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Lifemd, Inc. (LFMD) stock

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NASDAQ: LFMD Nasdaq Health Care Technology Next results ~November 9, 2026

Lifemd, Inc. is a US-listed company in the health care technology industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Lifemd, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds70 adding, 35 cuttingOf 21 active managers that changed their stake, 16 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Lifemd files

Where Lifemd stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $165m, up 3.8% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin fell to -6.7% from 11.3% a year earlier. Operating margin narrowed to -14.7% from -8.5%. The diluted share count is up 9.5% on a year earlier, which dilutes existing holders. It passes 2 of our 3 financial-health checks.

Our model value for Lifemd is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Lifemd, Inc.'s trailing-twelve-month revenue grew 3.8% year on year, with a free-cash-flow margin of -6.7%.

Current signal Results well short of expectations: Reported earnings per share missed the analysts' consensus estimate by 230% in the quarter to 2026-06-30.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Results due soon. Results are expected around 16 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -14.7%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 6.2 points on a year ago.
  • Burning cash. Free cash flow was -6.7% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 9.5% in a year.
  • High earnings multiple. The shares trade at 540 times the last 12 months' earnings, so expectations are demanding.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
-$0.15 against an average estimate of -$0.04: missed by 229.6%
Revenue
$47m, down 3.5% on a year earlier
Share reaction
-12.8% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Guidance given
revenue $48m to $51m (third quarter of 2026); adjusted EBITDA $-1m to $2m (third quarter of 2026)
Next report
November 9, 2026; average EPS estimate -$0.01

Lifemd's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.9%
  • 1 week+11.1%
  • 1 month-15.7%
  • This year-32.3%
  • 1 year-60.9%
  • 5 years-56.7%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$165M
Operating margin
-14.7%
Net margin
0.1%
EPS (TTM, diluted)
$0.00

Growth

Revenue growth
+3.8%
Change in growth rate
−0.0 pts
Share count change
+9.5%

Cash

Free cash flow (TTM)
-$11.1M
FCF margin
-6.7%
Stock pay % of revenue
4.9%

Earnings

Last results
August 5, 2026
Next results (est.)
November 16, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Lifemd, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$0.60$1.30$1.70$0.70$0.60$6.53$3.87$1.94$8.29$4.95$3.41$2.31
Market value$7m$17m$28m$12m$12m$186m$105m$60m$281m$204m$154m$109m
+ Net debt (− = net cash)−$132984−$182561$193579$314739$430757−$8m−$30m−$1m−$15m−$17m−$21m−$25m
Enterprise value$7m$17m$29m$13m$12m$178m$74m$59m$266m$187m$133m$83m
Multiples
Price / sales 6.1x3.3x7.7x1.5x1.0x5.0x1.1x0.5x1.8x1.3x0.8x0.7x
Price / earnings ——————————10.7xn/m
Price / free cash flow ————————32.6x12.7x24.0x—
EV / EBITDA ————————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

26 /100

Weak moat

How hard Lifemd's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -6.4% of total assets over 7 years.

  • Pricing power 12 / 20

    Gross margin has been a median 80.8%, moving by 18.1 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median -23.4%; its worst year was -125.6%.

  • Cash conversion 4 / 20

    Free cash flow was positive in 2 of 5 years, at a median -2.2% of revenue.

  • Discipline 5 / 20

    The diluted share count rose 423.2% over five years; stock-based pay has been a median 5.7% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (31 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, before the open. Analysts expect revenue of $49m and EPS of −$0.01 (range −$0.02 to $0.01) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.17 −213% $208m +7%
Next $0.38 +330% $245m +18%

Next year's EPS estimate has moved −29.6% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −222.2% on 90 days ago. In the last 30 days, 0 analysts raised Lifemd, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Lifemd, Inc., last 90 days
−$0.20 $0.00 $0.20 $0.40 $0.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.14 Current fiscal year, 60 days ago: $0.14 Current fiscal year, 30 days ago: $0.14 Current fiscal year, 7 days ago: $0.14 Current fiscal year, Now: −$0.17 −$0.17 Next fiscal year, 90 days ago: $0.54 Next fiscal year, 60 days ago: $0.52 Next fiscal year, 30 days ago: $0.52 Next fiscal year, 7 days ago: $0.52 Next fiscal year, Now: $0.38 $0.38

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.14$0.54
60 days ago $0.14$0.52
30 days ago $0.14$0.52
7 days ago $0.14$0.52
Now −$0.17$0.38

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.04 −$0.15 −229.6%
Mar 2026 −$0.13 −$0.15 −21.3%
Dec 2025 $0.09 $0.06 −36.9%
Sept 2025 $0.04 −$0.08 −285.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026
  • Revenue full year 2026 $206m to $213m Lowered
    “Revenue in the range of $205.5 million to $212.5 million, compared with previous guidance of $220 million to $230 million.” source
  • Revenue third quarter of 2026 $48m to $51m
    “Revenue in the range of $48 million to $51 million.” source
  • Revenue fourth quarter 2026 $60m to $64m
    “The Company's fourth quarter 2026 guidance of $60 million to $64 million of revenue and $3 million to $6 million of adjusted EBITDA implies an annualized exit run rate of approximately $250 million of revenue and before estimated XYOSTED® launch costs, approximately $22 million of continuing adjusted EBITDA.” source
  • Annualized exit run rate revenue annualized exit run rate (exiting fourth quarter 2026) about $250m
    “The Company's fourth quarter 2026 guidance of $60 million to $64 million of revenue and $3 million to $6 million of adjusted EBITDA implies an annualized exit run rate of approximately $250 million of revenue and before estimated XYOSTED® launch costs, approximately $22 million of continuing adjusted EBITDA.” source
  • Adjusted EBITDA full year 2026 — Non-GAAP Lowered
    “Adjusted EBITDA in the range of negative $6.0 million to breakeven, compared with previous guidance of $12 million to $17 million.” source
  • Adjusted EBITDA third quarter of 2026 $-1m to $2m Non-GAAP
    “Adjusted EBITDA in the range of negative $1 million to positive $2 million, returning to positive adjusted EBITDA as cost savings take hold and the Company's recurring rebill base continues to build.” source
Show 2 more items
  • Adjusted EBITDA fourth quarter 2026 $3m to $6m Non-GAAP
    “The Company's fourth quarter 2026 guidance of $60 million to $64 million of revenue and $3 million to $6 million of adjusted EBITDA implies an annualized exit run rate of approximately $250 million of revenue and before estimated XYOSTED® launch costs, approximately $22 million of continuing adjusted EBITDA.” source
  • Annualized continuing adjusted EBITDA annualized exit run rate (exiting fourth quarter 2026) about $22m Non-GAAP
    “The Company's fourth quarter 2026 guidance of $60 million to $64 million of revenue and $3 million to $6 million of adjusted EBITDA implies an annualized exit run rate of approximately $250 million of revenue and before estimated XYOSTED® launch costs, approximately $22 million of continuing adjusted EBITDA.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

8 analysts, Oct 2026
Buy8100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202688
  2. Sep 202688
  3. Aug 202688
  4. Jul 202688

Counts of recommendations published by analysts covering Lifemd, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
18.3%
of tradable shares
Days to cover
10.23
at average volume
Short interest, 1 month
+0%
to October 15, 2026
Held by institutions
48%
of shares
Held by insiders
15.8%
of shares
Employees
347
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −60.9%

$5.91 on October 31, 2025 to $2.31

ThenNowEffect
Revenue (last 12 months) $159m $165m +3.8%
P/S multiple 1.6x 0.7x −58.8%
Share count 43m 47m −8.7%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −67.5%

$7.11 on November 3, 2023 to $2.31

ThenNowEffect
Revenue (last 12 months) $129m $165m +28.1%
P/S multiple 1.7x 0.7x −62.3%
Share count 32m 47m −32.8%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
LFMD−41%−50%+327%−40%−31%−32%
Industry peers (median)−9%−67%−25%−8%−27%−26%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
LFMD25%50%67%50%50%27%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
LFMD−88%−56%−48%−67%−79%−61%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 96% from February 17, 2021 to March 17, 2023. Getting back needed a 2557% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$2.08 – $5.74
From 52-week high
−59.8%
vs 50-day average
−17.4%
vs 200-day average
−36.8%
Volatility (1 year)
80%
Beta vs S&P 500
1.92

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±19.1%
After a week
5 up, 7 down
typical move ±34.4%
After a month
6 up, 6 down
typical move ±55.6%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 −12.8% −0.4% −15.6% −21.8%
May 6, 2026 −12.5% +1.1% −11.5% −4.7%
March 9, 2026 +30.3% +0.7% +46.7% +15.7%
November 17, 2025 −11.7% −1.8% −14.3% −30.0%
August 5, 2025 −47.1% +0.3% −44.7% −49.1%
May 6, 2025 +6.2% −0.4% +13.0% +60.2%
March 10, 2025 +19.5% −3.5% +22.3% +3.2%
January 19, 2022 −6.6% −2.1% −2.3% +14.0%
May 13, 2021 +27.6% +2.8% +76.3% +96.5%
April 19, 2021 −24.5% −1.2% −4.2% −11.1%
April 1, 2021 +9.2% +2.5% −8.3% −40.5%
January 19, 2021 +21.1% +2.2% +153.9% +319.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Lifemd, Inc.
$120M $140M $160M $180M $200M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $135.8M Revenue (TTM), FY23 Q4: $152.5M Revenue (TTM), FY24 Q1: $163.6M Revenue (TTM), FY24 Q2: $178.3M Revenue (TTM), FY24 Q3: $192.9M Revenue (TTM), FY24 Q4: $153.6M Revenue (TTM), FY25 Q1: $160.3M Revenue (TTM), FY25 Q2: $158.7M Revenue (TTM), FY25 Q3: $165.6M Revenue (TTM), FY25 Q4: $167.2M Revenue (TTM), FY26 Q1: $166.4M Revenue (TTM), FY26 Q2: $164.7M $164.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $135.8M
FY23 Q4 $152.5M
FY24 Q1 $163.6M
FY24 Q2 $178.3M
FY24 Q3 $192.9M
FY24 Q4 $153.6M
FY25 Q1 $160.3M
FY25 Q2 $158.7M
FY25 Q3 $165.6M
FY25 Q4 $167.2M
FY26 Q1 $166.4M
FY26 Q2 $164.7M
Revenue growth, TTM YoY Lifemd, Inc.
-20% 0% 20% 40% 60% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 14.8% Revenue growth, TTM YoY, FY23 Q4: 28.2% Revenue growth, TTM YoY, FY24 Q1: 32.9% Revenue growth, TTM YoY, FY24 Q2: 38.6% Revenue growth, TTM YoY, FY24 Q3: 42.1% Revenue growth, TTM YoY, FY24 Q4: 0.7% Revenue growth, TTM YoY, FY25 Q1: -2.0% Revenue growth, TTM YoY, FY25 Q2: -11.0% Revenue growth, TTM YoY, FY25 Q3: -14.2% Revenue growth, TTM YoY, FY25 Q4: 8.9% Revenue growth, TTM YoY, FY26 Q1: 3.8% Revenue growth, TTM YoY, FY26 Q2: 3.8% 3.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 14.8%
FY23 Q4 28.2%
FY24 Q1 32.9%
FY24 Q2 38.6%
FY24 Q3 42.1%
FY24 Q4 0.7%
FY25 Q1 -2.0%
FY25 Q2 -11.0%
FY25 Q3 -14.2%
FY25 Q4 8.9%
FY26 Q1 3.8%
FY26 Q2 3.8%
Operating margin (TTM) Lifemd, Inc.
-20% -15% -10% -5% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -16.7% Operating margin (TTM), FY23 Q4: -9.5% Operating margin (TTM), FY24 Q1: -10.9% Operating margin (TTM), FY24 Q2: -10.8% Operating margin (TTM), FY24 Q3: -9.7% Operating margin (TTM), FY24 Q4: -14.6% Operating margin (TTM), FY25 Q1: -10.9% Operating margin (TTM), FY25 Q2: -8.5% Operating margin (TTM), FY25 Q3: -6.9% Operating margin (TTM), FY25 Q4: -7.0% Operating margin (TTM), FY26 Q1: -11.7% Operating margin (TTM), FY26 Q2: -14.7% -14.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -16.7%
FY23 Q4 -9.5%
FY24 Q1 -10.9%
FY24 Q2 -10.8%
FY24 Q3 -9.7%
FY24 Q4 -14.6%
FY25 Q1 -10.9%
FY25 Q2 -8.5%
FY25 Q3 -6.9%
FY25 Q4 -7.0%
FY26 Q1 -11.7%
FY26 Q2 -14.7%
FCF margin (TTM) Lifemd, Inc.
-10% -5% 0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 0.8% FCF margin (TTM), FY23 Q4: 5.6% FCF margin (TTM), FY24 Q1: 10.0% FCF margin (TTM), FY24 Q2: 8.7% FCF margin (TTM), FY24 Q3: 10.8% FCF margin (TTM), FY24 Q4: 10.5% FCF margin (TTM), FY25 Q1: 8.7% FCF margin (TTM), FY25 Q2: 11.3% FCF margin (TTM), FY25 Q3: 6.5% FCF margin (TTM), FY25 Q4: 3.8% FCF margin (TTM), FY26 Q1: 2.3% FCF margin (TTM), FY26 Q2: -6.7% -6.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 0.8%
FY23 Q4 5.6%
FY24 Q1 10.0%
FY24 Q2 8.7%
FY24 Q3 10.8%
FY24 Q4 10.5%
FY25 Q1 8.7%
FY25 Q2 11.3%
FY25 Q3 6.5%
FY25 Q4 3.8%
FY26 Q1 2.3%
FY26 Q2 -6.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1 1 1 1 5 4 8 12 37 93 119 153 155 194 165
Gross profit 0 1 1 1 3 3 6 10 28 75 100 134 133 166 142
EBITDA −0 −0 −0 −0 — — — — — −54 −43 −14 −20 −7 −23
Operating income −1 −1 −1 −0 −1 −1 −2 −3 −58 −54 −43 −14 −20 −8 −24
Net income −0 −0 −0 −0 −1 −1 −1 −3 −59 −61 −46 −21 −21 14 0
Diluted EPS −$0.01 −$0.01 −$0.01 $0.00 −$0.01 −$0.01 — — — — — — −$0.60 $0.25 $0.00
Growth (year on year)
Revenue — +20.0% −11.7% +70.7% +329.8% −29.7% +126.1% +49.8% +199.1% +149.0% +28.2% +28.2% +1.5% +25.3% +3.8%
Margins
Gross margin 70.3% 77.6% 75.8% 79.7% 62.9% 72.4% 76.0% 79.7% 76.2% 80.6% 84.3% 87.6% 86.2% 85.7% 86.1%
EBITDA margin −71.7% −60.5% −66.4% −17.9% — — — — — −58.5% −36.4% −9.4% −12.9% −3.5% −14.0%
Operating margin −80.1% −67.6% −74.3% −21.5% −22.4% −33.4% −24.7% −23.2% −155.0% −58.5% −36.5% −9.5% −13.2% −4.0% −14.7%
Net margin −66.1% −33.2% −64.5% −5.1% −21.1% −32.8% −14.9% −25.2% −157.3% −65.6% −38.3% −13.5% −13.8% 7.4% 0.1%
Free-cash-flow margin — — — — — — — — — −35.9% −19.6% 5.6% 10.4% 3.3% −6.7%
Cash flow
Cash from operations −0 −0 0 −0 −0 −1 −1 0 −12 −33 −23 9 18 8 −10
Capital spending — — — — — — — — — 0 0 0 1 2 1
Free cash flow — — — — — — — — — −33 −23 9 16 6 −11
Stock-based pay 0 0 0 0 1 0 0 1 19 12 14 12 12 10 8
Free cash flow after stock pay — — — — — — — — — −45 −37 −4 4 −4 −19
Balance sheet
Cash 0 0 0 0 0 0 0 1 9 41 4 33 35 37 25
Total debt 0 0 0 0 — 0 0 2 1 11 3 18 18 16 —
Net debt (negative = net cash) −0 −0 −0 −0 −0 0 0 0 −8 −30 −1 −15 −17 −21 −25
Diluted shares 11m 12m 12m 12m 13m 17m 18m 20m 29m 27m 31m 34m 41m 45m 47m
Returned to shareholders
Dividends — — — 0 — — — — — 1 3 3 3 3 3
Buybacks — — — — — 0 — 0 — — — — — 0 —
Total returned — — — 0 — 0 — 0 — 1 3 3 3 3 3

