6%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

+7.2%

Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.

Working Capital Impact

-$7.85M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extensionโ€”monitor closely.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

lfmd

LifeMD, Inc. Funding & Solvency Profile

LFMD ยท NASDAQ
Cash & Cash Equivalents34.48M
Net Receivables9.86M
Inventory3.18M
Other Current Assets4.19M
Total Current Assets52 M
Property, Plant & Equipment5.06M
Goodwill & Intangible Assets230.42K
Long-Term Investments0.00
Other Non-Current Assets13.14M
Total Non-Current Assets18 M
Total Assets
70.12M

Financial Health Analysis

Current Ratio

1.04x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

3.66x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

2 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

74% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

lfmd

LifeMD, Inc. Street Expectations Map

LFMD ยท NASDAQ

Wall Street analysts project that LFMD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 10.00, with estimates ranging from a low of 10.00 to a high of 10.00.

Lowest Target
10.00
119.30%
Consensus Target
10.00
119.30%
Highest Target
10.00
119.30%

The consensus 1-year price target stands at 10.00, with estimates ranging from a low of 10.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+119.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

lfmd

LifeMD, Inc. Insider Positioning

LFMD ยท NASDAQ

During the last 12 months, insiders have sold $4.00M worth of LFMD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

15.0K

54.16K

Net Activity

-54K

-$54K

6-9 Months

Bought

0

0.00

Sold

75.0K

443.76K

Net Activity

-444K

-$444K

9-12 Months

Bought

0

0.00

Sold

275.0K

3.50M

Net Activity

-3.5M

-$3.50M

Top Buyers

No buying activity

Top Sellers

1
BMD

Benathen Marc David

Officer: Chief Financial Officer

125.0K sharesโ€ข2 transactions

$1.68M

2
GS

Galluppi Stefan

Officer: Chief Innovation Officer

85.0K sharesโ€ข1 transactions

$1.05M

3
SJ

Schreiber Justin

Director, Officer: Chairman And Ceo

50.0K sharesโ€ข2 transactions

$584K

4
ANP

Alvarez Nicholas P

Officer: Chief Acquisition Officer

75.0K sharesโ€ข1 transactions

$444K

5
YEH

Yecies Eric Harold

Officer: Chief Legal Officer & Gc

15.0K sharesโ€ข1 transactions

$184K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.00M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.45%
Dividend Yield
-7%
3Y-68.0%
5Y-
10Y-
ย 

lfmd Dividend History

LFMD
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%