Babylon Investor Presentation Deck slide image

Babylon Investor Presentation Deck

We are Trading at a Discount to Peers 2021A-2023E Revenue CAGR EV / 2023E Revenue EV/ 2023E Revenue / Growth(2) 15 babylon 119.1% 0.3x Babylon Discount to Peers 0.003 Babylon Discount to Peers ~4.7x Median Peer Revenue Growth ~82% Discount to Median Peer Multiple I ~95% Discount to Median Peer TELADOC 25.3% 3.0x (90.0%) 0.12 (97.9%) amwell 14.1% 0.7x (54.0%) 0.05 (94.5%) Source: FactSet, public filings. Notes: Market data as of April 27, 2023E based on FactSet consensus estimates. Notes: (1) FY21 revenue based on FactSet consensus revenue (2) Growth represents 2021A-2023E Revenue CAGR. OAK STREET HEALTH 43.8% 1.6x (80.7%) 0.04 (92.9%) Accolade 23.5% 1.7x (81.7%) 0.07 (96.4%) agilon health one medical 42.5% 1.8x (83.3%) 0.04 (94.0%) Digital and Telehealth 47.3% tox- (69.6%) -0.02 (87.9%) signifyhealth 22.0% 3.1x (90.2%) 0.14 (98.2%) Digitally Enabled Providers Median: 25.3% Median: 1.7x Median: 0.05 babylon
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