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · June 30, 2026
What it owns · $60m
Short-term assets $42mLonger-term assets $18m
What it owes, and who funded it · $60m
Short-term liabilities $47mLonger-term liabilities $5mShareholders' equity $8m
  • Short-term assets cover short-term liabilities $42m of assets due within a year against $47m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $42m short-term assets against $5m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$24m against −$30,471 of interest.

From Lifemd, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$3.1M
Returned to shareholders
-28%
of free cash flow
Buybacks, last 3 fiscal years
$696,647
Diluted share count
+9.5%
year over year
Total shareholder yield
2.8%
dividends 2.8% + buybacks 0.0% of market value
Dividend payout ratio
1545%
of net income paid out
Days sales outstanding
25 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in health care technology
Last 12 months unless stated LFMD CCLD AMWL DH OPRX HCAT Median
Revenue, last 12 months $165m $129m $219m $233m $99m $292m $262m
Revenue growth, last 12 months 3.8% 15.1% −19.0% −5.0% −5.8% −7.5% 8.6%
Revenue growth, 3-year average 8.6% 0.8% −7.4% −0.8% 17.0% 0.9% 0.8%
Revenue growth, latest quarter −3.5% 16.4% −26.6% −9.1% −29.8% −12.7% 7.4%
Gross margin 86.1% — — 75.2% 73.2% — 59.1%
Operating margin −14.7% 7.1% −37.3% −104.6% 11.1% −84.4% −14.7%
Operating margin, 3-year average −11.3% −7.0% −72.7% −194.0% −6.8% −48.1% −15.1%
Net margin 0.1% 6.2% −35.7% −72.3% 4.7% −90.6% −9.4%
Cash from operations / revenue −6.0% 20.8% −12.1% 17.8% 18.7% 9.7% 6.1%
Free-cash-flow margin −6.7% 17.7% −12.1% 12.3% 18.6% 9.2% 3.9%
Free-cash-flow margin, 3-year average 4.4% 16.7% −34.5% 15.3% 8.7% 1.7% 7.8%
Stock pay / revenue 4.9% 0.3% 5.9% 10.9% 8.1% 6.0% 8.8%
Change in share count 9.5% 73.1% 6.2% −7.4% 2.5% 10.3% 4.2%

