LifeMD, Inc. (LFMD) AI Stock Analysis

NASDAQ: LFMDAI research summary: business, growth, valuation, analysts, bull and bear case.

LFMD AI stock analysis summary

AI Research

LifeMD, Inc. is a direct-to-patient telehealth company operating specialized digital care platforms including ShapiroMD and RexMD. In FY2025, revenue contracted 8.7% to $194.1M with net income of -$7.1M, while trailing twelve month operating margin stood at -15.1%. The company holds $25.1M in cash against $6.0M in total debt as of June 30, 2026.

Market cap
$112.9M
Revenue (TTM)
$191.6M
P/E
—
fwd 12.9x
1Y return
-63.6%
S&P 500 16.8%
Avg. target
$8.12
247.2% vs last close

Bull case

  • Analysts maintain a unanimous 8 Strong Buy ratings with a mean price target of $8.12, representing 247.2% upside from the $2.34 closing price.
  • LifeMD holds a net cash balance of $19.1M, supported by $25.1M in cash and short-term investments against $6.0M in debt as of June 30, 2026.
  • Analysts project next fiscal year revenue to grow 18.1% to $245.1M alongside an EPS increase to $0.38.

Bear case

  • Revenue fell 8.7% in FY2025 to $194.1M and declined 3.5% year-over-year in the quarter ended June 30, 2026.
  • Shareholder equity has faced substantial dilution, with the five-year share count expanding by 79.1%.
  • Operating performance remains unprofitable over the trailing twelve months, marked by an operating margin of -15.1% and return on equity of -515.9%.

What LifeMD does

LifeMD, Inc. operates as a direct-to-patient telehealth company connecting consumers with healthcare professionals across various medical specialties in the United States. Its mobile-first platform provides virtual consultations, prescription medications, diagnostics, and imaging. The company runs specialized platforms including ShapiroMD for hair loss, RexMD for men's health, LifeMD Primary Care, Cleared for allergy and asthma treatments, and Nava MD for dermatology. LifeMD also offers PDFSimpli, a software-as-a-service platform for creating, editing, converting, signing, and sharing PDF documents online. The company was founded in 1994 and rebranded from Conversion Labs, Inc. in February 2021.

Growth and profitability

Between FY2020 and FY2025, LifeMD generated a five-year revenue compound annual growth rate of 39.1%, expanding from $92.9M in FY2021 to a peak of $212.5M in FY2024. In FY2025, revenue declined 8.7% to $194.1M, gross margin fell to 79.8% from 88.7% in FY2024, and operating margin was -4.0%. Net income improved from -$60.9M in FY2021 to -$7.1M in FY2025, with EPS at $0.00. For the trailing twelve months ended June 30, 2026, revenue was $191.6M with an operating margin of -15.1% and EPS of -$0.51. In the latest quarter ended June 30, 2026, quarterly revenue fell 3.5% year-over-year.

LFMD income statement →

Balance sheet and cash flow

As of June 30, 2026, LifeMD held $25.1M in cash and short-term investments against $6.0M in total debt, resulting in net cash of $19.1M. Shareholders' equity was $8.0M and the current ratio was 0.90. In FY2025, operating cash flow generated $8.3M, while free cash flow was -$1.2M after capital expenditures of $9.5M. The company paid $3.1M in dividends during FY2025, and its share count grew 79.1% over five years.

LFMD balance sheet →

Valuation and performance

LifeMD carries a market capitalization of $112.9M and an enterprise value of $128.1M. Its forward P/E of 12.9x is lower than the 17.3x median of its US-listed Healthcare peers, and its price-to-sales multiple of 0.6x sits below the peer median of 4.1x. However, its EV/EBITDA of 36.7x trades at a premium to the peer median of 12.0x. Over the past year, the stock fell 63.6%, lagging the S&P 500 return of 16.8%. Over five years, the stock dropped 54.8% compared to an 83.0% gain for the S&P 500.

LFMD key metrics →

What analysts expect

Wall Street coverage consists of 8 Strong Buy ratings and no Buy, Hold, Sell, or Strong Sell ratings. The mean price target of $8.12 implies an upside of 247.2% from the last close of $2.34. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.17 on revenue of $207.6M. For FY2027, two analysts project EPS of $0.38 and revenue of $245.1M. LifeMD has beaten EPS estimates in 1 of the last 4 quarters, and its next earnings report is scheduled for November 16, 2026.

LFMD forecast and price target →

Key risks and what to watch

  • Short interest accounts for 18.7% of the float, reflecting significant market skepticism.
  • The current ratio stood at 0.90 as of June 30, 2026, indicating that current liabilities exceed current assets.
  • Free cash flow turned negative at -$1.2M in FY2025, declining from $6.0M in FY2024.
  • The stock exhibits high price volatility with a beta of 1.99 and a one-year return of -63.6%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this LFMD AI stock analysis

This page is an AI-written research summary of LifeMD, Inc. (LFMD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LFMD income statement, LFMD balance sheet, LFMD key metrics, LFMD analyst forecast, LFMD chart. See the LFMD stock overview for the latest quote and news.

LFMD AI stock analysis FAQ

What services does LifeMD provide?

LifeMD operates direct-to-patient digital care brands including ShapiroMD for hair loss, RexMD for men's health, Cleared for allergy care, Nava MD for dermatology, and LifeMD Primary Care. It also operates PDFSimpli, an online document management SaaS platform.

How is LifeMD valued relative to industry peers?

LifeMD trades at a forward P/E of 12.9x and a price-to-sales multiple of 0.6x, compared to medians of 17.3x and 4.1x for its US-listed Healthcare peers. Its EV/EBITDA multiple of 36.7x trades above the peer median of 12.0x.

What are analysts forecasting for LifeMD's earnings?

For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.17 on revenue of $207.6M. For the following fiscal year, analysts project EPS to rebound to $0.38 on revenue of $245.1M.

When is LifeMD's next earnings report date?

LifeMD is scheduled to report its next earnings on November 16, 2026. The company has beaten EPS estimates in 1 of the trailing 4 quarters.

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