Babylon Investor Day Presentation Deck
We are Trading at a Significant Discount to Peers
2021A-2023E
Revenue CAGR
EV / 2023E
Revenue
EV / 2023E
Revenue /
Growth(2)
19
babylon
119.2%
0.3x
Babylon Discount
to Peers
0.002
Babylon Discount
to Peers
~5.5x
Median Peer
Revenue Growth
~82%
Discount to Median Peer
Multiple
I
~95%
Discount to
Median Peer
TELADOC
20.4%
2.1x
(90.0%)
0.10
(97.9%)
amwell
12.8%
0.7x
(54.0%)
Source: Public filings. Market data as of May 20, 2023E based on FactSet consensus estimates.
Notes: (1) FY21 revenue based on FactSet consensus revenue. (2) Growth represents 2021A-2023E Revenue CAGR.
0.05
(94.5%)
OAK
STREET
HEALTH
44.4%
1.5x
(80.7%)
0.03
(92.9%)
Accolade agilon health one medical
14.9%
0.9x
(81.7%)
0.06
(96.4%)
42.9%
2.0x
(83.3%)
0.05
(94.0%)
Digital and Telehealth
48.3%
(69.6%)
0.03
(87.9%)
signifyhealth
21.8%
3.0x
(90.2%)
0.14
(98.2%)
Digitally Enabled Providers
Median: 21.8%
Median: 1.5x
Median: 0.05
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