Livongo Health

Livongo Health is engaged in Applied Health Signals, which is involved in the management of chronic conditions. The company's platform provides cellular-connected devices, supplies, informed coaching, and data science-enabled insights and facilitates access to medications across multiple chronic conditions. The company provides the following solutions: Livongo for diabetes; Livongo for hypertension; Livongo for prediabetes and weight management; and Livongo for behavioral health by myStrength.
  • TickerLVGO
  • ISINUS5391831030
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2020 09 08

BHC currently trades well below corporate averages relative to Uniform earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall from 45% in 2019 to 20% in 2024, accompanied by 2% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 51% by 2021, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about the eye health spinoff, script recovery, and ProBalance Technology. Current valuations appear to be pricing in overly bearish expectations for BHC, ...

Valens Research

LVGO - Embedded Expectations Analysis - 2020 09 02

Livongo Health, Inc. (LVGO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 166.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about running at a net loss, Teladoc merger benefits, and the usefulness of their diabetes studies Specifically, management may lack confidence in their ability to generate a net profit, sustain Adjusted EBITDA growth, and continue generating contract wins. In addition, they may be exaggerating the innovation benefits of the merger with Teladoc and the...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Bulls Still In Driver's Seat, But For How Long? Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the S&P 500 held near 2,450. While the bulls remain in control in the short-term, we continue to believe the broad equity market is not yet out of the woods and remains vulnerable -- particularly as Wall Street sentiment has flipped bullish. · Sector Relative Strength Rankings & Weighting Recommendations. On Monday, all the areas most-negatively affected by COVID-19 (airlines, cruise ships, etc....

Valens Research

Valens Equity Insights and Inflections - 2020 09 08

BHC currently trades well below corporate averages relative to Uniform earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall from 45% in 2019 to 20% in 2024, accompanied by 2% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 51% by 2021, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about the eye health spinoff, script recovery, and ProBalance Technology. Current valuations appear to be pricing in overly bearish expectations for BHC, ...

Valens Research

LVGO - Embedded Expectations Analysis - 2020 09 02

Livongo Health, Inc. (LVGO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 166.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about running at a net loss, Teladoc merger benefits, and the usefulness of their diabetes studies Specifically, management may lack confidence in their ability to generate a net profit, sustain Adjusted EBITDA growth, and continue generating contract wins. In addition, they may be exaggerating the innovation benefits of the merger with Teladoc and the...

Valens Research

Weekly Equity Idea Highlight - 2020 06 15

The market is expecting LVGO to see impressive expansion in returns and growth going forward, but even at current market expectations, the market does not fully capture the company's potential. LVGO has a unique subscription-based business model for the chronic healthcare space that is accelerating aggressively as telehealth needs surge. Its subscription model means that as it scales into its impressively large total addressable market, which currently is only diabetes and high blood pressure but could expand significantly, it will drive not just growth, but expansion in returns that could le...

Valens Research

Valens Equity Insights and Inflections - 2020 05 26

LIVN currently trades below recent averages relative to Uniform earnings, with a 31.3x Uniform P/E (Fwd V/E'). At these levels, the market is pricing in expectations for Uniform ROA to decline from 14% in 2019 to 11% in 2024, accompanied by 10% Uniform asset growth going forward. Meanwhile, analysts have similar expectations, projecting Uniform ROA to fade to 10% by 2021, accompanied by 3% Uniform asset growth. That said, management is confident about their margin improvement, capex spending, and international operations growth. Current valuations appear to be pricing in overly pessimistic exp...

Valens Research

LVGO - Embedded Expectations Analysis - 2020 05 21

Livongo Health, Inc. (LVGO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) assets, with a 16.8x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may be concerned about coronavirus, member growth, and revenue guidance Specifically, management may lack confidence in their ability to sustain quarterly estimated value of agreement improvements, expand gross margins, and maintain their cash liquidity. In addition, they may have concerns that their diabetes and hypertension clients are among the populations most vulnera...

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