LifeMD Inc. Common Stock (LFMD)

Turnaround

FairStock Score: 34/100 — RISKY

Key Financials

Current Price$2.13
Market Cap$103M
P/E Ratio-4.02
ROE-515.9%
Dividend Yield—%
SectorHealthcare

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach this as a Graham-style balance-sheet-first investor: LifeMD is a direct-to-patient telehealth business with about 347 employees, selling virtual care and pharmacy services through brands such as Rex MD and ShapiroMD. The business did produce fiscal year 2025, ended 2025-12-31, revenue of $194.1M and net income of $14.4M, a sharp swing from fiscal year 2024 revenue of $154.8M and net loss of $21.4M, and fiscal year 2023 revenue of $152.5M and net loss of $20.6M. That is why FairStock labels it a TURNAROUND: returned to profit after a loss within the last three years. But the latest filed quarters undermine the story. In fiscal Q1 2026, the quarter ended 2026-03-31, revenue was $50.2M and net income was -$8.9M. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $47.3M and net income was -$7.1M. Revenue also slipped from $49.0M in fiscal Q2 2025, the quarter ended 2025-06-30, to $47.3M in fiscal Q2 2026. Free cash flow was -$18.3M trailing twelve months, a FairStock-computed FCF yield of -15.4%. At the close on 2026-10-13, price was $2.47 and market cap $119.1M, below fiscal year 2025 revenue but still expensive on book: FairStock calculations show P/B 14.53, ROE -515.90%, Altman Z-Score -4.07, Piotroski F-Score 4/9, and D/E 0.76. A durable moat is not evident; telehealth is crowded and profitability is inconsistent. I see speculative turnaround potential, not a margin-of-safety bargain.

In plain English: LifeMD is an online healthcare company that connects patients with doctors and prescriptions, mostly in men's health and related areas. It has sales but is losing money and burning cash, and its balance sheet looks stretched. At $2.47, the stock is near its 52-week low, but because profits and cash flow are negative, the price does not look clearly cheap against the current numbers.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer