Babylon SPAC Presentation Deck slide image

Babylon SPAC Presentation Deck

Rapid-Growth Profile Provides an Attractive Entry Valuation TELADOC"¹ 2020E-2022E Revenue CAGR EV / 2022E Revenue EV / 2022E Revenue / Growth (2) babylon 2) 3) 199.3% ~6.2x Median Peer Revenue Growth ~40% Discount to Median Peer Multiple 5.1x @$10.00/Share Babylon Discount to Peers ~90% Discount to Median Peer 0.03(³3) @$10.00/Share Babylon Discount to Peers O 37.3% 10.3x (50.3%) 0.28 (90.6%) amwell Growth represents 2020-2022E Revenue CAGR. Assuming Babylon TEV of $3,623M, 2022E Revenue of $710M, and 2020-2022E Revenue CAGR of 199.3%. 17.5% 7.9x (35.6%) 0.45 Source: Babylon revenue growth and multiple based on management estimates; public peers based on CapIQ, public filings, Wall Street research. Notes: Market data as of May 7, 2021 based on CapIQ consensus estimates. 1) 2020 Revenue pro forma for acquisitions. (94.3%) OAK STREET HEALTH 52.8% 7.0x (26.6%) 0.13 (80.3%) Accolade 42.4% 8.7x (41.4%) 0.21 (87.3%) signifyhealth 26.5% 7.2x (29.1%) 0.27 (90.4%) Digital & Telehealth • one medical Median: 31.9% 25.7% Median: 8.3x 10.3x (50.5%) Median: 0.27 0.40 (93.5%) Digitally Enabled Providers 41
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