Median of all 24 companies we cover in health care technology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Telehealth Subscription Revenue $113M 58.4% ▲ 67.3%
Telehealth $80.8M 41.6% ▼ 1.6%

From Lifemd, Inc.'s 10-K filed March 10, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$89.4M
Institutions reporting
115
Shares held vs prior quarter
▲ 21.4%
Positions opened / closed
25 / 10

Top buyers and sellers, Q2 2026: 70 institutions bought and 35 sold ; the biggest buyer was Federated Hermes, Inc (+1.7M shares) and the biggest seller Royce & Associates LP (−566K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $12.5M 3.0M 14.0% ▲ 8.0%
Federated Hermes, Inc. $11.3M 2.7M 12.7% ▲ 169.6%
Vanguard Capital Management LLC $7.2M 1.7M 8.0% ▲ 4.3%
State Street Corp $5.4M 1.3M 6.1% ▲ 22.6%
Renaissance Technologies LLC $4.5M 1.1M 5.0% ▼ 3.5%
Geode Capital Management, LLC $4.4M 1.1M 4.9% ▲ 4.7%
Prescott Group Capital Management, L.L.C. $3.7M 897K 4.1% ▲ 0.2%
Brc Group Holdings, Inc. $2.6M 637K 2.9% ▼ 26.9%
Royce & Associates LP $2.6M 636K 2.9% ▼ 47.1%
AQR Capital Management LLC $2.6M 620K 2.9% ▲ 212.4%
Marshall Wace, LLP $2.3M 557K 2.6% ▲ 116.8%
Susquehanna International Group, LLP $2M 478K 2.2% ▲ 2.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Lifemd, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $54,150 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $54,150 net selling
Insider Date Trade Shares Price Value
Friedeman Jessica Chief Marketing Officer December 9, 2025 Sell 15,000 $3.61 $54,150

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 16, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 6, 2026
  • March 9, 2026
  • November 17, 2025
  • August 5, 2025
  • May 6, 2025

Recent SEC filings

Data status

When each part of this page on Lifemd, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Lifemd, Inc. in brief

What does Lifemd, Inc. do?
Lifemd, Inc. is a US-listed company in the health care technology industry. Its financial year ends in December.
What is Lifemd, Inc.'s stock ticker?
Lifemd, Inc. trades under the ticker LFMD on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Lifemd, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Lifemd, Inc. reported revenue of $165M, 3.8% higher than a year earlier, according to its SEC filings.
What is Lifemd, Inc.'s free cash flow?
Lifemd, Inc.'s free-cash-flow margin is -6.7% of revenue over the trailing twelve months.
Who are Lifemd, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Federated Hermes, Inc. and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Lifemd, Inc.'s market cap?
On November 2, 2026, Lifemd, Inc.'s market capitalisation was about $109M, with a price-to-earnings ratio of 540.4 and net debt of -$25.1M. Market figures come from third-party market data and may be delayed.
Does Lifemd, Inc. pay a dividend?
Yes: Lifemd, Inc. paid $3.1M in dividends over the trailing twelve months, a dividend yield of 2.81% and a payout ratio of 1545.3%.
Who are Lifemd, Inc.'s competitors?
In our Health Care Technology peer group, the companies closest to Lifemd, Inc. are Carecloud, Inc., American Well Corp, Definitive Healthcare Corp., Optimizerx Corp and Health Catalyst, Inc. The side-by-side comparison below sets their revenue, margins and growth against Lifemd, Inc.'s.
Are insiders buying or selling Lifemd, Inc. stock?
Over the last 12 months, Lifemd, Inc.'s directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Lifemd, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Lifemd, Inc. announces its own schedule.