LifeMD, Inc.
LFMD, LFMDP · Services-Offices & Clinics of Doctors of Medicine · 48.4M shares · +30%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$12M (gross $270K, SBC $12M)
Reference price $3.61 · est. market cap ~$175M — last insider sale, 2025-12-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C65LifeMD — telehealth/virtual-care provider nearing profitability.
Strengths
- Gross margin 86% (87th pct), ROA (100th), revenue growth
- Scaling weight-management/GLP-1 demand
Risks
- Operating margin still slightly negative; negative interest coverage
- Customer-acquisition cost and competition
Notable findings
- No interest coverageInterest coverage -5.64 (cannot cover interest)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Chronic dilutionShare count +30%/yr over 4y (dilution, book value/share -65%)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
85.7%
Operating margin
-4.0%
Net margin
7.4%
Return on equity
62.0%
Return on assets
20.4%
Revenue growth (QoQ)
608.5%
Interest coverage
-5.6×
Current ratio
1.2×
Free cash flow
$6M
Tangible book value
$23M
Stock comp / revenue
5.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Sripad Umesh | Grant | 75K | — |
| 2026-05-11 | Kavthekar Atul | Grant | 338K | — |
| 2026-03-30 | Pisano Christopher A | Grant | 200K | — |
| 2025-12-09 | FRIEDEMAN JESSICA | Sell | 15K | $3.61 |
| 2025-10-06 | LAROVERE JOAN | Grant | 22K | — |
| 2025-10-06 | Strawn John R Jr | Grant | 22K | — |
| 2025-10-02 | DiTrolio Joseph | Grant | 22K | — |
| 2025-10-02 | MACRAE CALUM ARCHIBALD | Grant | 22K | — |
| 2025-10-02 | Simon Roberto | Grant | 22K | — |
| 2025-09-10 | Alvarez Nicholas P | Sell | 75K | $5.92 |
| 2025-08-22 | STAN MARIA E. | Grant | 20K | — |
| 2025-08-22 | Yecies Eric Harold | Grant | 50K | — |
| 2025-08-22 | Wijnker Dennis | Grant | 25K | — |
| 2025-08-22 | Galluppi Stefan | Grant | 30K | — |
| 2025-08-22 | FRIEDEMAN JESSICA | Grant | 50K | — |
| 2025-08-22 | Benathen Marc David | Grant | 87K | — |
| 2025-08-22 | Alvarez Nicholas P | Grant | 100K | — |
| 2025-08-22 | Dray Shayna Webb | Grant | 30K | — |
| 2025-07-27 | Dray Shayna Webb | Grant | 50K | — |
| 2025-07-01 | Schreiber Justin | Sell | 25K | $13.38 |
| 2025-07-01 | Schreiber Justin | Sell | 25K | $9.99 |
| 2025-06-17 | Benathen Marc David | Sell | 50K | $14.01 |
| 2025-06-16 | Benathen Marc David | Sell | 75K | $13.09 |
| 2025-06-13 | Yecies Eric Harold | Sell | 15K | $12.25 |
| 2025-06-13 | Galluppi Stefan | Sell | 85K | $12.38 |
| 2025-06-02 | Schreiber Justin | Sell | 25K | $12.47 |
| 2025-05-02 | Schreiber Justin | Sell | 3.0K | $7.50 |
| 2025-05-01 | Schreiber Justin | Sell | 22K | $7.53 |
| 2025-04-29 | Schreiber Justin | Sell | 50K | $7.78 |
| 2025-03-31 | STAN MARIA E. | Grant | 20K | — |
| 2025-03-31 | STAN MARIA E. | Grant | 20K | — |
| 2025-03-31 | Alvarez Nicholas P | Grant | 75K | — |
| 2025-03-31 | Wijnker Dennis | Grant | 25K | — |
| 2025-03-31 | Galluppi Stefan | Grant | 30K | — |
| 2025-03-31 | Benathen Marc David | Grant | 75K | — |
| 2025-03-31 | Yecies Eric Harold | Grant | 19K | — |
| 2025-03-31 | Yecies Eric Harold | Grant | 30K | — |
| 2025-03-19 | Schreiber Justin | Gift | 14K | — |
| 2025-03-19 | Schreiber Justin | Gift | 28K | — |
| 2025-03-19 | Schreiber Justin | Gift | 14K | — |
| 2025-03-14 | FRIEDEMAN JESSICA | Sell | 30K | $5.66 |
| 2025-03-07 | STAN MARIA E. | Grant | 20K | — |
| 2025-03-07 | Galluppi Stefan | Grant | 30K | — |
| 2025-03-07 | Benathen Marc David | Grant | 87K | — |
| 2025-03-07 | FRIEDEMAN JESSICA | Grant | 50K | — |
| 2025-03-07 | Yecies Eric Harold | Grant | 50K | — |
| 2025-03-07 | Wijnker Dennis | Grant | 25K | — |
| 2025-03-06 | Galluppi Stefan | Grant | 60K | — |
| 2025-03-06 | STAN MARIA E. | Grant | 20K | — |
| 2025-02-14 | Schreiber Justin | Sell | 50K | $7.55 |
| 2025-01-02 | Schreiber Justin | Sell | 25K | $5.19 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Reg FDExhibits | filing ↗ |
| 2026-05-06 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-18 | Exec/director changeOtherExhibits | filing ↗ |
| 2026-03-09 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-06 | Material agreementDebt obligationReg FDExhibits | filing ↗ |
| 2025-11-17 | ResultsExhibits | filing ↗ |
| 2025-11-05 | Reg FDExhibits | filing ↗ |
| 2025-11-04 | Material agreementAcquisition/dispositionReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-22 | 0001493152-26-029503 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001493152-26-021520 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001493152-26-021536 ↗ |
| 8-K | 2026-03-18 | 2026-03-16 | 0001493152-26-011228 ↗ |
| 10-K | 2026-03-10 | 2025-12-31 | 0001493152-26-009549 ↗ |
| 8-K | 2026-03-09 | 2026-03-09 | 0001493152-26-009380 ↗ |
| 8-K | 2026-01-06 | 2026-01-02 | 0001493152-26-000525 ↗ |
| 10-Q | 2025-11-17 | 2025-09-30 | 0001493152-25-023906 ↗ |
| 8-K | 2025-11-17 | 2025-11-17 | 0001493152-25-023853 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001493152-25-020913 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001493152-25-020713 ↗ |
| 8-K | 2025-08-21 | 2025-08-15 | 0001493152-25-012214 ↗ |